The equity portfolio value of domestic funds rose to ₹27.90 lakh crore in September 2023, data from NSDL show, driven by increased investment by local funds that offset the impact of redemption by foreign funds (FPIs).
Motilal Oswal sees 15–20% upside in L&T and BEL amid strong sector tailwinds
India’s capital goods sector is thriving, fueled by strong macro factors and sector-specific growth drivers. Defence, power, renewables, and infrastructure are witnessing robust order books,