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While the Nifty 50 stayed nearly flat, midcaps delivered strong gains, with 14 stocks rising 50% or more ...More

While the Nifty 50 stayed nearly flat, midcaps delivered strong gains, with 14 stocks rising 50% or more and several doubling investor wealth over the past year. ...Less

Six BSE 150 MidCap stocks, including Exide Industries, Sona BLW Precision Forgings and One97 Communicatio ...More

Six BSE 150 MidCap stocks, including Exide Industries, Sona BLW Precision Forgings and One97 Communications, hit 52-week highs as markets advanced. The stocks gained up to 20% over the past month, signalling sustained investor confidence and strong bullish momentum. ...Less

Multi-cap and flexi-cap PMS strategies dominated July’s top performers, with six of the 10 best portfolio ...More

Multi-cap and flexi-cap PMS strategies dominated July’s top performers, with six of the 10 best portfolios gaining over 5%. Amaltas Strategic Opportunities led with 10.54%, while strong broader-market gains supported robust PMS performance despite geopolitical tensions. ...Less

A Trendlyne-backed analysis highlights nine BSE mid-cap stocks with strong upside potential of up to 70% ...More

A Trendlyne-backed analysis highlights nine BSE mid-cap stocks with strong upside potential of up to 70% over the next 12 months. Stocks like Patanjali Foods, Gujarat Energy and Crompton Greaves feature in the list, supported by analyst consensus estimates and favourable growth outlook across sectors. ...Less

Despite a sluggish broader market, 15 top-performing Indian midcap stocks generated massive wealth over t ...More

Despite a sluggish broader market, 15 top-performing Indian midcap stocks generated massive wealth over the past year, surging up to 98%. Led by names like Laurus Labs and Bharat Forge, this detailed breakdown highlights their price rallies alongside key foreign institutional investor and mutual fund holding patterns in June 2026. ...Less

Zerodha co-founder Nithin Kamath warned that rapid growth in margin trading funding could amplify market ...More

Zerodha co-founder Nithin Kamath warned that rapid growth in margin trading funding could amplify market downturns, especially in small- and mid-cap stocks. He cautioned that forced selling, liquidity constraints and rising leverage may intensify losses despite SEBI’s safeguards. ...Less

Following the sharp re-rating in small- and midcaps, Axis Mutual Fund has urged investors to revisit larg ...More

Following the sharp re-rating in small- and midcaps, Axis Mutual Fund has urged investors to revisit largecaps, saying their valuations have become more reasonable and they are well positioned to benefit from India's long-term growth amid an evolving macroeconomic environment. ...Less

Seven BSE 150 MidCap stocks scaled fresh 52-week highs as Sensex surged 776 points in a broad-based rally ...More

Seven BSE 150 MidCap stocks scaled fresh 52-week highs as Sensex surged 776 points in a broad-based rally. Lloyds Metals & Energy, Laurus Labs and Gujarat Fluorochemicals led the list, reflecting strong buying interest, positive momentum and improving investor confidence. ...Less

Several midcap stocks have witnessed sharp corrections despite the index gains. We highlight 14 such stoc ...More

Several midcap stocks have witnessed sharp corrections despite the index gains. We highlight 14 such stocks that have fallen 15-50% over the past six months. ...Less

Indian stock indices Sensex and Nifty experienced a significant surge on Wednesday. Several companies rep ...More

Indian stock indices Sensex and Nifty experienced a significant surge on Wednesday. Several companies reported strong financial results for the June quarter. Bajaj Housing Finance and MTAR Technologies showed substantial profit growth. Vedanta Oil & Gas and Vedanta Iron and Steel returned to profitability. Adani Enterprises, however, reported a net loss despite revenue increases. ...Less

Global AI stocks face a sharp selloff, impacting Indian investor strategies. Indian markets focus on infr ...More

Global AI stocks face a sharp selloff, impacting Indian investor strategies. Indian markets focus on infrastructure like data centers and power equipment. Analysts suggest a balanced approach, avoiding panic exits from AI-linked trades. Investors should prioritize quality companies with strong fundamentals and clear execution. Valuation resets offer opportunities for disciplined, long-term investment in the AI theme. ...Less

Mutual funds bought five midcap stocks, including Lenskart, Meesho, JSW Infrastructure, NHPC and Ajanta P ...More

Mutual funds bought five midcap stocks, including Lenskart, Meesho, JSW Infrastructure, NHPC and Ajanta Pharma, in June. These stocks witnessed net purchases worth over Rs 10,000 crore during the month. ...Less

Patanjali Foods, ICICI Prudential AMC, IREDA, NMDC and Oil India saw the highest net selling by mutual fu ...More

Patanjali Foods, ICICI Prudential AMC, IREDA, NMDC and Oil India saw the highest net selling by mutual funds among midcap stocks in June, according to a Motilal Oswal Financial Services report. ...Less

Midcap stocks have staged a strong comeback in 2026, with Oracle Financial Services, Solar Industries and ...More

Midcap stocks have staged a strong comeback in 2026, with Oracle Financial Services, Solar Industries and BSE delivering gains of up to 53% as market sentiment and earnings outlook improved. ...Less

Mutual funds showed considerable buying interest in several midcap stocks last month. NHPC witnessed the ...More

