Key Points
The smallcap and midcap indices have rallied significantly over the past 6 months, which has created some froth as far as this space is concerned..
But, Aequitas Investments is always in the lookout of investment opportunities in the midcap and smallcap segments wherein valuations are inexpensive...
As a team, we are still finding companies in the small and midcap sector that are available at inexpensive valuations and continue to invest in them, said Siddhartha Bhaiya, founder and CIO, Aequitas Investments..
But we continue to find pockets within the small and mid-cap space where there are still inexpensive valuations and invest accordingly...
This coupled with positive sentiments and strong flows from both domestic as well as foreign investors augurs well for Indian capital markets...
You might be interested in
ETMarkets Smart Talk: Why are FIIs looking at midcap companies? Dr Poonam Tandon decodes
30, Aug, 23Post covid, many mid-small cap companies have reported improvement in their operating performance coupled with leaner balance sheets. This has led to improved interest from investors esp. domestic players. Other than MFs and retail which regularly invest in mid-small companies, other investment managers such as PMS, AIFs, family offices, and HNIs are also actively participating in this space.
Where to invest ₹5 lakh for best returns in 2024? Experts suggest these asset classes
18, Jan, 24You can opt for large-cap funds for the majority of investible sum, while the remainder of your corpus can go towards dynamic bond funds of 2-3-year duration, say these investment advisors.
ETMarkets Fund Manager Talk: Despite a strong rally, this asset manager continues to see opportunities in
24, Nov, 23Equity as an asset class is only gaining more acceptability with domestic investors which is visible from the continuously increasing SIPs with mutual funds. Even at this, it still makes up to about a mere 4.8% of Indian household savings – which is substantially lower than its global peers. As the GenZ comes into the mainstream, we expect this number to only get better, leading to a much stronger and continued domestic flows.
Midcap and smallcap stocks will continue to outperform, says Vinit Bolinjkar. Here’s why
27, Sep, 23Vinit Bolinjkar, Head of Research at Ventura Securities, expects earnings to continue strong in India, especially with an influx of bond money that will lower the cost of funds. He remains positive on midcap and smallcap stocks, as earnings have been solid and there are opportunities for growth and lower acquisition costs for MSMEs. Bolinjkar also believes that consolidation in the cement industry will benefit smaller players.
Madanagopal Ramu on 3 themes to play for attractive risk-reward on a 2-3-year basis
23, Aug, 23“There are four-five stocks in each of these three themes in addition to the digital space and that is how we create our 20-stock portfolio. The concentrated approach in midcaps and smallcaps really makes sense rather than a diversified portfolio. But in the next six months, markets can head anywhere because flows are determining the returns today and the reality will come out only when the flows stop. ”
David vs Goliath: 3-year returns in mid- and smallcaps 2x that of Nifty
27, Jan, 24In 1999-2000, the market cap of Asian Paints was ~$200m, just 2% of the largest consumer company then, Hindustan Unilever. Today Asian Paintss market cap is $35bn, more than 50% of Unilevers! Titan was a tiny cap during 2001-4 (the lowest was in 2001, a market cap of $25m, vs $40bn now!) when it entered the jewellery segment and changed the industry.
D-Street darlings outdo Nifty heroes on Q3 earnings scoreboard; can the show continue?
20, Feb, 24This continued upbeat show of the companies in the broader market has played a significant role in driving stocks higher and turning many of them into multibaggers.
Small-, mid-caps rally may have steam left
12, Jun, 23BSE MidCap and SmallCap indices gained 11% and 11.7% in past 3 months