Axis Mutual Fund's Sachin Relekar Highlights Long-Term Investment Opportunities in Consumer Internet, Financials, and Metals
Axis MF's Sachin Relekar backs consumer internet, financials & metals for long-term gains
The Economic Times
Image: The Economic Times
Sachin Relekar, Senior Fund Manager at Axis Mutual Fund, emphasizes long-term investment potential in consumer internet, financials, and metals amid global market volatility. He advises investors to focus on structural growth trends and avoid companies lacking pricing power in a challenging economic environment.
- 01Consumer internet businesses are nearing a profitability inflection point.
- 02Large private sector banks are trading at decade-low valuations, presenting a medium-term opportunity.
- 03The metals sector is becoming more predictable due to strong domestic demand and reduced risk from balance sheet deleveraging.
- 04Relekar advises against investing in companies with weak pricing power amid rising input costs.
- 05A long-term investment horizon of three to five years is recommended.
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Sachin Relekar, Senior Fund Manager at Axis Mutual Fund, identifies three key sectors for long-term investment: consumer internet, financials, and metals. He believes that platform-based consumer internet companies are approaching a profitability inflection point, with significant cash generation expected over the next three to four years. In the financial sector, large private sector banks are currently trading at decade-low valuations, presenting an attractive opportunity for medium-term investors. Relekar also highlights the metals sector's improved predictability, driven by strong domestic demand and reduced risk from post-COVID balance sheet deleveraging. However, he cautions against investing in companies with weak pricing power in an environment of rising input costs. His overarching message is to adopt a long-term perspective, focusing on structural growth trends and strong balance sheets while avoiding tactical, short-term thinking.
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Investors focusing on the recommended sectors may see improved returns as these industries grow and stabilize. This could lead to better financial health for individuals and businesses involved in these sectors.
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