According to a recent report by Moneycontrol, Quant Mutual Fund is optimistic about the Indian market, suggesting that the worst of the global turbulence may be behind investors. The fund is adopting an opportunistic strategy, increasing its equity exposure as valuations become attractive. Amid rising geopolitical tensions and market volatility, the fund interprets current fluctuations as a market adjustment phase rather than a structural problem. Key observations include the emergence of capitulation signals in Indian equities, which historically precede stabilisation or recovery phases. Despite global disruptions, India’s nominal GDP growth is nearly double that of China, reinforcing its appeal as an investment destination. The fund has shifted its portfolio to focus on large caps while selectively investing in mid- and small-cap stocks, particularly in sectors like financials, infrastructure, and consumption. However, it maintains an underweight stance on manufacturing due to uncertainties in input costs and supply chains.