Should Vodafone Idea Be In Your Portfolio? Top Experts Seem Divided On Its Future. Here's Why

Are Vodafone Idea shares a smart investment right now? Or should you look at other telecom stocks? Two top market experts, Dharmesh Kant, Head of Equity Research at Chola Securities, and CA Rudra Murthy, Research Head at Vachana Investments, present contrasting views to help you decide. Dharmesh Kant believes Vodafone Idea could be a potential multibagger if held for the long term, with improving ARPU (Average Revenue Per User) and government backing. He also highlights Reliance Jio as an attractive pick at current levels due to its robust growth in the digital space and other business verticals. CA Rudra Murthy, on the other hand, remains cautious about Vodafone Idea, calling it a "lottery stock" that should only occupy a small portion of your portfolio. Instead, he recommends Bharti Airtel as the best telecom stock, citing its strong fundamentals and growth potential. He also highlights Indus Towers as a midcap stock worth considering, which could indirectly benefit from Airtel’s success.