Defence ETFs saw gains after Operation Sindoor. Groww and Motilal Oswal Defence ETFs rose significantly. A defence ETF fund of fund also showed strong returns. This surge is attributed to India-Pakistan tensions and government support. The defence budget has tripled in a decade. PM Modi emphasized self-reliance in defence. Experts advise diversified equity funds over single-sector investments.
HDFC Bank, Bharti Airtel among 10 largecap stocks with up to 35% upside potential. Check list
Brokerages remain optimistic on select largecap stocks despite rising geopolitical risks and inflation concerns. Stocks across banking, telecom, auto and infrastructure sectors offer upside potential