What should an ideal portfolio, focused on manufacturing, look like?br br br Axis Mutual Fund's Shreyash Devalkar speaks to Niraj Shah on 'The Porfolio Manager'. #NDTVProfitLivebr br br Guest List:br Shreyash Devalkar, Head-Equity, Axis Mutual Fundbr br br br For more videos subscribe to our channel: Visit NDTV Profit for more news: Don't enter the stock market unaware.