Bulls And Bears - India Valuation Handbook; Top Idea Picks For Large, Mid, Small Cap Stocks: Motilal Oswal

Motilal Oswal Report

Record-breaking year for Nifty: CY24 concluded with yet another year of positive returns for the Indian markets, marking nine consecutive years of growth! The last three years have been remarkable, as domestic markets have navigated through global hurdles, all while facing significant selling from FIIs.

During the last 12 months, midcaps and small caps both have gained 24% and outperformed largecaps, which have risen 9%. During the last five years, midcaps have significantly outperformed largecaps by 140%, while smallcaps have outperformed largecaps by 128%.

DII inflows versus FII outflows – the persisting tug of war: DII flows into equities were the highest ever at $62.9 billion in CY24 versus inflows of $22.3 billiion in CY23. With just one year of outflows since CY15, DIIs have invested $175.9 billion cumulatively over the last 10 years (CY15-CY24).

Conversely, FIIs witnessed equity outflows of $0.8 billion in CY24 versus inflows of $21.4 billion in CY23. During the last 10 years, FIIs have invested $54.4 billion cumulatively in the Indian market, with only three years of outflows.

Top ideas: Largecaps –

HDFC Bank, SBI, L&T, HCL Tech, M&M, Zomato, Bharti Airtel, Titan Company, Mankind Pharma, and Dixon Technologies;

Midcaps and Smallcaps –

Indian Hotels, Cummins India, Kaynes Technology, BSE, Godrej Properties, Coforge, Metro Brands, Ipca Laboratories, Angel One, and JSW Infrastructure.

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