The recent crash in Indian equities now presents an opportunity for investors to enter certain pockets where valuations have become attractive, according to Aniruddha Sarkar, co‑founder and chief investment officer at Equinova Investment Management.
Speaking to NDTV Profit, Sarkar said investors can make money in small- and mid-cap stocks over the next three years, as he sees valuation comfort in the Indian market. However, he does not expect a major up move in March.
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The blue-chip Nifty 50 and Nifty Midcap 150 are both down 5.7% from their recent peak in early January. The Nifty Smallcap 250 is down 14% from its recent high in July 2025.
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Sarkar advised avoiding information technology stocks unless there is a visible pickup in earnings and said he continues to remain underweight on the IT sector. Since the Anthropic shock in early February, IT stocks have been the worst performer so far this year.
He is constructive on non-ferrous metals, noting that a demand–supply mismatch is likely to influence metal prices. Sarkar also highlighted a strong pickup in appetite for private capex and said his firm is betting on the commercial vehicle cycle and two-wheelers.
The fund manager also said the market appears to be looking beyond current geopolitical and economic events, and domestic investors are unlikely to sell at this stage.
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