My Top-5 Banking/NBFCs Bets are : 

Sector allocation ~ 25%(Underweight)

1. HDFC Bank ~9% 
2. ICICI Bank ~  6%
3. Kotak Bank~ 4% 
4. Bajaj Fin~      3%
5. HDFC Ltd~.   3%

Remarks : Accumulate these stocks in next 1-2 months, on big fall 

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