Nifty correction a buying opportunity, but keep 10-15% cash: Sonam Srivastava

Banking is still the best risk-reward pocket in my view—valuations are attractive, credit growth is strong, and NPAs are very low. There’s also some value in healthcare and a few capital goods names where order books are robust, and earnings don’t depend on crude. This correction feels like a genuine accumulation opportunity for quality, and I’m quite optimistic that patience will pay off in the second half of FY27, once the oil situation settles down.