Key Points
V Srivatsa of UTI Asset Management discusses investment opportunities in domestic themes like private sector banking, auto sector, and healthcare..
He says: "The large and midcap fund has given 45% return on one-year and 22.5% return on 3-year basis..
There are investment opportunities to play on the domestic theme as growth remains intact and valuations too, are not very demanding, says V Srivatsa, fund manager equity at UTI Asset Management...
Private sector banking is one of the themes that Srivatsa, who manages assets worth Rs 8,600 crore at the asset management firm, is betting on given decent profit growth, and reasonable valuations both on an absolute basis and versus the market...
V Srivatsa: I manage around Rs 8600 crores of equity assets spread across four funds, UTI large and midcap fund, UTI aggressive hybrid fund, UTI retirement fund and UTI equity savings fund...
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