“This time, housing, infrastructure like roads, railways could do the heavy lifting for the capex cycle.”

Stocks from this sector are down up to 30 per cent year to date.

This time, clients have shown immense maturity, across segments, says Associate Director -- Fund Manager, Motilal Oswal AMC.

Overall, so far this year, FPIs have withdrawn nearly Rs 4,100 crore from equities.

Ratings agency estimates that the debt burden will rise 17.44 per cent.