Market turmoil: Large caps offer valuation comfort; banks, tech look promising, say experts

While HDFC AMC’s Navneet Munot sees large caps as attractively placed over a three-to-five-year horizon, DSP MF’s Kalpen Parekh flags value in beaten-down banks and technology stocks but warns that defence, engineering and industrial stocks are trading at stretched valuations

Oct 7, 2026 - 21:00
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Market turmoil: Large caps offer valuation comfort; banks, tech look promising, say experts
While HDFC AMC’s Navneet Munot sees large caps as attractively placed over a three-to-five-year horizon, DSP MF’s Kalpen Parekh flags value in beaten-down banks and technology stocks but warns that defence, engineering and industrial stocks are trading at stretched valuations

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