Jul 3, 2025
In the first half of CY25, the largecap index significantly outpaced the mid and smallcap indices. In H1 CY25, the BSE largecap index has gained about 7% while midcap index was up just 0.88% and in fact smallcap index was down by 0.90%. During the same time the benchmark index Sensex rallied by 7%. In terms of sectoral front sectors like BSE Financial Services, BSE Bankex and Telecommunication were major drivers up over 10% in the first six months of CY25, while BSE IT and consumer durable were major losers down by 12% and 7% respectively. In today's analysis, we will highlight large-cap index dominance over midcap and small cap, which were top gainers that give Large cap pack outperformance and which are stocks stocks which drages midcap and small cap index. (Source: ACE Equity)
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On the sectoral front in H1CY25, BSE Financial Services rose 13.40%, followed by BSE Bankex (up 11.15%) and BSE Telecommunication (up 10.74%), emerging as key drivers of market gains. In contrast, BSE Information Technology and BSE Consumer Durables lagged significantly, declining 11.73% and 7.22% respectively.
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In the large-cap segment, several stocks stood out as top performers in H1CY25. SRF Ltd. led the gains with a return of 45.02%, followed closely by Bharat Electronics Ltd. (43.90%), SBI Cards (43.19%), Bajaj Finance (37.24%), and Cholamandalam Investment and Finance (37.14%). IDBI Bank and Berger Paints also delivered strong returns, rising 35.20% and 32.23%, respectively.However, not all large-cap names performed well. Stocks like Siemens Ltd., Varun Beverages, and Swiggy Ltd. witnessed sharp declines, falling 50.26%, 28.33%, and 25.94%, respectively, during the same period.
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In the mid-cap segment, the top laggards in H1CY25 were Aditya Birla Fashion and Retail (-73.19%), OLA Electric Mobility (-49.66%), Brainbees Solutions (FirstCry) (-40.70%), Vedant Fashions (-37.09%), and Punjab & Sind Bank (-31.33%). Despite the broader weakness in midcaps, a few stocks stood out with impressive gains. Solar Industries India surged 79.46%, Aditya Birla Capital climbed 55.48%, and L&T Finance rose 51.99%, offering some resilience within the space.
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Small-cap stocks bore the brunt of the correction, with the top five losers including K&R Rail Engineering (-80.54%), Sadhana Nitro Chem (-77.57%), Vakrangee (-70.18%), Jai Corp (-65.20%), and Suratwwala Business Group (-64.72%), highlighting the sharp volatility and risks in the segment.
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