Active large-cap funds can outperform in next 3-5 years: Ashwini Shami

Ashwini Shami, president & chief portfolio manager at OmniScience Capital, expressed concerns over SMIDs’ rich valuations and rather finds active large-cap schemes focusing on mispriced pockets in top-100 stocks better placed in the next 3-5 years. Furthermore, he shares his outlook with Saloni Goel in an email interview on the Fed’s next move, the defence stocks’ rally, and sectors that could offer better opportunities for investors.