Stock Market Recommendations for the Week Starting April 1, 2025

According to Motilal Oswal Financial Services Ltd, the top stock picks for the upcoming week are DLF and HDFC AMC. Here's a closer look at why these stocks stand out.

DLF: A Strong Contender in the Luxury Residential Market

DLF has showcased an impressive portfolio of luxury residential projects, with launches like Privana South, Privana West, and Dhalias receiving extraordinary responses. Gurugram's emergence as a hub for uber-luxury residences has positioned DLF with an absolute monopoly in the area. The company's projects have delivered strong returns over the past 10-15 years, with significant CAGR across various categories. With a focus on shareholder value, evident through maintained and increased dividends, and a promising growth trajectory, DLF remains a strong investment choice.

HDFC AMC: Positioning for Growth in India's Mutual Fund Market

As India's third-largest mutual fund house, HDFC AMC boasts a QAAUM of ₹7.9t, with a significant market share in actively managed equity. The company's high-margin equity segment and potential for deeper penetration through HDFC Bank’s network underscore its growth prospects. With a diversified product portfolio and digital expansion efforts, HDFC AMC is poised for sustained growth and value delivery to stakeholders.

Disclaimer: The opinions and recommendations expressed are those of the brokerage and do not reflect the views of The Times of India. Always consult a qualified investment advisor before making any investment decisions.