Helios Mutual Fund is adjusting its portfolio. The focus is shifting towards electric vehicle two-wheeler companies. A new addition in this space is expected soon. The fund remains cautious on passenger vehicles and negative on the IT sector due to US uncertainty and AI impact. FMCG is avoided due to growth concerns.
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