The Changing Face Of BFSI— Read Motilal Oswal's Thematic View; HDFC Bank, Angel One, Home First Among Top Bets
We remain selective in our BFSI stock picks: ICICI Bank, HDFC Bank, and SBI are our top large-cap picks. In mid-size banks, we prefer Federal Bank and AU Small Finance Bank. Shriram Finance, HomeFirst, PNB Housing Finance, and L&T Finance are our preferred picks among NBFCs.
HDFC Life and ICICI Lombard are our favorites among insurance, whereas, among capital markets, we prefer HDFC AMC, Nuvama, CAMS, and Angel One.