FUNDVIEW-Sunrise sectors to boost Indian markets over medium-term, Motilal Oswal AMC says

Motilal Oswal Asset Management is optimistic about sunrise sectors like renewables, electronics, and luxury consumption, expecting over 20% earnings growth in these areas over the next three to four years. CEO Prateek Agrawal noted that 25% of their portfolio is invested in these sectors, which are projected to outperform the broader market. Despite a challenging September quarter, he anticipates stronger momentum as interest rates ease and reforms take effect. The fund is positioned with a high tracking error, focusing on future growth rather than past performance.