Banking ETFs in India are catching momentum as the sector rides a bullish run. A lively discussion asks whether these ETFs are investable today, with traders weighing NBFCs, PSU banks, and RBI reforms. GDP has come back into focus, adding a constructive tone to the bets.
What traders are watching The thread highlights a roughly year-long bullish trend in banking, fueling questions about long-term viability and exposure choices. The chatter isn’t a blanket buy; it’s about where you park money in a rotation-ready sector.[1]
Where bets are leaning • NBFCs - Many participants say they’d prefer NBFCs over traditional banks, signaling a shift in risk/return dynamics. [1] • PSU banks - Some see PSU banks as solid bets amid ongoing reforms. [1] • RBI reforms - The discussion points to new RBI reforms and charts showing bank breakouts. [1] • DSP Private Bank fund - A commenter calls out the DSP Private Bank fund as a good exposure. [1]
A concrete exposure to watch The thread frames DSP Private Bank fund as a potential entry point for investors seeking banking exposure, alongside a broader pick-up in bailout-ready policy signals. [1]
Closing thought: in a pile-on of reform chatter and earnings, your best signal is watching RBI moves and GDP data to gauge which banking plays stay investable. [1]
References
Examines investability of banking ETFs; notes bullish run, suggests DSP Private Bank fund, prefers NBFCs, considers PSU banks, RBI reforms.
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