Large & Mid cap stocks
CMP & % below 52 wk highs!

Eternal, 221.2, -40.0%
Trent, 3533.6, -43.6%
Dixon Tech, 10803.0, -41.5%
Meesho, 141.4, -44.5%
Tata Inv Corp., 629.2, -46.9%
Suzlon Energy, 42.4, -42.9%
Bajaj Housing, 83.7, -38.9%
DLF, 558.1, -37.1%
Page Industries, 30860.0, -39.0%
HBL Engineering, 689.8, -38.5%
Info Edge (India), 955.4, -38.4%
Rail Vikas, 279.6, -37.6%
Indian Renewable, 117.0, -37.3%
Swiggy, 280.9, -40.7%
Piramal Pharma, 145.5, -39.6%
AWL Agri Busine., 176.2, -39.5%
N S D L, 870.2, -38.9%
Anant Raj, 469.6, -36.9%
Kalyan Jewellers, 390.0, -36.9%
Motil Oswal Fin , 697.4, -36.4%
Neuland Labs., 12574.0, -36.3%
BASF India, 3469.7, -36.0%
Aegis Vopak Term, 193.5, -35.9%
Godrej Ind, 892.9, -35.8%
New India Assura, 137.9, -35.8%
Tata Elxsi, 4330.0, -35.7%
Hexaware Tech., 418.7, -53.5%
KPIT Tech, 671.3, -53.2%
Pun. & Sind Bank, 24.2, -52.0%
Kaynes Tech, 3700.3, -52.0%
Brigade Enter, 665.0, -50.1%
KIOCL, 318.9, -49.7%
Physicswallah, 84.3, -48.0%
PG Electroplast, 532.2, -47.2%
Godfrey Phillips, 2091.6, -47.0%
Syngene Intl, 404.1, -46.9%
Lodha Developers, 869.1, -43.4%
Cochin Shipyard, 1444.3, -43.3%
Urban Company, 114.4, -43.1%
Jyoti CNC , 759.8, -42.9%
Firstsource Sol, 222.1, -45.0%
ITC Hotels, 158.0, -39.6%
Affle 3i, 1377.8, -37.0%
eClerx Services, 1575.9, -36.9%

(Only 35%+ drawdown selected)

Top 20 smallcap stocks that DIIs (primarily through mutual funds/small-cap oriented schemes) have been adding to or increasing stakes in recent times.

Angel One Ltd
PNB Housing Fin Ltd
RBL Bank Ltd
Gabriel India Ltd
Eclerx Services Ltd
Data Patterns Ltd
Voltamp Transformers Ltd
Global Health Ltd
Sai Life Sciences Ltd
Awfis Space Sol Ltd
JSW Cement Ltd
Krsnaa Diagnostics Ltd
Ventive Hospitality Ltd
Delhivery Ltd
Apar Industries Ltd
Balkrishna Industries Ltd
Navin Fluorine Intl Ltd
Mahindra Logistics Ltd
Amber Enterprises Ltd
Safari Industries Ltd

Valuations in many mid & small caps are looking interesting with a 1-2 years view. Corrections have actually reset expectations. This is usually when interesting entry zones begin to appear.
Check these 40 names where earnings are strong + valuations are very reasonable now!
Study them & Analyse for yourself.

Afcom Holdings, ₹729, PE:15.7, PEG:0.14
Alpex Solar, ₹734, PE:10.1, PEG:0.01
Authum Invest, ₹449, PE:10.5, PEG:0.12
Balu Forge, ₹467, PE:22.2, PEG:0.25
Benares Hotels, ₹9512, PE:28.1, PEG:0.29
Borana Weaves, ₹389, PE:17.8, PEG:0.10
BLS E-Services, ₹143, PE:23.1, PEG:0.21
BLS Intl, ₹252, PE:16.1, PEG:0.25
Bondada Engg, ₹283, PE:16.2, PEG:0.13
Cemindia Project, ₹546, PE:20.0, PEG:0.26
Canara Robeco, ₹243, PE:24.8, PEG:0.53
Danish Power, ₹633, PE:18.6, PEG:0.16
EIH, ₹332, PE:27.3, PEG:0.30
Enviro Infra, ₹160, PE:13.3, PEG:0.18
Force Motors, ₹21560, PE:29.6, PEG:0.30
Insolation Ener, ₹98, PE:12.2, PEG:0.07
Ajax Engg, ₹471, PE:24.1, PEG:0.42
Khazanchi Jewel, ₹728, PE:23.6, PEG:0.16
KPIT Tech, ₹671, PE:24.2, PEG:0.56
Natco Pharma, ₹1016, PE:11.7, PEG:0.08
NDR Auto Comp, ₹692, PE:27.2, PEG:0.53
Oswal Pumps, ₹307, PE:10.0, PEG:0.06
One Global Serv, ₹652, PE:20.5, PEG:0.13
Pace Digitek, ₹159, PE:13.7, PEG:0.07
Paramount Comm, ₹33, PE:17.5, PEG:0.15
Premier Energies, ₹789, PE:26.9, PEG:0.09
Rajesh Power, ₹870, PE:13.3, PEG:0.07
R M Drip Sprin, ₹42, PE:29.8, PEG:0.15
Shanti Gold, ₹204, PE:11.5, PEG:0.07
Shilchar Tech, ₹3830, PE:23.7, PEG:0.20
Som Distilleries, ₹77, PE:18.0, PEG:0.13
Solarworld Ene, ₹164, PE:17.6, PEG:0.08
Sri Lotus, ₹124, PE:26.7, PEG:0.13
Tinna Rubber, ₹670, PE:24.7, PEG:0.59
Transrail Light, ₹514, PE:15.5, PEG:0.22
Thomas Cook, ₹92, PE:17.1, PEG:0.37
Venus Pipes, ₹1016, PE:20.9, PEG:0.49
Waaree Renew, ₹840, PE:20.9, PEG:0.11

