← Latest news 
Why large and midcaps may outperform smallcaps now according to Kotak AMC
Economy
Published on 4 May 2026
Banking looks stronger than most investors expected
Kotak AMC’s Shibani Sircar Kurian says the current market phase favors large and midcaps over smallcaps, with comfort coming from reasonable valuations and supportive historical trends. She points to banking as a standout: strong growth with stable asset quality, while telecom fundamentals are improving. On dips, she suggests adding equities, especially private banks.
- Large and midcaps are better placed than smallcaps now
- Reasonable valuations and past patterns offer investor comfort
- Banking stands out for growth and stable asset quality
- Use market dips to add equities, favoring private banks
Read the full story at The Economic Times
This summarization was done by Beige for a story published on 
The Economic Times