IDFC top buys in the large caps space include names like Maruti Suzuki, ICICI Bank, Motherson Sumi, HPCL, Hindalco Industries, Aurobindo Pharma, Bharat Electronics and Ashok Leyland.
Mitessh Thakkar of mitesshthakkar.com is of the view that one can sell Adani Ports and Bhushan Steel and can buy Ashok Leyland.
Ashwani Gujral of ashwanigujral.com is of the view that one can sell Axis Bank and ICICI Bank and can buy Hindustan Zinc.
Chandan Taparia of Motilal Oswal Securities is of the view that one can buy Bharat Forge and can sell HDFC Bank and United Breweries.
Ashwani Gujral of ashwanigujral.com recommends buying Biocon with a stop loss of Rs 600, target of Rs 650, a buy on Bharat Forge with a stop loss of Rs 750, target of Rs 775 and a sell on PC Jeweller with a stop loss of Rs 387, target of Rs 370.