Largecap stocks
Market Movers: Midcaps, smallcaps feel the festive cheer as largecaps struggle
While largecap stocks, usually dominated by institutional investors, are struggling for momentum, broad market stocks, led by retail investors, are getting ready for another rally.
Will momentum finally shift from midcaps and smallcaps to largecap stocks?
‘FIIs have come back and picked largecap stocks that were showing opportunities for fresh buying’
15 largecaps hit 52-week highs today. Is it time to book profits?
In case of Reliance Industries, the median target of 31 analysts was at Rs 2,272.10, which suggests 8 per cent potential downside. This stock hit its 52-week high of Rs 2,496.95 today. RIL has risen 25 per cent year-to-date and 11.50 per cent in the last one year.
Mukesh Ambani-backed Reliance tops Rs 15 lakh crore m-cap milestone
Billionaire Mukesh Ambani-backed Reliance topped the ₹15 lakh crore market capitalisation milestone. Reliance was spurred by positive sentiment over its green energy business plans and strong market liquidity.
We are seeing a relief rally, stick to good quality largecaps: Nischal Maheshwari
“One should get out of smallcaps and midcaps wherever there is an issue of quality and there has been a huge run up.”
14 largecaps in the bear grip, down 33% from 52-wk highs. Worth a look?
Adani Green Energy, Lupin, Biocon, Hero MotoCorp and Motherson Sumi are down 25-33 per cent from their recent peaks. Adani Ports, IndusTower, Tata Motors, Vedanta, HPCL, and MRF are other stocks, ruling more than 20 per cent below their 52-week high levels.
These largecaps are off over 15% from 52-week highs! Worth a look?
Analysts are positive on a few of them, but cautious on the others. The list included stocks from the auto ancillary, financials and Adani group companies.
ABB India breaches key level, could deliver 20% return
Stock, up 21% in last month, can still return big in near term if it holds above ₹1,600; capex pickup another plus for company
Two out of every three traded stocks doubled in the last year
ET Intelligence Group’s analysis of the returns of 2,346 traded stocks since April 2020 show that two out of every three stocks have gained at least two-fold while 300 stocks have gained five times or more.
300 smallcaps jump up to 850% in a year. But is the party still on?
Within the BSE Smallcap pack, some 300 stocks outperformed; 17 of them delivered 500-1,600 per cent returns for the one year till May 7. IT stock Subex emerged chart topper, surging some 1,550 per cent.
Stick to market leaders, recovery won't help second-rung stocks: Saurabh Mukherjea
Barring pharma and FMCG, all other types of consumption will see a pretty significant hit, says star fund manager Saurabh Mukherjea.
10 ways to restructure your portfolio for trying times
While you exercise and eat right to ensure good health amid the second wave of Covid-19, here is a list of 10 imperatives that can keep your portfolio healthy and ready for the future.
Smallcap stocks may continue to beat largecaps in 2021. Here's why
While the Nifty has set a series of new records this year, the smaller gauges remain below their peaks after two years of losses.
Looking for value? These 3 stocks can be on your buying list
L&T, Bharti Airtel and ICICI Bank are the three stocks that can be bought on dips
It’s tough to get rich in one year, but a tilt towards equity helps: Mahesh Patil
Look at some of the less risky options on the equity side -- be it the asset allocation fund or the balanced advanced fund. That would do well for investors if they have a shorter term horizon, says the ABSL AMC Co-CIO.
5 attractive bets in IT largecap and midcap space
“The structural benefits will play through even in the margins for the IT companies.”
Neeraj Dewan likes IT midcaps but would rather bet on largecaps now
Stocks like TCS, HCL Tech, Oracle have corrected and provide a good entry point for a lot of investors who had missed the rally earlier, says the Director, Quantum Securities.
