The recent sharp decline in mid and small-cap stocks is making many rethink their investment in smallcap funds. Small-cap stocks have been particularly hard hit during the recent market correction, with the BSE Smallcap index dropping by more than 22% since reaching its all-time high on December 12. This has also negatively impacted the performance … Read more
The Indian market closed in the red on Friday, extending their losing streak to a third consecutive week. The decline was driven by losses in heavyweight financial and automobile stocks, while lingering concerns over U.S. tariffs continued to dampen investor sentiment. The benchmark BSE Sensex shed 424.90 points or 0.56% to close at 75,311.06, while … Read more
Amid the current market fall, some investors are facing a dilemma on whether to continue their systematic investment plans (SIPs) in mid and small-cap mutual fund schemes. In 2025, the Nifty 50 has seen a decrease of around 2 percent, while the Nifty Midcap 150 index has dropped by 7 percent, and the Nifty Smallcap … Read more
A PSU firm, which rallied more than 15 times from January 2021 to July 2024, has seen a significant decline of over 51% from its 52-week high reached on July 8, 2024. This firm is Cochin Shipyard, whose order book stood at Rs 22,587 crore as of June 30, 2024, including Rs 21,587 crore in … Read more
Sorbh Gupta, Senior Fund Manager – Equities, Bajaj Finserv AMC, has aligned his portfolios towards higher large-cap exposure where the risk-reward looks more favourable. “We see good opportunities in Consumer Staples, Mass Consumption, Consumer discretionary, and the Pharma Space. These sectors can help mitigate impact on the portfolio from sharp volatility in the near term, … Read more
Target Price: Rs 2,700 Stop Loss: Rs 2,250 ACC appears to be following its 30-day harmonic cycle. According to the cycle analysis, the security halted its downward move on September 3rd. From September 4th onward, buying activity has increased, with subsequent days showing continued buying and rising volume, indicating strong buyer interest. The upward movement … Read more
“Mutual fund figures for I think the last month are still to come out, but they should be healthy. So, there are flows into mutual funds, PMS, AIF, etc. So, I think that keeps the market buoyant. On the other hand, we are also seeing huge supply these days, like on a daily basis now … Read more
While admitting that the market is an overvalued state, Shreyash Devalkar, Head Equity, Axis Mutual Fund, says normalisation will happen in due course. “It is increasingly tough to buy stocks at reasonable valuations, however, given the earnings upgrades in the last few quarters, most stocks have re-rated,” he says. Edited excerpts from a chat: When … Read more
Sandip Sabharwal, asksandipsabharwal.com, says “the markets have corrected and people are correlating it to what might happen in the election. I do not think that is the right way to do it. I think markets fall under their own weight when they become overweight. So, the Indian market became overweight and is correcting a bit. … Read more
It is widely recognised that equities have outperformed other asset classes like debt, real estate, and gold over the past few decades in terms of returns. However, to capitalise on these superior returns, equity investors must navigate through market corrections, which are generally unwelcome, whether they are minor or substantial. Yet, when approached strategically, these … Read more