A group of domestic brokerages identified a tactical opportunity cluster across 10 large-cap names with potential upside reaching up to 22% based on sector positioning upgrades, margin reset visibility and favourable earnings revision flows. Names noted include SBI Life, Vodafone Idea, United Spirits and Bandhan Bank. Analysts stated that conviction build is anchored in relative valuation asymmetry rather than momentum-chasing at stretched pricing zones. In a market backdrop where institutional hedging remains selective, this screening framework prioritizes catalyst continuity and durability rather than purely short-term fluctuation driven trade setups.