Naveen Kulkarni is betting on these 4 themes in broader market
“In the midcap-smallcap side of the basket, sector wise, we like banks as a sector, we like capital goods or industrials and then of course auto and consumer discretionary. These are the four broad sectors that we like. When we look at banks, we are definitely looking at the tier two banks, the likes of Federal Bank and DCB, banks which make an interesting case and even a bank like Ratnakar Bank Ltd.”