Diwali is not just a festival of lights but also a time when many investors start new financial journeys. For this year’s “Muhurat Trading 2025” (Samvat 2082), Kotak Securities has chosen seven promising stocks that it believes could bring strong returns and good luck.
Market Performance Over the Past Year
The past year has been disappointing for the Indian stock market. Both Nifty and Sensex declined by around 1.5%, while mid-cap and small-cap indices dropped by over 5%.
Foreign investors sold stocks worth approximately ₹2.4 trillion, but domestic investors remained optimistic. Sectors like banking and automobiles performed well, while IT, FMCG, and real estate showed weakness.
Globally, there are signs of possible interest rate cuts in the US and Europe, and policy-driven stimulus continues in China. Despite these global uncertainties, Kotak Securities believes India’s growth story remains strong.
India’s Economic Outlook
The Indian economy has several positive triggers — including a ₹1 lakh crore tax relief by the government, a normal monsoon, rising rural incomes, and a rating upgrade from S&P.
Kotak Securities expects India’s GDP to grow by around 6.5% over the next three years.
Kotak Securities’ 7 Stock Recommendations for Samvat 2082
If you’re planning to start investing during Muhurat Trading 2025, Kotak Securities suggests these seven stocks:
Adani Ports – Target Price: ₹1,900
Growth expected from higher port volumes and strong capital expenditure.
Acutas Chemical – Target Price: ₹1,780
Potential for sharp gains in pharma and chemical sectors.
Cummins India – Target Price: ₹4,400
Strong order book, especially in the power generation segment.
Eternal – Target Price: ₹375
Blinkit expected to achieve EBITDA breakeven soon.
ICICI Bank – Target Price: ₹1,700
Excellent return on equity and strong asset quality.
Mahindra & Mahindra – Target Price: ₹4,000
Market leader in the tractor and SUV segments.
Reliance Industries – Target Price: ₹1,555
Telecom IPO and new FMCG strategy expected to drive growth.
