We per se have overweight on financials, the largest sector. We were marginal overweight on IT and I think a lot of times these Fed rate peaks, historically we have seen that also leads to some return of interest in IT given the underperformance that they have seen, it is a mild overweight that we have, so that is a second one.
Sandip Sabharwal picks ICICI, Axis as banking stocks with upside potential
Market expert Sandip Sabharwal identifies ICICI, Axis, and Kotak as top banking picks, citing upside potential. He also sees value in infrastructure stocks like NCC
