Largecaps
Revenue, not margin expansion, will drive next leg of growth: DSP CIO Anish Tawakley
Anish Tawakley said he favours large caps over smaller peers due to accounting red flags, while betting on domestic financials, cement, and autos over export-oriented manufacturing.
5 min read29 Jun 2026The large-cap comeback: why investors may need to rethink their portfolios
After years of chasing growth in mid- and small-caps, investors may need to prepare for a slower market cycle and rediscover the value and safety of large-caps.
3 min read10 Jun 2026Small, mid-cap valuations cool but froth remains
The West Asia war-led correction reduced some excesses, but valuations have turned expensive again.
4 min read10 Jun 2026Large, midcap coming back in focus as contrarian investing gains ground
As the Indian stock market faces pressure from geopolitical tensions, experts suggest that now is the perfect opportunity for contrarian investors. With large and mid-cap stocks trading at attractive valuations, the potential for significant returns is drawing attention.
2 min read9 Jun 2026FIIs may return as valuations ease, but tax tweak key for big inflows: Helios India's Dinshaw Irani
Smallcaps look attractive on a price-to-earnings-growth basis despite premium valuations, even as crude-led inflation risks are yet to fully play out.
4 min read13 Apr 2026Have large-cap stocks reached valuations where timing doesn’t matter?
On a percentile basis, the P/E of Nifty Top 10 Equal Weight Index stands at the 17th percentile, a level last observed in 2016 and 2020 — periods marked by heightened pessimism and muted growth expectations for these businesses.
2 min read7 Apr 2026Largecaps over smallcaps? ASK Investment CIO George Joseph explains his strategy
Large caps are currently trading closer to their long-term valuations, whereas the SMID segment continues to look relatively expensive, said George Joseph, Chief Investment Officer at ASK Investment Managers.
5 min read3 Mar 2026PPFAS dominated the flexi-cap arena. Can it win the large-cap battle?
PPFAS, best known for its flagship flexi-cap fund, is entering the crowded large-cap fund category with the Parag Parikh Large Cap Fund. Investors will be watching closely.
4 min read14 Nov 2025Countdown to market cap rejig: New guards book the upper berth
Come January, a significant shift is expected when Amfi redraws the list of companies that qualify as largecap, midcap, or smallcap. Financials, manufacturing and digital platforms are poised to climb the ranks, while pharma, consumer and infra stocks risk losing ground.
3 min read17 Sep 2025Large-cap mutual funds gain traction as retail investors seek stability amid market volatility
Large-cap funds saw robust inflows of ₹2,834 crore in August, up from ₹2,125 crore in July, marking a 33.36% month-on-month growth and bringing large-cap AUM to ₹3.89 lakh crore.
2 min read11 Sep 2025Wait for it…
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