14 largecap stocks to bet on for next one year
India is likely to go for 'staggered' exit post 21-day Covid-19 lockdown. Experts believe that labour shortage will be a key problem post lockdown as contract workers have migrated back to villages and it will take time for things to settle. Industries where day-to-day capital requirements are minimal or players who are distributors of capital will bounce back faster, say Equirus Securities. The brokerage has listed 14 largecap stocks that can offer good returns over the next one year.
Explained in 7 charts: How Nifty went up 14x in 25 years
Domestic headline equity index Nifty50, that closed above the historic mark of 15,000 for the first time this week, took just 220 days to double from its 52-week low of 7,511 on March 24. The sharp recovery in the index has been driven by a benign global liquidity backdrop, better containment of COVID-19 cases, sharp recovery in corporate earnings, and a market-friendly Budget. Let us take a look at Nifty's spectacular journey from 1,107 points in 1996 to 15K in 2021, as explained in 7 charts by Motilal Oswal.
ETMGS 2021 Day 3: India is in a "delicious position", supported by low interest rates and low inflation, says Sunil Subramaniam
MUMBAI: India is in the middle of a new virtuous economic cycle, feels Sunil Subramaniam, managing director of Sundaram Asset Management Company, which bodes well for midcap and smallcap stocks in the market. Subramaniam, who was speaking at the virtually-held fourth edition of ETMarkets Global Summit, believes that India is in a "delicious position", supported by low interest rates and low inflation. “Government is probably in a position in this Budget to kickstart the investment cycle not only through themselves but through policy reforms,” he said.ETMGS 2021 Day 3: India is in a "delicious position", supported by low interest rates and low inflation, says Sunil Subramaniam
Midcap going to be the most exciting space: Sundaram AMC’s Sunil Subramaniam
He believes that India is delicious poised supported by low-interest rates and low inflation.
Market recovery likely to be restricted to largecap stocks: Kunj Bansal
‘It will be more of BFSIs that will participate in the recovery’
3 largecap and 3 midcap stocks to buy on market corrections
Take advantage of the earning upgrade across IT and increase allocation in this space, says Hemang Jani
9 Nifty stocks 100-340% down from peak prices: Should you buy?
Many of these stocks are on analysts’ ‘buy’ list, though none of them promises to make fresh highs for now, if one were go by analyst targets.
Largecap stocks may have just started a rally that will last years
The rate cut lifted investor sentiment and triggered short covering in the oversold stocks.
Still overweight on largecap stocks in these 4 sectors: Gautam Chhaochharia
We expect a lot more pain in the fourth quarter this year and even first quarter next year.
The 880% stock rally that’s trouncing Tesla and everything else
This stock has quietly become the world’s best-performing large-cap stock, stoking a debate on Wall Street over whether the Singapore-based gaming, e-commerce and payments company is the next great internet colossus or just Exhibit A in a global tech bubble that’s destined to burst.
Why it makes sense to buy index funds
Financial planners believe index funds merit allocation given their low costs, no fund manager bias and poor alpha generation ability of active fund managers.
Ajay Srivastava on why he swears by PSUs and largecap stocks
PSUs and largecap stocks account for 80% of the portfolio, says Dimensions Corp Finance CEO.
Bulk of money flowing into multi-cap, largecap stocks: Mahesh Patil
In near term, the upside looks limited and there could be a mild correction, says Patil
Largecap stocks won’t be spared in next bout of volatility: Harsha Upadhyaya, Kotak AMC
In next few months, mid and smallcaps are likely to start performing much better than the largecaps
Restrict yourself to quality largecap stocks
Broader market indices faced intense selling pressure once again.
Looking for winners in this market? Bet on these 10 largecaps
We advise to focus on megacaps or largecaps at this juncture, said Kotak Securities.
Five largecap stocks global brokerages are betting on
Brokerage firms came out with their ‘Overweight’ and ‘Buy’ ratings on some of the largecap cos.
