SMALLCAP STOCK
Stock selection key as mid & smallcaps offer alpha opportunities: Pankaj Murarka
Indian stock markets are set for new peaks by the end of this year. Experts see a broad economic recovery, with financials leading the charge. Energy and consumption sectors are also expected to perform well. Investors should focus on individual stock selection, particularly in mid and small-cap segments. Long-term opportunities exist in the IT sector despite current transitions.
Vijay Kedia buys 44 lakh shares of this smallcap company in March, stock rallies 9% today. Do you own?
Websol Energy Systems shares surged after investor Vijay Kedia emerged in its latest shareholding data with over 1% stake. The development boosted sentiment, driving strong short-term gains. The company also plans to consider a dividend, while long-term stock performance remains volatile despite significant multiyear returns in recent years.
Smallcap stock Rolex Rings share price rockets 26% in two days ahead of board meet to consider buyback
Rolex Rings shares surged nearly 9% as the company's board is set to consider its first-ever share buyback on April 23. The stock has seen a significant 35% rise in just six sessions, fueled by the buyback announcement and strong Q3 financial results. The company reported a 136% jump in net profit and improved EBITDA margins.
Multibagger hunter Vijay Kedia buys 4.5% in SME Mahamaya Lifesciences; adds smallcap SPML Infra in Q4
Ace investor Vijay Kedia boosted his smallcap exposure in Q4 by acquiring 4.53% in Mahamaya Lifesciences and 1.88% in SPML Infra. Kedia, known for spotting multibaggers early, added these picks as both firms show improving momentum, aligning with his long-standing preference for SME and niche growth stories.
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Smallcap mutual funds lead rally with 10% gains in 1 month. A short-term bounce or start of a sustained rally?
Small-cap mutual funds have surged, delivering double-digit returns in the past month, outperforming mid and large caps. Experts caution this is a sharp recovery post-correction, not a sustained rally, with high valuations and investor greed posing risks. Long-term investors with a high-risk appetite might consider SIPs, but large caps currently offer better risk-reward.
After sitting on cash, Deepak Shenoy says deploy now, but let the data lead
Deepak Shenoy of Capitalmind MF sees cautious optimism in Indian equities. His fund is gradually investing cash, looking for opportunities across all market sizes. Shenoy is watching sectors like defence, industrials, and manufacturing. He expects the upcoming earnings season to reveal both positive surprises and some challenging realities for companies.
Nifty bears regret not buying the dip. Will Trump hand them a second chance?
Indian equities have staged a sharp recovery, with Nifty up 9% this month, surprising bears who anticipated a deeper dip. Despite geopolitical tensions, market sentiment has shifted to a 'buy-on-dips' approach, with experts suggesting the market is near a bottom. Analysts advise staggered buying as near-term direction depends on Middle East de-escalation, crude oil prices, and foreign flows.
The Golden Thumb Rule | In small caps, fundamentals—not narratives—drive returns: Aniruddha Naha
Small-cap investing demands discipline, focusing on fundamentals like earnings and cash flows for sustainable wealth. Aniruddha Naha, CIO-Alternates, PGIM India, emphasizes that strong balance sheets and management are key. He advises investing when small caps are beaten down, not during euphoria. This approach unlocks alpha generation through discovery and re-rating over the long term.
Indian market faces AI narrative problem; it'll be smallcaps over largecaps for next 5 years: Manish Gunwani
Indian stock market valuations are attractive. However, global investor focus on Artificial Intelligence is diverting capital away from emerging markets like India. Foreign institutional investor flows are expected to remain subdued unless the AI theme slows or India implements significant structural reforms. Bandhan AMC is investing in manufacturing exporters and metals. The IT sector faces a long-term slowdown.
Smallcap stocks skyrocket up to 79% after crash. Is this breakout rally or bull trap?
Indian smallcap stocks have surged dramatically in April, with some gaining up to 79%. The Nifty Smallcap 250 has outperformed the Nifty50, driven by domestic investor confidence. Experts are split on the sustainability of this rally, with some seeing a structural uptrend and others a sentiment-driven surge. Valuations are a concern for some, while others point to strong earnings.
