News

Quant Mutual Fund increases exposure in select private banks; remains constructive on NBFC and 7 other sectors

Quant Mutual Fund increased exposure to select private banks and remains positive on NBFCs, infrastructure, insurance, consumption, and telecom. The fund anticipates a broader market rally, citing easing liquidity, tax and GST reforms, corporate earnings recovery, and potential USDINR reversal, while highlighting seasonal momentum and global Fed rate expectations shaping equity performance.