Ashish Chaturmohta Bullish On Private Banks Or PSBs? Check Full Details

The debate between PSU and private sector banks continues as investors look for the next source of market outperformance. While large private lenders offer stability and consistent returns, PSU banks are attracting attention due to improving operational performance and relatively lower valuations. Ashish Chaturmohta, Managing Director, PMS - JM Financial, believes PSU banks could generate stronger alpha if the sector witnesses further re-rating. He points out that many public sector lenders are delivering loan growth and operational metrics comparable to private peers, despite trading at significant valuation discounts. In this conversation, Chaturmohta explains how he is positioning portfolios across private and PSU banking names, balancing stability with growth opportunities while assessing the long-term outlook for India's financial sector.