Small-cap solvent extraction companies have seen significant gains due to high edible oil demand, ethanol blending, and supportive policies. However, analysts now advise caution, noting that valuations may be exceeding fundamentals. Risks like raw material price volatility and supply challenges could lead to corrections, suggesting investors consider booking profits or waiting for better entry points.
TER clarity a welcome step, but India’s MF industry still far from scale: Feroze Azeez
SEBI’s move to unbundle statutory levies from mutual fund TER aims for transparency, but Feroze Azeez of Anand Rathi Wealth cautions against excessive cost tinkering.
December 18, 2025