Sandip Sabharwal discusses Kotak’s valuation normalization after RBI restrictions, suggesting it’s now reasonably priced. He favors ICICI Bank for its asset-liability management, Axis Bank for its conservative approach, and sees SBI as undervalued. Sabharwal also believes Reliance is entering an outperformance cycle, while auto and infra stocks are underestimated.
Dolly Khanna’s portfolio sees steady gains in CY26; 5 stocks rise up to 25%
Ace investor Dolly Khanna’s portfolio, valued at Rs 481 crore as of May 2026, saw a 8% increase from December 2025. Five of her eight