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Where to invest now: SBI MF prefers large caps, pharma, PSU banks
Ruchit Mehta, Head of Research at SBI Mutual Fund, prefers CDMO and hospital plays within pharma, citing stronger growth prospects over generics. He sees large caps as attractive on valuations, while midcaps require selectivity amid earnings risks. PSU banks may outperform in the near term due to stronger loan growth, but asset quality risks could emerge over the next 2–3 quarters if global disruptions persist.
Trent, L&T to HDFC Bank: How are the worst-performing Nifty 50 stocks of last month faring in April?
Earlier this month, DSP Mutual Fund in its strategy report said that it is shifting from a conservative to a constructive view on the Indian stock market, as the correction has brought valuations closer to long-term averages.
Stocks to Watch for April 23: Trent, Tata Comm, Infosys, SBI Life, LTTS and more
Trent Q4 profit beats estimates with bonus and rights issue, SBI Life and Tata Communications post mixed results, Infosys OpenAI deal and new BEL defence orders. Here are few stocks to track ahead of Thursday's trading session.
Ruchit Jain of Motilal Oswal suggests Balrampur Chini, Paras Defence, DMart shares to buy in the near-term
Indian benchmark indices faced selling pressure on April 22, with the Sensex dropping over 800 points and Nifty 50 falling more than 200 points. Despite this, the broader market showed strength. Analysts recommend buying Balrampur Chini, Paras Defence, and DMart for potential short-term gains.
PNB Housing Q4 Results | Net profit up 14% on high retail disbursements; declares dividend
NII rose 8.2%, while asset quality, return on assets improved. The board recommended a dividend of ₹8 per equity share of face value ₹10 for FY26. Shares of PNB Housing Finance Ltd ended at ₹905.80, down by ₹18.60, or 2.01%, on the BSE today, April 20.
Ramesh Damani advises staying invested, continuing SIPs amid market volatility
Ramesh Damani said Mark Mobius helped bring global investor focus to India and other emerging markets. He highlighted Mobius’ view that volatility creates opportunity and said investors should stay invested through cycles. Damani added that markets may stabilise as geopolitical risks ease, with sectors like defence, infrastructure and local supply chains likely to see interest.
Why your portfolio needs more than just India and gold
India offers thousands of mutual funds, but portfolios remain concentrated; true diversification needs global exposure, multiple asset classes, and low-correlation strategies beyond domestic equities.
Retail flows stay resilient as MF AUM falls 10.1% MoM in March: Motilal Oswal
Equity mutual fund inflows hit a 17 month high in March 2026 despite a 10.1 percent drop in total AUM as markets corrected, SIP contributions and retail participation stayed strong
Just Dial Ltd leads losers in 'A' group
Acutaas Chemicals Ltd, Indus Towers Ltd, ICICI Prudential Asset Management Co Ltd and CCL Products (India) Ltd are among the other losers in the BSE's 'A' group today, 15 April 2026.
TCG Asset Management’s Shahzad Madon picks digital infra, defence & renewables as key themes
Shahzad Madon of TCG Asset Management says investors should focus on long-term themes like energy transition, digital infrastructure, defence and manufacturing amid global uncertainty. He believes these sectors will see strong multi-year growth driven by geopolitical changes and rising demand. Madon prefers transmission plays within renewables, and remains comfortable with EMS companies due to steady earnings growth and improving margins. Disclaimer: The views and investment tips expressed by investment experts on CNBCTV18.com are their own and not that of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.
Nuvama’s PE arm raises focus on manufacturing, invests ₹200 cr in Chennai-based Val-Met Engineering
Nuvama Private Equity has acquired a minority stake in Val-Met Engineering for ₹200 crore to capitalize on the aerospace and defence manufacturing boom. The investment aims to scale the specialized material supplier into a global player through tech upgrades and international acquisitions.
Drone industry is on pace for big Pentagon contracts. These stocks would benefit the most
White House seeks $1.5 trillion 2027 defence budget with $63 billion for drones, boosting firms like AeroVironment, Ondas, Karman and Amprius per Needham analyst