Swati Kulkarni, executive vice-president and fund manager - equities at UTI Mutual Fund tells Puneet Wadhwa that though mid-and small-cap companies are trading at a higher valuation as compared to large-cap peers, one can still find value in select pockets.
EM asset classes could rally if the pace of US Federal Reserve rate increases moderates.
The BSE MidCap and SmallCap indices during this period have outperformed the blue-chip indices.
With markets expected to remain volatile, promoters and lenders exposed to the industrials and materials space can face brunt of the price erosion of the pledged shares.
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'Do some profit booking and bring your equity allocation back to its original level.'
The mid-cap index fell while small-cap advanced.
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Mid- and small-cap funds dominate the list, opening up opportunity for investors to make contra bets in large-cap funds
With the Budget overhang gone, investors are breathing a sigh of relief and are back to make fresh calls.
'12250 should be considered a reasonable level to re-enter into the market.'
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The 30-share Sensex ended up 11 points at 25,561 and the 50-share Nifty gained 16 points to end at 7,640 levels.
With the broader indices continuing to power ahead and valuations trading at a premium, investors tend to look at small and mid-cap companies for bargains.
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Asian Paints was the top loser in the Sensex pack, shedding 3.30 per cent, followed by Infosys, HCL Tech, ONGC, M&M, TCS, IndusInd Bank and L&T. On the other hand, ITC, Kotak Bank, Bajaj Finance, HUL and ICICI Bank were among the gainers, spurting up to 5.45 per cent.
Sectorally, BSE healthcare, capital goods, power, oil and gas, metal, auto, energy and banking indices fell up to 3.53 per cent.
The number of equity schemes rose to 562 from 519 two years ago. Equity NFOs, in fact, have mopped up more than Rs 16,000 crore since 2018 - 2.7 times the Rs 5,948 crore collected in the preceding three calendar years.
The 30-share Sensex ended up 255 points at 26,219.
'Most Indian logistics firms do not have the facility to store and transport COVID-19 vaccine right now.'
The category average return of mid-and-small-cap funds is 95 per cent.
The NSE Nifty ended at 48 points at 5,241. BSE market breadth was marginally negative. Out of 3,007 stocks traded, 1,548 declined while 1,342 advanced.
'Over the next two quarters, markets will be guided by observing the earnings resilience of corporates during the second lockdown, progress of the monsoon and the damage, if any, to rural spending power due to the second wave.'
Sticking to smaller and mid-cap companies can be more fruitful, suggests Devangshu Datta.
In the Sensex pack, Bajaj Finance and Bajaj Auto ended up to 6.09 per cent higher after posting strong quarterly numbers.
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Infosys was the top gainer in the Sensex pack, rallying around 7 per cent, followed by TCS, IndusInd Bank, ONGC, HDFC Bank and HCL Tech. On the other hand, ITC, Bajaj Finance, Kotak Bank and Sun Pharma finished in the red.
Analysts expect firms to shift focus to online platforms to boost sales in these Covid-19-impacted times.
The BSE benchmark Sensex rose 192 points to end at 39,250 on Sunday as investors built up fresh positions in the special Muhurat trading session to mark the beginning of Hindu Samvat year 2076.
Those just starting their careers should avoid adding to their liabilities, especially if they already have an education loan. They should think hard before taking a car or home loan.
'We will likely be buffeted by tailwinds from the global economy, geopolitical shifts and robust domestic demand.'
Many are now hoping the markets remain in good stead as they look to finalise the dates for IPOs, such as UTI MF, Computer Age Management Services, Happiest Mind, and Angel Broking. Most of the issues are expected to come to the market in the second half of September.
Instead of getting swayed by market gyrations, investors must stay invested for the long term, advises Sarbajeet K Sen.
On the Sensex chart, Bajaj Finance, Bajaj Finserv, HCL Tech, Tech Mahindra, Infosys, HDFC Bank and ICICI Bank were among the prominent gainers.
The growth was led by family-owned companies and business groups with presence in pharmaceuticals, information technology services, and consumer products.
'In the short term, we may see some disruptions due to Covid, but in the medium-to-long term, we should keep an eye on US inflation and 10-year bond yields.'
Though retail investors accounted for a larger number of outstanding shares of the NSE-listed companies at 15.29 per cent, the combined value of their holding was Rs 9.16 trillion. This was much lower than the value of holding of FPIs and DIIs.
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At the BSE, 1,879 companies declined, while 685 advanced and 131 remained unchanged.
The markets have been unable to sustain at higher levels as a rise in bond yields globally, especially in the US have dented sentiment. Surging commodity prices, especially crude oil that have now hit $70 a barrel (Brent) coupled with inflation woes and fear of sporadic lockdown across major economic hubs back home as Covid cases rise have chased the bulls away. In the short-term, analysts expect the markets to remain volatile as they react to news flow - both from overseas and developments back home. Investors, they say, need to keep a tab on how the US treasury yields move, which in turn will have a ripple effect on how big money moves across developed (DMs) and emerging markets (EMs), including India.
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