Investors should pay attention to the top five stocks in a well-managed midcap fund because they often represent companies with solid growth prospects and strong market positions. Focusing on these picks can help investors align with sectors gaining momentum, which can positively impact both their portfolios and the wider industry.
1. Dixon Technologies
Dixon Technologies, based in Noida, is a top Indian electronics manufacturer producing TVs, smartphones, and appliances for brands like Samsung and Xiaomi. Known for low-cost production and strong supply chains, it operates multiple facilities and is publicly listed, driving growth in consumer electronics.
With a market capitalisation of Rs. 1,01,274 crores, it fell to Rs. 16,591, hitting a low of up to 2.5 percent from its previous closing price of Rs. 17,018. The market value in MF stands at Rs. 3,536 crore, accounting for 10.52% of the fund.
In Q1FY26, revenue stood at Rs. 12,836 crore, reflecting a 95% YoY growth from Rs. 6,580 crore in Q1FY25 and a 25% QoQ increase over Rs. 10,293 crore in Q4FY25. The strong sequential and annual revenue growth highlights robust business momentum and improved demand visibility.
Profit for Q1FY26 came in at Rs. 280 crore, marking a 100% YoY rise from Rs. 140 crore in Q1FY25 but showing a 40% QoQ decline versus Rs. 465 crore in Q4FY25. While profitability doubled on a yearly basis, the sequential dip suggests margin pressures or higher costs despite strong top-line performance.
2. Coforge
Coforge, formerly NIIT Technologies, is a global IT firm offering application development and cloud services. Headquartered in Noida and New Jersey, it serves finance and travel sectors. Publicly listed, it grows through acquisitions and innovative solutions, employing thousands with a strong global presence.
With a market capitalisation of Rs. 59,307 crores, it rose to Rs. 1,776.90, hitting a high of up to 0.73 percent from its previous closing price of Rs. 1,764. The market value in MF stands at Rs. 3,146 crore, accounting for 9.36% of the fund.
In Q1FY26, revenue stood at Rs. 3,689 crore, recording a 57% YoY growth from Rs. 2,357 crore in Q1FY25 and an 8% QoQ increase over Rs. 3,410 crore in Q4FY25. The strong YoY expansion and steady sequential rise reflect sustained business momentum and improving market share.
Profit for Q1FY26 came in at Rs. 356 crore, delivering a sharp 156% YoY growth from Rs. 139 crore in Q1FY25 and a healthy 16% QoQ increase versus Rs. 307 crore in Q4FY25. The robust profitability trajectory, both annually and sequentially, highlights effective cost management and better operating leverage.
3. Kalyan Jewellers
Kalyan Jewellers, founded in Thrissur, is a leading Indian jewellery retailer with numerous showrooms. Offering gold and diamond jewellery, it emphasises quality and trust. Strong sales and strategic expansion drive its growth, with a focus on unlocking value from non-core assets for future investments.
With a market capitalisation of Rs. 51,930 crores, it fell to Rs. 502.05, hitting a low of up to 1.81 percent from its previous closing price of Rs. 511.15. The market value in MF stands at 2,978 crore, accounting for 8.86% of the fund.
In Q1FY26, revenue stood at Rs. 7,268 crore, reporting a 32% YoY growth from Rs. 5,528 crore in Q1FY25 and an 18% QoQ increase over Rs. 6,182 crore in Q4FY25. The strong growth both annually and sequentially indicates healthy demand and sustained business expansion.
Profit for Q1FY26 was Rs. 264 crore, translating to a 48% YoY rise from Rs. 178 crore in Q1FY25 and a 40% QoQ improvement over Rs. 188 crore in Q4FY25. The sharp profitability gains reflect stronger operational efficiency and improved margins alongside top-line growth.
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4. Persistent Systems
Persistent Systems, a Pune-based IT firm, specialises in digital engineering and cloud solutions. Serving healthcare and finance, it offers innovative software and AI services. With a global presence and thousands of employees, the listed company grows through acquisitions and partnerships with major tech firms.
With a market capitalisation of Rs. 84,604 crores, it fell to Rs. 5,401, hitting a low of up to 0.89 percent from its previous closing price of Rs. 5,450. The market value in MF stands at Rs. 2,786 crore, accounting for 8.29% of the fund.
In Q1FY26, revenue came in at Rs. 3,334 crore, reflecting a 22% YoY growth from Rs. 2,737 crore in Q1FY25 and a modest 3% QoQ increase over Rs. 3,242 crore in Q4FY25. The steady rise underscores consistent demand and stable business performance across periods.
Profit for Q1FY26 stood at Rs. 425 crore, marking a 39% YoY increase from Rs. 306 crore in Q1FY25 and a 7% QoQ growth compared to Rs. 396 crore in Q4FY25. The improvement in profitability highlights operating leverage benefits and continued margin strength.
5. Trent
Trent, a Tata Group company, is a leading Indian retailer operating Westside and Zudio stores. Headquartered in Mumbai, it focuses on affordable fashion and lifestyle. Publicly listed, its innovative store formats and brand loyalty drive strong growth in India’s competitive retail market.
With a market capitalisation of Rs. 1,90,150 crores, it fell to Rs. 5,340, hitting a low of up to 1.53 percent from its previous closing price of Rs. 5,423. The market value in MF stands at Rs. 2,786 crore, accounting for 7.84% of the fund.
In Q1FY26, revenue stood at Rs. 4,883 crore, delivering a 19% YoY growth from Rs. 4,104 crore in Q1FY25 and a solid 16% QoQ increase over Rs. 4,217 crore in Q4FY25. This reflects healthy business traction with both annual and sequential expansion.
Profit for Q1FY26 was Rs. 425 crore, up 9% YoY from Rs. 391 crore in Q1FY25 and rising 36% QoQ compared to Rs. 312 crore in Q4FY25. The strong sequential jump in profitability underscores improved efficiency and margin recovery alongside top-line growth.
Written By Fazal Ul Vahab C H
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