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Indian asset management with Swarup Mohanty

Zerodha Educate

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Thematic Investing in India

As long as our selection is correct and we are married to that selection sometimes some companies do not play out in the short run right. If a broad part of those talks perform the NAV is intact. India has been investing in a market cap way large capital cap all cap too while larger economies have gone into mega ideas within themes.

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