Quant Mutual Fund förväntar sig att indiska aktier kommer att konsolideras efter den senaste uppgången. Fonden ser aktier inom micro-, small- och mid-cap som drivande för alpagenereringen.
Quant Mutual Fund förblir optimistiska kring sektorerna energi, infrastruktur, utvalda finansbolag, telekom och läkemedel.
Fonden förespråkar aktiv portföljförvaltning framför passiva investeringar.
Sandeep Tandon och företaget lyfte i sin framtidsutsikt fram temat datacenter samt privatägda banker.
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.
Rapporterad av AI
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.
Rapporterad av AI
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.