Looking ahead to 2026, speaking to Business Today, Tapse identified five key sectors—banking, capital markets, real estate, new-age businesses, and manufacturing—and lists 12 stocks that could deliver returns in 2026.
Axis Bank's valuations at 1.5 times estimated FY27 adjusted book value should cushion any downside, said a broking firm.
On Friday, the stock rose nearly 23 per cent to touch an intraday high of Rs 2,662. It eventually closed at Rs 2,586.70 apiece, marking a gain of 19.48 per cent.
Nippon Life India Asset Management Ltd led the gainers, climbing 7.06 per cent to Rs 925.95. HDFC Asset Management Company Ltd surged 5.26 per cent to Rs 2,674.95.
An analyst from Anand Rathi said that A breakout is visible on the daily charts of Kotak Mahindra Bank, after a phase of consolidation in the Rs 2,125–2,165 range.
HDFC Bank clarified that it does not intend to invest in IndusInd Bank. Instead, it would be investments by HDFC Bank group entities such as HDFC Mutual Fund, HDFC Life Insurance Company Limited and HDFC ERGO.
SMC Global said that Mphasis is attempting a constructive turnaround on the daily charts, supported by an emerging strong support near the demand zone where stock has built a triple bottom pattern.
In the September quarter, banks had delivered some margin related surprises, with many of them reporting an earlier-than-expected recovery, even after absorbing the full impact of the 50 bps rate cut in June 2025.
Among Sensex constituents, HDFC Bank led losers, falling 1.32 per cent to Rs 989.30. ICICI Bank slipped 0.83 per cent.
ICICI Bank said it would raise Rs 3,945 crore through the allotment of unsecured, subordinated Tier-2 bonds on a private placement basis.
Antique noted that disciplined cost management, including rationalisation of distributor commissions, has helped HDFC AMC maintain a stable equity yield of around 59 bps.





