India’s equity markets experienced their worst start to a year in a decade as the BSE Sensex fell 1.93% in the first ten days of 2026. Geopolitical tensions, trade deal uncertainties, and sustained foreign institutional investor selling contributed to a broad-based sell-off, particularly impacting cyclical sectors. Analysts advise caution, focusing on quality large-cap stocks amidst expected continued volatility.
Why owning sector leaders could be a smarter core bet in 2026, Axis Mutual Fund’s Karthik Kumar explains
Axis Mutual Fund’s Karthik Kumar highlights how their new Sector Leaders Index Fund addresses portfolio gaps by offering diversified exposure to top companies across 21
January 27, 2026