High Fliers

‘We find more value in large-caps today’

Aarati Krishnan
Manish Sonthalia, CIO, Director and Head-Equities for PMS, Motilal Oswal AMC
Manish Sonthalia, CIO, Director and Head-Equities for PMS, Motilal Oswal AMC

If large-caps don’t do well, mid-caps and small-caps cannot move up relentlessly

Portfolio Management Services (PMS) have soared in popularity in this bull market, with seasoned ones like the Motilal Oswal’s Portfolio Management Services attracting a lot of HNI interest. So how does the portfolio manager select stocks? Why did it recently shutter its popular fund to new money? What are the most risky segments of the market? Manish Sonthalia, CIO, Director and Head-Equities for...