Nifty likely to see 15% return in 2026: Helios founder Samir Arora
The Indian market has been experiencing a significant amount of volatility in recent times, with the Nifty index facing numerous challenges. However, according to Helios Capital founder Samir Arora, the market is expected to bounce back, with a predicted 15% return in the Nifty in 2026. This optimistic forecast is based on the current trends and the potential for growth in the Indian economy.
Arora explained that the midcap index has been performing well since March, with a 25% increase, while the smallcap index has seen an 18-20% rise. However, he also cautioned that the market has not yet fully recovered from the setbacks it faced between September 2024 and March 2025. Despite this, the prospects for the next year look promising, with India’s performance surpassing that of most other markets from October onwards.
The Indian market has been facing several challenges, including high inflation, a slowing economy, and global trade tensions. However, the government has been taking steps to address these issues, including implementing policies to boost economic growth and reduce inflation. The Reserve Bank of India (RBI) has also been playing a crucial role in stabilizing the economy, with its monetary policy decisions having a significant impact on the market.
The predicted 15% return in the Nifty in 2026 is based on the assumption that the Indian economy will continue to grow, driven by factors such as a strong demographic dividend, a growing middle class, and a favorable business environment. The government’s initiatives to promote foreign investment, improve infrastructure, and enhance the ease of doing business are also expected to contribute to the growth of the economy.
Arora’s prediction is also based on the performance of the midcap and smallcap indices, which have been outperforming the Nifty in recent times. The midcap index has been driven by the growth of companies in sectors such as technology, healthcare, and consumer goods, while the smallcap index has been boosted by the performance of companies in sectors such as finance, real estate, and construction.
The Indian market is also expected to benefit from the ongoing trend of investors shifting their focus from developed markets to emerging markets. India, with its large and growing economy, is seen as an attractive destination for foreign investors, who are looking for higher returns in a low-interest-rate environment. The country’s strong IT sector, which has been a major driver of growth, is also expected to continue to perform well, driven by the increasing demand for digital services and the growth of the e-commerce sector.
However, there are also risks associated with investing in the Indian market, including the potential for economic downturns, political instability, and regulatory changes. The market is also subject to global trends, including the performance of developed economies and the impact of global events on trade and investment.
In conclusion, the prediction of a 15% return in the Nifty in 2026 is based on the assumption that the Indian economy will continue to grow, driven by a combination of factors, including a strong demographic dividend, a growing middle class, and a favorable business environment. While there are risks associated with investing in the Indian market, the potential for growth and the ongoing trend of investors shifting their focus from developed markets to emerging markets make India an attractive destination for investors.
As the Indian market continues to evolve, it is essential for investors to stay informed and up-to-date with the latest trends and developments. With the right investment strategy and a long-term perspective, investors can potentially benefit from the growth of the Indian economy and the predicted 15% return in the Nifty in 2026.
Source: https://www.ndtvprofit.com/amp/markets/how-much-return-will-nifty-give-in-2026-samir-arora-weighs-in
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