Smallcap stocks offer a better risk-reward proposition than midcaps, which remain relatively expensive, according to Mayur Patel, president and fund manager for listed equity at 360 ONE Asset. The 360 ONE Flexicap Fund has increased its smallcap allocation to 26% from 14% at the start of 2026, while reducing largecap exposure as selective valuations turned more attractive following the market correction.
Edited excerpts from a chat:
