Sohum Asset Managers backs large banks and telecom for growth

Sanjay Parekh, Founder and CIO of Sohum Asset Managers said the firm holds ICICI Bank, Axis Bank, SBI, HDFC Bank and recently increased Canara Bank. The portfolio also includes Bajaj Finance, Indiabulls Housing and Angel. Sohum remains overweight on Bharti Airtel and Indus Towers, expecting a gradual resolution for Vodafone.

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