Tata Mutual fund is positive on road construction companies because in the last few years there have been significant ordering happening from national highways authority of India (NHAI) and ministry of road transport and highways (MoRTH), said Rupesh Patel, fund manager at Tata Mutual Fund.

“Other segments which we like within infrastructure is cement,” Patel said.

He said that the house is comfortable holding on to consumer stocks at the moment.

Fast moving consumer goods (FMCG) stocks will become very attractive after another 5 percent correction, Patel added.