“Among largecaps, Bhanushali has 5 top bets. These are ICICI Bank, SBI, Cipla, Reliance Industries and Ashok Leyland. Among midcaps, there are 3 chemical stocks – Deepak Fertiliser, Deepak Nitrite and JB Chemicals. Aptus Home Value is the smallcap in the portfolio where the brokerage is seeing a 32% CAGR growth in their loan books.”
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