ETF’s to buy for next 5 Years 🔥

1) Motilal Oswal Nasdaq 100 ETF
2) Tata Silver Exchange Traded Fund
3) ICICI Prudential Nifty 50 ETF
4) Mirae Asset Nifty Midcap 150 ETF
5) HDFC Nifty Smallcap 250 ETF

👉Dii buying stocks with good qtr growth in q3 fy 26

1 Thyrocare Tech. — CMP: 359.30 | chg in DII Hold: 7.05%
2 Entero Healthcar — CMP: 1017.50 |chg in DII Hold: 6.78%
3 Sagility — CMP: 38.15 | chg in DII Hold: 6.49%
4 Privi Speci. — CMP: 2844.85 | chg in DII Hold: 5.70%
5 MTAR Technologie — CMP: 3419.15 |chg in DII Hold: 5.15%
6 LKP Finance — CMP: 169.45 | chg in DII Hold: 4.57%
7 ASK Automotive — CMP: 402.75 |chg in DII Hold: 4.31%
8 PG Electroplast — CMP: 505.55 | chg in DII Hold: 3.83%
9 BSE — CMP: 2827.90 | chg in DII Hold: 3.83%
10 Bank of Maha — CMP: 64.35 | chg in DII Hold: 3.44%
11 Vijaya Diagnost. — CMP: 926.10 | chg in DII Hold: 3.26%
12 Delhivery — CMP: 404.15 | chg in DII Hold: 2.93%
13 PB Fintech. — CMP: 1454.05 | chg in DII Hold: 2.91%
14 JSW Energy — CMP: 515.05 | chg in DII Hold: 2.83%
15 Sky Gold & Diam. — CMP: 334.75 | chg in DII Hold: 2.64%

Good fundamentally strong stocks that have corrected significantly and are currently in the oversold zone:

COFORGE – 1090
Bharat Forge – 1675
Force Motors – 20250
M&M – 2930
TARIL – 276
Netweb Tech – 3175
Amber Enterprises – 6450
Indian Bank – 870
TD Power Systems – 78
Belrise Industries – 176
Krishna Defence – 994
Astra Micro – 978

These stocks are selected based on business strength, sector positioning, and long-term recovery potential.

The strategy is simple: accumulate gradually on dips rather than deploying full capital at once. Market corrections often create opportunities to build positions in quality businesses at better valuations.

🚨 JioBlackRock Flexi Cap Fund has been scanning small-cap stocks trading below their Industry P/E.

Here are 12 stocks fitting this valuation framework 👇

• Chambal Fertilisers & Chemicals - PE 9.3 vs Industry PE 22
• Elecon Engineering Company - PE 24 vs Industry PE 44
• Welspun Corp - PE 12 vs Industry PE 21
• Nava Limited - PE 17 vs Industry PE 26
• Jamna Auto Industries - PE 27 vs Industry PE 30
• Sammaan Capital - PE 20 vs Industry PE 18
• eClerx Services - PE 35 vs Industry PE 37
• CEAT - PE 29 vs Industry PE 31
• Aether Industries - PE 24 vs Industry PE 55
• Sharda Cropchem - PE 18 vs Industry PE 29
• Sagility India - PE 29 vs Industry PE 32
• Emami - PE 31 vs Industry PE 46

📊 Smart Money doesn’t chase hype.
They buy when valuation is comfortable.

From these 12 stocks, I find 5 extremely interesting.

