After a volatile first half of 2026 marked by geopolitical uncertainties, fluctuating crude oil prices and mixed corporate earnings, mutual fund investors are reassessing their investment strategy for the second half of the current calendar year. While equity markets have shown resilience, valuations in certain pockets remain elevated, prompting investors to seek clarity on asset allocation, fund category preferences and portfolio positioning.
Shivam Pathak, CFP and Founder of Asset Elixir shared with ETMutualFunds large-caps look better placed right now since their valuations are below historical averages, while mid-caps remain on the higher side.
