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As the stock market scales fresh highs & money pours into equity funds, are investors ignoring the cardinal principle of asset allocation? In the latest episode of Market Café, Surabhi Upadhyay catches up with the top professionals of the country’s largest asset manager - SBI Mutual Fund to get a sense of their equity investment philosophy at this juncture. SBI MF Deputy MD & Jt CEO DP Singh and SBI MF head of equity Dinesh Balachandran share their views on the need to protect the portfolio downside in a correction as well as some of their to investment ideas.
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