Societe Generale recent bets

Siddhartha Yog recent bets

Recent Big Buys

Top deal-making stocks

Most insider traded stocks

Leading investors

Hasn't fared well - amongst the low performers

Performance

Seems to be overvalued vs the market average

Valuation

Lagging behind the market in financials growth

Growth

Showing good signs of profitability & efficiency

Profitability

Fundamentals

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

Technicals

Entry point

Promoter pledged holding

Unsolicited messages

Default probability

Red flags

Price return has been average, nothing exciting

Less expense ratio implies better returns over the long term

Expense Ratio

ETF has not been able to closely match its benchmark returns

Tracking Error

ETF has not been able to generate better price return than bank FD

Return vs FD Rates

Entry Point

Amid weak market sentiment, small and midcap stocks performed strongly, with WPIL Ltd shares climbing 44.16% in a week. Other notable gainers include Prudent Corporate Advisory Services, AMI Organics, and Syrma SGS Technology. Midcap stocks like Gillette India and Indian Bank also surged, reflecting robust growth in these segments.

Small and midcap stocks rally up to 44% in one week amid existing market weakness

Indian benchmark equity indices traded lower on Thursday, dragged down by a decline in information technology stocks, but Larsen & Toubro’s jump after maintaining its annual growth forecast helped cap further losses. Meanwhile, six small and midcap stocks from the Nifty 500 index hit new 52-week highs. Here’s the list Top Performers

Piramal Pharma, Fortis Healthcare among 6 small and midcap stocks that hit fresh 52-week highs on Thursday - Top Performers

The Nifty Bank fell 332.15 points or 0.64 per cent to 51,475.35. The Nifty Midcap 100 index closed at 56,112.85 after falling 226.40 points or 0.40 per cent at the end of trading.

Sensex Dips Over 500 Points On Diwali As IT Sector Faces Heavy Selling; Nifty Ends Below 24,500

Indian benchmark equity indices Sensex and Nifty50 dropped on Wednesday, weighed down by financials after a two-session rally, while sentiment remained weak due to persistent foreign selling and dull corporate earnings. Meanwhile, six small and midcap stocks from the Nifty 500 index hit new 52-week highs. Here’s the list: Top Performers

​Coforge, Deepak Fertilisers among 6 small and midcap stocks that hit 52-week highs on Wednesday - Top Performers

Varun Saboo from Anand Rathi Shares remains optimistic about market opportunities despite recent corrections. He favors largecap and smallcap stocks and sees potential in midcaps post-correction. Saboo is especially positive on ICICI Bank, HDFC Bank, and Federal Bank. He also highlights the promising future of defence PSUs and the overall positive outlook for PSUs due to stable government policies.

We have been positive on largecaps & smallcaps for last 6-8 months; now see value in midcaps too: Varun Saboo

Prashant Jain of 3P Investment Managers advises tempering return expectations in equities. He notes that while largecaps are fairly valued, small and midcaps pose risks with rich valuations and potential earnings disappointments. Jain recommends shifting investments from small and midcaps to largecaps and stresses the need for realistic return expectations amid market volatility.

Money may be doubled in largecaps over 6 years; don’t expect higher returns from small & midcaps: Prashant Jain

Harsha Upadhyaya of Kotak AMC recommends prioritizing largecaps and long-term compounding investments over midcaps or smallcaps. With past performance unlikely to repeat, investors should moderate expectations. Earnings and valuations will be critical, and the financial sector, particularly banks, offers the most comfort. He suggests focusing on sectors like IT and staying patient with staggered investments.

Moderate expectations, markets to consolidate in H1 of Samvat 2081; invest in gold & silver too: Harsha Upadhyaya

Indian equity indices Sensex and Nifty50 slipped on Friday, eyeing fourth straight week of losses, dragged down by a drop in private lender IndusInd Bank and power company NTPC on disappointing quarterly results. However, four small and midcap stocks from the Nifty 500 index hit new 52-week highs. Here’s the list: Rising High

Coforge, Radico Khaitan among 4 small and midcap stocks that hit 52-week highs on Friday - Rising High

Nifty Midcap 100 tumbled as much as 2.9% Friday, extending its drop from recent high to more than 10%.

India Mid-Cap Stocks Head For Correction As Growth Outlook Sours

Mid-cap stocks are approaching correction territory as concerns over slowing earnings growth and high valuations grow. The Nifty Midcap 100 dropped up to 2.9% on Friday, falling over 10% from recent highs, indicating a technical correction. This decline is driven by heavy selling from foreign portfolio managers this month, despite a 30% rally through September 23.

Midcap stocks drop 10% from highs, head for correction as growth outlook sours

Hemang Jani highlights the stability of diagnostic stocks like Dr Lal PathLabs. He also talks about the midcap stocks’ stability and performance despite high debt. Metro Brands and VIP Industries have been underperforming despite a tourism boom. He cautions against Hyundai due to slow growth but sees potential in future market corrections.

Time to buy diagnostic stocks? This is what Hemang Jani has to say

LIC MF Nifty Midcap 100 ETF seeks to provide returns that correspond to the total returns of securities as represented by Nifty Midcap 100 Total Return Index, subject to tracking errors.