In a conversation with Business Today TV, Mihir Vora, CIO of Trust Mutual Fund, shares his outlook on the markets and the emerging opportunities ahead. He highlights catalysts such as the GST 2.0 push, India-US trade alignment, and structural domestic growth drivers. Vora explains Trust MF’s portfolio positioning with higher allocation to Industrials (18%), Financials (16%), Consumer Discretionary (14%), Healthcare (12%) and Materials (11%), backed by disciplined stock selection across 66 holdings. He also discusses investment themes in public sector banks, auto ancillaries, and selective NBFCs, where improving balance sheets and earnings visibility are creating value. On smallcaps, Vora notes that the TRUST MF Small Cap Fund continues to outperform peers, emphasizing a long-term, fundamen

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