Top Sector-Wise Stock Picks: Banking, NBFCs, Defence, Autos & More | Gaurang Shah

In this detailed breakdown, the Gaurang Shah of Geojit Investments shares his top stock picks across major sectors using the GeoGeek framework. In banking, he highlights SBI and Indian Bank in the PSU space, along with Axis Bank and ICICI Bank in private banking. For NBFCs, Bajaj Finance and L&T Finance stand out. The defence segment features outperformers like MTAR Technologies, Cochin Shipyard, Mazagon Dock, and BEL. Autos see strong contenders in M&M, Bajaj Auto, TVS Motors, and Ashok Leyland. In capital goods, L&T and Siemens take the lead, while capital-market tech includes CAMS (Computer Age Management Services). A comprehensive sector-wise guide for investors looking for high-quality opportunities.