Samvat 2083: Which Mutual Funds & Investment Themes Should Investors Focus On For Better Returns?

Which mutual fund categories and investment themes could perform well in Samvat 2083? Swarup Mohanty, Vice Chairman & CEO, Mirae Asset Mutual Fund, explains why investors should look beyond small-cap funds and consider multi-asset allocation for better portfolio stability and risk management. He identifies defence, manufacturing, energy, electric vehicles and healthcare as key themes for the coming years. He also highlights the growing opportunity in consumer discretionary stocks as India's consumption patterns evolve towards higher-value products and services. The discussion explores how investors can diversify portfolios, manage risks and participate in India's long-term economic growth story.