Some small cap funds reopen, others stay closed: 5 key investor takeaways
Small-cap funds, which previously gated inflows due to stretched valuations and excessive liquidity, are now reopening. While some funds have lifted restrictions, others, particularly larger ones, maintain them, citing capacity constraints and liquidity risks. Investors should view these actions as risk management, not market timing signals.
Defence stocks breakout: Should you book profits or buy the dip? Anand James answers
Defence stocks are rallying sharply with strong technical breakouts, though select heavyweights signal near-term overbought conditions. Analysts advise avoiding chasing the surge and instead adopting a buy-on-dips strategy. Broader market momentum remains positive, with selective opportunities in smallcaps and identified stocks showing potential upside.
In times of war: Take a risk or manage it; different, yet same. 6 small-caps from different sectors with upside potential of up to 29%
Picking the right stock is easier said than done. Especially when valuations are not cheap and noise levels are high. When we say noise levels, it is all about narrative. Think of someone asking you to invest in the market at a time when there is war going on and crude oil prices have moved much higher than anyone had expected.
US Stocks: Russell 2000 scales intraday peak weeks after war-driven slide into correction
The small-cap Russell 2000 hit its first intraday record high on Friday since the U.S.-Iran conflict erupted, joining other major indexes at all-time highs and suggesting the recent equities rally is broadening beyond large companies.
Sensex rises over 150 points, Nifty above 24,200 amid rising Iran-US war peace hopes; broader markets outperform
Indian stock indices Sensex and Nifty edged higher, with mid and small-cap stocks outperforming. Sentiment remains fragile despite rising hopes of US-Iran peace talks and a ceasefire between Lebanon and Israel. Oil prices cooled down as de-escalation hopes eased pressure on India's import bill.
Mutual funds bought 505 smallcap stocks in March crash. Two weeks later, they're winning big
Indian mutual funds bought smallcap stocks in March when retail investors sold. This strategy paid off as the Nifty Smallcap 250 index rose in April. Fund managers invested heavily in companies like Urban Company, Manappuram Finance, and Amber Enterprises. This broad buying across sectors indicates strong conviction.
Small & micro-caps charge to the front, bluechips need a FPI reload
Indian small and micro-cap stocks are bouncing back strongly after the West Asia conflict. Mid-cap shares are also nearing their pre-war highs. This recovery is powered by local investors returning to these beaten-down stocks. However, large blue-chip companies are still lagging behind. Foreign investors' caution towards India is limiting their gains.
Smallcap stocks have already erased Iran war losses. Is a bluechip breakout next?
India’s smallcap index has recovered above pre-war levels following the US-Israel-Iran conflict, while the Nifty and midcaps still trade below their late-February peaks, highlighting a sharp market divergence. The smallcap gauge has surged 2.3% to 16,051.40, supported by strong domestic participation. The trend reflects shifting equity ownership patterns, though questions remain on whether the rally can sustain or broaden further.
AMFI reshuffle: Mazagon Dock, GAIL may slip to midcap; Vodafone Idea eyes largecap upgrade
Mazagon Dock Shipbuilders and GAIL are among eight stocks that may be downgraded to the midcap category, while Vodafone Idea, currently a midcap, could be upgraded to the largecap segment in AMFI’s semi-annual rejig in H2 CY26, according to Nuvama Institutional Equities.
Investors pour over Rs 10,000 crore into flexi-cap funds in March. Opportunity or overcrowding concern?
Flexi-cap mutual funds attracted record inflows in March, reflecting strong investor demand for diversified and flexible equity strategies amid market volatility. Experts view the surge as a sign of growing confidence in the category, driven by its ability to dynamically allocate across market caps during uncertain times. While concerns about overcrowding remain, the trend largely indicates disciplined investing and a preference for flexibility rather than momentum chasing.
D-Street superstars go crash hunting: What Ashish Kacholia, Mukul Agrawal and others bought in March quarter?
Top Indian investors used the March-quarter market correction to selectively buy beaten-down and smallcap stocks, despite weak overall sentiment. Radhakishan Damani made a contrarian entry into TSF Investments after a steep decline, while Mukul Agrawal picked up a stake in True Colors.
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