Stocks to buy: Constant selling in the stock market has caused a stir. Investors or traders are all in panic. Because even further the road to the market is not going to be easy. There are neither big domestic triggers nor events supporting the market. All eyes are on the attitude of foreign investors including Donald Trump's trade policy, earnings. For the last 5 months, the market has been continuously selling, with mid and smallcaps suffering the most, which have slipped to 28-29%. Sensex and Nifty have also broken up to about 15-16% from record high.

stock market crash

The Indian equity market fell down for the 5th consecutive month in February. This is the second biggest decline after March 2020 on a monthly basis. However, in the current month i.e. March so far, 3 sessions have been seen in 3 sessions. During this time good recovery was done in the mid and smallcap sector. Despite this, there is slowness in earning growth, outflow of foreign investors and global uncertainty.

In 2025, FIIS has withdrawn $ 13.8 billion till February. This is the reason why India's stake in the global market cap has slipped at the lowest level of 16 months, which has reduced to 3.6%.

Where is the opportunity to invest in the market?

Broking firm Motilal Oswal Financial Services has released a report under Bulls & Bears (March 2025): India Valuations Handbook. Top investment ideas have been shared in it. The brokerage firm has picked up a powerful fundamental and stable request shares for shopping in largecap RIL, Bharti Airtel, ICICI Bank, SBI, Hul, L&T, Sun Pharma, Maruti Suzuki, M & M, Titan and Ltimindtree.

MOFSL said that ICICI Bank and SBI will benefit from tremendous loan growth and asset quality. Whereas Bharti Airtel will get the benefit of increasing ARPU due to 5G. L&T has been made attractive picks due to Infrastructure Support and Sun Forma due to special drugs growth.

Strong mid and smallcap stocks

MOFSL has relied on Indian Hotels, Diction Tech, JSW Energy, BSE, Godrej Property, Koforge, JSW Infra, Page Industries, Metro Brands and Angel One for shopping in midcap and smallcap. The brokerage firm said that Indian hotels will get the benefit of rebound in the tourism sector. Diction Tech will get the benefit of electronics growth due to PLI. Apart from this, AI Transforming Play may show an impact on the shares of Koforge.

The brokerage firm said that in the market risk, investors should include quality largecaps in the first choice. Whereas selected growth-oriented midcaps can be trusted.