Market could be on cusp of trend reversal; business cycle funds suitable for capturing sector opportunities, say experts

Experts believe the Indian stock market could be on the cusp of a trend reversal as geopolitical tensions ease, crude oil prices decline, and the economic growth outlook improves. They see the current environment as a good opportunity to buy the dip but caution against narrow thematic bets, recommending business cycle funds that dynamically allocate across sectors through different economic phases. Several business cycle funds including Mahindra Manulife, Axis, Aditya Birla Sun Life, and Kotak have delivered strong risk-adjusted returns by navigating market cycles effectively.