Midcap Smallcap

FY27 earnings growth could be broader, with mid and smallcaps leading the upside, while AI fears around IT stocks are overdone, says Centrum Broking's Jignesh Desai

This crackdown in SMIDs, analysts said, has effectively flushed out "froth" from the broader markets, making risk-reward favourable for smaller companies

The markets were looking for a reason to rally, and they have got it now in the form of India-US trade deal. Once analysts and investors settle down, they will ask more questions (on the deal)

About 595 of the top 1,000 stocks are in the red year to date, led by a small-cap rout; experts say an earnings revival and better results are key for a broad-based rally

Investors are increasingly using index funds as long-term wealth-creation vehicles rather than for short tactical exposure, Oswal said

The BSE Sensex tumbled 803 points in the intraday to hit a low of 84,909, and the NSE Nifty50 also slipped below the 26,000 mark in the intraday to hit a low of 25,902.95

Bank of America (BofA) Securities said it continues to prefer largecaps over small and midcaps (SMIDs) in CY26 as valuations remain elevated and risks are skewed to the downside

Bank of America (BofA) Securities said it continues to prefer largecaps over small and midcaps (SMIDs) in CY26 as valuations remain elevated and risks are skewed to the downside

Bank of America (BofA) Securities said it continues to prefer largecaps over small and midcaps (SMIDs) in CY26 as valuations remain elevated and risks are skewed to the downside

Bank of America (BofA) Securities said it continues to prefer largecaps over small and midcaps (SMIDs) in CY26 as valuations remain elevated and risks are skewed to the downside

After a stellar run in 2025, gold and silver, Shah said, should continue to see upside in the year ahead, aided by sustained central bank buying

Average small-cap allocation in top schemes has slipped to 74.4 per cent from 76.4 per cent a year ago, as elevated valuations and AMFI-led reclassification prompt fund managers to rebalance

Surface froth looks intense, yet expected growth tempers risk

Technical charts suggest that short-term trend of Sensex, Nifty and MidCap indices is positive, and can rally up to 11%; SmallCap, however, shows a negative bias. Here are the key levels to track.

India's small and midcap profit pools are expanding faster than large-caps, driven by the manufacturing, capital goods, and infrastructure upcycle

The NSE Nifty 50 index can potentially rally to new life-time highs around 28,300 levels in Samvat 2082, while the BSE Sensex can surge to 92,000 levels, suggest technical charts; details here.

BSE Midcap index managed to stay afloat with a gain of 1 per cent return thus far in Samvat 2081, after recording hefty 41 per cent and 31 per cent return, respectively in the past two Samvat years

Among individual stocks, Raymond, Ashoka Buildcon, Swan Corp, Himatsingka Seide, and UCO Bank were the biggest wealth destroyers, dropping in the range of 30.5 per cent to 65.78 per cent

With Dussehra and Diwali in October 2025, followed by the wedding season, we expect the benefits of pent-up demand to be fully captured during Q3FY26, says Agrawal

Technical chart indicates that the short-term bias for the Nifty is likely to remain tepid as long as the index quotes below 25,065 levels.