Crisil Intelligence

HSBC Value Fund has outperformed its benchmark and peers across timeframes, driven by strong stock selection and higher mid- and small-cap exposure

Mobile phones, consumer electronics and industrial electronics together account for 55-60% of electronics sales in India

SBI Focused Fund outperforms peers and benchmark, driven by selective large-cap bets and sectoral allocation across high-return segments

Manual services account for 75-80 per cent of the market and involve providing security personnel to man public spaces, housing societies, commercial complexes and banks, among others

HDFC Flexi Cap Fund delivers strong long-term returns, outperforming benchmark and peers, with rising AUM and a diversified, large-cap-heavy portfolio strategy

ICICI Prudential Value Fund stayed in the top CMFR percentile through December 2025, delivering consistent long-term outperformance and strong AUM growth

ELSS curbed churn, lifting long-term and SIP returns above category averages

Exports are also expected to grow 28-30 per cent this fiscal due to better realisation opportunities in key markets, particularly the European Union

Between FY26 and FY30, infrastructure capex is expected to rise to ₹90-100 trillion, up 60 per cent from ₹59 trillion over FY21 and FY25

Rising demand for value-added dairy products is set to lift India's food processing growth to 11-13% in FY26-27, improving margins and credit profiles

AI, GenAI to drive growth in the medium term; GCCs, global uncertainties pose key risks

Bandhan Large Cap Fund stayed in the top 30 percentile of its category till September 2025, delivering consistent outperformance across long-term and SIP returns

Policy support and robust pipeline to drive additions; transmission and PPA delays remain key execution risks

The government's Financial Assistance to Sugar Mills for Enhancement and Augmentation of Ethanol Production Capacity has prompted MSME sugar players to diversify into distilleries

AIF lift beckons Domestic institutions key to unlocking next level of growth for the industry and, thereby, the economy

Strong fundamentals will steer these sectors through the evolving regulatory, and macroeconomic landscape

Selective bets and steady portfolio training bulk up returns

Patient, data-driven selection uncovers midcap opportunities that quietly outpace benchmarks while managing risk

10 years of methodical stock selection proves patience isn't passive - it's profitable

Capturing midcap energy without losing control of the charge