“Bank Nifty, which had lost momentum, is now in leadership. Obviously buy the frontliners which for the largecaps are HDFC, ICICI and Axis. But I would single out Kotak to be the biggest outperformer here. As for small caps, I am very optimistic on Bandhan Bank from that Rs 250 level. It has hit Rs 235, 240. But do a SIP in Bandhan.”
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