Sohum Asset Manager shifts to Reliance and private banks to outlast global jitters

Published on 4 May 2026

Why the fund is cutting global exposure and FMCG

Sohum Asset Managers is moving toward safer large-cap stocks as global uncertainty looms. The fund is overweighting domestic businesses and underweighting global exposure, a tilt that has supported performance. Reliance Industries is a top bet for meaningful upside, while private sector banks take a significant share. FMCG is largely avoided due to expensive valuations.

Sohum is favoring large-cap stocks for stability
Portfolio tilts domestic over global exposure amid uncertainty
Reliance and private banks are major upside bets
FMCG avoided as valuations look stretched

#stock market #mutual funds #reliance industries #fmcg valuations #private banks

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Sohum Asset Manager shifts to Reliance and private banks to outlast global jitters

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