Domestic mutual funds are increasing their holdings in banks despite fears of bad loans amid the turbulence caused by pandemic. However, March quarter earnings of banks suggest that concerns over asset quality are less worrisome and second covid wave impact is likely to be manageable. As the corporate cycle seems to be clearly turning which banks are expected to benefit from it. Are banks a safe bet now? To discuss that Mint's Nasrin Sultana is joined by Amit Premchandani, Fund Manager (Equity) at UTI AMC Ltd.