Mumbai-based mutual fund adviser Kunal Bajaj said,"If you have a portfolio which is concentrated in small and mid caps alone, then it is a good time to re-look and say..I am missing allocation across a few other sectors in the industry." "But if you are looking at investing in funds which are top performing and have given a 60 percent return in last one year and you expect that going forward, then that’s not going to be the case," he added.
