Equitymaster
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Equitymaster delivers independent, unbiased research on the Indian stock market. Trusted by investors since 1996, we help you build long-term wealth with honest, actionable insights — straight to your phone. https://www.equitymaster.com
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#EMTheFundStrategist - Invesco India Mid Cap Fund: High Return Mid Cap Fund that Delivered 22% CAGR

We analyse Invesco India Mid Cap Fund, highlighting its performance, portfolio, peer comparison, and investment strategy.

Invesco India Mid Cap Fund

Here’s an extract...

In this editorial, we will know in detail about Invesco India Mid Cap Fund, one of the high return mid cap funds in the last 5 years.

Read on...

http://www.eqtm.in/Ac47H
#EMMarkets - Sensex Today Ends 109 Points Higher | Nifty Above 24,000 | Relaxo Footwears Up 13%

The BSE Sensex ends 109 points higher, while Nifty ended 34 points higher, up at 24,056.

http://www.eqtm.in/Zy8m5
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After Titan, Eicher, BhartiAirtel It's Time to Ride...

India's Next Wave of Bluechips

How to Spot Tomorrow's Market Leaders Before They Become Obvious

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http://www.eqtm.in/Pj3m6

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#EMTheLongView - Is Your Portfolio Helping You Build Wealth or Just Creating More Work?

Owning too many stocks, mutual funds, and alternative investments can dilute returns and make portfolio management difficult. Here's why simplifying your portfolio could improve returns, reduce risk, and make it more effective.

A Focused Portfolio

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More investments don't always translate into better returns.

Over-diversification often leads to overlapping holdings, diluted gains, and portfolios that are difficult to monitor.

A focused portfolio built around high-conviction investments can simplify decision-making, improve return potential, and help investors stay aligned with their long-term financial goals.

Read on...

http://www.eqtm.in/a3NLx
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#EMProfitHunter - The Hidden AI Opportunity: Companies That Keep Banks, Factories, and Hospitals Running

The hidden cost of smarter machines.

Hidden AI Winners

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The stock market has been focused on whether AI will reduce jobs, change software development or disrupt IT services.

But every disruption creates demand elsewhere. The question is not only whether AI will replace some technology work.

It’s also whether enterprises can safely implement AI, automation, and connected systems without making themselves more vulnerable.

Read on…

http://www.eqtm.in/s2M7Q
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#EMTheFundStrategist - Quant Flexi Cap Fund: How the Fund Beat its Benchmark by 30% and Then Lost Money

An evidence-led look at one of India's most aggressive flexi-cap funds and what the numbers actually say.

Quant Flexi Cap Fund

Here’s an extract…

Quant Flexi Cap Fund belongs to a fund house that has built its identity around an aggressive, model-driven approach to markets, and the scheme’s track record reads less like a steady escalator and more like a series of elevator rides.

Read on…

http://www.eqtm.in/o6XRe
#EMViewsOnNews - 3 Sectors Investors Should Watch Now

What are the sectors that investors should be tracking? Read on...

Sectors to Track Now

Here’s an extract…

If you can find the right sectors to allocate funds in your portfolio, individual stock selection can potentially take a back seat.

Read on…

http://www.eqtm.in/Am38S
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#EMViewsOnNews - Lower Oil Prices Could be Good News for These Indian Stocks

Crude Oil prices erased wartime gains as investors bet global crude supplies would improve after tankers that had been stranded in the Persian Gulf for months began leaving the Strait of Hormuz.

Falling Crude Oil Price Impact

Here’s an extract…

Crude prices are hovering close to levels seen before the West Asia war began in late February 2026.

Here are 3 stocks to watch following a drop in crude prices.

Read on…

http://www.eqtm.in/m2S3J
#EMViewsOnNews - Top 5 Fastest Growing Microcap Stocks in India

These microcap companies have grown their revenue and profit at the fastest pace over the past three years. They also come with respectable return metrics.

Microcap Stocks to Watch

Here’s an extract…

If you buy the wrong microcap stock, the wealth destruction could leave you crippled.

But if researched well, this segment can be very rewarding.

