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Unique Picks: 6 stocks held by only one MF scheme in April, falling up to 40% in CY26
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ET Markets - Stocks 60d ago

Unique Picks: 6 stocks held by only one MF scheme in April, falling up to 40% in CY26

An analysis of mutual fund portfolios revealed 29 stocks held exclusively by single schemes, with most underperforming in CY26. However, Satin Creditcare Network, Rossell Techsys, and Amanta Healthcare bucked the trend, delivering strong returns. Brooks Laboratories and EFC (I) were among those experiencing significant declines.

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Fuel prices likely to increase in a phased manner, says Invesco's Taher Badshah
positive
CNBC TV18 - Markets 60d ago

Fuel prices likely to increase in a phased manner, says Invesco's Taher Badshah

Taher Badshah, CIO at Invesco Mutual Fund, said fears around AI disrupting Indian IT companies may be overstated, noting that enterprise AI adoption remains costly and could eventually create service opportunities for Indian IT firms. Badshah added that valuations in the technology sector have corrected sharply, making select IT stocks attractive from a value-investing perspective.

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Sensex Today | Stock Market LIVE Updates: Nifty cuts losses to 250 points; Indian Rupee slumps to 95.18
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CNBC TV18 - Markets 61d ago

Sensex Today | Stock Market LIVE Updates: Nifty cuts losses to 250 points; Indian Rupee slumps to 95.18

Sensex Today | Stock Market LIVE Updates: The markets are under immense pressure, stumbling down from the gains over the previous sessions. Nifty is down 250 points and is below the 24,000 mark. The Nifty Bank is down, falling over 450 points, slumping below the 55,000 mark. Titan, IndiGo and Eternal are the top laggards.

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Midcaps outperform Nifty, smallcap stocks in Q4, deliver 29% earnings growth: Motilal Oswal
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ET Markets - Stocks 64d ago

Midcaps outperform Nifty, smallcap stocks in Q4, deliver 29% earnings growth: Motilal Oswal

Midcap companies emerged as the strongest performers in the March quarter earnings season, with profit growth outpacing both largecaps and smallcaps, according to MOFSL. Strong contributions from BFSI, technology and utilities supported performance, while analysts cautioned that volatility linked to West Asia tensions and elevated commodity prices may persist.

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Baroda BNP Paribas MF sees easing crude boosting rate-sensitive stocks, chemicals
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CNBC TV18 - Markets 66d ago

Baroda BNP Paribas MF sees easing crude boosting rate-sensitive stocks, chemicals

Baroda BNP Paribas Mutual Fund Senior Fund Manager Jitendra Sriram said softer crude prices could improve sentiment for India and support interest rate-sensitive sectors. He believes refining, oil marketing and select specialty chemical companies may benefit if West Asia tensions ease. Sriram also cautioned that higher raw material and logistics costs may pressure corporate earnings over the next few quarters despite resilient recent results. Disclaimer: The views and investment tips expressed by investment experts on CNBCTV18.com are their own and not that of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.

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Nippon Life AMC Q4 profit up 29%; declares ₹12.50 final dividend
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CNBC TV18 - Markets 75d ago

Nippon Life AMC Q4 profit up 29%; declares ₹12.50 final dividend

The company’s mutual fund quarterly average assets under management (QAAUM) rose 30% YoY to ₹7.25 lakh crore, while total closing AUM increased 18% YoY to ₹7.73 lakh crore.

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Retail flows stay resilient as MF AUM falls 10.1% MoM in March: Motilal Oswal
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CNBC TV18 - Markets 87d ago

Retail flows stay resilient as MF AUM falls 10.1% MoM in March: Motilal Oswal

Equity mutual fund inflows hit a 17 month high in March 2026 despite a 10.1 percent drop in total AUM as markets corrected, SIP contributions and retail participation stayed strong

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Helios MF’s Dinshaw Irani says India looks oversold, stays cautious on IT stocks
negative
CNBC TV18 - Markets 95d ago

Helios MF’s Dinshaw Irani says India looks oversold, stays cautious on IT stocks

Helios Mutual Fund CEO Dinshaw Irani said the fund has been actively deploying cash as Indian equities appear oversold after recent underperformance. He noted that consumption trends remain resilient for now, though prolonged global uncertainty could weigh on demand over the next few quarters. Irani remains cautious on the IT sector, warning that AI-led disruption, weaker growth expectations and margin pressures could keep valuations under strain despite recent corrections. Disclaimer: The views and investment tips expressed by investment experts on CNBCTV18.com are their own and not that of the website or its management. CNBCTV18.com advises users to check with certified experts before taking any investment decisions.

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Correction in NBFCs, IT and realty offers entry as earnings stay steady: Anupam Tiwari
negative
CNBC TV18 - Markets 95d ago

Correction in NBFCs, IT and realty offers entry as earnings stay steady: Anupam Tiwari

Anupam Tiwari, Head of Equity at Groww Mutual Fund, expects a strong current quarter with limited impact from oil shocks so far, but flags risks from the next quarter onward. He remains positive on premium consumption, NBFCs, manufacturing exports and capex, while adding IT and premium real estate after corrections. He believes market fears may be overstated, with much of the downside already priced in.

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Kotak Mahindra Mutual Fund acquires stake in this recently listed healthcare stock
neutral
LiveMint - Markets 117d ago

Kotak Mahindra Mutual Fund acquires stake in this recently listed healthcare stock

Kotak Mahindra Mutual Fund (KMMF) has raised its stake in the North Indian hospital network Park Medi World Limited to more than 5%. The fund purchased 175,164 shares, bringing its total ownership to 5.0393%, which necessitates a regulatory announcement in accordance with SAST regulations.

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Nifty IT hurtles toward historic 8-week bloodbath: AI death knell or ultimate bear trap?
negative
ET Markets - Stocks 120d ago

Nifty IT hurtles toward historic 8-week bloodbath: AI death knell or ultimate bear trap?

Indian IT stocks are experiencing an unprecedented losing streak. This has wiped out significant market value and ignited a debate about artificial intelligence's future impact. Some investors see a major buying opportunity amid the sell-off. Foreign investors have exited, but one large mutual fund is aggressively buying. Analysts are divided on the sector's outlook.

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Emami among 7 small-cap stocks hit 52-week lows; slip up to 25% in a month
negative
ET Markets - Stocks 122d ago

Emami among 7 small-cap stocks hit 52-week lows; slip up to 25% in a month

Amid a sharp 1,342-point Sensex drop to 76,863, seven BSE 250 Smallcap stocks, including Sapphire Foods, JK Lakshmi Cement, Relaxo, Aegis Logistics, Five-Star Finance, Emami and Jyothy Labs, hit 52-week lows, signaling weakness.

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