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SBI Fund Management has attracted strong attention after its market debut, with leading brokerages remaining optimistic about its long-term growth potential. Emkay Global has initiated coverage with a Buy rating and a target price of ₹750, citing SBI’s trusted brand, strong distribution network, and India's underpenetrated mutual fund industry. Equirus Capita also remains positive, pointing to the company’s leadership in assets under management, expanding product mix, and healthy long-term AUM growth. Most analysts believe investors can continue holding the stock for the long term, while fresh investors may consider accumulating it near the IPO price if attractive buying opportunities emerge.
Sobha reported a strong Q1 performance, with net profit jumping to ₹51 crore from ₹14 crore a year ago, while revenue surged 50% year-on-year to ₹1,278 crore. EBITDA and operating margins also improved significantly, driving a sharp rally in the stock after the results. However, Gaurav Sharma, Vice President & Head of Research, Globe Capital, believes investors should wait for a decisive breakout above the ₹1,600–1,700 range before considering Sobha. Instead, he prefers Oberoi Realty and Lodha Developers as his top picks in the real estate sector, citing stronger fundamentals and better growth visibility. Watch the full expert analysis to know which real estate stocks offer the best investment opportunities.
Karur Vysya Bank surged over 7% after reporting a strong Q1 performance, with net profit rising 45% year-on-year and net interest income growing 32% to ₹1,422 crore. The bank also maintained healthy asset quality, with lower gross NPAs and stable net NPAs. While large private banks witnessed a mixed market reaction after their earnings, Karur Vysya Bank emerged as a standout performer. Gaurav Sharma, Vice President & Head of Research, Globe Capital, believes the bank remains a strong long-term investment and says there is still room for further upside. He also recommends City Union Bank as another hidden gem in the private banking space, citing its consistent financial performance, healthy fundamentals, and long-term growth potential for investors.
Paytm reported a solid Q1 performance with net profit rising to ₹220 crore and revenue increasing 8% year-on-year to ₹2,448 crore. While the company deferred its expected bonus share announcement, the earnings largely met market expectations. The stock has already rallied sharply from around ₹1,100 to ₹1,400 in recent weeks, making investors wonder if more upside remains. Gaurav Sharma, Vice President & Head of Research, Globe Capital, recommends a buy-on-dips strategy, suggesting that any correction towards ₹1,250 could offer a good buying opportunity. He sees ₹1,400 as the immediate resistance, and a breakout above that level could open the door for a move towards ₹1,600 and higher.
UltraTech Cement delivered a strong Q1 performance, with robust volume growth and optimistic FY27 guidance, keeping the stock in focus. Management expects double-digit volume growth while highlighting lower-than-expected input cost pressures and improving pricing trends. The company’s entry into the wires and cables business is another long-term growth driver, though initial investments may weigh on earnings due to higher depreciation and interest costs. Dharmesh Kant, Head of Equity Research, Chola Securities, believes much of UltraTech’s positive outlook is already reflected in its valuation. He prefers Shree Cement and Dalmia Bharat as better investment opportunities, citing stronger volume growth and more attractive valuations. Watch this video for expert insights on the cement sector and the best stock picks.
Metal stocks are back in focus after a sharp correction, and this discussion breaks down where the best opportunities may be emerging in India’s ferrous and non-ferrous space. The analysis highlights Hindalco as an attractive non-ferrous pick after recent weakness, while Vedanta Aluminium remains worth tracking despite stretched valuations because of encouraging Q1 volume growth. On the ferrous side, JSW Steel stands out after strong numbers, capacity expansion plans, supportive Q2 guidance and better margin visibility in value-added flat steel products. The conversation also compares Tata Steel’s volume performance, domestic steel price trends, safeguard duty impact, input cost control and the risk of lower realizations in longs and billets. If you follow Indian metal stocks, commodity cycles, steel shares, aluminium demand or stock market sector rotation, this video offers a concise analytical view on the key companies and triggers investors should watch next in 2026 market conditions and beyond closely.