Mutual funds showed considerable buying interest in several midcap stocks last month. NHPC witnessed the highest net buying, followed by Bank of India and Cochin Shipyard. Adani Total Gas and Rail Vikas also saw substantial investment inflows from these funds. This activity reflects a strategic shift in mutual fund portfolios during June. These top midcap stocks experienced significant net buying by mutual funds. ...Less

Nifty Midcap 150 reached a record high, and Smallcap 250 neared its peak. However, the broader market bre ...More

Nifty Midcap 150 reached a record high, and Smallcap 250 neared its peak. However, the broader market breadth shows a weak trend with few gainers. Concentrated fund flows into mid and small caps are driving select indices higher. Foreign institutional investors have exited bluechips, causing the Nifty 50 to underperform. The market is in a consolidation phase, awaiting improved buying interest in largecaps. ...Less

The mid cap also is expected to grow in similar lines and trades at 50% premium to large caps. While the ...More

The 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 superior to large caps, the valuation premium is at record high and there could be mean reversion especially when the growth is picking up for the large cap. Hence on a risk reward basis, a large cap looks superior. ...Less

Five mutual funds exited 11 midcap stocks completely in June, including Tube Investments, Dixon Technolog ...More

Five mutual funds exited 11 midcap stocks completely in June, including Tube Investments, Dixon Technologies, PB Fintech, and Kaynes Technology, as AMCs actively reshuffled portfolios, according to Nuvama. ...Less

Ace investors Ashish Kacholia, Mukul Agrawal, Dolly Khanna and Madhusudan Kela pared stakes in select sma ...More

Ace investors Ashish Kacholia, Mukul Agrawal, Dolly Khanna and Madhusudan Kela pared stakes in select smallcap stocks during Q1 FY27, booking profits after a strong market rally and pruning weaker holdings. Even as analysts remain selectively bullish on fundamentally strong small and midcap names, they caution that elevated valuations leave little room for disappointment. ...Less

Despite the Sensex falling 561 points on Tuesday, four BSE 150 Midcap stocks—The Phoenix Mills, Ipca Labo ...More

Despite the Sensex falling 561 points on Tuesday, four BSE 150 Midcap stocks—The Phoenix Mills, Ipca Laboratories, Laurus Labs and Biocon—scaled fresh 52-week highs, signalling strong buying interest and sustained bullish momentum amid broader market weakness. ...Less

The Wealth Company Mutual Fund has launched a new midcap equity scheme. This open-ended fund will invest ...More

The Wealth Company Mutual Fund has launched a new midcap equity scheme. This open-ended fund will invest predominantly in midcap stocks. The new fund offer opens for subscription on July fifteenth and closes on July 29. It aims to provide access to established businesses with growth potential. The fund seeks long-term capital appreciation for investors. ...Less

Axis Securities has identified six promising small and midcap stocks for investors. These selected compan ...More

Axis Securities has identified six promising small and midcap stocks for investors. These selected companies offer potential rallies ranging up to thirty-six percent. Ujjivan Small Finance Bank and Chalet Hotels are among the featured selections. Minda Corporation and Healthcare Global Enterprises also present strong growth prospects. Dalmia Bharat and APL Apollo Tubes complete the list of recommended stocks. ...Less

Abakkus Mutual Fund has launched the Abakkus Large & Mid Cap Fund, an open-ended equity scheme that will ...More

Abakkus Mutual Fund has launched the Abakkus Large & Mid Cap Fund, an open-ended equity scheme that will invest predominantly in large-cap and mid-cap companies. The NFO is open until July 29 and aims to generate long-term capital appreciation through a research-driven investment approach. ...Less

InCred Equities has identified six midcap stocks across sectors with upside potential of up to 54%, citin ...More

InCred Equities has identified six midcap stocks across sectors with upside potential of up to 54%, citing attractive valuations and selective opportunities despite volatile markets, persistent FII selling and inflation concerns. ...Less

Around 59% of large and midcap stocks are trading at least 20% below their all-time highs after the recen ...More

Around 59% of large and midcap stocks are trading at least 20% below their all-time highs after the recent market correction, creating attractive long-term investment opportunities, according to Abakkus Mutual Fund. The fund house believes improving earnings, reasonable valuations and active stock selection could drive the next phase of returns. ...Less

Nykaa, Godrej Industries and four other BSE MidCap stocks hit fresh 52-week highs, rallying up to 30% ove ...More

Nykaa, Godrej Industries and four other BSE MidCap stocks hit fresh 52-week highs, rallying up to 30% over the past month amid strong market momentum. ...Less

Edelweiss CIO Trideep Bhattacharya argues that largecap funds may be losing their edge due to structural ...More

Edelweiss CIO Trideep Bhattacharya argues that largecap funds may be losing their edge due to structural market share shifts. He favours flexicap and midcap funds for better growth potential, remains underweight IT amid transition, and is bullish on financials, while selectively approaching small caps and emerging AI-linked investment themes. ...Less

Veteran investor Prashant Jain expects the Nifty to deliver 45–50% returns over three years, supported by ...More

Veteran investor Prashant Jain expects the Nifty to deliver 45–50% returns over three years, supported by earnings growth and valuation re-rating. His PMS is gradually increasing exposure to select small and midcaps as macro risks ease and domestic fundamentals strengthen. ...Less

Despite a weak first half for benchmark indices, India's midcap stocks outperformed, driven by resilient ...More

Despite a weak first half for benchmark indices, India's midcap stocks outperformed, driven by resilient domestic inflows, stronger earnings and sectoral tailwinds. Analysts expect the momentum to continue, although elevated valuations, geopolitical risks, crude oil prices and the sustainability of domestic fund flows remain key factors to watch. ...Less

