Quant Mutual Fund expects Indian equities to consolidate after the recent rally. The fund sees micro-, small- and mid-cap stocks leading alpha generation.
Quant Mutual Fund remains bullish on energy, infrastructure, select financials, telecom and pharma sectors.
The fund advocates active portfolio management over passive investing.
Sandeep Tandon and the firm highlighted a data center theme alongside private sector banks in their outlook.
A total of 11 equity mutual funds delivered returns exceeding 25 percent over the past three months, according to data covering 302 funds in the period.
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Indian stock markets have recorded flat performance in recent periods. A study by Edelweiss Mutual Fund indicates these phases have historically led to stronger returns.
Nine BSE smallcap companies delivered standout performances in the March 2026 quarter, with net profits surging over 50% year-on-year and share prices rising 50% to 170% in the past year. Four of these stocks became multibaggers, more than doubling investor returns. Data from ACE Equity highlights the momentum amid mixed results from 168 reporting firms.
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BNP Paribas analyst Kumar Rakesh has cautioned investors against viewing largecap Indian IT stocks as a straightforward value play. He points to weak FY27 guidance, AI-led disruptions, and stalled client spending as major challenges. Buybacks and dividends offer some support, but earnings risks remain high.