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Mankind Pharma, PNB among stocks to become largecap from midcap; mutibagger Rail Vikas Nigam to turn midcap from smallcap

Mankind Pharma, PNB among stocks to become largecap from midcap; mutibagger Rail Vikas Nigam to turn midcap from smallcap
Stock Market6 min read
  • The Association of Mutual Funds in India (AMFI) releases reclassification of largecap, midcap and smallcap stocks every six months on the basis of the companies’ six month average market capitalisation.
  • AMFI will release the official list in the first week of July 2023, which will be valid from August 2023 to January 2024.
  • This classification is important for the mutual fund industry since MFs are required to allocate a certain percentage of money into these categories of stocks.
Freshly listed stock Mankind Pharma, along with Punjab National Bank and TVS Motor — are among stocks that are likely to be upgraded to large cap from mid cap in the upcoming AMFI Semi Annual Categorization, according to Nuvama Alternative & Quantitative Research.

The Association of Mutual Funds in India (AMFI) releases reclassification of largecap, midcap and smallcap stocks every six months on the basis of the company’s six month average market capitalisation.

AMFI will release the official list in the first week of July 2023 and the list will be valid from August 2023 to January 2024.

The stellar debut of Mankind Pharma on May 9 brought it into the top 100 companies club on its debut day.

TVS Motor is also likely to become large cap after its stock rallied post its Q4 results wherein it fared better than Bajaj Auto, Hero MotoCorp on profits and margins. After posting strong March-quarter earnings, the shares of the motorcycle manufacturer hit a 52-week high of ₹1,235 on May 5.

Meanwhile, stocks that are to take a fall from largecap to midcap include Nykaa, Tata Elxsi, JSW Energy, Indus Towers, Page Industries, Macrotech Developers, Info Edge and PI Industries.

Some stocks have been battered heavily in the last six months like — Nykaa losing 30% of its value, Indus Towers down 28%, JSW Energy falling 20% and Page Industries down 11%.

Degrading to midcap isn’t necessarily a negative indicator. It is also because other companies did well and have increased their market cap more than others in a rank.

Potential changes in stocks from mid cap to large cap and large cap to mid cap
From Midcap to Largecap

From Largecap to Midcap

Jindal Steel & Power

Fsn E-Commerce (Nykaa)

IDBI Bank

JSW Energy

Punjab National Bank

Tata Elxsi

Canara Bank

Indus Towers

TVS Motor Co

Page Industries

Tube Investments

Macrotech Developers

Zydus Lifesciences

Info Edge

Mankind Pharma

PI Industries

Source: Nuvama Alternative & Quantitative Research

This classification is important for the mutual fund industry since MFs are required to allocate a certain percentage of money into these categories of stocks. For example, a large cap scheme should invest at least 35% of its assets in large cap companies.

According to Nuvama Research, an upward recategorisation does not necessarily mean inflows but it does lift stocks. The upgraded list helps equity fund managers realign their portfolios by adding and removing stocks according to the stock category and fundamentals.

Largecap stocks are companies ranked from 1st to 100th companies as per its six month average market capitation, midcap companies are ranked 101st to 250th and smallcap are companies ranked from 251st onwards.

As per the circular released by SEBI in October 2017, the listed stocks must be strictly categorized into baskets with a well-defined classification of large cap, midcap and small cap stocks.

Rail Vikas Nigam, Bharat Dynamics, IIFL Finance, Punjab & Sind Bank, New India Assurance and The Fertilisers And Chemicals Travancore are among companies likely to turn mid cap from small cap.

Multibagger Rail Vikas Nigam is likely to enter the mid cap category after its dazzling returns in the last one year. The company has bagged several large orders in the last one year.

The Fertilisers And Chemicals Travancore that gave a huge 151% returns to investors in the last one year is also on the list. The Kerala state government has said it would acquire the company’s land at Eloor and hand it over to Cochin University of Science and Technology (Cusat) for setting up a science park.

Potential changes in stocks from small cap to mid cap and from mid cap to small cap.
From Smallcap to Midcap

From Midcap to Smallcap

Punjab & Sind Bank

Piramal Pharma

Carborundum Universal

Tata Teleservice

Bank of Maharashtra

Fine Organic Industries

The Fertilisers And Chemicals Travancore

Nippon Life India

New India Assurance

Blue Dart Express

Jindal Stainless

Gillette India

Rail Vikas Nigam

Clean Science & Technology

Bharat Dynamics

Trident

IIFL Finance

Dr Lal Pathlabs


Avalon Technologies


Divgi Torqtransfer


Radiant Cash Management


Global Surfaces


Sah Polymers


Udayshivakumar Infra

Source: Nuvama Alternative & Quantitative Research


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