MARKET CAP
From rags to rallies: Tata's B team delivers up to 49% returns in 3 months, outshining bluechips
After a weak start to 2025, Tata Group stocks have rebounded sharply in the past three months, with 16 companies posting double-digit gains. The rally has been led by lesser-known names like Automobile Corporation of Goa and Rallis India, while tech, consumption, and large-cap players like Tata Elxsi, Trent, Tata Motors, and Titan also contributed to the momentum.
I-Sec downgrades Home First to Add; target price Rs 1,375
ICICI Securities has revised its rating for Home First Finance. The stock is now rated as 'Add' instead of 'Buy'. The target price remains at Rs 1,375. Home First aims for substantial AUM growth by FY30. They plan to reach Rs 200 billion by FY27 and Rs 350 billion by FY30.
JM Financial maintains Buy on Bharti Airtel; target price Rs 2050
JM Financial maintains a buy call on Bharti Airtel, revising the target price to Rs 2,050 from Rs 2,035, anticipating the stock to reach this level within a year. In the quarter ended March 2025, Bharti Airtel reported a consolidated total income of Rs 48,362 crore, a 27.55% increase year-over-year, with a net profit after tax of Rs 12,418.10 crore.
I-Sec maintains Add on Marico, target price Rs 740: ICICI Securities
ICICI Securities maintains an Add call on Marico, setting a target price of Rs 740. The brokerage anticipates a revenue, EBITDA, and PAT CAGR of 11%, 14%, and 11% respectively, from FY25-27E. This growth is expected to be driven by market share gains, expansion in foods and premium personal care, and strong international performance.
JM Financial maintains Buy on Tata Motors; raises target price to Rs 815
JM Financial maintains a buy call on Tata Motors, projecting a target price of Rs 815 by March 2027. This optimism is fueled by Tata Motors' strategic focus on market share gains in the PV segment and growth opportunities in CV export markets. The company aims for double-digit EBITDA margins in both its CV and PV-EV businesses by FY30E.
I-Sec maintains Buy on 3M India, target price Rs 33,500
ICICI Securities maintains a Buy call on 3M India, setting a target price of Rs 33,500. Despite a slight dip in quarterly revenue, 3M India reported a consolidated total income of Rs 1068.33 crore. The brokerage projects substantial revenue and PAT growth for 3M India over the next few years, driven by strong financial performance and a positive outlook.
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Midcap mutual funds deliver 19% return in 3 months. Check top performers
Midcap mutual funds delivered an average return of 18.77% over the past three months, outperforming all equity fund categories. However, investor inflows declined for the second straight month in May, reflecting caution over high valuations and market volatility.
Buy UltraTech Cement, target price Rs 13,500: JM Financial
JM Financial has a Buy call on UltraTech Cement with a target price of Rs 13,500. The current market price of UltraTech Cement is Rs 11464.4. The time period given by the analyst is a year when UltraTech Cement price can reach a defined target. UltraTech Cement, incorporated in 2000, is a Large Cap company with a market cap of Rs 328835.43 crore, operating in the Cement sector.
I-Sec maintains Add on Blue Star, lowers target price to Rs 1,800
ICICI Securities maintains Add call on Blue Star with a revised target price of Rs 1,800 (earlier Rs 1,925). The current market price of Blue Star is Rs 1587. Blue Star, incorporated in 1949, is a Mid Cap company with a market cap of Rs 32586.86 crore, operating in the Consumer Durables sector.
Best flexi cap mutual funds to invest in June 2025
Flexi cap mutual funds offer the fund managers the freedom to invest across market capitalisations and sectors/themes. It means the fund managers can invest anywhere based on his outlook on the market. Flexi cap schemes are typically recommended to moderate investors to create wealth over a long period of time. Ideally, one should invest in these schemes with an investment horizon of five to seven years.
Reduce Tata Motors, target price Rs 733: HDFC Securities
HDFC Securities has a Reduce call on Tata Motors with a target price of Rs 733. The current market price of Tata Motors is Rs 724. Tata Motors, incorporated in 1945, is a Large Cap company with a market cap of Rs 261420.64 crore, which is operating in the Auto sector.
Buy JK Cement, target price Rs 5,850: JM Financial
JM Financial has a buy call on JK Cement with a target price of Rs 5,850. The current market price of JK Cement Ltd. is Rs 5,799.75. JK Cement, incorporated in 1994, is a Mid Cap company with a market cap of Rs 44165.76 crore, operating in the Cement sector.
Buy Mahanagar Gas, target price Rs 1,705: ICICI Securities
ICICI Securities has a buy call on Mahanagar Gas with a target price of Rs 1,705. The current market price of Mahanagar Gas is Rs 1407.8. Mahanagar Gas, incorporated in 1995, is a Mid Cap company with a market cap of Rs 12947.30 crore, operating in Gas & Petroleum sector.
Largecap mutual funds see over 50% decline in May inflows. Profit booking or shift in investor preference?
Largecap mutual funds saw a sharp 53% drop in inflows in May 2025, falling to Rs 1,250 crore from Rs 2,671 crore in April, even as they posted an 89% rise year-on-year. Experts attribute the decline to profit booking and a tactical shift toward mid and small-cap funds, which delivered stronger returns.