Several midcap stocks delivered strong gains after FIIs increased their holdings in the March 2026 quarte ...More

Several midcap stocks delivered strong gains after FIIs increased their holdings in the March 2026 quarter. Relaxo Footwears, BHEL, Motilal Oswal Financial Services and Bank of Maharashtra were among the top performers, reflecting sustained foreign investor interest despite broader market volatility. ...Less

Indian equities recovered after Wednesday’s sharp selloff, with Sensex and Nifty closing higher as midcap ...More

Indian equities recovered after Wednesday’s sharp selloff, with Sensex and Nifty closing higher as midcaps and smallcaps outperformed. Falling India VIX, supportive global cues and improving domestic outlook boosted sentiment, though geopolitical risks and Fed inflation concerns kept investors cautious. ...Less

NJ Mutual Fund has launched the NJ Momentum Fund, an NFO that seeks to capture strong price trends throug ...More

NJ Mutual Fund has launched the NJ Momentum Fund, an NFO that seeks to capture strong price trends through a rules-based momentum strategy backed by quality filters. While experts see momentum as a useful satellite allocation, they advise limiting exposure and caution that investors may be better off choosing proven, lower-cost existing momentum funds. ...Less

Indian equities posted their steepest single-day decline since March as rising crude prices, renewed Midd ...More

Indian equities posted their steepest single-day decline since March as rising crude prices, renewed Middle East tensions and weak global cues triggered broad-based selling. Analysts said geopolitical developments, earnings guidance and central bank decisions will shape the market’s near-term direction. ...Less

Indian markets extended gains for a fourth straight session as Sensex jumped 521 points and Nifty closed ...More

Indian markets extended gains for a fourth straight session as Sensex jumped 521 points and Nifty closed above 24,430. Improved monsoon prospects, renewed FII buying, stable crude prices and optimism around earnings supported sentiment despite mixed global market cues. ...Less

Several midcap stocks emerged as standout performers, rewarding investors with impressive returns. ...More

Several midcap stocks emerged as standout performers, rewarding investors with impressive returns. ...Less

A Trendlyne-backed analysis of Nifty Midcap 100 stocks highlights several companies with strong upside po ...More

A Trendlyne-backed analysis of Nifty Midcap 100 stocks highlights several companies with strong upside potential over the next 12 months. Based on analyst consensus estimates, these midcap names could deliver returns of up to 75%, offering investors a data-driven view of high-growth opportunities across sectors. ...Less

Indian smallcap stocks are outperforming the Nifty 50, with some indices soaring up to 200% this year. Th ...More

Indian smallcap stocks are outperforming the Nifty 50, with some indices soaring up to 200% this year. This rally is fueled by improving earnings, strong domestic liquidity, and renewed investor interest in bottom-up stock picking. While some experts see continued growth potential, others caution about rising valuations and suggest large-caps may offer better value. The sustainability of this trend hinges on earnings growth and easing geopolitical risks. ...Less

Nomura expects subdued near-term growth for Indian IT companies as macro uncertainty and weak tech spendi ...More

Nomura expects subdued near-term growth for Indian IT companies as macro uncertainty and weak tech spending weigh on demand ahead of Q1 earnings. However, it sees long-term opportunities emerging from AI-driven changes, with IT firms potentially expanding their addressable market as enterprises increasingly rely on system integrators in hybrid human–digital workflows. ...Less

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Mutual funds heavily sold midcap stocks in May, including SAIL, Oracle Financial Services, National Alumi ...More

Mutual funds heavily sold midcap stocks in May, including SAIL, Oracle Financial Services, National Aluminium, and Patanjali Foods, reflecting shifting allocations, valuation concerns, and sector rotation in Indian equity markets. ...Less

Nuvama Institutional Equities expects AMFI’s H2 CY26 semi-annual rejig to trigger changes in market-cap c ...More

Nuvama Institutional Equities expects AMFI’s H2 CY26 semi-annual rejig to trigger changes in market-cap classifications, with around nine stocks potentially moving from large-cap to midcap status. Rising cut-off thresholds could affect names across real estate, hospitality, healthcare, industrials and consumer sectors. ...Less

Despite a sharp fall in the Sensex, nine BSE MidCap stocks including GE Vernova, Bharat Forge and Laurus ...More

Despite a sharp fall in the Sensex, nine BSE MidCap stocks including GE Vernova, Bharat Forge and Laurus Labs hit fresh 52-week highs, gaining up to 25% in a month on strong investor interest. ...Less

Eight midcap stocks, including BSE, Vodafone Idea, Hitachi Energy India, Jindal Steel, Indian Bank, Indus ...More

Eight midcap stocks, including BSE, Vodafone Idea, Hitachi Energy India, Jindal Steel, Indian Bank, Indus Towers, BHEL and Vedanta Aluminium, may be upgraded to largecap status in AMFI’s H2 CY26 rejig, according to Nuvama Institutional Equities. ...Less

Mutual funds showed significant interest in midcap stocks during May, with Lenskart Solution leading the ...More

Mutual funds showed significant interest in midcap stocks during May, with Lenskart Solution leading the pack in net buying. JSW Energy, Billionbrains, Yes Bank, and Premier Energies also saw substantial inflows. This trend highlights a strategic shift by fund managers towards these growing companies, indicating potential investment opportunities for the broader market. ...Less