Paytm reported a strong Q1 performance with net profit rising 79% year-on-year to ₹220 crore, reflecting improving business momentum. However, the company surprised investors by deferring its much-awaited bonus share announcement, keeping the market cautious. The bigger trigger now remains the implementation of Merchant Discount Rate (MDR), which could significantly improve Paytm’s earnings outlook. Dharmesh Kant, Head of Equity Research, Chola Securities, says the company has successfully rebuilt its earnings trajectory after past regulatory challenges. He believes any major upside in the stock will depend on the return of MDR, as much of Paytm’s near-term growth expectations are already reflected in its current valuation. Watch for expert insights on Paytm’s future outlook.
IndiGo has signed a landmark preliminary agreement with CFM International for more than 1,000 LEAP-1A engines, making it one of the biggest engine deals in aviation history. The agreement supports the airline’s ambitious fleet expansion plans, with nearly 900 aircraft already on order, and strengthens its long-term growth strategy in both domestic and international markets. The airline also plans to establish its own engine maintenance, repair and overhaul (MRO) facility, enhancing operational efficiency and reducing maintenance costs. Karishma Asoodani, Business Today, explains the significance of this historic deal, while Dharmesh Kant, Head of Equity Research, Chola Securities, says IndiGo remains a strong long-term portfolio pick despite near-term challenges such as higher fuel prices, Middle East geopolitical tensions, and volatility in the aviation sector.
Indian markets are navigating fresh uncertainty as crude oil prices climb above $90 per barrel amid rising geopolitical tensions. Despite the new risk, strong domestic liquidity and a largely positive Q1 earnings season continue to provide support for equities. Kranthi Bathini, Director of Research, WealthMills Securities, believes the 24,000 level on the Nifty remains a key support zone. He says the market continues to be a "buy on dips" opportunity, provided geopolitical tensions do not escalate significantly. With more than 250 companies set to announce results this week, earnings and crude prices will remain the key market drivers for investors.
Can long-term investing really help create wealth? The answer depends on disciplined investing, regular portfolio reviews, and selecting quality businesses at the right stage of their growth cycle. Simply holding stocks for years is not enough if fundamentals or market conditions change. Kranthi Bathini, Director of Research, WealthMills Securities, explains that investors should maintain a balanced portfolio with a mix of growth, value, and emerging sector stocks while reviewing their holdings periodically. He believes equities remain one of the best-performing asset classes over the long term, but wealth creation requires patience, diversification, and staying invested in fundamentally strong companies.
UltraTech Cement reported a strong Q1 performance, beating Street estimates on revenue, EBITDA, and net profit. The company posted a 17% year-on-year rise in consolidated profit, while sales volumes also recorded healthy growth. Sneha Poddar, AVP Research, Motilal Oswal Financial Services, believes the outlook for the cement sector is improving as infrastructure spending, government capex, and post-monsoon demand are expected to support growth in the second half of FY27. She also expects easing raw material cost pressures and better pricing power to improve margins, making the sector attractive for investors in the coming quarters.
Private sector bank stocks delivered mixed Q1 earnings, with ICICI Bank emerging as the standout performer while HDFC Bank, Axis Bank, and Kotak Mahindra Bank faced pressure on margins and asset quality. Despite healthy credit growth, elevated funding costs and weaker net interest margins weighed on investor sentiment. Sneha Poddar, AVP Research, Motilal Oswal Financial Services, said ICICI Bank has consistently outperformed peers through steady execution and strong financial performance. She added that while other private banks expect margin improvement in the coming quarters, investors will closely watch whether borrowing costs ease and profitability recovers.
Anand Rathi Wealth has identified two mutual funds that stand out for their investment approach and long-term potential—Bandhan Large & Mid Cap Fund and Invesco Focused Fund. These schemes have impressed the research team with their disciplined portfolio construction, research-driven strategy, and consistent execution. Shweta Rajani, Head - Mutual Funds, Anand Rathi Wealth, explained that Invesco Focused Fund follows a high-conviction approach by investing in a concentrated portfolio of around 20–25 carefully selected stocks. She believes the fund is well-suited for investors seeking higher growth potential while understanding the possibility of greater short-term volatility.
