Money managers increased the weights of banks, technology, oil & gas, capital goods, and utilities, while moderating weights in consumer, NBFCs, autos, healthcare, retail, chemicals, telecom, consumer durables, and textiles, shows a report by Motilal Oswal.
Beyond the Nifty slump: Sandeep Bagla on why largecap valuations are ripe for comeback in 2026
Sandeep Bagla of TRUST Mutual Fund sees corrected large-cap valuations as a prime entry point for 2026, especially in banking and IT. Their new Large