Monday, 28 September 2026Updated 5m ago
← Top stories
Broker call● Neutral for Indian equities

Markets may consolidate for a year; current large-cap valuations reasonable: Bandhan AMC's Karthik Kumar

1 source · first seen 16:08 25 Sept · updated 16:08 25 Sept

The brief

Written from 1 report · check the source before you trade
  • Bandhan AMC’s Karthik Kumar said markets may consolidate for a year and large-cap valuations are reasonable
  • The fund house has bank exposure but is staying away from insurance
  • The cautious positioning points to selective exposure for Indian bank and insurance investors

Tags on this story

Pick a tag to see all its stories
Market valuations88 todayBanks72 todayInsurance19 todayMutual funds26 todaySmall and midcaps16 today

Linked by the tag Small and midcaps

66 stories this week
  1. 28 SeptSensex falls 900 points as crude rebounds; Nifty slips below 22,900Market move · 4 sources · Sensex fell 900 points intraday and Nifty dropped below 22,900
  2. 28 SeptSensex and Nifty fall as crude rises and investors remain cautiousMarket move · 5 sources · Sensex fell more than 500 points in early trade; other reports put the decline near 700 points
  3. 27 SeptIPO Mania: 20 Issues To Hit The D-Street In A Single Week — Check Full ListIPO · 1 source · 20 IPOs across mainboard and SME segments open this week
  4. 25 SeptSmall-cap IT stock under ₹50 jumps 17% as US subsidiary gets AI project worth ₹147 croreOrder win · 1 source · Blue Cloud subsidiary GIX secured a $15.5 million IBM Cloud AI infrastructure services order
  5. 25 SeptNot just PB Fintech, this smallcap stock fell 40% in two days on IRDAI proposalsMarket move · 1 source
All Small and midcaps stories →

Read the reports

1 report · earliest 16:08
CNBC-TV18Markets may consolidate for a year; current large-cap valuations reasonable: Bandhan AMC's Karthik Kumar16:08