Bullish on 3 investment themes, but avoid overloading any segment in portfolio: Suranjana Borthakur

Suranjana Borthakur of Mirae Asset Investment Managers highlights their focus on decadal themes like consumption, banking financial, and healthcare. She advises balanced portfolio allocations, recommending mid and smallcaps alongside largecaps for long-term growth. With stable SIP inflows, hybrid and thematic funds are also expected to be attractive in the near future.