One company has a market cap of Rs. 50,000 crore. Another has an m-cap of Rs. 5 lakh crore. Now, both are large-caps by definition, but their growth, future prospects, everything really, could be very different. So, while putting stocks into a bucket based on their market capitalization, be sure to classify them on the basis of their business. Is it a growth business, or a mature business? This is important because, at different stages of economic growth, different sectors see very different rates of growth. And there is a marked difference in their performance during a slowdown. So, at this point, having a healthy mix is extremely important, so that your portfolio value sees less of a drawdown.
