Bandhan Small Cap Fund, which outperformed 93% of peers last year, is investing in beaten-down Indian internet firms like Paytm and Info Edge. The fund manager sees opportunity in unpopular value stocks with potential for significant gains, even amidst market volatility and regulatory challenges. The portfolio also favors undervalued textile and real estate sectors.
Originally published by The Economic Times https://economictimes.indiatimes.com/markets