Vodafone Idea shares have seen a dramatic surge, climbing nearly 80% in under three months. This rally, f ...More

Vodafone Idea shares have seen a dramatic surge, climbing nearly 80% in under three months. This rally, fueled by reduced dues and promoter support, has sparked investor interest. However, experts caution that while short-term gains are possible, underlying structural challenges persist, making it a trader's play rather than a long-term investment. Investors are advised to proceed with caution. ...Less

Indian equities are poised for fresh highs, driven by strong earnings and sector-specific momentum, parti ...More

Indian equities are poised for fresh highs, driven by strong earnings and sector-specific momentum, particularly in financials and manufacturing. Ashish Chaturmohta highlights banking, capital goods, and manufacturing stocks as key drivers, with midcaps and smallcaps expected to outperform. Promising themes include EMS, defence, and contract drug manufacturing, with specific stock recommendations like CG Power, Angel One, Siemens Energy, Amber Enterprises, and Eicher Motors. ...Less

The Sensex rose 254 points to close at 77,409 on Thursday, lifting broader markets. Ten BSE 150 MidCap st ...More

The Sensex rose 254 points to close at 77,409 on Thursday, lifting broader markets. Ten BSE 150 MidCap stocks touched fresh 52-week highs, signalling strong investor confidence. GE Vernova T&D India led gains, while banking, infrastructure and industrial stocks also advanced. ...Less

Despite negative sentiment and foreign investor selling, Indian equities are showing signs of building a ...More

Despite negative sentiment and foreign investor selling, Indian equities are showing signs of building a base, with a breakout above 24,500 on the Nifty potentially signaling a move towards new highs. Falling crude oil prices and strong domestic flows provide support, while banking stocks and data center infrastructure are identified as key growth areas. ...Less

Amid a strong market rally that lifted the Sensex by 736 points, four BSE MidCap stocks—Vodafone Idea, Ba ...More

Amid a strong market rally that lifted the Sensex by 736 points, four BSE MidCap stocks—Vodafone Idea, Bank of Maharashtra, Federal Bank and Nippon Life India AMC—scaled fresh 52-week highs. The milestone reflects strong investor confidence and sustained momentum in these counters. ...Less

Monarch Networth Capital expects Nifty to reach 27,000-28,000 in 2026, driven by earnings recovery, capex ...More

Monarch Networth Capital expects Nifty to reach 27,000-28,000 in 2026, driven by earnings recovery, capex growth and lower interest rates. The brokerage favours banking, telecom and IT sectors, while seeing opportunities in select midcap and smallcap stocks including SBI, HFCL and Hindustan Copper. ...Less

The largecap threshold now stands at Rs 67,000 crore, up from Rs 49,700 crore in June 2023. The midcap cu ...More

The largecap threshold now stands at Rs 67,000 crore, up from Rs 49,700 crore in June 2023. The midcap cut-off has risen to Rs 22,000 crore, compared to Rs 17,400 crore previously. ...Less

Mutual funds have reduced their holdings in 23 BSE midcap stocks in the March 2026 quarter, reversing ear ...More

Mutual funds have reduced their holdings in 23 BSE midcap stocks in the March 2026 quarter, reversing earlier accumulation trends seen through mid-2025. Most of these stocks have delivered negative returns in CY26, with several falling sharply. The shift signals a cautious stance by institutional investors amid ongoing market weakness. ...Less

India's top three smallcap mutual funds, managing over Rs 1.5 lakh crore, show strong consensus by holdin ...More

India's top three smallcap mutual funds, managing over Rs 1.5 lakh crore, show strong consensus by holding five under-the-radar stocks across their portfolios. These include Kalpataru Projects International, KIMS, City Union Bank, PVR Inox, and Carborundum Universal, collectively representing 5.34% of their combined assets. ...Less

Porinju Veliyath sees the correction in small and midcap stocks ending. He believes patient investors wil ...More

Porinju Veliyath sees the correction in small and midcap stocks ending. He believes patient investors will find rewards. Thomas Cook India is a recent fund addition. AI-leveraged midcap IT and pharma are identified as compelling themes for the next decade. The market is ready for selective stock picking. Quality businesses are available at attractive valuations. ...Less

Indian equity markets delivered strong long-term returns during Prime Minister Narendra Modi’s tenure, wi ...More

Indian equity markets delivered strong long-term returns during Prime Minister Narendra Modi’s tenure, with the Sensex and Nifty gaining around 200% since 2014. Metals emerged as the top-performing sector, while midcaps significantly outperformed broader indices, highlighting sustained wealth creation despite market cycles and evolving economic conditions. ...Less

Despite a nearly 6% decline in the Nifty 50 over the past three months, the Nifty Midcap 150 saw a 3.5% g ...More

Despite a nearly 6% decline in the Nifty 50 over the past three months, the Nifty Midcap 150 saw a 3.5% gain. Thirteen midcap stocks stood out, delivering impressive returns between 30% and 55%, demonstrating significant opportunities within this segment even as broader indices faced pressure. ...Less

Indian equities witnessed sharp swings before ending lower amid expiry-day volatility and rising geopolit ...More

Indian equities witnessed sharp swings before ending lower amid expiry-day volatility and rising geopolitical concerns. Profit booking in broader markets, weakness in IT stocks and cautious global sentiment overshadowed support from banking and pharma shares, keeping investors on edge. ...Less

