Mutual fund 2026 outlook: Morningstar sees tilt to large caps, short-duration debt

Morningstar’s Feb 2026 report: Indian mutual funds prefer large-cap stocks, short-term debt, focusing on stability and domestic growth amid global uncertainty.

Morningstar’s Feb 2026 report: Indian mutual funds prefer large-cap stocks, short-term debt, focusing on stability and domestic growth amid global uncertainty.

Jefferies has a ‘buy’ rating on Kfin Tech with a target price of ₹1,300 per share. It said the company’s third quarter earnings before interest, tax, depreciation and amortisation (EBITDA) was 7% above the analyst’s estimates, led by better performance…

ONGC shares gained 2% as CLSA and Jefferies kept bullish ratings after strong Q3 results, raising targets to ₹325 and citing positive project outlook.

Morgan Stanley downgraded the Vedant Fashions stock to ‘underweight’ from ‘equal-weight’ and cut its target price by 37.7% to ₹400 per share from the previous ₹642 apiece. This also indicates a potential downside of 12% from its previous close.

Kwality Walls share price: The stock will remain in the T Group segment, which is trade-for-trade, for the first 10 sessions.

The rupee slipped by 1 paisa to 90.67 against the US dollar in the early session on Monday amid FII outflows and a stronger greenback.

Natco Pharma shares surged after CDSCO approved semaglutide injection for India. USFDA issued seven observations for Chennai API unit. Strong earnings boosted revenue and net profit year-on-year.

Dhiraj Relli, MD & CEO of HDFC Securities, said the RBI’s new regulations also create fresh opportunities for banks to lend to margin trading facilities (MTF), a market worth over ₹1 lakh crore.

The Reserve Bank of India will mandate full collateral for banks lending to capital market intermediaries from April 1, 2026, tightening exposure norms and prohibiting proprietary trading funding.

Brokerage firm Emkay Global has downgraded its rating on Ola Electric to ‘sell’ from ‘buy’ and has cut its target price by 60% to 20 apiece from 50 per share.