Trust MF maintains bullish stance on capex and infra stocks
after close1 source ↓written by the desknot a recommendation
Trust Mutual Fund has reaffirmed its bullish outlook on India's capital expenditure cycle, despite high valuations. The fund focuses on sectors like infrastructure, defense, and power transmission. CEO Sandeep Bagla highlighted that recent market adjustments have improved valuation concerns, supported by strong domestic indicators like steady GST collections and healthy auto sales.
• 95%-98% equity exposure
• Focus on growth-linked sectors
• Positive domestic economic signals
This strategy may enhance investor sentiment in the infrastructure space.
Not investment advice. For informational purposes only.