Indian smallcap and midcap stocks plummeted on Wednesday due to persistent FII selling, a weakening rupee ...More

Indian smallcap and midcap stocks plummeted on Wednesday due to persistent FII selling, a weakening rupee, and global factors. IT stocks, which had surged previously, saw a sharp selloff, with major players like TCS and Infosys dropping significantly. Analysts point to energy shocks and current account deficit concerns impacting market sentiment. ...Less

Contradictions are part of the market, but there are times when it is extremely important to understand h ...More

Contradictions are part of the market, but there are times when it is extremely important to understand how to manage those contradictions. What is the contradiction in the markets today ? Desire to buy and valuations. As the political dust settles and things go back to normal, desire to buy midcap stocks is once again high and the contradiction is that valuations which have been at elevated levels are inching only higher as the stock prices built in any positive news very sharply. The trouble is that if one does not invest then FOMO gets triggered and if one gets into stocks which are moving upward due to narrative then the risk of what happened in March this year becomes high for the portfolio. What is the solution, more check and balances, invest with a long term time frame so that in the corrective phase, there is no reason to sell in panic. ...Less

Indian equities lost momentum after a positive start, with Nifty closing lower and broader markets declin ...More

Indian equities lost momentum after a positive start, with Nifty closing lower and broader markets declining sharply. Investor caution ahead of US inflation data, profit booking and geopolitical concerns weighed on sentiment, while FMCG and private banking stocks offered some support. ...Less

Anupam Tiwari of Groww Mutual Fund warns of a potential oil shock. He believes a multicap strategy combin ...More

Anupam Tiwari of Groww Mutual Fund warns of a potential oil shock. He believes a multicap strategy combined with bottom-up investing is suitable for current market conditions. Valuations in mid and small caps have improved, making active stock picking more viable. Tiwari highlights opportunities in financials, industrials, autos, and specialty chemicals. ...Less

Domestic brokerage firm Axis Securities is positive on a few midcap stocks, which can rally up to 15% in ...More

Domestic brokerage firm Axis Securities is positive on a few midcap stocks, which can rally up to 15% in 2023. ...Less

While at this point of time, there are many reasons to be bullish. Right from the result of state electio ...More

While at this point of time, there are many reasons to be bullish. Right from the result of state elections to GDP numbers to trends in oil prices to US bond yields. However in bullish times there is just one reason to be cautious and that is valuations. At a time when stocks of companies which are under insolvency and where the bottomline has been in red for ages are flying as if there is no tomorrow. So while being bullish don't forget the fact that at the end of the day, fundamental matters and especially when one is looking to take exposure in mid-cap stocks, have more checks and balances by putting more filters. ET screener powered by Refinitiv’s Stock Report Plus applies different algorithms & filters to all BSE and NSE stocks, and lists stocks which fulfill the various criteria as specified into the algorithms & filters to find those which might help navigate the stock market. ...Less

The upside potential of these 38 midcap stocks is at least 25 per cent. ...More

The upside potential of these 38 midcap stocks is at least 25 per cent. ...Less

In September and in October, there was one trading session each in which Midcaps witnessed very sharp cor ...More

In September and in October, there was one trading session each in which Midcaps witnessed very sharp correction. It appeared as we are close to repeating the last quarter of calendar year 2021, when in the same period, this segment of the market witnessed change in direction. While it cannot still be ruled out, the way things are panning out, the probability of that happening appears to be lower at least at this point of time. Stocks from sectors like small finance banks, oil refinery and housing finance companies are on the list. ET screener powered by Refinitiv’s Stock Report Plus applies different algorithms & filters to all BSE and NSE stocks, and lists stocks which fulfill the various criteria as specified into the algorithms & filters to find those which might help navigate the stock market. ...Less

It is after a long period of time, that mid-cap stocks have seen some correction. All those investors who ...More

It is after a long period of time, that mid-cap stocks have seen some correction. All those investors who have high exposure to mid-caps in their portfolio have probably gone through two different emotions. Should I sell? Should I buy more? For all those who have gone through these emotions. Let the market be volatile, don't make volatile decisions. Corrections are part of any market and especially when valuations are high, the frequency and magnitude of correction will be higher. For all those who are looking to deploy more money and are focussed on mid caps, it would be better to put more checks and balances, both qualitative and quantitative and be selective in buying stocks. More importantly, even after putting in all the efforts of checks and balances, be ready to see a short term drawn down in the value of your portfolio, because if there is a deep correction in the markets, mid-cap stocks tend to shed more weight. ...Less

After months of relentless rally, last week mid-cap stocks witnessed some correction. Will this correctio ...More

After months of relentless rally, last week mid-cap stocks witnessed some correction. Will this correction last longer would become clear in the coming few weeks as the earning season gets kicked off, analysts are bullish on select midcap stocks which have seen their score improving. Stocks from sectors like financial services, logistic are on the list. ET screener powered by Refinitiv’s Stock Report Plus applies different algorithms & filters to all BSE and NSE stocks, and lists stocks which fulfill the various criteria as specified into the algorithms & filters to find those which might help navigate the stock market. ...Less

After 6 months of relentless rally, mid-cap stocks are witnessing some correction. Will this correction l ...More

