Capex theme a 10-year story; for India, big time infrastructure spending has just started: Deven Choksey
“In the majority of the portfolio stocks that we are carrying, we carry good long-term conviction. Even if they do not perform for a couple of years, on a compounded basis, they would perform eventually. We have seen our portfolios compounding in the vicinity of around 25% plus. We are happy with that part of it. Sometimes, some stocks do not appreciate but eventually they catch up in the subsequent period.”