Undervalued (PE<15, PEG <1) Good Quality (ROE>12)

Talbros Auto
Transrail Light
CMS Info Systems
Axis Bank (P/B 1.8)
Ceinsys Tech
Surya Roshni
Engineers India
Welspun Corp
Jyoti Resins
Genus Power
Arkade
Redington
Freshara Agro
K.P. Energy
Mayur Uniquoters
Karur Vysya Bank (P/B 2.1)
SBI (P/B 1.7)
Can Fin Homes
GK Energy
Jindal Saw
NALCO
Epigral
Sportking India
Natco Pharma
Northern ARC

Single Digit PEs
Websol Energy
Deep Industries
Coal India
J Kumar Infra
LIC
ABS Marine
Capacit'e Infra.
Bank of Mah
South Ind Bank
Jindal Drilling

Not a buy sell recommendation, based on screener, pls do a detail study or seek advice before investing.

Smallcap Stocks Showing Strong Resilience in This Falling Market

Jain Resources
Data Patterns
Khazanchi Jewellers
TD Power
Precision Wires
GNG Electronics
Anand Rathi Wealth
CCL Products
Acutaas
SMS Pharma
KNR Heat Exchange
Belrise
Kwality Pharma
CP Plus

These are the names worth tracking when markets turn.

Promoters Buying in This Market Fall⚡⚡

Zensar Technologies
Harshdeep Hortico
NCC Ltd
Gulshan Polyols
IRB Infrastructure Developers
Mangal Electrical Industries
Deepak Nitrite
Marathon Nextgen Realty
Rapicut Carbides
Anant Raj
HEG
Rashi Peripherals
Gem Aromatics
SKM Egg Products
Man Infraconstruction
Senco Gold
Praveg
Mach Conferences

My current TRACKING/Holding list -

AsarfiHospital
Unihealth Hospital
Marble City
Voler Car
Dharmaj Crop
GVL
Hubtown
Valiant Communications
Integrated industries
Npst
Avg
Ascensive Educare
Hoac Foods
Godrej Agro
Manav Infra

8 simple metrics to find good stocks…

1️⃣ Promoter Holding ≥ 50%
2️⃣ D/E Ratio ≤ 0.50
3️⃣ P/E ≤ 20
4️⃣ ROE / ROCE / ROIC ≥ 20%
5️⃣ OPM ≥ 20%
6️⃣ Sales Growth (3Y) ≥ 20%
7️⃣ ICR > 5
8️⃣ Market Cap / Sales ≤ 2

ETFs at Discount Prices. 📊🔥

NIFTYBEES: -14% Discount.
BANKBEES: -13%
MODEFENCE: -14%
AUTOBEES: -17.50%
PSUBANKBEES: -14%
HDFCSML250: -21.50%
MID150BEES: -13%

🔥SmallCap defence stocks Available at Huge P/E Discount Price.

Bookmark it 🔖

Premier Explosives - (170 P/E to 50 P/E)
Apollo Micro - (161 P/E to 80 P/E)
Data Pattern - (105 P/E to 73 P/E)
GRSE - (86 P/E - 38 P/E)
Axiscades - (90 P/E - 56 P/E)
Zen Technologies - (107 P/E - 48 P/E)
Astra Microwave - (90 P/E - 53 P/E)
Paras Defence - (190 P/E - 70 P/E)
CFF Fluid - (100 P/E - 40 P/E)
Rossell Techsys - (185 P/E- 123 P/E)
Cochin shipyard - (91 P/E - 50 P/E)

Compared to other sectors, the defence sector has seen a high P/E rating always.

We could see some big 🔻 Red on Monday. These 10 large & midcaps will be in my buy zone on another 5-7% dips. The growth shown by these in the past has been handsome & have strong potential going forward.
I already own 3 of them & would like to some more of these on further correction:

Authum Invest, ₹492.2, P/E 11.48
Force Motors, ₹21,585, P/E 29.65
Shriram Pistons, ₹3,125, P/E 24.52
Tata Motors PV, ₹314.1, P/E 19.25
Sam Motherson, ₹111.6, P/E 33.41
HBL Engg, ₹659.5, P/E 22.36
Jain Resources, ₹441.2, P/E 44.64
Elgi Equipments, ₹480.1, P/E 36.67
Nuv Wealth, ₹1,147.5, P/E 20.33
TD Power Sys, ₹863.3, P/E 61.41

Last night Israel was severely bombed by Iran. Both Israel and US has said that Iran needs to be wiped off from the map.

In the mean time, Trump has also said:

"If Iran doesn’t FULLY OPEN, WITHOUT THREAT, the Strait of Hormuz, within 48 HOURS from this exact point in time, the United States of America will hit and obliterate their various POWER PLANTS, STARTING WITH THE BIGGEST ONE FIRST".