We looked at the entire microcap space to find out some potentially good businesses.

Read on…

http://www.eqtm.in/q6G4S
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Evaluating 3 Value Mutual Funds Delivering Over 21% Returns In 5 Years

In this video, we break down value mutual funds that have delivered over 21% returns in the last 5 years. Find out how they performed, what drove their growth, and whether they fit your investment strategy.

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https://youtu.be/ad4n56F_XNU
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The Secret Behind India's Biggest Multibaggers

After spending years on research, we discovered something unexpected about how major stock market breakouts really begin.

Something most investors completely miss.

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#EMViewsOnNews - 5 Uranium Stocks Riding India's Nuclear Energy Boom

As India accelerates nuclear capacity expansion, these uranium-linked stocks the ones to watch.

Uranium Stocks to Watch

Here’s an extract…

The government announced the Nuclear Energy Mission and outlined a target of reaching 100 gigawatt (GW) of nuclear power capacity by 2047, up from around 8.8 GW currently.

It has also opened the nuclear energy sector to private sector participation.

Here are five stocks to watch...

Read on…

http://www.eqtm.in/n7WZk
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#EMViewsOnNews - 3 Water Infra Stocks with Strong Expansion Plans

As governments and industries invest heavily in securing water resources, these three companies are positioning themselves for their next phase of growth.

Water Infra Stocks

Here’s an extract…

As massive public and private capital spending is happening in water infra, a few companies stand out with strong expansion plans.

Read on…

http://www.eqtm.in/c6N2T
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#EMViewsOnNews - 5 Stocks Declaring Bonus Shares and Stock Splits in July 2026

These stocks will turn ex-bonus or ex-split in July 2026. Are they in your portfolio?

http://www.eqtm.in/s2CFy
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#EMViewsOnNews - 4 Cybersecurity Stocks to Watch as AI, Cloud and Data Risks Drive Spending

Here are 4 stocks to watch from the cybersecurity space, as cyber risks drive spending.

Cybersecurity Stocks

Here’s an extract…

Cybersecurity stocks are in focus because businesses and governments are spending more on protecting digital systems as cyber risks increase.

Here are 4 stocks that investors can watch as cyberattacks push companies, government, banks, and individuals to strengthen defences.

Read on…

http://www.eqtm.in/x5B6M
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#EMTheFundStrategist - 5 Mutual Funds with Strong Historical Performance to Watch in 2026

In this article, we examine five equity mutual funds and compare their investment strategy, portfolio positioning, sector allocation, top holdings and historical performance across the mid-cap and small-cap categories.

Mutual Funds of 2026: Highest Returns

Here’s an extract...

India's mutual fund industry continues to attract strong retail participation as investors increasingly turn to equity mutual funds for long-term wealth creation.

Mid-cap and small-cap funds have remained in focus due to their potential to generate higher long-term returns, despite periods of market volatility.

Here, we examine five equity mutual funds and compare their investment strategy, portfolio positioning, sector allocation, top holdings and historical performance.

Read on…

http://www.eqtm.in/Zm9s3
#EMViewsOnNews - Top 5 Defence Stocks to Watch Out for the Next Decade

These defence companies are sitting on record order books, and their financials have grown at the fastest pace in many years. Can they deliver on execution?

Defence Stocks to Watch

Here’s an extract…

In this editorial, we look at 5 defence companies with potential. We have selected these companies from a list of 28 names.

These 5 companies have reported growing sales and profit every passing year for the past 3 years, they have return ratios exceeding 20%, their debt to equity is below 1, and they also pay dividends.

Read on…

http://www.eqtm.in/g6X9P
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#EMViewsOnNews - Stocks where the Government Can do OFS

Strong government ownership and divestment targets could put these PSU stocks on the radar for OFS.

OFS Candidates

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Whenever the government needs to raise capital without relinquishing control of a public sector company, the Offer for Sale (OFS) route becomes one of its preferred tools.

Against this backdrop, investors are closely tracking PSU companies where the government still holds a large stake.

These companies could emerge as potential OFS candidates, especially if market conditions remain favourable.

Read on…

http://www.eqtm.in/i4TFk
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