SMALLCAP STOCK WINNERS

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.

Are we in for another round of selling in midcaps & smallcaps? Andrew Holland answers

Andrew Holland discusses small and midcaps' growth dynamics, emphasizing price consideration for potential high returns in three to four years. Market sentiment shifts from bubble fears to a bullish outlook, focusing on stable fundamentals and growth opportunities despite overheated valuations. Holland says: "As long as you know your companies and the themes that you are playing, there are good opportunities."

Smallcap stock investors hit Rs 26 lakh-crore jackpot in FY24. What's next?

The combined m-cap of BSE Smallcap index of 1,000 stocks has grown by Rs 26 lakh crore to Rs 66 lakh crore now in this financial year. In the process, 252 stocks or every fourth stock in the smallcap index has given multibagger returns.

Smallcap stocks give up to 2,000% return in FY24 but brace for a bumpy ride

Within the BSE Midcap universe of 127 stocks, 23 have more than doubled investor wealth. Rail PSU IRFC tops the list with 407% gain, followed by REC's 278%, SJVN 272%, BHEL 220% and PFC 209%.

ETMarkets Smart Talk: Big money made when a midcap/ smallcap stock is in Nifty100 league: Sameer Kaul

Sameer Kaul advises caution on high valuations and recommends quality large-cap investments. FY25 may not repeat FY24 returns. Various sectors show promise. Gold prices hit record highs. RBI emphasises stronger credit standards and KYC norms. Kaul says: "We continue to advocate a disciplined approach of regular investment and refrain from the temptation of putting a qualitative tag on the market regarding its worth or the lack of it "

Trend Tracker! Midcaps emerge winners vs small, largecaps in last 10 years

Consistent winners! 7 smallcap stocks that have consistently performed in last 5 months

The Sensex has surged over 12% in the past five months, with 90 stocks on the BSE gaining over 100%. Seven smallcap stocks have consistently recorded monthly gains of 10%. Market experts attribute the rally to robust corporate performances, positive economic indicators, and increased investor confidence. Sebi has expressed concern over the unfiltered rally in smallcap space.

Rs 85,000-crore rally in 4 days! How Tata stocks dominated the week

Altogether the combined market capitalisation of all 24 listed Tata stocks shot up by about Rs 85,000 crore to Rs 31.6 lakh crore, shows data pulled from ACE Equity.

Global funds catch craze for India’s minnows in hunt for winners

The number of firms with more than 10% overseas shareholding rose to 275 on the BSE 500 Index as of December-end, versus 257 a year ago, according to a Bloomberg analysis of foreign institutional ownership data.

Macro tailwinds continue; 7 hotel stocks from large, mid and smallcap space, one with upside potential of up to 27%

Thirty years back in 1994, when the Indian market witnessed the first round of bull run after the Harshad Mehta scam, the sector which was on top gainer list was the hotel sector. In those days, the logic given in the brokerage research reports, which used to come out very infrequently and were miniscule in numbers, was that as the Indian economy opens up, more foreign business travellers would be coming to India. That will lead to higher occupancy and it is not easy to set up a 5 star hotel so the demand supply equation would be in their favour. Today there is an element of foreign travellers but more importantly, the unstoppable traveling Indians along with domestic business travellers who are creating a situation where once again demand is higher than supply leading to a situation which is favorable for the bottomline of hotel companies. The question is are the valuations cheap, surely not, but is the growth likely to be stronger and stable? The answer is probably yes. We take a look at 7 stocks, some of which are not rated, but their over score is positive to neutral.

Mid and smallcap indices did great in 2023, but which ones are the best?

The year of the bulls, 2023 was marked by stabilized interest rates and heavy government PLI schemes, among other macroeconomic factors. More importantly, the disproportionate amount of net inflows pumped into these stocks by the domestic mutual funds industry is astounding.

ETMarkets Smart Talk: No bubble in market! Realty and capital goods sector likely to do well in 2024: Manish Goel

"In line with the usual approach during an election year, we don't foresee major announcements in this budget. As the name implies, it's an interim budget, designed to bridge the gap until the new government takes charge. The more comprehensive policy and expenditure decisions are expected to be part of the full budget for the financial year 2024-25, which will be presented after the new government takes charge post the general elections."

