Indian fund managers directed fresh investments into pharmaceutical and non-banking financial companies during April. The moves targeted defensive stocks amid concerns over oil prices and tensions in West Asia.
Pharmaceutical firms drew particular attention because of opportunities such as the semaglutide patent expiry. Stocks including Aurobindo Pharma, Sun Pharma, Torrent Pharma and Mankind Pharma featured in the buying activity by equity schemes.
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Indian equity benchmarks Sensex and Nifty posted their strongest single-day gains in years on Wednesday, driven by a US-Iran ceasefire that eased oil prices and inflation fears. The market capitalization of BSE-listed companies rose by ₹16.1 lakh crore. However, Asian stocks turned cautious as the ceasefire showed signs of fragility.
India's small-cap stocks surged 17.1% in April, marking their best monthly performance in at least a decade. The Nifty Smallcap 250 index rebounded sharply after a steep sell-off in March. Local investors snapped up undervalued stocks with strong growth potential.
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Retail investors put ₹38,440 crore into equity mutual funds last month, a modest decline from March levels. The dip occurred amid uncertainty over oil prices and lower SIP collections.
Equity mutual fund inflows dropped sharply in May to a 12-month low. The decline came amid concerns over the West Asia conflict. Systematic Investment Plan flows stayed largely steady.
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Foreign portfolio investors have reduced cash market selling in Indian stocks but continue to show caution through derivatives positions. The moves come amid a modest gain in the Nifty index.
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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Equity margin funding rebounded in April, with the average MTF book reaching ₹1.14 lakh crore. The increase signals renewed investor confidence following March's market sell-off.