What should be the investment strategy across market caps? Shweta Rajani explains

economictimes.indiatimes.com:

Shweta Rajani, Senior Vice President — Mutual Fund Advisory, Anand Rathi Wealth, says “valuation-wise, given the recent correction, largecaps are fairly priced, smallcaps have gone into an attractive zone. Midcaps are fair value to the expensive zone range. In such a scenario of 50% in large and 20% to mid, having 30% in smallcap in the portfolio would be a good market cap mix. One can look at realigning your portfolios to this market cap.”

Looking at the fresh levels of the market, a lot of investors must be thinking whether their regular investments should be continued or not. A lot of investors, especially matured ones would be waiting for this kind of a fall or volatility to enhance their investments. amounts also. But let us talk about the fear part. What, according to you, are normal questions that investors might think of looking at the market condition right now?
Markets in the last few days have been pretty much volatile. Just to give you certain numbers, from March till now, Nifty50 had run up by more than 20% and in the last few days, we have seen a correction of around 6%. Clearly, the question that comes to anybody’s mind is looking at the geopolitical situation, the Israel-Gaza war, what could happen to that and therefore the impact on Indian markets.

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The second question, of course, is over the likely impact of the US debt situation and the interest rate scenario there. We are seeing bond yields increasing in the US, so how would global factors impact the