Sunil Subramaniam on 4 ways Sundaram Mutual changed stance in last 6 months

“In midcaps, because of the cyclicality, the high operating and financial leverage, this is the first year of recovery that we are seeing in a way. Those midcap companies which are going to build off the domestic economic growth, are going to post higher EPS growth in the coming years. That apart, we continue to be strongly overweight on industrials and capital goods and banks.”