Bandhan Large & Mid Cap Fund has emerged as a strong contender among diversified equity mutual funds, backed by consistent performance and a disciplined investment strategy. Changes in the fund house's leadership, research process, and portfolio construction have strengthened its long-term outlook. Shweta Rajani, Head - Mutual Funds, Anand Rathi Wealth, highlighted that the fund has benefited from improved research coverage, a stable fund management team, and a growth-at-reasonable-price investment approach. She believes its diversified portfolio, disciplined stock selection, and consistent execution make it one of the notable large & mid-cap mutual fund options for investors.
Tatva Up 20%; HDFC, Axis Bank Drop on Weak Q1
Mutual fund managers continue deploying cash as steady SIP inflows support equity markets, even though purchases have slowed in July. Cash allocations have declined over the past three months, reflecting improving confidence and active investment across midcap and small-cap segments. Shweta Rajani, Head - Mutual Funds, Anand Rathi Wealth, highlighted that fund managers have been steadily deploying cash while maintaining a disciplined investment approach. She noted that funds such as Kotak Midcap, HDFC Midcap, Invesco Midcap, Invesco Small Cap, and HDFC Small Cap remain worth tracking. She also added that while industry cash levels may rise temporarily due to fresh inflows, fund managers have largely been deploying capital into quality opportunities.
BTTV brings you a new market show - 'Daily Calls,' where you can gain invaluable insights and clarity on your market queries through our live sessions featuring expert analysts. Whether you're confused about where to invest, how to invest, or how to build and structure your portfolio.
Welcome to Business Today TV! In this insightful mutual fund review, we are joined by Shweta Rajani, Head of Mutual Funds at Anand Rathi Wealth, to decode the latest trends shaping fund portfolios. Discover why SIP inflows into mid and small-cap funds remain remarkably resilient, and learn about the strategic sectoral shifts fund managers are executing - increasing bets on banking and healthcare while trimming exposure to IT and oil & gas. Shweta shares expert insights on top fund recommendations, highlighting the unique active management strategies behind the Invesco Focused Fund and Bandhan Large & Mid-Cap Fund. Tune in to understand current cash deployment levels, market valuations, and why maintaining a four-to-five-year investment horizon is absolutely essential for navigating today's equity landscape!
Mutual funds continue to gain traction among investors as a disciplined and accessible avenue for long-term wealth creation. However, selecting the right fund requires a clear understanding of financial goals, risk appetite, and investment horizon. In this episode, Ankit Tikmany Chief Investment Officer - (PMS), Jainam breaks down the fundamentals of mutual fund investing, explains the differences between equity, debt, hybrid, index and thematic funds, and highlights the factors investors should evaluate before choosing a scheme. The discussion also addresses common misconceptions, the role of diversification, and the importance of aligning investments with individual financial objectives. The conversation offers practical insights to help both new and existing investors make informed decisions in an evolving market environment.
Welcome to Business Today TV! In this episode of "What's Hot," host Sakshi Batra and market expert Avinash Gorakshakar, Founder, Avinash Mentor Research decode the D-Street's nervous start. As geopolitical tensions push crude oil past $90, the Nifty faces heavy pressure from private sector banks. We dive deep into the Q1 earnings season, analyzing mixed results from heavyweights like Reliance Industries, HDFC Bank, ICICI Bank, Axis Bank, and Kotak Mahindra. Discover how the RBI-backed FCNR deposit window is helping Indian banks attract billions in NRI dollars to strengthen their balance sheets. Plus, get expert stock-specific strategies and long-term outlooks for underperforming IT giants, the resilient pharma sector, booming hospital stocks, and key metal players like JSW Steel. Tune in now for actionable market insights!
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