After 6 months of relentless rally, mid-cap stocks are witnessing some correction. Will this correction last longer would depend on two things, first earnings in this space and second foreign institutional investor ( FII) flows over next two months. At this point of time analysts are bullish on select midcap stocks, ones which have seen their score improving. Stocks from sectors like sugar, healthcare and logistics are on the list. ET screener powered by Refinitiv’s Stock Report Plus applies different algorithms & filters to all BSE and NSE stocks, and lists stocks which fulfill the various criteria as specified into the algorithms & filters to find those which might help navigate the stock market. ...Less

Market expert Dipan Mehta urges investors to be selective. He highlights mid-cap IT firms like Coforge an ...More

Market expert Dipan Mehta urges investors to be selective. He highlights mid-cap IT firms like Coforge and Happiest Minds as outperformers. Engineering R&D stocks are also gaining traction due to global events. Specialty chemicals and real estate present opportunities. Mehta advises caution on large-cap IT and aviation sectors. Investors should focus on specific pockets for potential gains. ...Less

In the last many decades of up and down which markets have seen, one thing has remained constant and that ...More

In the last many decades of up and down which markets have seen, one thing has remained constant and that is fundamentals finally rule the stock prices. Yes in the short term, liquidity, narrative do impact the stock prices, but that is one needs to be cautious. So while there is nothing wrong in being bullish given the fact that policy continuity is the next theme on the street. However, just keep your head on your shoulder while being bullish.While at this point of time, there are many reasons to be bullish. ET screener powered by Refinitiv’s Stock Report Plus applies different algorithms & filters to all BSE and NSE stocks, and lists stocks which fulfill the various criteria as specified into the algorithms & filters to find those which might help navigate the stock market. ...Less

Brokerage Nuvama is bullish on a few midcap stocks, which belong to different sectors such as FMEG, IT, a ...More

Brokerage Nuvama is bullish on a few midcap stocks, which belong to different sectors such as FMEG, IT, and logistics. Nuvama's midcap stock ideas include Polycab, Coforge, Blue Dart and KEI Industries. ...Less

Probably the debate on valuations is over or even if it is taking place, the majority has accepted that y ...More

Probably the debate on valuations is over or even if it is taking place, the majority has accepted that yes valuations are high but at the same time liquidity is also high which is ensuring that the street is under the control of bulls. Now there is enough historical evidence to show that valuations matter and justifications don't stand the test of time. Now to take care of the valuation factor, investors looking to invest in midcap space should just push the filter levels a bit higher and should look more closely at business and financial parameters before investing. Right from whether the trend in promoters shareholding to dividend track record to what is the debt situation. Some hard work will ensure that when the street gets into a mode of correction, probability and yes only probability of relatively less drawdown in portfolio value. ...Less

For all those investors whose portfolio is titled in favour of the mid-caps need to do two things in curr ...More

For all those investors whose portfolio is titled in favour of the mid-caps need to do two things in current market conditions. First, don't extrapolate what has happened in the last one quarter to the mid caps stocks. Second, which is more important, be careful when taking fresh exposure to this segment of the market and apply checks and balances when investing and even after that be ready for some drawdown in the value of the stocks. How does one put checks and balances? Simple, have a look at fundamentals and it is not very tough, having a look at some of the critical ratios like ROE and ROCE would help in avoiding silly mistakes which are common in bullish markets. ...Less

Given the relatively better performance of the midcap stocks' universe when compared to the main indices, ...More

Given the relatively better performance of the midcap stocks' universe when compared to the main indices, some rebound in price in this stock cannot be ruled out when supported by important technical developments on the charts. ...Less

Below is a list containing Midcap stocks which in the past 1 week gave positive stock returns; had their ...More

Below is a list containing Midcap stocks which in the past 1 week gave positive stock returns; had their latest average SR+ score of minimum 7 which also improved by at least 1 point week on week; had a minimum of 4 analysts recommending the stock with a rating of “Strong Buy” or “Buy”; and had a positive upside potential returns in the coming 1 year period according to the mean price targets given by all the analysts covering the individual stocks. ...Less

If one were to look at the last two years performance of mid-cap segment or indices despite the recent co ...More

If one were to look at the last two years performance of mid-cap segment or indices despite the recent corrections, it has been better than most indices. In the last few days of recovery post the sharp sell off in late October, mid-cap stocks have been making an attempt to move upward and overall basis even in Tuesday trading session they have been able to hold their head above water. Stocks from sectors like small finance banks, oil refinery and housing finance companies are on the list. ET screener powered by Refinitiv’s Stock Report Plus applies different algorithms & filters to all BSE and NSE stocks, and lists stocks which fulfill the various criteria as specified into the algorithms & filters to find those which might help navigate the stock market. ...Less

As the mid-cap once again make a comeback, it is time to keep some check and balance while participating ...More

As the mid-cap once again make a comeback, it is time to keep some check and balance while participating in this phase of the rally. The reason is the valuations are not cheap and any correction will lead to sharp correction in individual stock prices. So look for stocks where the return on capital employed and other parameters are good enough to ensure that small disturbances dont impact them much in terms of business.Stocks from sectors like small finance banks, FMCG and small private banks are on the list. ET screener powered by Refinitiv’s Stock Report Plus applies different algorithms & filters to all BSE and NSE stocks, and lists stocks which fulfill the various criteria as specified into the algorithms & filters to find those which might help navigate the stock market. ...Less

Low PE stocks are considered as value stocks and are best suited for long-term investment horizons. ...More

Low PE stocks are considered as value stocks and are best suited for long-term investment horizons. ...Less

Given the way global markets have panned out and how the geopolitical developments are shaping up, one ca ...More

