MID & SMALLCAP STOCKS
India Playbook 2024: Where to invest conundrum?
Retail investors favor small-cap stocks due to high returns. Large-caps trade at a valuation discount to small-caps. Domestic ownership prevails in small-caps, with retail investors holding a significant share. Opportunities exist in Finsumption, Capex, and Make in India themes favoring small and mid-cap companies.
Is the worst over? 6 mid and smallcap stocks from the much less talked paper industry
When an industry stays in deep trouble for a long time, there are some players who are able to survive. How do they do it ? Either by changing the way they operate in terms of management ability, by adding new products or any others. The paper industry has been facing multiple challenges, now after years of consolidation in which many players exited, there are few left and have achieved a scale. Numbers are reflecting it, when will the street start to have a look at then more kindly is the question. If you look at the overall matrix of the manufacturing sector, there are some industries where even the best of the players is not able to reach a scale where it can be classified as a large cap company. But that does not mean there is no opportunity to make gains in that industry or sector, but only if one is able to stick to the best managed and well run company in that sector. So, when the worst is over, it is time to bring some of them back on the watchlist as in the next five years surprises are going to come from the manufacturing sector.
Expect 15% plus Nifty return; mid and smallcaps can deliver 5-7% higher earnings growth: Samit Vartak
It is always good to have FIIs at the lowest level of ownership. At the peak, we had 24% of the market owned by FIIs. Today, we are close to 16%. So, most of the remainder of investors probably are going to be long-term. They are unlikely to keep on selling more where this ownership is going to go lower, says Samit Vartak.
Bulls in Action: Sensex jumps over 200 points, Nifty crosses 23,600; mid and smallcaps outperform
Within the Nifty pack, UltraTech Cement, HDFC Bank, Divi's Lab, Coal India, and SBI were the top gainers while HCL Tech, Asian Paints, and Titan faced selling pressure. Shares of new-age companies like Paytm, Zomato, and Policybazaar traded higher by around 2% each after Morgan Stanley's bullish note.
MFs sound caution on ‘excessive’ valuations in mid & small-caps
The share of mid-cap and small-cap companies in India's total market value reached a record high in May. Fund managers caution that the sharp rise in these shares may be excessive, citing excessive valuations in the segment.
Every 2 out of 3 mid and smallcap mutual funds fail to beat benchmarks. Should you still invest?
Mid cap mutual funds offered an average return of 26.09% in the last three years. The mid cap funds are benchmarked against Nifty Midcap 150 - TRI and BSE 150 MidCap - TRI which gave 28.62% and 28.24% respectively in the same time period.
Lack of depth in mid- & smallcap rally hints all’s not shining on D-Street
Mid-cap and small-cap indices in 2024 have seen a remarkable surge, with 20 stocks driving 50% of each index's rally, as per reports. The top contributors include PSUs, financial services, and energy companies.
Large, mid and smallcap stocks that mutual funds bought and sold in May
Mutual funds bought stocks worth Rs 477 billion in the Indian secondary market in May. They added largecap stocks like HDFC Bank, Kotak Mahindra Bank, Infosys, and reduced stakes in Bajaj Finance and Hindustan Aeronautics.
How to play MF portfolio in Modi 3.0? Prefer largecap funds over mid & smallcap: Alekh Yadav
We believe that government support, coupled with a favorable monsoon, will lead to an increase in rural consumption, making it a theme we favor.
Infra, PSU, Midand Small-Cap MFs Biggest Gainers in Modi 2.0
The presence of many mid-cap and small-cap companies in niche segments like infrastructure, chemicals, capital goods and consumer discretionary, which delivered higher profitability and earnings growth saw their stocks gain more than benchmark indices.
Infra, PSU, mid and smallcap MFs biggest gainers in Modi 2.0
Infrastructure, mid-cap, and smallcap mutual funds delivered high returns during Modi government's second tenure from May 2019 to June 2024, fueled by rising PSU stocks in segments like railways and defence.
10 years of Modi: 670 small & midcaps zoom up to 48,000%; will the counters repeat show?
Small and midcap stocks witnessed massive surge under the Narendra Modi government in the last 10 years, with over 670 BSE-listed stocks turning multibaggers.
Unlisted shares offer terrific returns, but also carry very high risks; should you invest?
In the past decade, many Indians have embraced the equity culture and started investing in stocks and equity mutual funds. Some analysts feel that retail investors should put money in unlisted shares if they want outsized returns. Other financial advisers say retail investors should not dabble in unlisted shares for the simple reason that the risk they entail is not worth the rewards they offer.
Is India a growth or value market? Decide with the help of some data
The investor argued strongly that following a value strategy in India could be more lucrative. To support his point, he presented data from the MSCI India Value and MSCI India Growth indexes over 3, 5, and 10-year periods. In each case, the Value index outperformed the Growth index. He was confident that this trend would continue in the future.
Finally coming out of the woods? 6 mid and smallcap stocks from the much less talked paper industry
Remember a company called Ballarpur industry ltd or commonly known as ( BILT) from Thapar group. From being a blue chip and part of indices going through a corporate insolvency resolution process under IBC. There are some industries which at one point of time were considered to be safe haven. Best of the industrial houses used to run them and the street used to treat their stocks as blue chips. Then came a time, both due to dumping by China and other factors, that the whole sector went into dumps and just never recovered for decades; both in real business and also on the street. Now when an industry stays in deep trouble for a long time, there are some players who are able to survive. How do they do it? either by changing the way they operate in terms of management ability, by adding new products or any others. The paper industry has been facing multiple challenges, now after years of consolidation in which many players exited, there are few left and have achieved a scale. Numbers are reflecting it, when will the street start to have a look at then more kindly is the question.
Strong demand tailwinds are for all the players: 5 small and midcap real-estate stocks with upside potential of up to 34%
Four years ago, the real estate industry was defined by excess inventory, over leveraged balance sheets and weak demand. Today, a housing project getting launched is getting sold within a few days. The average prices on a per square ft basis have inched upward very sharply in the last one year and still there is no dearth of demand. Now the question is whether this kind of sharp rise in demand is having an impact only on large players or also on mid-sized companies which are focussed in a region only. The fact is that in the case of sectors like real estate, when the tide of demand changes, it changes for every player, be it large or medium. Yes, when it comes to medium-sized players it would be important to look at the players where they have a track record of implementing projects on time. Delivering the project on time is key metrics which determines whether the company which is mid-sized today will become large or not in years to come. As the large ones have seen a sharp rise in the valuations, the focus of the street is now also on mid-sized by well managed companies.
The small-cap landscape, while being challenging, looks somewhat better: Chirag Setalvad
Valuations have moved up but they have to be viewed in the context of the overall growth environment. Large-cap share valuations are at a relatively modest 10-15% premium to their historical averages.
Mid & smallcap fund? Do we need a new category targeting both mid and smallcap stocks
Since the beginning of 2024 large and midcap category has seen inflows of Rs. 11,340 crores followed by multicap category at Rs. 10,004 Cr. and the flexi-cap category at Rs. 9,971 crore, higher than the inflows in largecap, midcap and smallcap categories respectively.
Big movers on D-Street: What should investors do with IRB Infra, IGL and Dr Reddy's?
Stocks that were in focus include names like IRB Infra, which fell 3%, IGL, which was down 2.48%, and Dr Reddy's, whose shares declined 2.8% on Wednesday.
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