Market Commentary LIVE | Where Are Markets Headed Next? | Shweta Rajani, Anand Rathi Wealth

Business Today Television brings you a deep dive into mutual fund flows, SIP trends and the market outlook with Shweta Rajani, Mutual Fund Head, Anand Rathi Wealth. As the Nifty remains sharply below its September 2024 peak, domestic SIP flows continue to support markets, with investors steadily increasing allocations. We discuss where SIP money is flowing across large, mid and small caps, why large caps could see a strong mean reversion, and which sectors may outperform. The conversation also covers financial services, IT and international AI exposure, dividend yield funds, portfolio rebalancing and fund selection. Rajani shares a sample mutual fund portfolio for young long-term investors, along with views on debt allocation, target maturity funds, bond yields and the RBI rate outlook.