Business News Desk, Budget is coming. Investors and experts are eyeing the important sectors who are expected to be promoted from the government. This budget will play an important role in deciding the economic priorities of the country. Some sectors are expected to benefit from more funding, incentives and reforms. Market experts believe that in this budget, sectors like Defense, PSU (Public Sector Undertaking) and Infrastructure will be given special attention. Etmutualfunds have known what they have expectations in this budget from these sectors by talking to experts.
Infrastructure
Abhishek Jain, research head of Arihant Capital Markets, said that the infrastructure sector will be the most important in the upcoming budget. Special attention will be paid to rural infrastructure. There may be some announcements in the budget regarding this. Some initiatives can also be taken to complete the stuck large infrastructure projects. The category has 18 schemes and has fallen by an average of 10.89% since the announcement of the previous budget in July 2024. Despite this, experts suggest that investors should consider increasing their investment. Abhishek Jain says that a proper part of the portfolio can be availed by impressive profits in the infrastructure and good companies of the Capital Goods sector. To reduce the risk, the strategy of investing slowly can be adopted.
Psu
Rajesh Minocha, founder and certified financial planner of Financial Radiation, says that this budget can pay attention to increasing investment in areas like Energy, Railways and Defense. In addition, steps such as improving governance, restructuring and moving towards green energy can also be taken. There are about six funds in this category, with an average of 15.58% decline since the previous budget announcement in July 2024. Minocha said that those who are continuing to invest in PSU funds do not need to panic. But care should be taken. Diversification is very important. Pay attention to the PSU whose basic position is strong. Investors should prioritize long -term investment. Investing for a long time, focusing on ‘time’ instead of ‘returns’ is the most important aspect of compounding.
Defense
In the case of defense funds, the government’s focus will be on increasing consumption rather than more expenses in this budget. Also, in the last 10 years, India’s expenditure on defense has increased much faster than the world. There are two funds in this category. Since the announcement of the previous budget, Motilal Oswal Nifty India Defense Index Fund has declined by about 15.35%. Meanwhile, HDFC Defense Fund has declined by 12.19%. Although the defense sector -based funds are giving negative returns, but experts say that investors should maintain their investment. Vishal Dhawan, CEO of Mumbai’s Wealth Management Firm, Plan Ahed Wealth Advisors says that the government’s rising expenses and the government’s rising expenses and The long -term approach to the defense sector is positive due to strategic initiatives. The order and revenue of domestic defense companies is increasing due to increasing stress in the world and India’s efforts to become self -sufficient. New investors should wait for the prices to come down.
