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ETMarkets Smart Talk: Smallcap investors should consider a five-year SIP horizon amid volatility: Sorbh Gupta

A mutual funds development with market-wide reach.

· Economic Times Markets

In an interview with Kshitij Anand of ETMarkets, Sorbh Gupta, Head of Equity at Bajaj Asset Management Limited, says investors considering smallcap exposure could look at a five-year SIP horizon, depending on their risk appetite and financial goals.

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Fund flows and NAV moves show where domestic retail conviction is actually going, month after month.

Because the driver here is macro rather than company-specific, the read-through is to index-level positioning rather than to any single name — correlations tend to rise when the whole market faces the same signal.

  • This is a market-wide development — its reach goes beyond any single stock.
  • Sector exposure: Financial Services.
Financial Services