It is a great time to start building up portfolio in the context that GDP growth looks good, micro numbers are gelling well with macro numbers, consumption numbers, and auto numbers are also looking good, said Sonam Udasi, Fund Manager, Tata Mutual Fund.
The house has been overweight on auto and positive on consumption theme. However, increasingly the fund has been more largecap driven than midcaps because valuations in largecaps make more sense.
Top holdings would include HDFC, Reliance, Bajaj Auto, M&M, said Udasi.
They would use volatility to find emerging names in the next six months, he said.