Prabhudas Lilladher sees India’s equity markets entering a phase led by domestic demand, supported by tax cuts, lower inflation and easier credit conditions. Against this backdrop, the brokerage has highlighted 10 large-cap stocks that it expects to deliver strong returns over the next 12 months. The picks span financials, consumption, infrastructure and healthcare, and reflect what PL Capital calls its “high-conviction” ideas in the current environment.
JioBlackRock MF: Infosys among top 10 stock holdings in Mar
JioBlackRock Mutual Fund, a new entrant, reported an AUM of Rs 15,258 crore in March, with HDFC Bank and ICICI Bank as its top holdings.