Stay invested! There's more value in largecaps but growth story is panning out in mid & smallcaps: Rajesh Bhatia

Rajesh Bhatia, CIO of ITI MF, discussed the current market uptrend, emphasizing the strength of India's structural bull market. He highlighted significant growth in midcap and smallcap sectors, particularly in defence, electronic manufacturing, and capital goods. Bhatia advised staying invested despite frothy valuations due to robust macro conditions and potential for future capital expenditure.