Mid & smallcap will outdo largecaps in 2020: Rakesh Jhunjhunwala
Ace investor Rakesh Jhunjhunwala, who sees a big stirring happening in midcap and smallcap stocks, said that the market breadth has improved in the last two months. In an interview with ET NOW’s Managing Editor Nikunj Dalmia, Jhunjhunwala said there is no reason to believe that the ongoing rally is fuelled only by largecaps.Mid & smallcap will outdo largecaps in 2020: Rakesh Jhunjhunwala
Smallcaps lack earnings support to lure investors glued to largecaps
The assets under management of small-cap funds stood at Rs 48,534 crore at the end of December.
Midcap bulls likely to get active now, but largecaps may see correction
Midcaps have shown a decisive leadership position in certain pockets.
FPIs’ net shorting of index futures may cap Nifty upside
FPIs were cumulatively net short index futures by 42158 contracts as on November 15.
India's growth should bottom out in Dec quarter, but no V-shaped recovery ahead: Nandurkar, CLSA
The CLSA expert said market action has started broadening from a few largecaps.
Why Vaibhav Sanghavi is ready to bet on small finance banks
Avendus Capital Co-CEO is betting on financials, consumer and industrials in the longer term.
How blue chips and top largecaps let your equity funds down in 2018
Returns from most of the top stocks held by mutual funds do not paint a pretty picture.
Quality largecap stocks could be better bets as risk loses its lure
The BSE 100’s past three-year average price to earnings multiple is 22.2.
India’s top money manager just dumped a number of blue chips to bet on midcaps
The fund house added more shares in as many as 61 companies.
More largecap stocks in top-pick list than midcaps: Citigroup
India is still one emerging market where foreign investors are looking to buy the dip.
5 largecap stocks that may fuel the next leg of the rally
The Nifty50 is up a little over 15% so far in 2017 while the Sensex is up 14.4%.
Midcaps are not that expensive anymore as valuations ease
The flight toward quality last year caused midcaps to significantly trail the largecaps.
Prashant Jain’s word of caution: Don’t put more than 1/3rd of your money in smallcaps
Smallcaps, Jain said, do not necessarily grow faster than largecaps.
Up to 1,000% rise in Q3 profit, experts see upside for these largecap stocks
Low base effect due to DeMo in November 2016 is seen to have supported the Q3 earnings.
D-Street rally to continue in 2018; these 10 largecap stocks likely to deliver good returns in New Year
Experts believe the ongoing rally will continue, as they see value in bluechips from across sectors.
Ten largecap stocks that may rise up to 44% despite demonetisation shock
While demonetisation is hailed as one of the strong measures to weed out black money, the implications on the economy will be negative in the short term.
Flash deal! Top largecap stocks that look cheap after demonetisation move
Since the government’s demonetisation move on November 8, one-third of the Nifty50 stocks have fallen at least 10 per cent, with cement and auto stocks leading the fall.
Largecap stocks look reasonably valued: Jagdish Malkani
quarterly results have been sluggish and there are enough reasons to be gloomy about, but I think we are on the mend, says Malkani.
Time to go fishing for largecaps: Stocks you can look at after the fall
ET Intelligence Group compiles a list of five companies where investors can look to invest. These include L&T, BPCL, SBI, LIC Housing Finance and Adani Port.
Remain stock specific, bullish on 2 largecap stocks: Daljeet Singh Kohli, IndiaNivesh
One needs to be very cautious in mid-cap and small caps, says Kohli.
The tide has turned: Time to lap up quality midcap and largecap stocks
The mood on Dalal Street has turned positive and investors should use any volatility to raise exposure in quality largecap and midcap stocks, experts said.
Every mutual fund category is offering positive returns
All mutual fund categories, in both equity and debt, have returned positive returns in the last month.
Resilient bluechips help India top the EM charts
The intensifying trade war rhetoric between the US and China has weighed on most emerging markets.
Five largecap stocks to consider as market enters volatile Budget week
After the bloodbath of the previous week, the benchmark indices rose 3.14 per cent, their best weekly showing since January 2015.
