Diwali cheer missing? Nifty lights up, but your portfolio may be burning; what's driving the disconnect? SAMCO explains

The Nifty 50’s recent gains are concentrated in heavyweight stocks, while mid-, small- and microcaps have fallen. Valuation recoveries and renewed foreign investor inflows have supported large companies, leaving many investors behind. Whether the rally spreads to broader markets remains uncertain.

Nov 7, 2026 - 17:00
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Diwali cheer missing? Nifty lights up, but your portfolio may be burning; what's driving the disconnect? SAMCO explains
The Nifty 50’s recent gains are concentrated in heavyweight stocks, while mid-, small- and microcaps have fallen. Valuation recoveries and renewed foreign investor inflows have supported large companies, leaving many investors behind. Whether the rally spreads to broader markets remains uncertain.

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