Market Guru | Mihir Vora Of TRUST Mutual Fund On Banks, IT & Market Outlook

Market Guru | Mihir Vora Of TRUST Mutual Fund On Banks, IT & Market Outlook

Advertisement
Shailendra Bhatnagar
  • Updated Aug 6, 2026 4:44 PM IST

Welcome to Business Today Television! In this exclusive interview, we sit down with Mihir Vora, CIO of Trust Mutual Fund, to decode Dalal Street's current momentum. With his AMC recently crossing the ₹5,000 crore AUM milestone, Vora shares his expert strategies for navigating market volatility. He explains how easing geopolitical tensions, robust FCNR inflows, and the cooling global AI hype are driving foreign liquidity back into Indian equities while stabilizing the rupee.

Vora highlights a strong preference for small and mid-cap stocks over large caps, noting structural headwinds for large-cap IT services. Instead, he reveals massive growth opportunities in CDMOs, consumer discretionary, precious metals, and data center ancillaries. Tune in to discover where the smart money is heading next!

Advertisement