India's tech startup IPOs have seen a mixed bag since 2021, with 25 companies listing and generating an average 42% gain. Despite debates over high valuations like Lenskart's, four multibaggers have emerged, while eight have become losers.

According to Sebi norms, focused equity mutual fund schemes must invest in a portfolio of maximum 30 stocks. These schemes have no other restrictions when it comes to investing- like flexi cap schemes they can invest in any market capitalisations and sectors. If that investment strategy appeals to you, you can get to know more about focused equity schemes.

Mutual funds have crowded into a handful of big names in 2025, with Axis Bank, Maruti Suzuki, SBI, ICICI Bank, and SBI Life among the most overowned stocks, each held far above their index weights.

LIC significantly rebalanced its portfolio, divesting from major private banks like HDFC Bank and ICICI Bank to aggressively invest in State Bank of India and Yes Bank. This strategic shift highlights a growing confidence in the PSU banking sector's valuation and future prospects, even as foreign investors flock to private lenders.

Goldman Sachs has turned bullish on India, upgrading it to ‘Overweight’ and predicting Nifty at 29,000 by end-2026. The brokerage identified 14 stocks across sectors — including Titan, Reliance, Maruti Suzuki, and NTPC — that could spearhead the next leg of market gains, driven by structural reforms, rising consumption, and strong corporate earnings visibility.

When a large number of mutual fund schemes invest in a particular stock, it generally signals strong institutional confidence and can boost retail investor sentiment. As of October 2025, data shows that 241 stocks were held by over 100 mutual fund schemes, indicating widespread institutional interest. As reported by ETMarkets, among these stocks, 134 have delivered price returns exceeding 10% since the start of FY26, while 13 have surged more than 60% within the first eight months, with one even turning into a multibagger. (Data Source: ACE MF, ACE Equity)

Stallion India Fluorochemicals experienced a dramatic 500% rally followed by a sharp 50% correction, marked by ten lower circuits. The stock is now showing tentative signs of recovery after profit booking and stretched valuations impacted its steep decline. The company operates in a niche, growing fluorochemicals market with expansion plans.

The September quarter saw several lesser-known small and micro-cap companies surprise the Street with extraordinary earnings growth. Despite a volatile market and cost pressures, these firms reported massive jumps in profits, with some seeing over 700% YoY growth in net earnings. Note: The market cap for these companies is below Rs 10,000 crore.

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Excelsoft Technologies, a global vertical SaaS company in the learning and assessment sector, will open its Rs 500 crore IPO from November 19-21. The issue includes a Rs 180 crore fresh equity issue and Rs 320 crore offer for sale. Proceeds will fund Mysore property expansion, IT upgrades, and general corporate purposes.

Tata Motors (Commercial Vehicle) debuted with a 28% premium, reflecting investor confidence in India's commercial vehicle sector upcycle. The demerger allows independent valuation of the stable, cash-generating CV business, seen as core to India's growth story. Analysts are bullish, citing strong fundamentals and potential from the Iveco deal.