Rajesh Palviya of Axis Securities sees selective opportunities in the private banking and NBFC sectors, despite recent weakness in PSU banks. He highlights Kotak Mahindra Bank, IndusInd Bank, Federal Bank, AU Small Finance Bank, LIC Housing Finance, and Bajaj Finance as stocks showing resilience and signs of strength, with their bullish trends still intact.

Rajesh Palviya’s track record (trackable calls only): 9 graded calls · 95% CI 19–73%

Kotak Mahindra BankBullishCalled 11 May 2026Graded 19 Sep 2026
Verdict:HIT

R5 DIRECTIONAL (BULLISH): entered ₹376 on 2026-05-12; 1M +4.61% (in-direction), 3M +4.65% (in-direction) -> HIT (both in direction).

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