Sanjay Parekh, Founder and CIO of Sohum Asset Managers

High-Conviction Bet: Samvardhana MothersonFour-Year Target: Parekh identifies Samvardhana Motherson International as a top-conviction stock, projecting the potential for its share price to double over the next four ***** Growth: While the core auto component business remains strong, the firm’s nascent aerospace and consumer electronics divisions are expected to achieve critical scale in the next three to five years, serving as major growth ***** Outlook & Top PicksAutomobile Resilience: The broader auto sector continues to see stronger-than-expected demand despite challenging environments. Parekh notes that margin pressures are temporary, with the upcoming festive season likely to boost sales. Key performers include Maruti Suzuki India, Mahindra & Mahindra, and the two-wheeler ***** & Bharti Airtel: Parekh is highly optimistic about Bharti Airtel's prospects over the next 3–4 years, driven largely by its expanding cloud and data center businesses. He does not view the upcoming Jio IPO as a threat, but rather as an event that could expand the overall telecom ***** in Large Caps: The fund is utilizing market volatility to selectively accumulate large-cap stocks at lower valuations, with specific interest in Adani Ports and Special Economic ***** Bank Rerating: Although currently underweight on HDFC Bank, Parekh sees a compelling opportunity due to its prolonged underperformance.