Iran's response:

“If Iran’s fuel and energy infrastructure is attacked by the enemy, all energy infrastructure, information technology systems, and desalination facilities belonging to the United States and the regime in the gulf region will be targeted.”

US is also sending 5000 marines to capture Kharg Island.

Iran has said that :

" If the terrorist Trump makes a mistake in this regard, we will have a surprise for him in a way that he will not even be able to remove the coffins of his soldiers from our land."

Looks like war is going to get severly escalated in the coming days. Some geopolitical experts are not ruling out nuclear attack on Iran. If that happens, we cannot even imagine further consequences. Neither China nor Russia or other Islamic countries would want Israel and US to destroy Iran and gain complete control over gulf's oil.

Already China and Russia are indirectly helping Iran. China would not keep quiet to see entire control of world’s oil going to US.

This is the kind of escalation everyone was praying should not happen.

It is reaching extremes where we do not know whether Iran or Israel as a country would continue to exist. Any nuclear option used, it not only means huge death and destruction but entire gulf and adjoining regions becoming uninhabitable for decades to come.

Even experts are clueless to the kind of humanitarian and economic crisis that would happen to the world.

I would be the last person to scaremonger. But situation as of now doesn't look good at all.

THE BIGGEST LOCKDOWN SINCE COVID-19 IS ON ITS WAY.

This time it won't be a virus. It will be energy.

Trump just gave Iran 48 hours to open Hormuz. Iran said no — and threatened to destroy every oil facility in the Gulf.

If that happens:

– Gas stations run dry
– Power grids go unstable
– Grocery shelves empty in days
– Hospitals ration supplies
– Flights get cancelled
– Markets crash harder than March 2020

COVID locked you inside your home.

This locks the entire global economy inside a broken supply chain.

No vaccine for this one. No stimulus check. No "two weeks to flatten the curve."

Just empty shelves and $10 gas.

The 48-hour countdown already started.

Be prepared. Not next week. NOW.

Tata Motors Passanger Vehicles(tmpv) is listed since 35 years or 3.5 Decades

It Follows a same Cycle/Pattern since 35 years in which 3 times the stock has corrects by Avg. 88% whenever it reaches its top and Rises by 18x - 24x Times in 4-6 years from its bottom

I have also Compared it with nifty which further Strengthens the Analysis

Many smallcaps are 🔻 30–60%, but some still have solid fundamentals & decent ROCE. I believe that after the continuous correction, value seems to be emerging in these 21 Stocks.
5yr P/E used where valid otherwise PEG is shown for newer stocks.
StocksToWatch 👇

🔎 ASK Auto CMP ₹400,
P/E 27.9, PEG 0.63
🔎 NESCO CMP ₹1013,
P/E 17.5, 5yr avg: 19.9
🔎 Transrail CMP ₹482,
P/E 14.5, PEG 0.20
🔎 Power Mech CMP ₹1880,
P/E 17.5, 5yr avg: 26.1
🔎 Shakti Pumps CMP ₹471,
P/E 17.5, 5yr avg: 23.8
🔎 Sri Lotus CMP ₹112,
P/E 24.1, PEG 0.12
🔎 Ajax Engg CMP ₹456,
P/E 23.4, PEG 0.41
🔎 Canara Robeco CMP ₹229,
P/E 23.4, 5yr avg: 30.0
🔎 Thomas Cook CMP ₹96,
P/E 17.9, 5yr avg: 35.5
🔎 Oswal Pumps CMP ₹299,
P/E 9.7, PEG 0.06
🔎 Pace Digitek CMP ₹155,
P/E 13.3, PEG 0.07
🔎 eMudhra CMP ₹380,
P/E 30.6, 5yr avg: 60.2
🔎 Route Mobile CMP ₹447,
P/E 9.1, 5yr avg: 28.3
🔎 Interarch CMP ₹1677,
P/E 20.2, PEG 0.24
🔎 Anand Rathi CMP ₹447,
P/E 25.8, 5yr avg: 26.2
🔎 GK Energy CMP ₹98,
P/E 10.7, PEG 0.03
🔎 Vikran Engg CMP ₹57,
P/E 20.0, PEG 0.21
🔎 EPack CMP ₹140,
P/E 17.1, PEG 0.36
🔎 Garuda Cons CMP ₹150,
P/E 13.1, PEG 0.34
🔎 Shanti Gold CMP ₹173,
P/E 9.8, 5yr avg: 10.9
🔎 Kross CMP ₹165,
P/E 21.3, 5yr avg: 23.9