Small & mid-cap stocks that clocked largest gains in past 10 years
Some of the big guns of today were actually little-known small-caps 10 years ago.
Fund Review: Franklin India Equity Fund
At present, the fund has more than 70 per cent of its investments in large-sized companies.
Key index ratio hints at smart investors shifting to largecaps
Early options data point to Nifty trading in a 10,600 -11,000 range for the series.
Some largecap stocks attractive, may deliver better returns in 2016
Considering the broader market indices, we may close 2015 with a negative return of 5-6%, consolidating the massive gains of 2014.
More downside seen in largecap stocks; midcaps better bets: Shankar Sharma
"I don't believe we will see a cyclical recovery in the economy anytime soon. Most largecaps will see more downside," said Sharma.
Two largecap stock picks for medium term: Kunal Bothra, Independent Market Analyst
There are good signs which are emerging. If it develops into a short-term uptrend, it could invite a lot more buying interest coming from a trading perspective.
Largecap growth stocks should perform from here on
Outperformers of last 2-3 years can become laggards, while IT and power can be outperformer.
There may be bubble building in midcap space, 5 largecap stocks you can bet on
Valuation gap between midcaps and largecaps is now at a record level in favour of the latter. It is better to be positioned in largecaps, said Mahesh Nandurkar, CLSA.
Experts bet big on largecap stocks; top 10 counters for your portfolio
After the recent corrections, most of the quality largecaps are available at decent valuations and offer good entry points for investors.
Largecap laggards can deliver big growth: Look at these ideas
Some analysts feel many of these stocks can emerge potential comeback candidates.
Indian IT story not over yet; prefer largecap stocks: Pramod Gubbi
There are a couple of niche midcap companies, but I would think that largecaps are better positioned in general, says Gubbi.
Midcaps offered three-times more than largecaps since August 2013; may rise more
The BSE Midcap index gained 60 per cent in 2017 against Sensex’s 29 per cent rise.
These large-caps hold promise in 2018
Some large caps were not able to beat benchmarks in 2017, but look promising in 2018.
Liquidity not a big concern for largecap stocks so far: Kunj Bansal
A lot of midcaps have fallen in the last few days due to drying up of liquidity, says Bansal in a chat with ET Now.
Banks, largecap stocks likely to correct next week: Ashwani Gujral
There is a theme playing out, where stocks of over-leveraged, high-debt companies are moving up as everybody expects interest rates to go down in the next one-two months.
Sensex likely to scale 31,300 in 12 months; Angel Broking's top 5 largecap stock ideas
The market may have come under a lot of selling pressure largely due to global factors, but domestic macro factors are falling in place, Angel Broking said.
Prabhudas Lilladher's top 14 largecap stock picks for 2014
Market has had a volatile start in terms of performance in 2014 as international news flow dominated the direction for the better part of the month.
Q2 results: Largecap stocks that disappointed
Analysts are of view that policy reforms and rate cut by RBI will boost economic growth and improve the earnings in coming quarters.
Top five largecap stocks that can return 20% in 2014
Religare presumes that the downside to the market is relatively low given extremely limited participation by domestic, institutional or retail investors.
Overweight on TCS, Infy among largecap stocks, prefer Persistent among IT midcaps: Parag Thakkar
A likely hike in US interest rates this year would help dollar strengthen, says Thakkar. That could be positive for IT firms, he adds.
Trust equities over anything else if your horizon is 1 year: Kotak AMC CIO
For the next year, India looks poised to grow exponentially in terms of economic growth, especially with the goods & services tax (GST) in sight.
See opportunities in midcap space, but value coming back in largecaps as well: Parag Thakkar
If GST is passed and no big skeleton comes out of China, then we are going to see good times even for largecap stocks, says
Investors shift focus to largecaps as valuations turn attractive: Kunj Bansal
Valuations on largecap counters have become attractive; investors are considering them and are afraid to place bets on midcap counters, says Bansal.
Investors must have 15%-20% exposure in IT companies: Dipan Mehta
Investors will have to look at 15%-20% of their portfolio in IT companies.
