Positive impactSector
360 ONE's Mayur Patel bets on smallcaps, says midcaps look somewhat expensive
Economic Times 1 hr ago·25 Jul 2026, 6:10 am
Mayur Patel of 360 ONE Asset Management has expressed a preference for smallcap stocks, citing better risk-reward potential compared to midcaps. This shift in strategy is noteworthy for investors, as it reflects the fund's assessment of current market valuations.
The fund has adjusted its portfolio by increasing its exposure to smallcaps and reducing its holdings in largecaps. This move indicates a disciplined approach to investing, focusing on specific sectors that show promise.
Investors should watch how this strategy plays out, particularly in sectors like manufacturing, renewables, defence, and AI-linked infrastructure, to understand the potential impact on their own investments.
Key takeaways
- Category: Sector.
- AI reads the tone as positive (potentially bullish) for the stock.
Why it matters
A routine update. The tone is positive — historically associated with upward pressure, though not predictive. Use the price and stock snapshot to gauge how the market is responding.
