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The Economic Times
The Economic Times
Business
Nikhil Agarwal

Markets at crossroads? Axis AMC’s Hitesh Zaveri on largecaps vs smallcaps, IT stocks, and portfolio de-risking

Axis AMC

With broader market valuations looking stretched, finding the right risk-reward balance is crucial. Hitesh Zaveri, Head of Listed Equity at Axis AMC, breaks down why large caps currently offer a safer margin of safety over small caps. Discover his tactical playbook for navigating macro volatility, the outlook for IT and financials, and how to position your portfolio for the next 3–5 years.

Edited excerpts from a chat:

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