Expect mkts to be in consolidation phase in 2013: Axis AMC
Expect mkts to be in consolidation phase in 2013: Axis AMC
Catch me, if you can! A melt-up is brewing in small, midcap stocks
Technical analysts are of the view that Nifty Midcap 100 index is currently displaying the most strength among the major benchmark indices in India. While the index’s relative strength index is currently around 82, it is some distance away from the record high of 90 hit in 2007.
Day trading guide: 2 stock recommendations for Friday
The technical indicator RSI has turned below the 60 level after making a negative divergence, indicating a weakening uptrend that may first trigger minor profit booking before it resumes its uptrend.
Get into some cash and look for opportunities as market corrects: Sandip Sabharwal
“Wherever valuations are so high that they are tough to justify, we will see a bigger cut. Also, these stocks are over owned. Asian Paints even after the fall trades at 100 times current year earnings!”
Day trading guide: 2 stock recommendations for Wednesday
A sustained trade beyond 16,600 will extend the uptrend in Nifty50, taking the index higher to levels of 16,700-16,750 in the near term.
Trade Setup: Avoid shorts, Bank Nifty may play some catchup
The expiry of the current month derivative series went off rather smoothly without any major volatile moves. Strike price 16,700 saw the highest Call open interest buildup throughout the day.
Biggest gainers & losers of the day: Metal stocks plunge; FMCG shines
The domestic market followed its global peers and witnessed selling in all major sectors. The market focus has shifted from broader markets to largecap stocks, especially the defensive sectors.
Why Atul Bhole is gung ho on financial largecaps
“I am not much concerned about the market valuations. We have a lot of good opportunities coming up on the large cap side and it is going to be a market of stock selection going forward.”
Stars aligned for market but the straight line rally took BNP Paribas by surprise: Manishi Raychaudhuri
"BNP Paribas is overweight on India. There are three-and-a-half buckets that we are betting on."
Market Movers: Quality turns the table; Tata Steel plays bull market’s poster boy
Quality stocks were ignored for most of this year by investors because of their supposedly boring returns. The Nifty100 Quality 30 index underperformed other factor indices such as Nifty High Beta and Nifty Alpha 50.
If the market keeps going up and doesn’t correct, that makes it very risky: Sandip Sabharwal
"The Indian market rallied 20% more even as all the other markets had peaked out in the end of 2007 and then we saw the crash in January. I hope the same thing does not repeat now."
Weak dollar, quick growth recovery to help stocks continue gains next week
On the sectoral front, consumer-facing sectors like FMCG, retail and aviation are expected to do well as Indians venture out more amid relaxing of restrictions by most state governments.
It’s time to rebalance portfolio, diversify into global markets: Nimish Shah
“There is a very low correlation between various markets. Therefore when there is a downturn or upturn in any of these markets, the correlation being low, the returns can be different. ”
Market Movers: Why smallcaps went AWOL amid Nifty rally and HDFC soared 4%
Nifty Smallcap 100 and Nifty Midcap 100 index were registering record highs on a daily basis as they significantly outperformed. However, today was a different story as the blue-chip indices came roaring back and broke past their psychological resistance levels.
Sensex stages recovery, up 100 points, Nifty50 above 16,650
"The 16,600 level, followed by 16,500, would act as immediate support for Nifty50. The 16,700 level remains to be the level to watch out for. The direction is likely to be dictated by the banking space," said Sameet Chavan of Angel Broking.
Bharti Airtel, ICICI Pru Life among 14 stocks sending sell signals on MACD
In total, the momentum indicator has signaled bearish crossovers on 14 stocks — a sign of bearish undertone — hinting at possible downsides in the days ahead. The list includes largecaps such as AMCs UTI AMC and HDFC AMC, life insurer ICICI Prudential Life, BSE100 constituent Bajaj Holdings, telecom major Bharti Airtel and electric utility company Power Grid.