Unlike most active fund managers, we have been able to deliver alpha over the benchmark: Sumit Agrawal, Bandhan AMC

Sumit Agrawal, Fund Manager at Bandhan AMC, discusses the changes in exposure in various sectors. They have reduced exposure to large private sector banks and moderated exposure in the IT sector. They continue to be overweight in the auto sector, especially two wheelers and two wheelers related OEMs. They are also overweight in the pharma sector, particularly domestic pharma.