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Anand Radhakrishnan, MD of Sundaram Mutual, highlights market trends and economic growth, pointing out a cyclical slowdown and discusses stock market outloook for 2025. He explains how mid and smallcap stocks outperformed largecaps and discusses the performance of private banks. Radhakrishnan emphasizes cautious policy measures and potential investment opportunities, noting the importance of global and domestic liquidity in the future.

Why small and midcaps yet again managed to beat largecaps in 2024? Anand Radhakrishnan answers

Nifty is down 10% from its peak, and with historical data showing a high probability of a Santa rally, market insiders predict potential gains for the year-end. Smallcap indices are expected to perform well, with sectoral rotation favoring midcaps and smallcaps during this period.

Nifty down 10% from peak. A Santa Claus rescue mission could be underway this Christmas

The stock listed on the NSE surged 150% in 2024 so far as against the 23.6% advance in the Nifty Midcap 100. In the past three years, it has spiralled 680%.

Tearaway rally makes BSE best exchange stock globally, turns it most pricey too

Gautam Duggad, Head of Research at Motilal Oswal, shared his insights on market performance and sectoral outlook. He expressed satisfaction with the Nifty’s 12% return given global turbulence. Motilal Oswal remains overweight on IT, particularly midcaps, due to their strong growth potential, while downgrading autos and remaining underweight on metals. Duggad expects IT to continue outperforming in 2025.

Expect 12% Nifty return on a 12-month basis; IT may outperform in CY25: Gautam Duggad

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

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.