
A fund manager's highest conviction is reflected in portfolio allocation, not short-term market moves. Aditya Khemka, CIO, InCred Asset Management, says HCG remains his top conviction, followed by Thyrocare and FDC, based on their long-term growth potential. He explains that companies failing to deliver on structural expectations are removed from the portfolio and capital is reallocated to stronger long-term opportunities. Watch the full discussion to understand how professional fund managers build conviction, manage risk, and identify potential wealth creators in changing market conditions.