Like much of the Indian market, valuations in this sector are also not cheap. And when you pay a full price for a sector, the risk of getting a single name wrong is more expensive than usual. A focused bet at a high valuation, on a company that then runs into a rule change or some other trouble, hurts a great deal.Stock Reports Plus, powered by Refinitiv, is a comprehensive report that evaluates five key components of 4,000+ listed stocks – earnings, fundamentals, relative valuation, risk, and price momentum – to generate standardised scores. The simple average of the above-mentioned five component ratings is normally distributed to reach an average score.

Like much of the Indian market, valuations in this sector are also not cheap. And when you pay a full price for a sector, the risk of getting a single name wrong is more expensive…

Jefferies has picked Bajaj Finance, Cholamandalam Investment and Finance Company, Aditya Birla Capital and Shriram Finance to outperform the Nifty and bank stocks, with target…