Bullish on smaller and midcap auto ancillaries and capital goods companies: Daljeet Singh Kohli

Daljeet Singh Kohli, of Vasuki India Fund, advises diversified investment in auto theme through ancillaries to avoid overexposure. Emphasizes on mid-sized capital goods companies for growth potential amidst market volatility. Kohli says: "We are not doing anything in our portfolio, we are just sitting tight looking at day-to-day activity in the market."