Largecaps look more attractive after midcap, smallcap rally: HDFC AMC’s Rahul BaijalAt current levels, largecap category remains more attractive on relative valuations, in my view. The broader market indices (both midcap 15...
31 Jul, 2026, 07.41 AM IST
Smallcaps set for strong earnings rebound in FY27; Mirae Asset’s Varun Goel names 3 winning themesHe expects a robust recovery in FY27 and sees the strongest opportunities in capital goods, financials and healthcare, while remaining caut...
30 Jul, 2026, 07.36 AM IST
'Biggest nightmare': Nithin Kamath warns MTF boom could worsen selloff in small and midcap stocksZerodha co-founder Nithin Kamath warned that rapid growth in margin trading funding could amplify market downturns, especially in small- an...
29 Jul, 2026, 05.57 PM IST
Global Market: China stocks slip as AI-linked selloff deepens; Hong Kong gains on internet sharesChinese stocks fell Wednesday as artificial intelligence shares faced selling pressure. Hong Kong shares outperformed, driven by strong gai...
29 Jul, 2026, 11.07 AM IST
Nifty correction a buying opportunity, but keep 10-15% cash: Sonam SrivastavaBanking is still the best risk-reward pocket in my view—valuations are attractive, credit growth is strong, and NPAs are very low. There’s ...
29 Jul, 2026, 08.11 AM IST
360 ONE's Mayur Patel bets on smallcaps, says midcaps look somewhat expensive360 ONE Asset's Mayur Patel believes smallcaps currently offer better risk-reward than expensive midcaps. The fund has increased smallcap e...
25 Jul, 2026, 11.52 AM IST
All bad news is priced in, but don't call it a bull market yet: SAMCO MF CEO Viraj GandhiLargecaps offer better safety as valuations are below historical averages. Private banks and cement sectors show clear earnings visibility ...
24 Jul, 2026, 09.00 AM IST
Financials dominate Nifty50 in June, IT sector weight hits 23-year lowFinancials increased their Nifty 50 weight to a four-month high in June. This rise followed sector outperformance and renewed foreign inves...
24 Jul, 2026, 07.58 AM IST
Smaller stocks gain ground as largecaps lose market shareLarge-cap stocks have seen their market share decline over six years. Mid, small, and micro-cap stocks have gained significant ground durin...
24 Jul, 2026, 07.36 AM IST
Will a Rs 42,500 monthly SIP with a 10% annual step-up help you retire early?A 35-year-old investor from Hyderabad, aiming to retire in the next 10 years, sought expert advice on whether his Rs 42,500 monthly SIP por...
23 Jul, 2026, 01.22 PM IST
Tanla Platforms shares jump nearly 14% post Q1 earnings, revenue surges 17.8% YoYTanla Platforms shares surged nearly 14% after Q1 FY27 revenue rose 17.8% year-on-year to Rs 1,226 crore. Strong gross profit, EBITDA and E...
23 Jul, 2026, 11.01 AM IST
Best balanced advantage funds or dynamic asset allocation funds to invest in July 2026Balanced advantage funds dynamically manage equity exposure based on market conditions. These hybrid schemes invest in stocks, debt, and ar...
23 Jul, 2026, 09.22 AM IST
Midcap, smallcap rally has eroded margin of safety, rotate to largecaps: Axis Direct's Rajesh PalviyaAxis Direct suggests a selective shift towards large-cap stocks now. Mid and small caps show stretched valuations after their recent surge....
23 Jul, 2026, 09.00 AM IST
UTI AMC's V Srivatsa warns against midcap valuation, says risk-reward better in largecapsThe mid cap also is expected to grow in similar lines and trades at 50% premium to large caps. While the longer-term outlook for mid cap is...
21 Jul, 2026, 08.46 AM IST
Largecap mutual funds hold lowest cash levels in 12 months. Should investors see it as a bullish signal or exercise caution?Largecap mutual funds' cash holdings fell to a one-year low of 2.2% in June, reflecting higher equity deployment and fund managers' confide...
20 Jul, 2026, 09.46 AM IST
After record $29 billion selloff, FIIs buying India again. Chris Wood explains whyAfter a record $29 billion foreign selloff, FIIs have turned net buyers of Indian equities in July. Jefferies' Christopher Wood says the ea...
19 Jul, 2026, 10.40 AM IST
Largecap funds no longer the best bet? Edelweiss CIO Trideep Bhattacharya explains why flexicaps may win nowEdelweiss CIO Trideep Bhattacharya argues that largecap funds may be losing their edge due to structural market share shifts. He favours fl...
12 Jul, 2026, 12.51 PM IST