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Mutual funds shift April bets toward capital goods NBFCs utilities and logistics while trimming tech banks and healthcare

Mutual funds shift April bets toward capital goods NBFCs utilities and logistics while trimming tech banks and healthcare

In April, Indian mutual funds rebalanced sector exposure, adding weight to capital goods, NBFC lending, utilities and logistics, while trimming technology, private banks, and healthcare. Motilal Oswal Financial Services data shows private banks remained the largest holding at roughly 17.3% but fell marginally by 0.3% month on month. The biggest traction came from sectors including NBFC non-lending and logistics, whereas multiple areas saw single-digit value gains.

Summarised by Beize from a story on The Economic Times on 14 May 2026
Nikkei hits record high for third day as tech optimism surges and SoftBank climbs

Nikkei hits record high for third day as tech optimism surges and SoftBank climbs

Japan’s Nikkei hit a record high for a third straight session, powered by a sudden surge in technology stocks. Even as the broader market slipped, tech shares tracked gains seen on Wall Street. SoftBank Group stood out with a notable jump in profits, though performance varied widely across individual companies.

Summarised by Beize from a story on The Economic Times on 14 May 2026

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Five NSE F&O stocks surge as futures open interest spikes traders rush in Indian Hotels stands out

Five NSE F&O stocks surge as futures open interest spikes traders rush in Indian Hotels stands out

On May 12, five NSE F&O names including Indian Hotels, Kaynes Technology, Vedanta, Wipro and KPIT Technologies saw sharp gains in futures open interest. Market observers read this as signs of heightened trader participation and the creation of fresh derivative positions, pointing to increased activity in the F&O segment rather than a purely passive reaction.

Summarised by Beize from a story on The Economic Times on 13 May 2026
600 mutual funds piled into banking and largecaps in April boosting HDFC Bank and rivals

600 mutual funds piled into banking and largecaps in April boosting HDFC Bank and rivals

In April, mutual funds leaned heavily toward banking and large-cap stocks, with HDFC Bank, ICICI Bank and State Bank of India appearing at the top of holdings across more than 700 schemes. The latest coverage also points to major corporate names like Bharti Airtel, Reliance Industries and Infosys among the stocks owned by around 600 funds, reflecting a clear risk and sector preference shift.

Summarised by Beize from a story on The Economic Times on 13 May 2026
Domestic investors steady Indian markets as FIIs exit and valuations lag global peers

Domestic investors steady Indian markets as FIIs exit and valuations lag global peers

Even as foreign portfolio investors pull back, Indian equities are holding up, propped by domestic buying. Market veteran Gautam Trivedi points to a growing split between economic fundamentals and market appeal to foreigners. With India seen as less attractive than AI-linked and commodity-driven emerging peers, domestic retail and institutions are stepping in to absorb FII outflows and support benchmarks.

Summarised by Beize from a story on The Economic Times on 12 May 2026
Korea and Taiwan surge as AI stock boom redraws global investing map

Korea and Taiwan surge as AI stock boom redraws global investing map

Global investors are increasingly targeting South Korea and Taiwan as AI demand and semiconductor momentum lift equities sharply. Samsung Electronics and Taiwan Semiconductor Manufacturing sit at the center of the rally, reflecting surging bets on chips powering AI infrastructure. The boost stands in contrast to other emerging markets, including India, where investors are confronting tougher headwinds.

Summarised by Beize from a story on The Economic Times on 11 May 2026

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Indian investors are rushing overseas for better returns and global exposure

Indian investors are rushing overseas for better returns and global exposure

More Indian investors are moving beyond domestic markets, chasing diversification and global innovation as local returns lag. New investing platforms have made overseas access smoother, while a weaker rupee has improved the appeal of foreign assets. Growth is visible in global feeder funds and rising overseas equity allocations, signaling a lasting reallocation trend.

Summarised by Beize from a story on The Economic Times on 11 May 2026
Four of India’s top firms lose Rs 1 lakh crore in one week as SBI slumps

Four of India’s top firms lose Rs 1 lakh crore in one week as SBI slumps

In a week marked by range-bound trade in Indian equities, the combined market valuation of four among the top-10 most valued companies fell by Rs 1 lakh crore. State Bank of India suffered the largest dent, emerging as the biggest laggard. The move highlights how even marquee firms can see sharp repricing within short windows.

Summarised by Beize from a story on The Economic Times on 10 May 2026
Fund managers Rajeev Thakkar and Sankaran Naren back Indian IT as AI fears fade

Fund managers Rajeev Thakkar and Sankaran Naren back Indian IT as AI fears fade

Veteran fund managers Rajeev Thakkar and Sankaran Naren say some Indian IT stocks look attractive even as AI disruption worries persist. Naren frames the move as a contrarian bet on valuations, while Thakkar argues Indian firms have repeatedly adapted to technology shifts. He also suggests AI could boost productivity and expand end demand for services.

Summarised by Beize from a story on The Economic Times on 10 May 2026
BSE Q4 lifts profits 61 percent yet shares dip as targets climb to 4570

BSE Q4 lifts profits 61 percent yet shares dip as targets climb to 4570

BSE’s March quarter looked stellar, with net profit up 61% year-on-year to Rs 797 crore and revenue rising 85% to Rs 1,564 crore. Yet the share price fell, even as some analysts raised targets up to Rs 4,570. Ratings diverged, with Nuvama staying bullish while Jefferies remained cautious on growth and risks.

