Quant Small Cap, the largest scheme under Quant Mutual Fund, raised its stake in Adani Power and four other stocks while trimming exposure to six counters during September.
Despite a weak BSE Smallcap Index, 23 small-cap stocks surged 50%225% in three months, with 15 delivering over 60% gains, highlighting strong returns even in a declining market.
Dubbed the Big Whale of Dalal Street for his early bets on emerging firms, Ashish Kacholia invested Rs 50 crore in Jain Resource Recycling via his Bengal Finance & Investments arm on March 13, 2025, acquiring 7,83,375 shares at an average cost of Rs 638.28 each.
Banks and financials are poised for strong earnings this season, with reasonable valuations and benign credit costs fueling loan growth. Analysts anticipate positive news for both banks and NBFCs. Consumer sentiment is also showing signs of revival, particularly in discretionary spending, potentially extending beyond a short-term rebound.
Indian equity markets face Western headwinds. Sandip Bansal of ASK Investment Managers advises caution on new IPOs, emphasizing valuation and track record. He anticipates earnings improvement from the second half of the fiscal year. FII selling is linked to tariffs and valuations, with potential for return. SIPs offer discipline for long-term investing.
