Siddharth Vora turns bullish on smallcaps as valuations get cheaper after correction

He’s adding smallcaps after cutting IT exposure

Siddharth Vora says the market looks more attractive after a recent correction, prompting a shift toward smallcaps. His portfolio stays overweight in metals, power, and materials, while he continues to avoid IT. In a contrarian move, he points to oil marketing companies following his exit from ONGC.