Trideep Bhattacharya on 3 sectors to be overweight on and 3 sectors to pare exposure in

Edelweiss MF is optimistic about consumption, financials (especially NBFCs), and tyres, maintaining an overweight position. They are cautious on oil & gas, paints, and metals & mining due to capacity and competition concerns. The fund anticipates improved earnings in the second half of FY26, driven by factors like lower crude oil prices and rate cuts.