Market News
Stay updated with the latest market trends, earnings, and economic indicators.
These are the stocks and sectors that Mutual Funds bet on in February
Cash levels for India's mutual funds as a percentage of the overall Assets Under Management remained nearly the same in February, compared to the month of January, as per a recent analysis from brokerage firm JM Financial.
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.
Growth Leaders: 10 midcap stocks with stellar 50%+ YoY sales gains
Several NSE midcap companies delivered strong growth in the December 2025 quarter, with sales rising over 50% year-on-year. Firms across sectors such as metals, real estate, energy and healthcare reported sharp demand-led expansion, highlighting strong business momentum and growth potential.
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.
Top Gainers & Losers on Mar 11: Apar Industries, Redington, Axis Bank, Finolex Cables, TVS Motor among top losers
The Indian stock market declined on March 11 due to heightened Middle East tensions, with the Nifty 50 down 1.63% and the BSE Sensex falling 1.72%. Most sectors were affected, especially auto and private banks, while pharma and oil & gas saw slight gains.
Market correction a chance to rebalance portfolios, India may outperform from April: Quant MF
Sandeep Tandon, Founder & CIO of Quant Mutual Fund, says crude’s sharp spike may peak near $120–130 and remain elevated in the near term but is unlikely to sustain beyond a few months. He expects global markets to stay weak through 2026, while India could outperform from April after recent underperformance. Tandon advises investors to stay calm and use volatility to rebalance portfolios, adding selectively to sectors such aspharma, power, telecom, and select PSUs.
For those wanting to trade downside levels, not sure if index is the right way: Rohit Srivastava
Rohit Srivastava, Founder of Indiacharts and Strike Money, says investors should focus on hedging rather than aggressive selling as markets remain volatile. He suggests using long-dated Nifty puts as protection and notes that weakness, initially seen in IT and real estate, is spreading to other sectors including banks. For short-term traders, stock-specific short trades may offer opportunities, while defensive sectors such as defence, pharmaceuticals and agro-linked plays like sugar could act as selective bets.
Private banks, autos and real estate look attractive: Axis Capital
Raman Jauhar, MD & Head of Equities at Axis Capital, says crude price spikes typically cause short-term volatility, but markets have historically recovered if prices remain contained. He remains constructive on Indian equities, highlighting private banks, autos and real estate as attractive sectors. Jauhar adds that a revival in earnings growth could be the key trigger for sustained FII inflows going forward.
Watch | Sanjay Parekh on where he sees value in banks, IT, cement and telecom stocks
Sohum Asset Managers’ Founder & CIO, Sanjay Parekh, says markets look sluggish despite improving macro conditions, with Q3 Nifty earnings near 8–9%. He sees recovery in CVs (Ashok Leyland), credit growth at ICICI Bank and gradual picka a up in cement and steel. Portfolio stays domestic-focused: overweight telecom, NBFCs, industrials, cement, utilities, ports and logistics; underweight oil & gas and banks, zero FMCG. Watching IT names like Infosys and TCS, mid-cap tech (Persistent, Coforge, Mastek), defence HAL, quick commerce Zomato and Swiggy, and capital goods L&T, JSW Energy.
Investors' preference shifting from FDs, real estate to equities, post Covid: Zerodha's Nithin Kamath
Nithin Kamath says post-Covid investing has transformed India’s markets, with over 11 crore unique investors and rising first-time participation. Savings are shifting from deposits and real estate to equities, especially mutual funds, while direct stock investing growth remains comparatively modest and steady.
Tejas Networks, Redington to Netweb Technologies: These 5 stocks rise up to 19% despite stock market crash
Tejas Networks and Redington shares surged 19% and 17% respectively on February 27, despite falling benchmark indices. The Sensex and Nifty 50 declined over 1% amid geopolitical tensions and foreign fund outflows, highlighting contrasting stock performance.
Earnings visibility to drive markets; Axis MF’s Karthik Kumar underweight IT, bullish on autos
Karthik Kumar, Fund Manager at Axis Mutual Fund, sees selective opportunities in defence stocks but remains cautious on railways, staples and utilities, and also recommends allocating part of a portfolio to gold.