Quant MF’s Sandeep Tandon prefers power and telecom themes, remains cautious on manufacturing plays

Sandeep Tandon, Founder & CIO of Quant MF, remains cautious on kitchen appliance and consumer manufacturing companies. He said revenue growth in the segment has been modest over the past few years. Sandeep Tandon, Founder & CIO of Quant MF, which managed assets worth nearly $9.26 billion during the January-March 2026 quarter, said the fund house has been advocating a bottom-up approach since April. According to him, the best opportunities currently lie in micro-cap stocks, followed by small-caps, mid-caps and then large-caps. Despite concerns over oil prices, geopolitics and foreign fund flows, Tandon said the current market environment favours thematic…