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Sensex dives 850 pts, Nifty slips below 24,200 amid oil shock and weak global cues
The equity benchmark indices Sensex and Nifty tumbled on Thursday, extending losses for a second straight session. Firm crude oil prices and ongoing geopolitical tensions rattled sentiment. Brent crude surged for the fourth consecutive day to around $103 per barrel amid uncertainty over US-Iran talks and fresh concerns around the Strait of Hormuz. Weak Asian cues and persistent foreign fund outflows deepened the sell-off. The Nifty slipped below the 24,200 mark, dragged by auto, PSU banks and consumer durables stocks, while pharma and healthcare shares saw selective buying. Investors stayed cautious, closely tracking the ongoing Q4 earnings season for further triggers.
Trent, L&T to HDFC Bank: How are the worst-performing Nifty 50 stocks of last month faring in April?
Earlier this month, DSP Mutual Fund in its strategy report said that it is shifting from a conservative to a constructive view on the Indian stock market, as the correction has brought valuations closer to long-term averages.
The IPO afterlife for unicorns: How mutual funds are doubling down on next-gen leaders
Indian mutual funds have boosted their investments in five new-age companies. Funds poured into stocks like Urban Company, Ather Energy, Lenskart, Meesho, and PhysicsWallah. This shows growing confidence from domestic investors in these tech-focused businesses. Brokerages are also initiating coverage with positive outlooks. This trend indicates a significant shift in institutional capital towards India's new-age economy.
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
JPMorgan’s Rajiv Batra cuts Nifty target to 27,000; stays cautiously optimistic on equities
Rajiv Batra, Head of Asia & Co-Head of Global Emerging Markets Equity Strategy at JPMorgan, said the firm has lowered its earnings growth estimate by 2 percentage points, now expecting around 11% growth for CY26 and about 12% for CY27, implying a CAGR of roughly 10.5–11% over the next two years.
7 Nifty 500 stocks with up to 60% upside potential. Do you own any?
Analyst estimates highlight select Nifty500 stocks with 50% to 60% upside potential over the next year. Driven by strong revenue growth and broad analyst coverage, stocks like Sapphire Foods, Inox Wind, and Swiggy emerge as high-conviction breakout candidates in market outlooks.
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.
Vinit Sambre positive on insurance, private banks; favors IT firms on skilling and capital disciplin
Vinit Sambre, Head of Equities, DSP Mutual Fund, which manages funds worth $24.30 billion for the period of October-December 2025, said recent market volatility has brought valuations to more reasonable levels, with macro indicators like credit growth and auto sales still improving. He expects growth to recover after near-term disruptions and sees opportunities emerging in IT and BFSI. While uncertainty remains due to global risks, he suggests gradual equity allocation, maintaining a balanced approach with diversified funds and selective deployment as clarity improves.
SBI MF buys 4% in Urban Company via bulk deals; Wellington, others pare stake
SBI Mutual Fund acquired a 4% stake in Urban Company for ₹632 crore through bulk deals, while existing investors including Wellington and DF International Partners pared holdings in the company.
Nifty 50 can crash to 21,000 if crude oil prices remain around $100 for next 3-4 months amid US-Iran war: Seshadri Sen
Seshadri Sen of Emkay Global cautions that Nifty 50 could crash to 21,000 if oil prices remain above $100 for 3-4 months. However, he expects the situation to reverse once crude oil prices moderate to around $70 per barrel.
Too early to see shift from equities to FDs: Federal Bank CEO KVS Manian
Speaking to CNBC-TV18 on the sidelines of the 21st India Business Leader Awards, KVS Manian, MD and CEO of Federal Bank, said it is too early to see investors moving money from equities back to fixed deposits. A Balasubramanian, MD and CEO of Aditya Birla Sun Life AMC, added that mutual fund investors continue to see healthy three- and five-year returns, helping keep inflows steady despite recent market volatility.
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.