ICICI Securities recommends investing in large private banks like HDFC and Kotak due to their robust financial health and promising risk-reward prospects. Smaller banks such as RBL, Bandhan, City Union, Karur Vysya, DCB, and South Indian Bank are rated as 'Buy', but potential risks from small businesses and geopolitical factors are being closely monitored.

Karur Vysya Bank reported a 15% increase in total business for FY26, reaching ₹2.14 lakh crore. The growth was driven by a 17% rise in loans and a 13% increase in deposits.

Karur Vysya Bank's CASA has increased by 11.8% year-over-year (YoY), though it experienced a slight dip of 0.2% quarter-over-quarter (QoQ) to reach ₹31,122 crores. The bank's overall business saw growth of 14.9% YoY, driven by an expansion in advances (up 16.9% YoY) and deposits (up 13.3% YoY).

Karur Vysya Bank experienced a significant 12% increase last week, hinting at a potential trend reversal due to a bullish engulfing pattern. With the target set at ₹375, investors may consider purchasing now and aiming for accumulation around ₹280. However, it's crucial to keep a stop-loss at ₹250, given the broader market's sharp decline.