Amit Goel Bets On Nifty, RIL & HDFC Bank As Large Caps Offer A Fresh Opportunity

Amit Goel Bets On Nifty, RIL & HDFC Bank As Large Caps Offer A Fresh Opportunity

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Shailendra Bhatnagar
  • Updated Oct 22, 2026 7:00 AM IST

Large-cap stocks could offer an attractive opportunity after underperforming other segments of the Indian equity market. Amit Goel, Co-Founder & Chief Global Strategist, Pace 360, explains why he is focusing on Nifty ETFs, with additional exposure to Reliance Industries and HDFC Bank. He believes relatively subdued valuations and the potential for mean reversion could improve the risk-reward equation for investors over the coming months. With nearly 85% of his equity allocation concentrated in Nifty exposure, Goel outlines why he prefers large caps over mid-cap and small-cap stocks and where he sees potential for a recovery. Like, Share, and Subscribe to Business Today.

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