Largecap

The ongoing equity rally in India has been led far more by largecaps, said Rajiv Jain, where valuations appear supportive.

Bajaj Finance rises over 5% to hit record high, strong buying on hope of consumption push, RBI rate cut

There is a strong anticipation of a rate cut by the Reserve Bank after the upcoming MPC meeting later this week, with a Moneycontrol Poll projecting the possibility of a 25 bps cut.

Volatile month ahead, says Atul Suri, largecaps showing 'extreme underperformance'

Atul Suri is betting on the IT shares to pull the index out from this underperformance. "If I had to put my heart and hat on the largest Overweight on any sector in largecaps, it would be IT," Suri said.

Swiggy, NTPC Green, others likely to join AMFI's largecap list; IDBI Bank, NHPC may slip to midcaps: Nuvama

Among new listings, Hyundai Motor India, Bajaj Housing Finance, NTPC Green and Swiggy might make it to the largecap list, as per Nuvama

7 large-cap stocks to beat the market post-Budget

Keeping elections in mind, analysts believe that creating positions in largecap players could reward investors in the long-term

Short Call | HNIs chase mid, small caps, IEX under bear attack, I-Pru Life tumbles, NHPC in focus

Whispers in market is that many of the mid and small cap companies say they have good earnings visibility for the next few quarters. And that is giving HNIs the comfort to hold on their positions in the stocks

Caution ahead of market at new highs? Check out these large-caps PMS managers love

Quality largecap stocks tend to provide comfort and cushion the market turbulences well

Don’t chase recent toppers while choosing mutual funds: Explained in charts

AMFI data shows that sector and theme funds added close to 50 lakh new investor accounts over the last two years, highest among active equity oriented funds

DAILY VOICE | Euphoria in mid & smallcap space can see an impact if recovery expectations are not met: Sailesh Raj Bhan of Nippon India MF

Large Cap companies have the ability to deliver market share gains in difficult operating circumstances and that is playing out in the current environment.

What's powering IT? 14 stocks clock returns of 100-400% so far in 2021

Bigger deal sizes and higher spending by enterprises on cloud migration and digital technology are likely to sustain the growth of Indian IT companies.

DAILY VOICE | Risk-to-reward ratio is increasingly shifting in favour of largecaps: Alok Agarwal of PGIM India MF

We look for companies having positive Operating Cash Flow (OCF) in at least 7 out of the last 10 years, unlike profit numbers OCF does not take into account one-time transactions that can inflate the profit numbers.

Sensex climbs 6,000 points in about 7 months; smart money moves towards large-caps

Experts say investors with long-term portfolios can look at increasing allocation towards large-caps as outperformance in the small and midcap space will now be a factor of earnings growth

Decoding the Large-Cap Recovery Rally: The golden rule is to 'stay invested'

India’s GDP has just crossed $3 trillion; aim is $5 trillion in the next 3 years. This is the golden period. Stay invested in the best businesses run by shareholder-friendly managements with high capital efficiency for Wealth Creation, suggest experts.

DAILY VOICE | 3 reasons why correction in largecaps could be limited: Shyamsunder Bhat of Exide Life Insurance

The Nifty is quoting at possibly 19xFY23 expected earnings. The index may see some near-term consolidation or possibly a small correction as well, says Bhat

DAILY VOICE | Smallcaps likely to pick up pace in the run-up to Diwali: Umesh Mehta

If the FIIs dlows continue at the same rate going forward, indices might touch new highs very soon, but there is strong resistance at levels of 12,400 which could be the deciding factor for Nifty’s reach to life-time highs.

Not so small! 15 smallcaps turn midcaps in 2020, more to follow suit post SEBI circular

The sharp rally in most of the mid & small caps has narrowed down the valuation gap between the large caps which could lead to quality getting extra premium at least in the short term.

Small & Midcaps outperform: Nearly 100 smallcap stocks rose 10-40% in 5 sessions

As many as 96 stocks in the S&P BSE Smallcap index which rallied 10-40 percent in the last five trading sessions

5 parameters that you should consider before buying small & midcap stocks

Brokerage houses have come out with their preferred picks in the small & midcap space that makes the job of investors easy but investors should do their homework as well.

What to buy in small & midcap space? Here are over 100 picks from brokerage houses

Experts say the impact of new SEBI guidelines on large-cap will be minimal, but the buying impact on small-cap stocks will be quite significant.

Midcaps to outperform going forward; brokerages bet on these 10 stocks

Valuations of small & midcap stocks are looking attractive relative to GDP and money supply, setting the stage for outperformance versus largecap stocks in the coming months, said Morgan Stanley

DAILY VOICE: Auto, financials, oil & gas and metals may rebound post-COVID, says Deepak Jasani of HDFC Securities

Investors will have to be careful to check whether the pandemic has caused any structural damage to the stories of the companies in these sectors, and if yes, stay away from them.

Over 30 stocks hit 52-week high in July, gain over 100% in 2020; should you chase them?

Out of 160 stocks that hit a fresh 52-week high in July, as many as 32 of them have already rallied more than 100 percent so far in the year 2020.

Making money for wealthy: 24 stocks from top 5 PMS schemes outperformed Nifty in June

Nifty rallied 7.5% percent in June. Meanwhile, 62 Portfolio Management Schemes (PMSes) outperformed the index in the same period

Opportunity or caution? Small & midcaps show signs of revival; 15 stocks to bet on

There is hardly any valuation gap between the Nifty50 and Nifty Midcap 100 Index, hence investors should be careful with mid and smallcap stocks, say experts.

The Market Podcast | See Nifty above 11000 by March 2021, bet on large & midcaps: Amit Shah of BNP Paribas

We believe March -21 fair value to be in the range of 9600 – 11100, depending on how far the lockdowns get extended. As highlighted earlier, this does indicate that the worse is behind us.