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For investors with patience and ability to take moderate risk: 5 mid-cap stocks with upside potential of up to 26%
For all those who have decided it is now time to turn bullish, here’s a small reminder: The past year has been a very tough one for mid-cap stocks. So, if this is the segment you are interested in, be calm and be prepared. Because panic and anxiety during a correction are the worst things for any investor with high exposure to mid-cap stocks.
ET Prime Special Series: Multibagger or IBC - Part 81: Momentum in numbers will decide fate of this auto ancillary's stock
A few years back, the important question for this auto ancillary supplier was whether its investments and customer programmes would begin producing enough revenue. Today, the numbers look very different. Annual income has jumped, exports have risen, and a large overseas-linked order has helped deliver a record quarter. How much of the improvement is repeatable, and how much reflects an unusual opportunity?
Sensex, Nifty mark 2-week winning run on FPI inflows
Indian equity benchmarks in Mumbai have seen a two-week winning streak with significant foreign investment. Foreign Portfolio Investors have invested over ₹75,000 crore in November, while domestic institutional investors have sold shares worth around ₹46,835 crore. The BSE Sensex and NSE Nifty both experienced mild increases despite profit booking by domestic investors. Brent crude oil prices have declined, contributing positively to India's macroeconomic outlook.
Nexus Select Trust’s Q2 NOI rises 8% to Rs 504 cr, consumption up 13%
Nexus Select Trust reported an 8% year-on-year increase in net operating income for the second quarter. The company's retail assets experienced a 13% rise in consumption compared to the previous year. Nexus declared a distribution of Rs 359 crore, maintaining a 100% payout to unitholders for 13 consecutive quarters. The firm is expanding its portfolio with plans to develop a Grade-A mall and hotel in Guwahati.
MF Tracker: TRUSTMF Small Cap Fund tops returns since last Diwali with 20% gains. Is the momentum sustainable?
Since last Diwali, TRUSTMF Small Cap Fund has delivered an impressive return of 19.82%, exceeding expectations against its benchmark. The fund manager credits strategic investments concentrated in industrials, healthcare, and consumer sectors for this success. Although small-cap investments are known for their growth prospects, they necessitate careful management and patience. Experts recommend a moderate allocation tailored to individual risk appetites and suggest systematic investment plans for gradual market exposure.
Q2 earnings upgrades hold above 50%, says Jefferies. Is the profit cycle turning?
India’s Q2 FY27 earnings show signs of resilience, with Jefferies reporting that 50% of the 105 companies it tracks received FY27 earnings estimate upgrades, while 41% saw downgrades and 9% remained unchanged. The share of companies beating expectations rose to 56% from 52% in the previous quarter, though the recovery remains uneven across sectors.
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EAAA India Alternatives IPO allotment likely today: Check GMP and how to check allotment
EAAA India Alternatives’ Rs 1,200 crore IPO was subscribed 5.51 times, led by strong demand from institutional investors. The allotment is expected to be finalised today, while the shares are scheduled to list on the BSE and NSE on November 2, 2026. The IPO’s grey market premium suggests modest listing gains.
India’s ₹1 lakh crore club stocks hit hard by FII exit. Have bluechips lost their growth engines?
India's largest corporations are experiencing a notable drop in foreign institutional investor stakes, raising concerns about their growth trajectory. This trend has adversely affected numerous large-cap stocks over recent months. Analysts suggest a shift in focus towards emerging sectors is critical for revitalizing foreign investments, as many companies now appear more like consistent cash flow generators than true growth catalysts.
Did your balanced advantage fund buy the dip? Here's what your investment strategy should be now
When markets fell, BAFs had an opportunity to increase equity exposure. Many did, while others were more cautious.
Shriram Finance shares crash 6% as Jefferies, Citi, and other brokerages slash target prices after Q2 results. Why do they still say ‘Buy’?
