Скачать или смотреть Hot Portfolio | Top 5 High-Conviction Picks for Feb 2026

Welcome to Hot Portfolio, your monthly high-conviction stock list curated by Somil Mehta, Head of Alternate Research at Mirae Asset Sharekhan.

In this episode, Mr Mehta reveals the Top 5 Stocks for February 2026 — each selected using a unique approach that focuses both on technical and fundamental parameters.   

📌 This Month’s Hot Portfolio Includes:  
(As analysed in the video)  
A Telecom giant that reported strong Q3FY26 results with revenue growing 19.6% Y-o-Y.
A Capital Goods front-runner with an order book at a record high of about ₹7.3 lakh crore, giving strong visibility for future growth.
A Pharmaceuticals leader that plans to launch 100+ products over the next five years, with a strong focus on complex therapies.
A Power powerhouse that continues to add capacity across thermal and renewable power.
And a Consumer Discretionary giant that continues to expand stores across Tier I and Tier II cities.

🎯 Why This Series Matters  
Hot Portfolio is designed to help investors:  
• Find high-quality stocks backed by strong business fundamentals  
• Build a balanced, conviction-driven portfolio  
• Invest with data, discipline, and clarity.  

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