Rajiv Thakkar of PPFAS on why most of his equity investment is in the big cap





In this episode of Guru Portfolio, PPFAS Mutual Fund Cio Rajeev Thakkar tells us that less than 10% equity investment (which are completely in PPFAS ‘Flexicap Fund) are in the middle and small cap, and the rest are large caps. He also tells us that in the last 5 years, its allocation in fixed income assets has doubled – and he invests in gold primarily through gold jewelery. They also have an interesting advice for investors – clock!