Page 3 - Market Lens

DII holding hits record 21% in Nifty 500 cos; will their dominance continue?

In contrast, foreign institutional investor (FII) holding declined to a new low of 17 per cent in June 2026, the MOFSL note said.

B-30 mutual fund assets outpace metros again, but growth gap narrows

Individual investor AUM in smaller towns rose 5.2% in H1 2026 against 4.5% in top-30 cities

Sun Pharma, TVS Motor, Nestle, Divis among 11 BSE 500 stocks at new highs

Among others, Manappuram Finance, Marico, Radico Khaitan, Redington, Welspun Corp, Laurus Labs and Sai Life Sciences also touched respective all-time highs in trade on Thursday.

Madhusudan Kela, Vijay Kedia: Smart investor portfolios beat markets in July

G Chokkalingam, founder and head of research at Equinomics Research expects markets to reward stocks of companies where there is valuation comfort, earnings visibility rather than a broad-based rally.

PMS industry AUM rises 1.8% to ₹43 trn in June, client base surpasses 220k

Portfolio Management Services (PMS) industry recorded a steady rise in assets under management (AUM), which increased 1.8 per cent month-on-month to Rs 43.3 lakh crore in June 2026, reflecting growing investor preference for customised and professionally managed investment solutions. The growth continued to be driven by the discretionary segment, according to a report released by the Association of Portfolio Managers in India (APMI) on Tuesday. The industry's client base also expanded nearly 4 per cent during the month to around 2.20 lakh accounts, indicating broader investor participation in FY27. Of the total AUM, the discretionary segment accounted for Rs 36.72 lakh crore, while the non-discretionary segment managed assets worth Rs 3.42 lakh crore, and the advisory category contributed Rs 3.06 lakh crore. Total inflows surged to Rs 3.55 lakh crore in June from Rs 4,085 crore in May, led by a sharp increase in discretionary inflows. Among asset classes, equity assets rose 1.4 pe

Market shifts in favour of high-growth, quality stocks: PGIM India MF

Investors are shifting to high-quality, high-growth stocks as stronger sales, RoE and improving macro conditions drive market outperformance in FY27

Titan, private banks help Rekha Jhunjhunwala beat markets in FY27

Of the ₹7,756 crore total gain in her portfolio, one stock - Titan Company - has made her richer by ₹3,469 crore since April 2026

Rupee's depreciation pace, not level key for markets, shows 18-year history

For the world's third-largest oil importer and consumer, India, a falling rupee presents unique challenges: a weaker economy, wary foreign investors, and declining earnings quality.

Liquidity stress in small-cap funds eases to lowest level since March 2024

Improved trading volumes and a recovery in small-cap stocks have reduced liquidity stress in small-cap mutual fund schemes to the lowest level since March 2024

Gross equity MF flows hit ₹4 trillion in H1CY26 despite slump in NFOs

Investors opted for proven schemes as the market turmoil continued, say experts

Is the tide about to turn in favour of large-cap stocks? Analysts weigh in

The SMID segment, analysts' caution, is now the most crowded trade in the Indian stock markets.

Oil price surge derails FPI return to Indian equities amid West Asia crisis

Foreign investors have turned net sellers after an eight-session buying streak as rising crude prices and renewed West Asia tensions weigh on sentiment and outlook

Rs 1.26 trillion locked in as security deposit with property owners: Study

Rent, the NoBroker report said, is the single largest line item in most urban tenants' monthly budgets, and for nearly half of them it consumes more than 30 per cent of their monthly income

Adani Entp, Bajaj Finance to Coal India: Top Nifty stocks MF bought in June

In the large-cap segment, funds attracted net inflows of ₹2,067.48 crore in June, up from ₹1,592.93 crore in May. Funds were net buyers of 56 per cent of the Nifty 50 stocks.

REIT-focused mutual funds on the anvil as dedicated indices make debut

Mutual funds are gearing up to launch REIT-focused schemes after regulations allowing REITs in equity indices took effect, with Edelweiss MF likely to be the first mover

​Ample room for FII flows to return to India, says Goldman Sachs

While renewed geopolitical tensions in West Asia are likely to keep markets choppy, the Nifty 50 could rise to 26,500 by June 2027, around 10 per cent upside from current levels, Goldman Sachs said.

Nifty Midcap 50, Nifty Smallcap 50 indices hit lifetime highs

The Nifty Midcap 50 and Smallcap 50 have gained 21 per cent and 29 per cent thus far in FY27 led by strong gains in BHEL, Laurus Labs, Prestige Estates, Aegis Logistics and Welspun Corp.

Gold can fall up to 16% to $3400/oz, say analysts; should you buy the dip?

Already in the bear territory after receding 27% from its record high level, analysts foresee further decline in gold prices of up to 16% to $3400-3500 levels.

Nifty Midcap, Smallcap indices hit 52-week highs; what's driving the rally?

Zensar Technologies, CDSL, Bandhan Bank and MRPL from the Nifty Smallcap 100 index rallied between 5% and 12% in Friday's intra-day trade.

Buy dips or sell rallies? Analysts' strategy amid West Asia crisis, Q1 results

The recovery seen in the Indian stock markets on Thursday, analysts said, was more on account of value buying at lower levels, but advise investors stay cautious.