Unfavourable global political events, worrisome surge in oil prices and rising dollar point out to the fact that the negative sentiment about equity markets in India is not expected to ebb anytime soon. Add to this, the implementation of the GST, which has still not brought about the expected shift in market share for large-sized companies from those in the unorganised space.

However, analysts and equity veterans reckon that despite all the uncertainty, it makes sense to be with large-sized companies, given their high cash flow from operations, consistent dividend-paying tradition and a dominant market share. Large-sized companies are expected to clock superior growth in revenues due to increasing business strength and influence resulting from improved market share. This fact justifies investment in mutual fund schemes which have singular focus on large-sized companies in their portfolios.