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Markets2h 52m ago

Kotak Equities rebalanced model portfolios, adding SBI Life and TCS, and refreshing its midcap sleeve.

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India

Who
Kotak Equities
What
Kotak Equities rebalanced model portfolios, adding SBI Life and TCS, and refreshing its midcap sleeve.
When
Mon, 13 Jul 2026 08:38:32 GMT · 2h 52m ago
Where
India ·
Why
Adjustments reflect a reorientation toward defensive earnings franchises in financials and high-quality IT, alongside selective trimming of stocks that have seen outsized moves.
The Frontline Impact

How this affects you

The rebalancing signals a strategic shift by Kotak Equities towards defensive sectors like financials and IT, potentially influencing investor sentiment and capital allocation within the Indian market.

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