IDFC First and Federal Bank stand out among midcaps, but my top pick in the largecap would be Axis Bank . I can stick my neck out that November onward, we should see the beginning of an extremely positive bull market with the broader market participating. TCS for us would be equal weight.The other part would be the weakness in IndusInd Bank. Globally there are options for three months, six months, nine months, 12 months expiries. Rs 265 becoming Rs 350 may be a very viable option for this bank.

Source: Economic Times October 11, 2019 11:13 UTC