High risks, higher returns: How to invest safely in small-cap mutual funds

While potentially very rewarding, this small-cap fund space is known for sharp drawdowns and protracted recoveries. The fear is that investors could get their fingers burnt. Analysts explained how you should invest in small-cap mutual funds

ETMarkets Smart Talk: Indian market is currently not in bubble zone, but some are in euphoric zone: Rohit Agarwal

"Small & midcaps had a tremendous run in the last 2-3 years and have significantly outperformed the largecaps over the same period which has stretched the valuations of the small and midcap space. However, within the space, there are still quite a few companies that are likely to not only deliver better earnings than largecap companies but are also available at decent valuations."

ETMarkets Smart Talk: Investors should avoid deploying new capital to small and midcap mutual fund schemes: Mohit Ralhan

"Solid domestic consumption, an upswing in corporate capex and increased attractiveness among foreign investors mean that Indian stock indices will continue to do well in 2024. However, investors should be mindful of the risks as well. A prolonged recession in the developed world like the US and Eurozone could have negative consequences for India’s export-oriented sectors like IT, healthcare etc."

ETMarkets Fund Manager Talk: Despite a strong rally, this asset manager continues to see opportunities in smallcap space

"Equity as an asset class is only gaining more acceptability with domestic investors which is visible from the continuously increasing SIPs with mutual funds. Even at this, it still makes up to about a mere 4.8% of Indian household savings – which is substantially lower than its global peers. As the GenZ comes into the mainstream, we expect this number to only get better, leading to a much stronger and continued domestic flows."

Over half of 46 smallcap stocks with double-digit weekly returns, hit fresh 52-week highs

Of the 46 stocks, about 29 smallcap stocks scaled fresh 52-week highs in the last week. Some of the popular names in the smallcap list are SpiceJet, Latent View Analytics, SeQuent Scientific, Morepen Laboratories, Bliss GVS Pharma, SML Isuzu, Anand Rathi Wealth, Edelweiss Financial Services, Prataap Snacks, and 63 Moons Technologies.

Diwali to Diwali scorecard: 238 multibagger stocks sparkle with up to 2,100% return

Smaller stocks outperformed Nifty by a wide margin as the index is up only about 8.5% since last Diwali while Nifty Smallcap50 is up 38%, Nifty Microcap 250 has advanced 51% and Nifty SME Emerge has zoomed 69%.

Multibagger marvels! Big bucks chasing 95 smallcap stocks that rallied up to 1,140%

During the quarter, FIIs raised their stake in at least 529 stocks, out of which a vast majority of 496 counters have given positive returns in the fiscal year and 95 have more than doubled investor wealth, shows ACE Equity data.

How Manish Sonthalia wants to create next big winners between now and 2030

“We will broadly be between 18,500 and 20,200, the previous highs that we crossed. Markets are really not going anywhere in a hurry. It is going to be a pick and choose market for all that you know. But it is a very good time to create a portfolio for the medium term, post the central elections in 2024. ”

Maruti and UltraTech like Virat Kohli and Rohit Sharma, good to have in your portfolio: Hemang Jani

“There is a mini bubble in the broader market and one needs to be selective about that. Do not be too quick to jump into an index which has gone up 35% and stocks that have gone up 3X-5X. Okay, the stock has corrected 5%, 10%, let it stabilise, do some homework and then start nibbling.”

Top-performing fund turns to IPOs as India stocks turn pricey

The $1.2 billion Franklin India Smaller Companies Fund is up 34% this year, beating 98% of its peers. The fund’s IPO picks — Concord Biotech Ltd., TVS Supply Chain Solutions Ltd. and SBFC Finance Ltd. — have rallied between 15% to 50% since their trading debuts in August, data compiled by Bloomberg show.

A century to savour! Over 100 smallcap stocks deliver double-digit gains as bulls prevail after five weeks

During the week, over 100 smallcap stocks delivered double-digit weekly returns with 15 of them offering over 25% gains. RailTel was the top gainer in the smallcap pack with 46% return, followed by India Pesticides (41.9%), Optiemus Infracom (36.3%) and HLV (33.7%).