Given the way global markets have panned out and how the geopolitical developments are shaping up, one cannot rule out the probability that for some more trading sessions the market might stay in a volatile mode. Now there are two things one can do in this volatile market, either worry and make assumptions and go by the narrative of correction that is bound to pour if the corrections get stronger. Second thing which can be done is ignore these short term noises which have come in the past and will come in future also. Just focus on the underlying business, any positive change if that is happening in the sector and check the quality of the management by doing some simple things and holding the stock for some time rather than reacting to all the things happening across the globe. These noises are temporary, it is business and management which is permanent and matters to the street. ...Less

If looking for investing in a mid-cap, which would be a better stock to own. A stock which after a period ...More

If looking for investing in a mid-cap, which would be a better stock to own. A stock which after a period of four years has once again paid dividend last year or a stock which in the last five years have missed dividend only in FY 2020, which was covid year. Yes, second one, but most investors don't look at these things which in the long run matter both for the real business and finally the stock price. Similarly, there are many small things which need to be looked at when investing in a mid cap stocks for very simple reason that market is sitting with a good amount of gain and short corrective move which may come largely because of global reason or just a simple profit booking move may hit midcap more than anyone else. So, while being bullish and increasing your exposure just do a little bit of work so that one is able to avoid anxiety in time of corrective phase of the market. ...Less

At this point of time, while the tailwinds of liquidity are pushing all the mid-cap higher, there are som ...More

At this point of time, while the tailwinds of liquidity are pushing all the mid-cap higher, there are some stocks where additional tailwinds of sectoral growth are also present. The sector is growing at a pace which is higher than many other sectors and the nature of the business is such that it is likely to grow at a higher rate. The reason why it is important to look at whether sectoral growth tailwinds are present or not is due to higher valuations. Premiums can only be justified if there is a reasonable probability of higher growth in future also. ...Less

While there are phases, where they come under pressure, the fact remains that the last ten years best ret ...More

While there are phases, where they come under pressure, the fact remains that the last ten years best returns have come from mid-cap stocks. So, probably if one is not owning then the return even in the longest of the bull run will not be very high. One of the reasons why mid-cap stocks are able to do well when an economy like India grows at a faster pace is that mid-sized companies are able to improve their operating matrix. Whether it is the cost of capital which comes down, new markets getting opened, it is mid sized companies operating in certain sectors which see faster growth. But the bigger question is which stocks to own, when to buy them and what should be the horizon for which they should be bought and last but not least there has to be one reason why one is buying that particular stock. It could be market size, company being the leader or even a company having a library which no one can replicate. ...Less

One of the common things which can be heard these days is “ Nifty and sensex has moved so high, how far i ...More

One of the common things which can be heard these days is “ Nifty and sensex has moved so high, how far it will move”. Now there is no counter to such statements because of the fact that corrections can come any time. But there is another fact that this statement was equally applicable when Nifty was at 20,000 and sensex was at 70,000. Now this will be applicable when nifty crosses 26,000 and sensex moves above 90,000. So, if your investing decisions are going to be based on what is happening to nifty and sensex then probably one would miss out on the India growth story. The better way to do this is to look at individual stocks, put more stringent filters while selecting the stocks and then ignore what is happening to nifty because at the end of the day, nifty is just an index and not the market. ...Less

Now that sensex has turned negative for 2024, focus will shift on how the returns. The narrative will foc ...More

Now that sensex has turned negative for 2024, focus will shift on how the returns. The narrative will focus on how returns and how the valuations are expensive. Yes, there is no doubt that valuations are expensive, they were even higher a month back, when everyone was saying cheers to mid-cap. At this point of time the question whether “ I should sell or buy more” needs to be replaced by “what business do I own and whether that business is going to grow or not” The reason why it is important to change the question itself is the fact that it business on the ground which will make the difference between in final returns. If by next month, markets are rallying once again, then all this talk about valuation will go away in thin air. ...Less

Few months back when the nifty was forming a new high there was an event risk in terms of election result ...More

Few months back when the nifty was forming a new high there was an event risk in terms of election results and valuations were high. Now once again nifty and other indices are forming new highs. While the event risk is over the valuation risk is still present. One should not be afraid of admitting the fact, as the indices move upward, the desire to participate is going to increase as the fear of missing out (FOMO) is bound to play out. So while being bullish, be more cautious and be more agile when it comes to taking decisions. It would be better that while looking at growth stocks one also focuses on reducing the risk by taking a hard look at some numbers which are critical indicators. ...Less

Just do a small test. What would have been your reaction if nifty would have touched the 25,000 mark? Wou ...More

Just do a small test. What would have been your reaction if nifty would have touched the 25,000 mark? Would you have felt more bullish or would have felt that because the nifty has moved so high, how far it can go and postpone your buying decision. The problem with looking at an index and feeling bullish or bearish is the fact that the index is a collection, so if you felt scared then probably when nifty touched 20,000 the same feeling might have gripped you and missed an opportunity. If you felt over bullish and invested in an FMCG stock probably your returns are suboptimal in the journey of Nifty from 20,000 to 25,000. The reason to be bullish has to be growth of the economy and the reason for selecting a stock has to be good business, management and growth of the company. Don't be afraid to be bullish but do a bit of simple work and enjoy the growth of the Indian economy. ...Less

The movement of nifty and sensex needs to be delinked with what has happened in the last quarter and what ...More

