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Kotak Mutual Fund's Harsha Updhyaya says build portfolio in next 2-3 quarters with five-year view

Updated : July 15, 2019 11:41 AM IST

Within the IT sector,  Upadhyaya said he is avoiding midcap IT stocks at this time because, from a valuation perspective, they are as rich as large-cap companies
The current ongoing freeze in debt markets is unlikely to affect any of the companies in Kotak MF's portfolio, he said.
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