Retail-heavy stocks outpace institutional favourites amid war-driven volatility (opens original article in a new tab)

Retail-heavy stocks outperformed institutional favorites in Indian markets amid geopolitical volatility, with retail-dominated companies delivering higher returns and broader recovery compared to mutual fund and FPI-dominated firms.

• Retail-heavy stocks outperformed mutual fund and FPI-dominated stocks since the West Asia war began
• Retail-dominated companies saw a median return of 6.4% compared to 4.1% for mutual fund-dominated and 3.7% for FPI-heavy firms
• Retail-backed winners were concentrated in capital goods, metals, pharmaceuticals, and chemicals sectors
• Retail-heavy stocks showed a stronger recovery after a steeper correction in the March quarter