Ace investor Vijay Kedia has trimmed his stake in Global Vectra Helicorp by 21 bps in the March ended quarter, bringing it to 4.86% versus 5.07 at the end of the December quarter. Kedia holds 3% stake in his own name while another 1.86% through Kedia Securities Private Limited as per the shareholding data available … Read more
If investors want just one product to take exposure to equities as an asset class then it is the Nifty Total Market Index, says Hemen Bhatia, ED & CEO, Angel One Asset Management Company. “Nifty Total Market Index is akin to plain drinking water; if the objective is to quench thirst (i.e., beat inflation) then … Read more
“Small & midcaps” are a “buy-on-dips” play, not a “buy-now” bet. Valuations are improving, but momentum hasn’t turned. Accumulate via SIPs & defensives, keeping 20–30% liquidity for better opportunities in 2Q/3Q 2025,” says Asutosh Mishra, Head – Institutional Equities Research, Ashika Stock Broking. In an interview with ETMarkets, Mishra said: “Metals and autos are the … Read more
ETMarkets’ analysis of BSE smallcap stocks reveals that, in the past three sessions (January 15-17), four stocks have consistently increased in price, trading volume, and delivery volume, indicating higher investor interest in these stocks. (Data Source: ACE Equity) Source link
“If you see our largecap at index level has given around 15% returns on a five-year CAGR, while smallcap and midcaps have given almost double the returns,” says Sumit Bhatnagar, Fund Manager, LIC MF.Tell us your own assessment of how 2025 is likely to be. Do you think it is going to be much different … Read more
“We must watch out if this level holds out, then we can see a short-term bounce in the market, but more worrying is the weakness in smallcap and midcap space,” says Aditya Arora, Adlytick.What are charts suggesting? When will this fall in markets take a halt?Aditya Arora: Look, the texture has been weak and we … Read more
“The only thing, the allocation toward mid and small has to be limited and the largecap exposure has to be increased, that is the best way you can optimise the current scenario,” says Sandeep Tandon, CIO, Quant Mutual Fund.So, if the big fund houses start cautious voice, is it time to even switch to largecaps … Read more
“And as you said that there has been a good sector rotation in the market and there are many stocks in the largecap segment also which are looking very good technically, they are giving fresh breakouts and follow-ups are also being registered, so that is a nice setup we can say. We are finding good … Read more
The focus of Modi 3.0 will likely continue on developing the country’s public infrastructure such as roads, water, metro, railways, defence, digital infrastructure, and green technologies. Axis Securities says that the market may continue to find direction based on a “Feel good” factor on policy continuity, pre-budget expectations, progress of monsoon, development on the CAPEX … Read more
Radhika Gupta, MD & CEO, Edelweiss MF, says “we are telling people, do not switch your existing mid and smallcap fund holdings and pay a lot of tax, but at least put incremental money in multi-cap funds. Could a behaviour of this kind happen? Yes. So that could lead to a moderating of flows by … Read more