Summarised by Beize from a story on The Economic Times on 8 May 2026

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Mutual funds keep buying but many stocks plunge over 25% in six months

Mutual funds keep buying but many stocks plunge over 25% in six months

Even as mutual funds and retail investors kept piling into select stocks for two straight quarters, several counters still saw weak performance, with many sliding more than 25% over six months. The takeaway: institutional accumulation can coexist with near-term underperformance, even while a few stocks delivered meaningful gains.

Summarised by Beize from a story on The Economic Times on 7 May 2026
Mutual funds ramp up midcap bets as eight stocks surge up to 85% in four months

Mutual funds ramp up midcap bets as eight stocks surge up to 85% in four months

Mutual funds boosted exposure to 82 midcap stocks in the March 2026 quarter, reflecting growing confidence in the segment. Even as broader markets stayed weak, a select set of midcaps delivered up to 85% returns in just four months. The move comes alongside rising institutional inflows into these outperformers, pointing to continued appetite for faster-growing pockets.

Summarised by Beize from a story on The Economic Times on 6 May 2026
Tata Technologies shares jump after Q4 profit rise sparks investor rush

Tata Technologies shares jump after Q4 profit rise sparks investor rush

Tata Technologies shares jumped more than 9% in Tuesday’s trading after the company reported an 8.1% rise in Q4 net profit, compared with Rs 189 crore in the same period last year. The stock also hit an intra-day high of Rs 649, signaling strong investor confidence despite limited details in the brief report.

Summarised by Beize from a story on Republic on 5 May 2026
West Bengal trends lift 43 stocks spotlight as markets bet on BJP policy shifts

West Bengal trends lift 43 stocks spotlight as markets bet on BJP policy shifts

Early West Bengal election signals that point to a BJP lead over the TMC have put around 43 stocks under the spotlight, including Bandhan Bank, CESC, and Berger Paints. Traders are scanning for potential policy changes, but analysts caution any market reaction may be short-lived, with crude oil prices and wider global cues expected to steer sentiment.

Summarised by Beize from a story on The Economic Times on 4 May 2026

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Nasdaq tops 25000 for first time as Dow and S&P 500 surge to new highs

Nasdaq tops 25000 for first time as Dow and S&P 500 surge to new highs

The US market opened May with unusually strong momentum, pushing the Dow Jones, S&P 500, and Nasdaq to fresh record levels. The Nasdaq Composite crossed 25,000 for the first time, after earlier AI-related concerns had unsettled parts of the software sector. Overall, Wall Street appears to be accelerating into new milestone territory.

Summarised by Beize from a story on The Economic Times on 1 May 2026
Adani Energy Solutions rockets 63% in three months but brokerages stay wary

Adani Energy Solutions rockets 63% in three months but brokerages stay wary

Adani Energy Solutions has surged about 63% in three months as summer demand sparked fresh investor interest, making it the group’s second-best performer behind Adani Power. But despite the momentum, brokerages remain cautious. The jump appears closely tied to seasonality, raising questions about how sustainable the gains—and the outlook—really are.

Summarised by Beize from a story on The Economic Times on 29 Apr 2026
Smallcap stocks rally as Middle East fears rise and Nifty slides delivering up to 56% in two months

Smallcap stocks rally as Middle East fears rise and Nifty slides delivering up to 56% in two months

Even as Middle East tensions simmer and Nifty50 slips, India’s smallcap stocks have surged as much as 56% over two months. Institutional desks flag stretched valuations and potential earnings risks, but domestic retail investors seem to be pricing in a fast resolution, creating a sharp divergence from the broader market mood.

Summarised by Beize from a story on The Economic Times on 29 Apr 2026
Bengaluru founder claims investing up to Rs 15 lakh monthly then admits the math isn’t what it seems

Bengaluru founder claims investing up to Rs 15 lakh monthly then admits the math isn’t what it seems

Indusbit founder Shobhit Bakliwal sparked an online storm by saying he invests ₹5–15 lakh every month, adding that even his mother isn’t interested. The claim triggered viral comparisons to another techie reportedly saving the same amount, with debates about job security and AI. Bakliwal clarified he wasn’t earning that figure as disposable income, but converting debt funds into equities.

Summarised by Beize from a story on The Economic Times on 27 Apr 2026

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Top valued firms shed Rs 2 lakh crore as TCS and Reliance drag markets lower

Top valued firms shed Rs 2 lakh crore as TCS and Reliance drag markets lower

Seven of the top-10 most-valued Indian companies collectively lost Rs 2 lakh crore in market capitalisation over the past week. Tata Consultancy Services and Reliance Industries were the biggest laggards as their shares slid, echoing a broader bearish pullback across equities that weighed on overall market sentiment.

Summarised by Beize from a story on The Economic Times on 26 Apr 2026
Infosys tops list as mutual funds pile in again see which other stocks made top five

Infosys tops list as mutual funds pile in again see which other stocks made top five

Infosys is among the top five stocks held by the highest number of mutual fund schemes, according to data compiled as of April 17, 2026. The list tracks which companies attract the broadest fund participation rather than just the biggest holdings, offering a snapshot of what fund managers collectively favor right now.

Summarised by Beize from a story on The Economic Times on 26 Apr 2026
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