Canara Rob MF: Market Recovery Expected, Consumer Discretionary Key Growth Driver

• Market saw significant damage in the last 15-16 months due to earnings and valuations; a constructive outlook is expected for the next 18-24 months with earnings recovery and valuation improvement.
• Earnings are expected to improve, with a 15% growth projected by FY27, despite ongoing global uncertainties.
• Canara Robeco Multi Cap Fund uses auto-asset allocation across large, mid, and small caps (min 25% each), investing 75% in equity/equity-related instruments as an all-in-one solution.
• Overweight sectors include financials, consumer discretionary, auto (2-wheeler, SUV, ancillaries), platform companies, retail, hotels, hospitals, telecom, and pharma.
• The fund maintains an underweight stance on the oil & gas and metal sectors.

Why It Matters: Expert insights reveal India's market recovery and key sectors for investment growth.