NSE close · Thu, 1 OctNifty 5022,421.95▼ 0.88%Nifty Bank54,450.75▼ 0.33%Midcap 10058,732.00▼ 1.01%Smallcap 25017,589.05▼ 1.18%India VIX14.46▲ 7.19%IT28,304.70▲ 2.17%Auto25,384.95▼ 3.46%Pharma26,311.55▼ 0.48%FMCG43,789.85▼ 1.61%Metal12,460.70▼ 2.35%Realty835.00▼ 1.46%Energy36,388.15▼ 0.68%PSU Bank7,937.80▼ 0.98%Financials24,556.10▼ 0.38%Media1,546.30▼ 2.33%Defence9,142.55▼ 1.45%Durables35,927.80▼ 1.91%Biggest movesMONEYVIEW▲ 58.5%MOLBIO▲ 15.6%THOMASCOTT▲ 12.3%AUGMONT▲ 10.0%HEROMOTORS▲ 10.0%VIVIANA▲ 10.0%LOKESHMACH▲ 9.5%ANAWIL▼ 11.0%
Topic
Small and midcaps● −7% net tone today
Nifty Smallcap 250 −1.18% vs Nifty −0.88% on Thu, 1 Oct- GTV Engineering approved a 2:1 bonus issue and set a record date
- Majestic Auto announced a ₹60-per-share dividend for FY 2025-26, yielding 16.8%
- Kotak cautioned that small- and midcap euphoria may turn sour as investors chase quick returns
Often with, this weekMarket valuations42Nifty and Sensex27Mutual funds23Global markets11Stock exchanges7
Stories per day
1227 Sept
3028 Sept
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Tracking the outliers: 10 stocks zoom ahead amid weak and volatile markets
- Just about 38% of BSE 500 stocks delivered positive returns in the past year
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Active mutual fund keep beating passive peers, but edge narrows over time
- In the first year, active small-cap funds returned 3.6%; passive funds declined
- The performance comparison may influence Indian investors choosing between active and passive small-cap funds
IT Q2 Preview: Large-cap firms seen posting weakest growth in three years; midcaps may outperform
- Large-cap Indian IT firms may post their weakest Q2FY27 growth in three years
- Midcaps may outperform; an Infosys guidance cut is expected
- Weak growth expectations and possible guidance cuts weigh on Indian IT stocks, including Infosys
66% returns in 6 months, small-cap stock Rolex Rings gets Buy rating: InCred sees 32% upside - Check share price target
- InCred forecasts Rolex Rings revenue and EBITDA growth through FY28
- It expects 28% share-price upside to ₹251
- The brokerage outlook may influence sentiment toward Rolex Rings and Indian small-cap stocks
5 stocks with consistent score improvement and upside potential of up to 33% in 1 year, according to analysts
- The market has been falling for close to a month-and-a-half, with occasional bounces
- The headline cites five stocks with up to 33% analyst upside in one year
AI winners and losers are emerging in Indian IT, says BNP’s Kumar Rakesh
- AI-driven revenue deflation and weak tech spending are reshaping India’s IT sector
- Some mid-cap firms are better placed than larger peers to navigate the shift
- Weak tech spending pressures Indian IT services; better-positioned mid-caps may prove more resilient
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Midcap mutual funds: 3 top performers and 3 laggards SIP investors should know
- HSBC Midcap Fund delivered the highest two-year SIP return at 17.5%
- The midcap category averaged 7.85%
Data●
HDFC Mid Cap and TrustMF Mid Cap among 5 midcap funds with highest cash holding
- Five midcap funds held between 4.85% and 7.19% cash in August portfolios
- Axis Midcap Fund had the highest cash allocation, followed by HDFC Mid Cap and TrustMF Mid Cap
- Cash buffers at midcap funds may limit near-term buying in Indian midcap stocks
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Quant Small Cap, Invesco India Mid Cap among 5 equity funds that delivered up to 25% SIP returns in 10 years
- Five equity funds delivered annualised SIP returns of up to 24.6% over 10 years
- Strong SIP returns may draw flows to asset managers and small- and mid-cap stocks
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HSBC Midcap among 5 midcap funds that delivered up to 24% CAGR in 3 years. Do you currently hold any in your portfolio?
- HSBC Midcap Fund led with a 23.7% annualised return over three years
- Five midcap funds delivered annualised returns of 20% or more over three years
ICICI Pru AMC’s S Naren on contrarian investing, AI risks and navigating a volatile market
- S Naren discusses oil, US rates and AI risks
- He says contrarian investing can extend beyond value stocks
- Views on small-cap valuations may inform Indian investors’ allocation to small and midcap stocks