Jefferies' model portfolio changes
Jefferies raised Reliance Industries’ weight in its model portfolio and added Kotak Mahindra Bank and Welspun Corp. It said it was favouring largecaps as rising bond yields pressured Indian equities.

Timeline
Tuesday, 6 October
- How Jefferies is reshuffling its portfolio as soaring bond yields give Nifty bulls sleepless nights
Jefferies favours largecaps as rising bond yields pressure Indian equities
- Jefferies raises Reliance weight and adds Kotak Mahindra Bank, Welspun Corp
Jefferies increased Reliance Industries’ weight in its model portfolio
