Kotak Mutual Fund’s Sectoral Bets
  • Elizabeth George
  • Oct 09 2013

October 9: Harsha Upadhyaya, Head of Equities at Kotak Mutual Fund, is overweight on IT as he continues to believe in the IT story. As and when the economy picks up, banks will lead the rally, he says, adding that consumer discreationary volumes are more attractive now. Among sectors, he also likes the auto pack.