| Sensex level influence | Sensex volatility | Investment theme | |
| Sivasubramanian Senior VP & Portfolio Manager, Franklin Templeton | No longer looks very cheap, but attractively valued for long term with strong fundamentals. | Volatility is here to stay, however the underlying trend is positive over a period of time. | Bottom-up approach, focus on business fundamentals, valuations and not market hype. |
| Naganath Joint President and CIO, DSP Merrill Lynch | Investor should not be concerned about Sensex level. Focus on fundamentals of stock. | Volatility may be irksome in the short term. However, for long term it is not a major variable. | Build a diversified portfolio rather than focus on one segment. |
| Sanjeev Duggal CIO, HSBC Asset Management India | Makes more sense to look at the valuations at which the Sensex is trading than absolute Sensex. | Sensex comprises of only 30 stocks. Volatility to rather influence short-term investors. | Disciplined investment, proper asset allocation and stay invested for the long term. |
| Ramdeo Agarwal Joint Managing Director, Motilal Oswal Securities | Equity investment atmosphere is conducive for individual stocks. | Depressed market conditions is always good for making investments. | Invest in companies with margin of safety at a given price rather than focusing on a crazy theme. |
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