Being an Amul shareholder is not possible; the next best dairy sector bets: 4 stocks, different market caps, upside potential is incidental
The dairy business is not an easy space to be in. Even the best dairy industry player, Amul, took decades to reach where it is today. It is a business with challenges all year around. You may not be aware, but the sector has seen many MNCs enter, only to exit because they could not crack the code, even when they knew what the code was. But if you scale the business, these challenges tend to come down. And then comes an inflection point where every incremental effort delivers ever greater results. But, ironically, the biggest challenge is to scale the business. So, it is a kind of chicken-and-egg situation.
Midcap and smallcap mutual funds witness decline in inflows. Are investors shifting focus?
Mid and small cap mutual fund inflows dipped in May, reflecting investor caution amid rich valuations and global uncertainty. Experts urge aligning investments with risk profiles and asset allocation strategies to navigate these volatile segments.
HDFC Securities maintains Add on Supreme Industries; target price unchanged at Rs 4,110
HDFC Securities suggests adding Supreme Industries to portfolios. They set a target price of Rs 4,110. The brokerage anticipates plumbing demand recovery in FY26. They project volume, revenue, EBITDA, and APAT growth for FY25-27E. Supreme Industries is favored for its plumbing volume growth and strong financials. The company's promoter holding is 48.85 percent. FIIs own 22.
I-Sec maintains Buy on Inox Wind; revises target price to Rs 230
ICICI Securities has reiterated a Buy call on Inox Wind, setting a revised target price of Rs 230. The company's financials show strong growth, with a significant increase in total income and a reported net profit after tax. A tribunal approved the merger with Inox Wind Energy, and the company is also demerging INOX Renewables Solutions.
Apple stock drops 1.5% after WWDC 2025 keynote—did Apple’s big AI reveal and Siri upgrade fail to meet investor expectations?
Apple stock slipped 1.5% right after executives took the stage at WWDC 2025, raising questions about the company’s new AI direction. Investors expected major breakthroughs, but reactions were mixed after Apple unveiled its Apple Intelligence features and updated Siri. Despite a strong lead-up, shares fell to $201.42, pushing market watchers to wonder if Apple is falling behind in the AI race. With a $3.28 trillion market cap, Apple remains a giant, but this WWDC left some hoping for more.
Crypto prices today: Bitcoin holds steady above $105,000 as investors await key US data
Bitcoin hovered above $105,000 on Monday amid investor caution ahead of key U.S. inflation data. Despite recent volatility, strong institutional inflows and ETF demand supported price stability. Analysts highlighted resistance at $106,500 and support at $103,000. Altcoins traded mixed, with XRP surging 3% and Solana, Avalanche rising, while BNB and Dogecoin slipped up to 2%.
Hold Avenue Supermarts, target price Rs 3,880: JM Financial
JM Financial has issued a Hold call on Avenue Supermarts, setting a target price of Rs 3,880, while the current market price is Rs 4,163. Avenue Supermarts reported a consolidated total income of Rs 14,896.91 crore for the quarter ended March 31, 2025, reflecting a decrease from the previous quarter but an increase year-over-year.
Best large & mid cap funds to invest in June 2025
According to mutual fund advisors, large & mid cap mutual funds will evolve over a long period. There will be schemes that will be inclined towards large cap stocks and some schemes will be leaning toward mid cap stocks. This will make it easier for investors to choose the schemes based on their risk tolerance.
Fund Manager Talk | Pharma, traditional retail 2 contra bets for ICICI Prudential MF’s Mittul Kalawadia
ICICI Prudential's Equity and Debt Fund employs a contrarian strategy, favoring sectors like pharma and traditional retail amidst market volatility. The fund dynamically manages equity-debt allocation, rotating across market caps and focusing on overlooked opportunities with strong fundamentals. Currently, the fund maintains a higher equity allocation, around 70-73%, guided by internal models and market conditions.
I-Sec maintains Buy on Cummins India, target price Rs 3,100
ICICI Securities has a Buy call for Cummins India. The target price is revised to Rs 3,100. Cummins India's market cap is Rs 92667.96 crore. The company's total income for the quarter ended 31-03-2025 was Rs 2596.87 crore. Net profit after tax was Rs 439.13 crore. ICICI Securities values the company on its FY27E standalone earnings. FIIs owned 17.
Best small cap mutual funds to invest in June 2025
Small cap mutual funds invest in very small companies or their stocks. According to the Sebi mandate, small cap funds must invest in companies that are ranked below 250 in terms of market capitalisation. These schemes also will have to invest at least 65% in small cap stocks.
Tesla loses over $152 billion in market cap as Musk-Trump feud escalates over ‘beautiful’ budget bill
Tesla lost over $152 billion in market value as shares plunged 14.26% amid a dramatic fallout between Elon Musk and Donald Trump. The feud erupted over Trump’s “Big Beautiful Bill,” with Musk accusing Trump of corruption and threatening to decommission SpaceX contracts. The escalating clash rattled investors and raises questions about Musk’s political future.
Tesla loses whopping $150 billion in value after Donald Trump-Elon Musk verbal war, claims report
Tesla CEO Elon Musk and US President Donald Trump's feud has intensified even as Tesla share price went down big time.
Fund Manager Talk | Why Kotak MF believes that India's manufacturing boom is just getting started
Kotak Manufacture in India Fund is capitalizing on India's industrial growth, fueled by supportive policies and rising capital expenditure. The fund, employing a diversified, market cap-agnostic approach, has delivered a CAGR of around 22% in the last three years.
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