Top Stock Picks Today: Nifty, Sensex & Bank Nifty Expert Analysis

 In the ever-changing world of the stock market, every investor dreams of becoming a Bajigar — someone who plays smart, takes calculated risks, and wins big. Today’s market moves in Nifty, Sensex, and Bank Nifty show that opportunities are endless, but success belongs only to those who understand the right strategies. From expert analyst calls to trending stock picks, Bajigar Investment brings you the best insights to make smarter decisions and stay ahead in the market race.

Index Overview & Key Market Drivers

• Weekly Performance:
  The Nifty rose ~1.29% to 24,741, and the Sensex climbed ~1.13% to 80,710, powered by strong domestic macro data and policy tailwinds. Mid and small caps outperformed, signaling enhanced risk appetite. Market momentum hinges on a revival in banking and IT sectors.

• Banking Sector Challenge:
  

  Bank Nifty remains a drag on broader indices, with sluggishness in banking names preventing a more pronounced rally. In contrast, sectors like automobiles, FMCG, metals, and new-age stocks are showing strength.

Top Stocks Recommended by Analysts

Recent Daily Picks:

• Dabur, Bajaj Auto, and Amara Raja Energy & Mobility are highlighted as strong “Buy” candidates for September 4, 2025, offering traders short-term opportunities.

Weekly Strategy: Nifty & Bank Nifty Focus (Sep 1–5)

• Strong picks include CG Power & Industrial Solutions, Syrma SGS Technology, Navin Fluorine, and KPIT Technologies.

• In banking: ICICI Bank and Axis Bank are recommended for their financial strength and stability.

Mid-to-Long-Term Bets:

• Nifty Drivers: Bharti Airtel, Reliance Industries, SBI, HDFC Bank, and ICICI Bank together drove 80% of Q1 FY26 earnings growth, underscoring their leadership in earnings performance.

• 1-Year H+L Picks by Motilal Oswal:

  • VA Tech Wabag (Buy; up to 26% upside)

  • ICICI Bank (Buy; ~19% potential)

  • Amber Enterprises (~17%)

  • Ultratech Cement (~15%)

  • Vishal Mega Mart (~13%)

• Prabhudas Lilladher Mid-Term Picks: Forecasting Nifty to hit 27,609 in 12 months, their picks include Titan, Britannia, DOMS Industries, Adani Ports, and ICICI Bank—reflecting confidence in consumption, infrastructure, and financials.

Bank Nifty Shake-Up

• IndusInd Bank rallied ~5.4% after the appointment of Rajiv Anand as CEO, sparking hopes of a turnaround amid past volatility; analysts remain cautiously watchful. 

• HDFC Bank and ICICI Bank saw gains following stronger-than-expected Q1 performance. ICICI Bank especially was named “top pick” by Nomura thanks to loan growth and fundamentals.

Quick Snapshot Table

Focus Area	Key Insights
Market Momentum	Strong Nifty and Sensex gains; mid/small caps lead; watch banking, IT
Sector Watch	Automobiles, FMCG, metals, new-age stocks showing strength
Short-term Picks	Dabur, Bajaj Auto, Amara Raja EM (for immediate reactive trades)
Mid-cap Picks	CG Power, Syrma SGS, Navin Fluorine, KPIT Technologies
Long-term Picks	VA Tech Wabag, ICICI Bank, Ultratech, Amber Enterprises, Vishal Mega Mart
Strategic Picks	Titan, Britannia, DOMS, Adani Ports, ICICI Bank (linked to Nifty target)
Banking Recovery	IndusInd (on leadership optimism), HDFC/ICICI (earnings-driven uplift)

 

 

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📵 Disclaimer

This blog post is for informational and educational purposes only. Stock market investments are subject to risk. Always consult a SEBI-registered advisor before investing.