Axis Mutual Fund's Senior Fund Manager identifies structural opportunities amid global volatility. Sachin Relekar backs consumer internet, financials, and metals for long-term gains over three to five years. Consumer internet platforms are approaching profitability inflection with strong capital efficiency potential. Large private banks trade at decade-low valuations with clean asset quality and healthy lending books, offering compelling medium-term opportunities. The metals sector now shows greater earnings predictability, with steel benefiting from domestic demand and aluminium facing structural supply deficits. Despite geopolitical tensions and trade policy swings, India's stable domestic policy environment and solid balance sheets create a foundation for patient investors seeking structural trends rather than tactical trades.
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