2026 Investment Strategy | Arpit Beriwal: Focus On Mid-Cap Banks, Auto, And Telecom Sectors

Arpit Beriwal, Analyst - Derivatives, Wealth Management, Motilal Oswal Financial Services outlines his 2026 market outlook, recommending a diverse sectoral approach for investment. He highlights mid-cap banks as strong picks, particularly AU Small Finance, SBI, and Shriram Finance. For the auto sector, he favors M&M, citing its resilience despite a sideways market, with potential growth towards ₹4000-₹4400 levels. In telecom, he continues to back Bharti Airtel due to its solid performance above ₹2000 levels. Beriwal suggests a basket approach across these six to eight stocks, including heavyweights and selective mid-caps, to capitalize on the upcoming market upswing in 2026.