SIPs have been marketed as a product that can deliver 12 per cent, 14 per cent and other such fantastical figures. These claims are made by people who have a vested interest in saying so, Sharma said.
PVR Inox approved a buyback of up to 20,68,965 fully paid-up equity shares at ₹1,450 per share, for an aggregate amount of up to ₹300 crore.
"Jagdishan's decision is incrementally positive as it removes one binary uncertainty," analysts at Nomura said in a note post the development.
Analysts at Jefferies believe that uncertainty can drag EPS & valuations, but after a 27% fall year-to-date at 1.5x PB, the risk-reward for HDFC Bank stock seems balanced.
Analysts said that the rise in DIIs' stake in HDFC Bank was backed by sustained buying from mutual funds. The overall MF holdings increased to 26.5% in June 2026, from 22.5% in the Sept 2025 quarter
Stocks to watch today: HDFC Bank's shares will remain in focus after bank's MD & CEO, Sashidhar Jagdishan, decided not to seek reappointment.
Improving NIMs, which hit record low in Q1, a key medium-term trigger
Stocks to watch today: IT services major HCLTech said it had collaborated with chemicals and biotechnology company Wacker Chemie to set up its global capability centre (GCC) in Pune.
Shares decline around 2 per cent as a US securities fraud class-action lawsuit and uncertainty over MD & CEO Sashidhar Jagdishan's succession weigh on sentiment
On a year-to-date (YTD) basis, HDFC Bank has declined 28 per cent and remains 8 per cent lower than in the last five years.
HDFC Bank stock: Thus far in the calendar year 2026, HDFC Bank underperformed the market by falling 27 per cent, compared to a 8.2 per cent decline in the BSE Sensex.
Earlier today, Christopher Wood, global head of equity strategy at Jefferies, in his weekly note GREED & fear, revealed that he has exited HDFC Bank to make way for names like MCX and Lenksart.
Thus far in the calendar year 2026, HDFC Life's stock price tanked 29 per cent.
In the two sessions, post announcement of its Q1 results on Saturday (July 18), HDFC Bank shares have lost nearly 7 per cent. The sharp decline has erased around ₹80,000 crore from its market cap.
HDFC Bank reported a 5 per cent increase in standalone profit for the first quarter to ₹19,060 crore on a year-on-year basis. Total deposits increased 14.7 per cent Y-o-Y to ₹31.71 trillion
HDFC Bank and Axis Bank were down 5 per cent each, while Yes Bank and Kotak Mahindra Bank from the Nifty Bank index were down 4 per cent each in intra-day deals on Monday.
SML Mahindra, UltraTech Cement, Karur Vysya Bank and BlueStone Jewellery among top stocks slated to post their Q1 results today.
HDFC Bank Q1 result preview: Q1 could be a mixed quarter for the lender, with analysts expecting flat NIMs. Asset quality is likely to remain steady, while loan growth may stay in double digits
While renewed geopolitical tensions in West Asia are likely to keep markets choppy, the Nifty 50 could rise to 26,500 by June 2027, around 10 per cent upside from current levels, Goldman Sachs said.
Virat Jagad, technical analyst at Bonanza says HDFC Bank displays a positive price action, with key momentum oscillators favourably placed. The analyst expects the stock to target ₹880 levels.