Shriram Finance shares fell sharply on Monday after Jefferies, Citi and Motilal Oswal cut their target prices following the NBFC’s Q2 results. Despite concerns over rising credit costs and rural stress, all three brokerages retained their ‘Buy’ ratings, citing strong net interest income, resilient margins and long-term growth potential.
Nifty's PEG ratio near 10-year low but why don't stocks look cheap yet? Valuation paradox explained
Nifty’s PEG ratio approaches a decade low, suggesting an enticing potential for valuation and earnings growth. The substantial drop in the forward P/E ratio has heightened hopes for a market recovery. However, rising bond yields and potential earnings downgrades pose challenges to investor sentiment. Selective opportunities arise across sectors, influenced by enhanced credit growth and evolving demand.
ETMarkets Smart Talk| A ₹25,000 monthly SIP can grow to ₹2.17 crore in 15 years—with a 10% annual step-up: Jeet Marwadi
In an interview with Kshitij Anand of ETMarkets, Jeet Marwadi, Founder and Managing Director of 1 Finance, explains why reviewing loans, insurance, expenses and savings decisions can be just as important as investment selection—and why investors should seek financial advice early in their wealth journey.
Warren Buffett on bearish markets: One habit decides whether you come out richer or poorer
He put the four worst collapses in his own share price into a table, with the dates and the drops. Nearly 60% once, around half three more times, all of it inside the best long-run record anybody has produced in public markets. He did not print it to confess. He printed it to make one argument, and it is the argument most investors hear only after the damage is done. Then he turns the same idea upside down.
Indian Railways offers discounted round-trip parcel fare ahead of festive rush
Indian Railways has introduced a one-year pilot offering parcel aggregators discounted round-trip bookings at 1.5 times the one-way fare, reducing the combined freight charge by 25%. The scheme aims to improve return-direction train utilisation, shift cargo from road to rail and boost parcel revenue ahead of the festive season.
IDBI Bank shares in focus as Q2 net profit falls 39%; NII tanks nearly 50% YoY
IDBI Bank reported a 39% YoY decline in Q2 FY27 net profit, partly due to a one-off gain in the previous year. Despite this, underlying profitability, margins, asset quality, deposits and advances showed improvement. Meanwhile, Fairfax Financial’s proposed 60.72% stake acquisition marks a major milestone in the bank’s privatisation.
HDFC Bank deputy MD Kaizad Bharucha to step down on December 31
HDFC Bank Deputy Managing Director Kaizad Bharucha has sought to step down on December 31, 2026, amid a leadership transition at the lender. The RBI has approved Anup Bagchi’s appointment as CEO for a three-year term starting October 27.
F&O Talk: Nifty’s break above 23,450 could push index to 23,650; Sudeep Shah picks Tech Mahindra, TCS strategy
SBI Securities’ Sudeep Shah sees scope for Nifty’s recovery if it holds 22,750, with IT, private banks and media leading. He flags key resistance levels, banking earnings, improving FII flows and continued large-cap outperformance, while warning that a durable reversal remains unconfirmed.
Rs 1 lakh crore is chasing small & midcaps, but largecaps have the valuation. Where are India’s next multibaggers hiding?
This year, over Rs 1 lakh crore has been funneled into small and midcap funds, reflecting a surge in investor enthusiasm. While smallcaps have recently taken the lead over largecaps, the latter are drawing attention due to attractive valuations. As growth expectations for largecaps are evening out, it indicates a possible shift in investment returns.
MF Tracker: Mirae Asset NYSE FANG+ ETF FoF tops 5-year CAGR charts with 39% returns. Can the rally last?
The Mirae Asset NYSE FANG+ ETF FoF has delivered an impressive five-year CAGR of around 39%, clearly outpacing its peers, particularly during the US tech stock surge. However, 2022 marked a considerable downturn for the fund, prompting experts to recommend caution with international investments, given rising premiums and fluctuating markets. For optimal long-term outcomes, investors should consider a well-balanced domestic equity portfolio.
