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With the interim budget concluded, investors have shifted their focus back to earnings and other major cues. Axis Securities has made some changes to its top picks like booking profit in Maruti. Let s take a look at its top large-cap picks for Feb. ....
The brokerage has increased its weight and remains ‘overweight’ on Banks, Cap Goods and Healthcare, and diversified financials (led by HDFC AMC). It is ‘equal weight’ on IT and ‘underweight’ on Auto, Metals, Cement, Consumer and Oil & Gas. ....
Indian market has taken all headwinds in its stride and the action has been very stock-specific as Mid/small caps continue to outperform large caps, Prabhudas Lilladher stated. It lists its top large, mid and smallcap picks for model portfolio. ....