Less expense ratio implies better returns over the long term

Expense Ratio

ETF has not been able to closely match its benchmark returns

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ETF has been generating better price return than bank FD

Return vs FD Rates

Good time to consider, as ETF is not in overbought zone

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Mazagon Dock Shipbuilders Ltd., Torrent Power Ltd., and Cummins Ltd. were among the biggest losers in the BSE Midcap 150 index on Budget day.

Midcaps’ Market Cap Takes A Beating On Budget Day, Investors Lose Over Rs 46,000 Crore

Edelweiss Mutual Fund CEO Radhika Gupta highlighted market volatility, midcap losses, and global uncertainty, while praising the Budget 2025 tax cut. She emphasized its focus on boosting consumption by increasing the tax exemption limit from Rs 7.5 lakh to Rs 12 lakh.

Markets went wild, midcaps did a dive: Radhika Gupta’s poem after Budget day

Samir Arora, Founder of Helios Capital, suggests that the current Budget could be significant since it is the first full one of the government’s term. He advises holding small and midcap stocks despite recent market struggles and maintains a bullish outlook on the market, emphasizing that significant corrections are unlikely given current conditions.

Lay out something big for the next 3-4 years & show respect to market: Samir Arora

Arvind Sanger of Geosphere Capital Management emphasizes the need for bold government action to stimulate the struggling economy. He suggests that increased infrastructure spending and consumer incentives in the Budget could revive business and consumer confidence. Sanger notes the downturn in small and midcap stocks, and sees potential in select banks and sectors for investment opportunities.

Govt needs to be a little bold, do more on privatisation for market to recover: Arvind Sanger

Small and midcap stocks performed strongly over the last 3-4 years. However, recent earnings moderation and market correction suggest a healthy adjustment. While cuts reflect fundamental changes, market sentiment and liquidity still drive much volatility. The current market environment

Vinit Sambre on identifying opportunities in a market correction - The current market environment

Coforge, Mphasis And Other IT Midcaps Lose Over Rs 23,900 Crore In Market Cap Amid Tech Giants’ AI Clash-Off

Smallcap selloff: Nuvama Institutional Equities said dynamics of the current correction resemble a bear market as the slowdown is now led by domestic credit. SMID profit (ex-BFSI) has slipped into contraction, it said.

20 smallcap, midcap stocks to buy: Turnaround stories, cash cows, consistent compounders

The brokerage cautioned that despite the recent decline, valuations remain high, indicating potential further downside unless policy interventions offer relief. Nuvama favored exporters like chemicals, domestic laggards nearing profitability bottoms such as cement firms and quick-service restaurants, and consistent compounders.

Small and midcap stocks down 15% in 4 months, Nuvama shares 20 bottom-up ideas

There, there is a first kind of a big maybe market shift which some of the new investors are also witnessing, maybe they are waiting and rethinking about how one needs to reallocate.

Should you cut your losses in small and midcaps or ride out the storm? Vinit Sambre answers

Kenneth Andrade highlights pharmaceuticals, aviation, and IT services as promising sectors. He advises staying patient, building a long-term portfolio, and reinvesting in existing stocks. Andrade emphasizes the need for corporate investment and cautious valuation in small and midcap stocks. He believes in identifying good companies and exploiting market volatility for future gains.

3 pockets could do significantly better than what markets are assuming in next 3 years: Kenneth Andrade

Mutual funds have actively adjusted their portfolios in the third quarter (Q3) of FY25, boosting their stakes in several mid-cap stocks within the Nifty500 index. According to StockEdge data, here are 10 stocks where mutual funds increased their holdings in the December quarter of FY25: Portfolio Tracker

KPIT Technologies, Federal Bank among 10 midcap stocks where mutual funds increased stake in Q3 - Portfolio Tracker

NIPPON INDIA ETF Nifty Midcap scheme seeks to provide investment returns closely corresponding to the total returns of the securities as represented by the Nifty Midcap150 Index before expenses, subject to tracking errors