Shares to Buy or Sell: Sachin Gupta of 5paisa Recommends CAMS, Jio Financial Shares Today – June 3, 2025

Mumbai, June 3, 2025 – In a market grappling with global economic cues and sectoral rotation, Sachin Gupta, Head of Research at 5paisa Capital, has spotlighted two standout picks for the day: Computer Age Management Services (CAMS) and Jio Financial Services Ltd. These recommendations arrive amid a cautious start to the trading week, with the Nifty and Sensex showing limited directional movement as investors await macroeconomic triggers.

Market Snapshot

As of Tuesday morning, benchmark indices opened flat. The Nifty 50 hovered around 22,340, while the BSE Sensex traded near 73,980. Investor sentiment remains tepid following mixed global cues, including rate-cut uncertainty in the U.S., rising crude prices, and persistent foreign institutional selling.

Against this backdrop, analysts are leaning toward stocks that demonstrate sectoral resilience and structural growth potential.

CAMS: Riding the Mutual Fund Wave

Overview

CAMS, a key infrastructure provider to the Indian mutual fund industry, has seen increased investor attention in 2025, buoyed by surging SIP inflows and a rapidly expanding retail investor base.

Stock Price (As of June 3, 2025): ₹3,165
YTD Performance: +28%

Analyst View

"We believe CAMS is well-positioned to benefit from India’s growing mutual fund ecosystem. With over 65% market share in mutual fund registrar services and increasing automation, CAMS enjoys a high entry barrier and consistent cash flows," said Sachin Gupta.

He emphasized that the stock is attractively valued given its steady earnings growth and low debt profile.

Key Triggers

• Monthly SIP inflows touching ₹18,000 crore (April 2025 data)

• Regulatory tailwinds from SEBI’s digital KYC norms

• Increasing number of AMC tie-ups for back-end servicing

Target Price (3–6 months): ₹3,500
Stop-Loss: ₹3,020

Jio Financial Services: New-Age NBFC on the Rise

Overview

Jio Financial Services (JFS), a demerged entity from Reliance Industries, has steadily diversified its offerings in the consumer finance and digital lending space. The company recently launched “Jio Pay Later” and entered the micro-lending segment via UPI-based credit products.

Stock Price (As of June 3, 2025): ₹327
YTD Performance: +42%

Analyst View

"Jio Financial is transitioning from a passive NBFC to an active digital lender, and that opens up multi-year growth opportunities. Its access to Reliance’s ecosystem—retail, telecom, and JioMart—is a strategic moat," Gupta noted.

He also pointed out that the company’s robust capital base and technology-first approach make it an attractive pick in a crowded financial services market.

Key Triggers

• Tie-up with major banks for co-lending

• Data-led credit scoring via Jio’s telecom user base

• Strong Q4FY25 numbers with 18% YoY rise in net profit

Target Price (3–6 months): ₹375
Stop-Loss: ₹305

Broader Market Context

The Indian equity market is currently navigating a mix of global volatility and local resilience. While foreign institutional investors (FIIs) have remained net sellers, domestic institutional investors (DIIs) continue to provide a floor to market declines.

Sector rotation is evident, with defensives like FMCG and financials gaining preference over high-beta sectors such as IT and metals.

The Reserve Bank of India (RBI) is expected to maintain its neutral policy stance in the upcoming monetary policy review, with inflation largely within the comfort zone.

Investor Outlook: Focus on Fundamentals Amid Volatility

While markets may stay range-bound in the short term, experts suggest investors focus on quality midcap and financial sector plays with strong management and clear visibility of earnings.

"In today’s environment, it’s about identifying companies with sustainable growth drivers rather than chasing momentum," Gupta said. He advised maintaining a diversified portfolio with tactical exposure to financial services and tech-led infrastructure stocks.

For retail investors, CAMS and Jio Financial offer a compelling mix of sectoral tailwinds and business-model scalability—making them timely candidates for accumulation with a medium-term view.