Time to increase exposure to equities; remain overweight on mid, small-caps, says Mihir Vora of TRUST Mutual Fund

Mihir Vora, chief investment officer at TRUST Mutual Fund, believes it is time to increase exposure to equities as he expects 10 to 12% earnings growth for large-caps and about 20% earnings growth for mid-caps and small-caps over the next couple of years. “The medium-term opportunity remains compelling, but the path is unlikely to be…

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A delayed India-US trade deal not a major risk; Budget 2026 to balance growth, fiscal prudence: Mihir Vora of TRUST MF

Mihir Vora, chief investment officer at TRUST Mutual Fund, expects the Union Budget 2026 to strike a balance between growth and fiscal prudence. He anticipates a continued focus on infrastructure spending and a moderate path of fiscal consolidation. In an interview with Mint, Vora shared his views on the implications of a delayed India-US trade…

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