Beyond the Nifty slump: Sandeep Bagla on why largecap valuations are ripe for comeback in 2026

TRUST Mutual Fund has launched the TRUSTMF Large & Mid Cap Fund, requiring a minimum 35% allocation each to large-cap and mid-cap segments with up to around 15% expected in small-caps. Fund manager Sandeep Bagla stated that large-cap valuations in sectors like banking and IT have corrected to comfortable levels, making them an attractive entry point with improving earnings outlook. The mid-cap universe has delivered exceptional earnings recently, while the firm sees alpha generation potential through active sector weightage in large caps and bottom-up stock selection in mid and small caps.