It’s a buy-on-dips market but we have not increased cash allocation: Abhay Agarwal

Abhay Agarwal says "we have recently rebalanced our model portfolio, booked some profits in small and midcaps that we have over allocated to last year at the same time and redeploying them in largecaps where we see more value now. That is the only change that we have made in the portfolio. Other than that, we do not have increased cash allocation."

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