Alpha shifts: Large-caps lead for now, but Smids hold long-term promise
New Delhi, July 27 -- Large-cap stocks have been better at generating returns above the broader market, often referred to as alpha, a Mint analysis has found. It shows that 52% of Nifty 50 stocks hit their 52-week highs between January and June 2026, compared with 31% in the Nifty Midcap 100 and 27% in the Nifty Smallcap 250.
However, as domestic investors continue to drive the market while foreign investors remain net sellers, market participants believe a bigger, long-term return opportunity lies in well-selected small- and mid-cap (Smids) stocks rather than large-caps. The key, they say, is staying invested in quality Smids) over the long term.
"This is more a reflection of the dynamics of domestic institutional flows into equities,"...
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