Aamar Deo Singh says: "Investors should adopt a cautious approach and build a multicap portfolio with stocks across large, midcap, and smallcap in equal proportions. Key sectors to consider are infrastructure, autos, banking, pharma, IT, and renewables. At current levels in the market, it would be prudent to adopt a cautious approach as valuations in some pockets have risen sharply over the past few months."