​​For the long term, you could very well say that this is a company that mimics the India growth story because it has a large part of its business which kind of gets reflected in the telecom and technology space as also in the retail space.

In October 2024, mutual funds made significant adjustments to their portfolios, adding and reducing holdings in several mid-cap stocks. Notable acquisitions included 360 One Wam, Tata Chemicals, and Angel One, while key reductions were seen in RBL Bank and CDSL. Here is a list of mid-cap stocks that mutual funds bought and sold in October, according to a report by Nuvama Institutional Equities:

The Nifty50 and S&P BSE Sensex fell nearly 2.5% last week on concerns over earnings moderation and foreign outflows. Meanwhile, a number of analysts have identified several stocks with the potential to deliver up to 19% returns in the near term. Here are 5 technical picks:

As per Sebi norms, Aggressive Hybrid Mutual Fund schemes must invest 65-80% in stocks, and 20-35% in debt. This mixed portfolio helps to deal with the market volatility better. When the equity market is in turmoil, the debt part of the portfolio softens the blow. This helps new investors to continue with their investments without worrying too much about volatility.

ELSS and focused mutual funds, which experienced outflows for the first half of the fiscal year, are regaining investor interest. Renewed confidence in the equity market and tax benefits are driving this comeback, making these categories attractive options for investors, particularly those under the old tax regime.

Data reveals that 18 mid-cap mutual funds have consistently yielded positive returns over the past three years. These funds, including Baroda BNP Paribas Mid Cap Fund and Edelweiss Mid Cap Fund, have maintained their positive performance trajectory into 2024. However, investors are cautioned that past performance is not indicative of future returns and should consult a financial advisor.

Bitcoin surged to a record high of $97,532, fueled by expectations of favorable US crypto regulation under President-elect Trump, with analysts predicting a rise to $100,000 soon.

Over the past three months, both the Nifty50 and Sensex have seen a decline of nearly 4.5%. Despite this downturn, mutual funds have been actively reshuffling their portfolios. Key additions during this period include Reliance Industries (RIL), Tata Consultancy Services (TCS), NLC India, and SBFC Finance. On the other hand, mutual funds trimmed their holdings in Apollo Hospitals, L&T Finance, and Texmaco Rail.

Here is a list of stocks that MFs have been buying and selling for the last 3 months, according to a report by Nuvama Institutional Equities:

Despite a significant correction in the Indian stock market, approximately 29 small-cap stocks have shown resilience, delivering returns of up to 118%. This impressive performance comes amidst global economic uncertainty and weak second-quarter results. Analysts suggest a cautious approach, recommending selective investment in small-cap stocks with strong fundamentals and growth potential.

​But when fund outflows happen and so when there was euphoria, then we did not have to be euphoric and when there is a selloff which has taken markets down 12 odd percent and if it moves down another 2-3%, so these are good levels at least to come into largecaps. I do not think we should be too focused on funds flow. Funds flow can reverse any time.