Motilal Oswal trims HDFC Bank, increases weight in SBI amid latest reshuffle. Here’s the full list

The banking sector is currently navigating dynamics of NIM, asset quality, and credit growth. Institutional portfolio adjustments like Motilal Oswal's can influence investor perception and capital allocation within the sector.

Look for opportunities in public sector banks like SBI, potentially benefiting from institutional interest, while closely watching HDFC Bank's performance post-merger and any further institutional exits.

For Indian markets, this story mainly matters for SBIN, HDFCBANK and the Banking, Financials, Defence pocket. The current signal is mixed, so traders should look for follow-through in price, volume, and sector breadth instead of reacting to the headline alone.

Watch whether the next market session confirms the setup described here: Motilal Oswal increased its weight in SBI in its model portfolio, indicating a positive outlook. Motilal Oswal trimmed its weight in HDFC Bank in its model portfolio, suggesting a less favorable view compared to SBI. Also track volume confirmation, sector participation, and whether the move holds beyond the first reaction.

• •Motilal Oswal reshuffled its model portfolio.
• •Increased weight in SBI.
• •Trimmed HDFC Bank.
• •Added stocks across financials, new-age, defence, and manufacturing.
• •Cited strong growth prospects and valuations for new additions.