Edit this postWhat Are Fund Houses Recommending Across Sectors This Week?
Overview
Brokerages have released updated sector and stock-specific calls reflecting global commodity pricing trends, sectoral performance outlook and FY26 guidance patterns. Sentiment remains broadly positive in metals, large-cap IT, auto, and select consumer names, while certain sectors like utilities and infrastructure continue to remain mixed.
This summary consolidates multiple fund house views to offer a snapshot of market positioning sentiment across leading listed companies.
Top Fund House Calls
🔹 HSBC — Buy on Hindalco, TP: ₹1,040 (Positive)
🔹 HSBC — Buy on NALCO, TP: ₹308 (Positive)
🔹 Jefferies — Buy on Reliance, TP: ₹1,785 (Positive)
🔹 Citi — Buy on Hero MotoCorp, TP: ₹6,900 (Positive)
🔹 Kotak — Upgrade to Buy on Nuvoco, TP: ₹410 (Positive)
🔹 JP Morgan — Overweight on LIC, TP: ₹1,200 (Positive)
🔹 Jefferies — Initiates Buy on Lenskart, TP: ₹500 (Positive)
🔹 Nomura — Initiate Buy on Anthem Bio, TP: ₹740 (Positive)
🔹 Nomura — Maintain Buy on M&M, TP: ₹4,355 (Positive)
🔹 Kotak — Maintain Hold on Mankind Pharma, TP: ₹2,520 (Neutral)
🔹 Kotak — Reduce rating on JSW Infra, TP: ₹270 (Neutral)
➡️ For traders following institutional flow setups, align entries with trend conditions using: Nifty Option Call | BankNifty Option Call
Sector Outlook Calls
🔹 IT Sector (Jefferies): Midcaps preferred — Coforge & Sagility
🔹 IT Sector (CLSA): Prefers TechM & Infosys (large caps), Persistent/Coforge (midcaps)
🔹 IT Sector (Nomura): 2026 growth marginal improvement expected — Top picks: Infosys, Coforge & eClerx
🔹 Real Estate (Jefferies): Launch momentum improving — Top picks: Godrej Properties & Lodha
🔹 Power Sector (HSBC): Neutral outlook — Maintain Reduce on Power Grid
🔹 GAIL (Citi & UBS): Maintain Buy — TP ₹215, outlook Neutral
Sentiment Summary
Overall brokerage sentiment across this update suggests:
- Strong confidence in metals, auto and IT midcaps
- Selective optimism in energy and financials
- Real estate momentum improving into FY26
- Some caution visible in utilities and infra PSUs
The majority of coverage revisions continue to lean positive, reflecting improving forward earnings visibility.
Investor Takeaway:
Derivative Pro & Market Strategist Gulshan Khera, CFP®, notes that broker upgrades often precede institutional accumulation phases. Tracking consistency across reports, not isolated calls, leads to stronger positioning. Follow structured insights via Indian-Share-Tips.com, which is a SEBI Registered Advisory Services.
SEBI Disclaimer: This consolidated update is for educational reference only and does not constitute investment advice. Always consult a SEBI-registered financial advisor.
