“Dipan Mehta advises against blind dip-buying in the current volatile Indian market, stating it's not the time for broad accumulation. Instead, he recommends improving portfolio quality by selling underperforming positions to invest in quality stocks. He is bullish on large-cap "steady compounders" like L&T, Bharti Airtel, M&M, and Eicher Motors, expecting 15-20% returns once normalcy returns. He also finds IndiGo compelling over a 2-3 year view due to its strong PAT potential. For mid and small-caps, he favors thematic clusters such as travel and tourism (BLS International, Yatra Online), US healthcare outsourcing (Inventurus, Sagility), and India's insurance infrastructure build-out (Medi Assist), citing their scalable models and long-term tailwinds.”

Dipan Mehta’s track record: 12 graded calls · 95% CI 25–75%