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Jefferies India said on October 6, 2026, that risk-reward had become more favorable for large-cap shares than mid-caps, citing better relative valuations and a narrowing earnings-growth gap over FY26–28E. As reported by Livemint, the brokerage increased its weight in Reliance Industries, added Kotak Mahindra Bank and Welspun Corp to its model portfolio, and trimmed exposure to rate-sensitive non-banking financial companies (NBFCs) and real estate. The available coverage does not establish a list of stocks to buy or sectors to avoid outright.
What Jefferies said about large caps versus mid caps
Jefferies’ reported preference is relative, not a claim that every large-cap stock is attractive or every mid-cap stock should be avoided. Its stated reasoning was that large caps offered better relative valuations while the earnings-growth gap between large and mid caps was narrowing over FY26–28E. The coverage provides no growth percentages, valuation multiples, or price targets with which to quantify that comparison.
Livemint attributed this statement to the report: “We increase weight on Largecaps. We believe risk-reward is becoming more favourable for large caps on better relative valuations vs Midcaps, while the earnings growth gap is narrowing over FY26-28E.” The report was dated October 6, 2026.
Which stocks Jefferies reportedly added or increased
| Portfolio action | Company | What the coverage establishes |
|---|---|---|
| Increased weight | Reliance Industries | Jefferies reportedly raised the stock’s weight in its model portfolio; the amount and rationale specific to the company are not stated in the accessible Livemint coverage. |
| Added | Kotak Mahindra Bank | Jefferies reportedly added the stock to its model portfolio; the allocation and company-specific rationale are not stated in the accessible coverage. |
| Added | Welspun Corp | Jefferies reportedly added the stock to its model portfolio; the allocation and company-specific rationale are not stated in the accessible coverage. |
These are reported changes to a brokerage model portfolio, not individualized recommendations or a complete account of the investment case for any company.
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Which sectors Jefferies reportedly reduced
The brokerage reportedly trimmed weight in rate-sensitive NBFCs and real estate. That describes a reduction in portfolio exposure, not a blanket instruction to avoid every NBFC or real-estate company. The available coverage does not provide the full sector allocation or a complete list of sectors Jefferies viewed cautiously, so “sectors to avoid” overstates what can be established.
Does the report compare IT with banks?
No IT-versus-banks comparison is established in the available coverage. It names Kotak Mahindra Bank as an addition, but does not provide a sector-level call on banks versus IT or a recommendation to choose one over the other. The supported comparison is large caps versus mid caps, alongside the reported portfolio changes.
Independent reader supportYour contribution helps us test, update, and keep practical guides available for everyone.How to use this portfolio news
A brokerage’s model portfolio is a dated view, not a substitute for checking whether an investment suits your circumstances. Before acting, consider current prices and valuations, company fundamentals, the size and risk of your existing holdings, and your investment horizon. The reported excerpt does not include price targets or enough detail to reconstruct the full allocation or analysis.
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