Smallcaps, NBFCs, consumer discretionary set for revival in FY26: LIC MF’s Dikshit Mittal

December 20, 2025

Markets have been range-bound for over a year, awaiting triggers like earnings growth, trade deals, or rupee stabilisation, says Dikshit Mittal. He highlights midcap and smallcap stocks, NBFCs, consumer discretionary, and private capex as sectors poised for growth, while select IT pockets and the commercial vehicle cycle offer targeted opportunities for FY26.

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