Ashish Kacholia recent bets

Morgan Stanley recent bets

Recent Big Buys

Top deal-making stocks

Most insider traded stocks

Leading investors

Hasn't fared well - amongst the low performers

Performance

Can be considered moderately valued vs the market

Valuation

Lagging behind the market in financials growth

Growth

Average profitability - not good, not bad

Profitability

Fundamentals

Not a good time to consider, stock is in the overbought zone

Technicals

Entry point

The stock has a moderate number of red flags

Promoter pledged holding

Unsolicited messages

Default probability

Red flags

The creamy layer - amongst the top performing stocks

Undervalued compared to the market average

Financials growth has been moderate for a few years

Showing good signs of profitability & efficiency

The stock is underpriced and is not in the overbought zone

Current price is less than the intrinsic value

Good time to consider, stock is not in the overbought zone

Seems to be overvalued vs the market average

he Aditya Birla Sun Life (ABSL) Frontline Equity Fund has made a strong recovery in the past 2-3 years, delivering above-average returns while maintaining moderate risk. The fund, with a focus on large-cap stocks and a mix of midcaps, has outperformed its benchmark, the Nifty 100 TRI, in various timeframes, including 1-, 3-, 5-, and 10-year periods. With a steady, diversified portfolio and lower downside risk, the fund is a good option for investors aiming for long-term financial goals (7-10 years) through a systematic investment plan (SIP).

Why This Large Cap Fund Is Back In The Reckoning After A Lull

Indian shares slid on Thursday after the Federal Reserve indicated fewer interest rate cuts in 2025, sapping risk appetite and fanning worries of further foreign outflows from domestic stocks. However, 4 midcap stocks from the Nifty200 index defied the broader trend, scaling new all-time highs. Here’s the list: Rising High

Coforge, Indian Hotels among 4 midcap stocks hit all-time high on Thursday - Rising High

AMFI’s January reclassification will shift some midcap stocks to smallcap. This change is based on updated market cap thresholds. The new threshold is expected around Rs 329 billion. Companies like ITI & ZF Commercial may be affected. These changes impact mutual fund holdings

Midcaps on the move: AMFI’s January re-categorization could impact these stocks

11 midcap stocks, including new listings like Hyundai Motors, NTPC Green, Bajaj Housing Finance, and Swiggy, are poised to join the largecap club in January.

These 11 stocks can enter the largecap club. Do you own any?

On Tuesday, the benchmark Sensex plummeted by 1,064 points, ending at 80,684. Despite the steep decline, nine stocks from the BSE midcap index hit their 52-week highs. A 52-week high signifies the highest price a stock has achieved in the past year, providing important insights for traders and investors. This measure is essential for evaluating a stock’s current value and predicting its potential future performance. Defying Odds

These 9 midcap stocks hit 52-week highs, rallied up to 30% in a month - Defying Odds

In November, mutual fund houses sold stocks like Voltas, Mphasis, Cummins India, Coforge, and Persistent Systems, reflecting shifts in portfolio strategies and market conditions impacting midcap stocks.

Coforge, Voltas among top midcap stocks sold by MFs in November

The Association of Mutual Funds in India (AMFI) is expected to announce its semi-annual stock categorization in the first week of January. Several mid-cap stocks are anticipated to be upgraded to the large-cap segment, with the large-cap cut-off likely to be set around Rs 1 lakh crore. Based on current market-cap levels, AMFI may raise the large-cap threshold to approximately Rs 1 lakh crore, compared to Rs 84,000 crore in June 2024

AMFI Rejig: 11 midcap stocks set for upgrade, largecap threshold could hit Rs 1 lakh crore

Forget global for a second, I still think that the GDP forecast which the RBI put out at 6.8% is too high and I think it is nearer to 6% to 6.3% which means that there is still got to be more downgrades to earnings in this quarter.

December rotation favors midcaps, real action expected in January: Andrew Holland

​So, if we really want to participate in India’s growth story in the higher growth segments of the economy, then we have no choice but to look at midcaps and smallcaps and I think that is what the market is chasing.

Revival in government spending to boost infrastructure stocks: Mihir Vora

Fund manager Saurabh Mukherjea added Ahluwalia Contracts and Clean Science & Technology to his portfolios, citing growth opportunities. He exited Eureka Forbes after a 30% profit in nine months due to increased competition and limited future returns. His Little Champs and Rising Giants portfolios have seen strong performance in FY25, attributed to improved earnings and strategic portfolio adjustments.

Saurabh Mukherjea picks 2 new small & midcap stocks, exits Eureka Forbes at 30% profit

Mutual funds add or exit stocks to manage their portfolio and offer better returns. Here are mid cap stocks that mutual funds added in their portfolio in November, according to Mutual Fund Insights by Nuvama Alternative & Quantitative Research. Midcap stocks

Abbott India and Coforge among 7 mid cap stocks from which mutual funds exited in November - Midcap stocks

ICICI Prudential Midcap 150 ETF objective is to provide returns before expenses that closely correspond to the total return of the underlying index, subject to tracking errors