Anand Rathi’s banking portfolio favors ICICI Bank, Axis Bank, and SBI, expecting up to 21% returns. Regulatory easing, liquidity boost, and government capex are key drivers for credit growth and sector resilience, positioning these banks for strong performance in FY26. Anand Rathi’s banking portfolio favors ICICI Bank, Axis Bank, and SBI, expecting up to 21% returns. Regulatory easing, liquidity boost, and government capex are key drivers for credit growth and sector resilience, positioning these banks for strong performance in FY26. Economic Times