The movement of nifty and sensex needs to be delinked with what has happened in the last quarter and what might happen to mid-cap in the coming quarter. There is no way one can fight with liquidity, if it is going to mid caps and they are moving up irrespective of valuations or quality of stocks one cannot argue. But the only thing which as an investor one can do is to be careful when taking exposure to this segment of the market. Stay away from stocks where there is a narrative that this sector will do well because of XYZ reasons. At this point of time there is no dearth of tips floating in whatsapp group and telegram channels. But there is enough evidence in history to show that more than anything else, it is time to use checks and balances while making investment decisions. ...Less

With the elections behind them, bulls are back in the game with more confidence. If there is no big issue ...More

With the elections behind them, bulls are back in the game with more confidence. If there is no big issue which comes from the global market, there is a high probability that we are going to see some upward movement in all segments of the market. Because it is mid-caps which attract more attention as the rally gets broad based, the chances of the accidents are also high in this space. Investing in mid-cap stocks requires a balanced approach. A balance of ability to take risk and combining it risk management and a long-term perspective. Also using non-financial parameters to manage risk, a management of an infrastructure company, which has seen it all, right from a phase where infrastructure was considered a buzz word to a phase where it was considered a bad word. ...Less

Amid volatility induced by global factors, Motilal Oswal Securities suggests investors should continue to ...More

Amid volatility induced by global factors, Motilal Oswal Securities suggests investors should continue to focus on earnings visibility, economic recovery, pricing power, balance sheet strength and reasonable valuations. The domestic brokerage has maintained its overweight stance on BFSI, IT, consumer, metals and cement sectors and has added a few midcap stocks to its model portfolio. Motilal's target prices on these stocks suggest up to 49 per cent upside ahead: ...Less

Nifty Mid-Cap 100 stocks are showing strong upside potential, with analyst consensus estimates suggesting ...More

Nifty Mid-Cap 100 stocks are showing strong upside potential, with analyst consensus estimates suggesting 25% to 45% gains over the next 12 months. Based on Trendlyne data, several mid-cap companies across sectors such as e-commerce, real estate, FMCG and infrastructure are attracting Buy and Strong Buy ratings, indicating broad-based market optimism. ...Less

The reaction of the street to the increase in both short and long capital gains tax is stronger because i ...More

The reaction of the street to the increase in both short and long capital gains tax is stronger because it was not expected by any section of the market. Specially, mid caps segment which has been sitting on big gains is the one which is facing more cuts. Today and for may be for some more time this increase would impact the sentiment, but in the long term it is the economy and earning which matters to the street. Now the question is whether the budget is a step in the right direction when it comes to the economy. Forget economists, even anyone on the street has any doubt about it. So while investing, ignore the short term noise and focus on the fundamentals of the company and track record of the promoters. ...Less

Market confusion presents a rare chance for patient investors. Anshul Saigal believes current valuations ...More

Market confusion presents a rare chance for patient investors. Anshul Saigal believes current valuations offer significant gains for those buying over the next three to five years. Earnings slowdown is seen as temporary, with reacceleration expected. India's long-term growth story remains strong, with opportunities in AI data centres, energy transition, PSU banks, and housing finance. ...Less

The stock has made a strong breakout from this symmetrical triangle amid much higher than average volumes ...More

The stock has made a strong breakout from this symmetrical triangle amid much higher than average volumes. The price has also ended above the upper Bollinger band. This increases the possibility of a sustainable breakout taking shape over the coming days even if there is some temporary pullback inside the band. ...Less

The movement of nifty and sensex needs to be delinked with what has happened in the last quarter and what ...More

The movement of nifty and sensex needs to be delinked with what has happened in the last quarter and what might happen to mid-cap in the coming quarter. There is no way one can fight with liquidity, if it is going to mid caps and they are moving up irrespective of valuations or quality of stocks one cannot argue. But the only thing which as an investor one can do is to be careful when taking exposure to this segment of the market. Now how does one do it, simple, have a look at fundamentals and it is not very tough, having a look at some of the critical ratios like ROE and ROCE would help in committing silly mistakes. ET screener powered by Refinitiv’s Stock Report Plus applies different algorithms & filters to all BSE and NSE stocks, and lists stocks which fulfill the various criteria as specified into the algorithms & filters to find those which might help navigate mid cap space. ...Less

Ahead of Q3 earnings, citing credit growth, equity inflows and solid corporate earnings momentum, Credit ...More

Ahead of Q3 earnings, citing credit growth, equity inflows and solid corporate earnings momentum, Credit Suisse has a buy recommendation on eight midcap stocks. ...Less

Siddhartha Khemka believes Indian markets have become increasingly stock-specific as earnings trends dive ...More

Siddhartha Khemka believes Indian markets have become increasingly stock-specific as earnings trends diverge across sectors. He remains positive on power, cables and wires, cooling products, manufacturing, and electric vehicles, while favouring select mid- and small-cap companies that continue to deliver strong earnings growth despite broader macroeconomic challenges. ...Less

Midcap stocks have dominated performance for a decade, but a shift towards small caps is emerging. Flexi- ...More

Midcap stocks have dominated performance for a decade, but a shift towards small caps is emerging. Flexi-cap funds are increasing small-cap allocations, driven by improved fundamentals and regulatory advantages. While small caps offer potential alpha, investors must navigate their inherent volatility and focus on fundamentally strong businesses. ...Less

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For more such web stories click on the ET icon below ...Less