Fusion CX sets price band for Rs 702 crore IPO; issue opens on October 14
Fusion CX has set a price band of Rs 275–289 per share for its Rs 702 crore IPO, which will open on October 14 and close on October 16. The issue comprises a fresh issue worth Rs 500 crore and an offer for sale (OFS) of Rs 202 crore. Allotment is expected on October 19, with shares scheduled to list on the BSE and NSE on October 22, 2026.
Stocks in news: Titan, HCL Tech, Adani Ports and Utkarsh SFB
Indian equities extended their recovery on Tuesday, driven by positive global cues and corporate updates. The Nifty 50 index closed at 22,714.80, marking a gain of 195.05 points. Several companies, including Titan Company and HCLTech, reported encouraging business developments that are likely to impact their stock performance. Technical analysts suggest that the Nifty will remain constructive if it stays above 22,600.
Looking beyond 2026: 5 mid-cap stocks from different sectors with upside potential of up to 22%
After a long run of red days, the screen finally turned green on Tuesday. And for once it is not just the big names, the broader market joined in too. One or two companies have put out early numbers for the quarter, and those have been better than expected. After weeks of watching stocks drop, it is the most natural thing in the world to look at a day like this and feel that the worst is behind us. That would be a mistake, however.
Indian banks face a Q2 paradox: FCNR boosts loan growth but margins shrink
Indian banks are heading into the Q2 earnings season with strong loan growth, helped by FCNR(B) deposit inflows, but margins are likely to remain under pressure. Analysts expect healthy earnings growth on lower credit costs and stable asset quality, while favouring large private banks such as HDFC Bank, ICICI Bank and Kotak Mahindra Bank.
MF Tracker: Nippon India Taiwan Equity Fund tops 1-year return chart with 118% gains. Can the strong performance continue?
The Nippon India Taiwan Equity Fund has achieved impressive returns exceeding 118% over the last year, driven largely by Taiwan's booming technology and semiconductor industries. This fund targets long-term capital appreciation via equity investments. However, investors should temper their expectations due to increasing valuations, emphasizing the necessity for a diversified portfolio and thoughtful investment strategies for international allocations.
Market crash wipes out Rs 26 lakh cr in 8 weeks! Why soaring bond yields may hurt Sensex, Nifty more than elevated oil prices
The Sensex and Nifty have fallen for eight straight weeks, wiping out more than Rs 26 lakh crore in market capitalisation. While elevated oil prices have pressured equities, soaring bond yields, foreign outflows, a stronger dollar and tighter liquidity are adding to the selling pressure and weighing on investor sentiment.
NFO Insight: WOC Diversified Equity Small Cap Active FoF NFO opens for subscription. How is it different from a smallcap fund?
WhiteOak Capital Mutual Fund has launched an innovative Fund of Funds that focuses on small-cap mutual funds. This initiative seeks to achieve long-term capital growth by diversifying investments across a variety of active small-cap funds. Skilled fund managers will oversee the portfolio, adjusting investments according to performance and risk dynamics.
Explained: Which mutual fund ratios should investors check before investing?
Mutual fund risk ratios help investors assess a scheme beyond past returns. Key measures include alpha, beta, R-squared, Sharpe, Treynor, information, Sortino and semi-standard deviation, offering insights into volatility, consistency and risk-adjusted performance.
Bajaj Finance shares jump 3% after UBS upgrades to Neutral, hikes target price while Jefferies screams Buy
Bajaj Finance shares jumped 3% on Wednesday following bullish brokerage calls. Global brokerages Jefferies and UBS issued positive outlooks, with Jefferies maintaining a Buy rating with a target of Rs 1,280, while UBS upgraded the stock to Neutral with a target price of Rs 1,100.
MF Tracker: HDFC Pharma & Healthcare Fund tops equity MFs at 25% in 1 year. Should investors chase the rally?
HDFC Pharma and Healthcare Fund recorded an impressive 25% return in the last year, surpassing its category average across various time frames. The robust performance is primarily due to heightened demand for generic drugs and recent FDA approvals. Investors are advised to steer clear of merely chasing past successes and instead focus on a sustainable long-term strategy.
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