Mirae Assets Optimistic About The Midcaps

BTTV’s Aastha Chopra spoke to Swarup Mohanty, CEO of Mirae asset Mutual Funds on how investors should rethink their portfolios as markets head into 2026. Mohanty said the investment landscape has changed and relying on old rules may no longer work.

He said the old rules of portfolio building are no longer enough and investors must look at markets with a fresh mindset. Mohanty highlighted that holding conviction during market cycles pays off and that opportunities now lie beyond the usual comfort zones. 

Mohanty highlighted that holding conviction during market cycles pays off and that opportunities now lie beyond the usual comfort zones. 

He highlighted that staying invested with conviction helped funds recover strongly and that opportunities are now spread across the market. He explained why mid-sized companies are becoming more relevant and why investors should not look at stocks only through large, mid or small labels. Mohanty also spoke about gold, suggesting that modern forms of holding gold offer more flexibility. He added that younger investors are more comfortable with risk, making stock selection and portfolio balance far more important in the years ahead going forward.