Samvat 2082: Kotak Securities’ Top Muhurat Trading Picks – From RIL to Eternal

As the festive season lights up Dalal Street, investors are gearing up for the annual Muhurat Trading session — that one special hour when faith, finance, and fireworks come together. Ahead of the symbolic Diwali trade, Kotak Securities has revealed its list of top stock ideas for Samvat 2082, and it’s a thoughtful mix of reliable blue chips and emerging growth stories.

A Balanced Basket of Faith and Fundamentals

Kotak isn’t chasing the hype this year. Instead, it’s leaning on companies with strong business models, clean balance sheets, and clear visibility into earnings growth. On the list are well-known giants like Reliance Industries, ICICI Bank, and Mahindra & Mahindra, alongside promising mid-cap names such as Adani Ports, Eternal, and Acutaas Chemicals.

Each pick seems to tell a story — of scale, innovation, and execution discipline — rather than just stock momentum.

Why These Names Stand Out

• Reliance Industries continues to be Kotak’s long-term favorite, thanks to its expanding digital and retail arms. The brokerage believes the conglomerate’s ability to reinvent itself every few years keeps it one step ahead of the competition.

• ICICI Bank, with its strong asset quality and digital push, remains the most dependable private lender in Kotak’s basket. The steady earnings and focus on retail growth make it a “comfort stock” for the long haul.

• Mahindra & Mahindra finds its place for its growing dominance in SUVs and the farm equipment segment. The brokerage expects the company’s EV plans and export momentum to add fresh spark over the next few quarters.

• Adani Ports & SEZ represents the logistics play in this list — Kotak sees continued growth in cargo volumes and infrastructure expansion as catalysts for sustained returns.

• Eternal, though less known compared to the big names, has caught the brokerage’s eye for its solid presence across multiple cities and a business model that’s beginning to scale efficiently.

• And Acutaas Chemicals adds a specialty flavor — with demand rising for niche chemical products, Kotak expects it to be one of the quieter compounders in the next few years.

Kotak’s Diwali Message: Quality Over Quick Gains

The tone of Kotak’s report is clear — this isn’t about short-term Diwali fireworks. The focus is on companies that can deliver through cycles, backed by consistent management execution and expanding market share. The brokerage expects these names to outperform in Samvat 2082 as India’s consumption and investment themes remain strong.

Muhurat Trading: More Than a Ritual

The Muhurat Trading session, set for October 21, is more than just a symbolic gesture. For many investors, it’s a reminder that prosperity and patience go hand in hand. A few minutes of trading during Diwali often carries the sentiment of new beginnings — and Kotak’s basket of stocks captures that spirit perfectly: steady, optimistic, and rooted in fundamentals.