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Sundaram MF well-positioned for cyclical recovery, says S Krishna Kumar

last month|53 views
The fund house had been well positioned for this kind of an event and cyclical recovery. We have overall 25-27 percent exposure to the industrial, cement, infrastructure, capital goods plays and 30 percent exposure to banks and financials and rest is well diversified across other ideas, said, S Krishna Kumar, CIO Equity, Sundaram Mutual Fund.

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