Portfolio focused on 4 key sectors; reducing exposure to PSUs from 42% to 24%: Siddharth Vora
Vora believes owning HDFC Bank would not add significant alpha to his fund in the current value momentum regime. They stay out of HDFC Bank and Kotak Bank until their overall scores improve, focusing on sectors like financials, industrials, energy, and auto for potential growth in the medium to long term.
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