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"Small Thunders” Basket by Equity Ninja

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11 Jul 2025
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JM Financial Services
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Small Thunders Basket – Top 5 mid-cap stock picks under ₹200 with sector diversification

In the world of investing, finding hidden gems with strong fundamentals and long-term growth potential, especially under ₹200—can feel like striking gold. That’s exactly what the Small Thunders Basket aims to deliver. With five carefully selected small and mid-cap stocks from high-growth sectors like Utilities, Pharma, IT, Banking, and Travel, this basket offers a smart and diversified opportunity for retail investors.

Let’s break down why this handpicked basket deserves a closer look—and how it can help you target 10–12% returns over the next 6–8 months.


1. The Renewable Energy Surge

India’s clean energy sector is not just growing—it’s accelerating. Supported by strong Q4 earnings, a robust order pipeline, and a bullish FY26 outlook, the renewables industry is poised for a long run. Our Utilities sector pick in this basket stands to benefit directly from this momentum, making it a smart addition for environmentally conscious investors looking for strong financials too.


2. Pharma’s Steady Climb

India’s pharmaceutical industry is riding a wave of global demand and innovation. With FY2025-26 revenue projected to grow between 9–11%, our chosen stock in the CDMO (Contract Development and Manufacturing Organization) segment is positioned to thrive. Trading at a steep discount compared to its industry peers, this stock combines solid growth potential with compelling value.


3. The Healthcare IT Edge

The global outsourced healthcare market—currently valued at US$45 billion—is expected to expand at a 7–12.5% CAGR through 2028. One of our top picks from this space recently saw strong demand during its Offer for Sale (OFS), especially from domestic mutual funds. A strong balance sheet and wide client base further boost its credentials, pointing to long-term outperformance.


4. Private Banks Poised to Accelerate

As the RBI moves toward a rate-easing cycle, private banks are eyeing robust growth. Our selected banking stock has set a loan growth target of ~21% CAGR over FY25–27, backed by stable asset quality and attractive valuations. For investors looking for safety and upside, this could be a powerful addition to the portfolio.


5. The Travel Boom Is Real

India’s travel and tourism industry is bouncing back with vigor. With the market expected to hit $25 billion, and online bookings projected to rise to 60% by 2029, the opportunity is massive. Our travel services pick is aiming for 20% revenue growth in FY26, driven by strong digital adoption and increasing demand for experiential travel.


Why Choose the Small Thunders Basket?

  • Price-friendly Picks – All stocks are currently trading under ₹200
  • Diversified Exposure – Utilities, Pharma, IT, Banking, and Travel
  • Strong Fundamentals – Each stock is backed by earnings strength and valuation upside
  • Mid-Term Growth Outlook – Targeting 10–12% returns in 6–8 months

Whether you’re a new investor or a seasoned one looking to rebalance your portfolio, the Small Thunders Basket is built for today’s market environment.


Ready to Explore?
Check out the Small Thunders Basket under the Equity Ninja section on the JM Pro Trading App and get started with intelligent investing today.


Frequently Asked Questions (FAQs)

Q1. What is the Small Thunders Basket?
A: The Small Thunders Basket is a curated set of 5 high-potential small and mid-cap stocks under ₹200, selected based on strong fundamentals, growth outlook, and attractive valuations across diverse sectors.


Q2. What kind of returns can I expect from this basket?
A: The basket is designed to deliver estimated returns of 10–12% over a 6–8 month horizon, depending on market conditions.


Q3. Which sectors are covered in the Small Thunders Basket?
A: The basket offers diversified exposure across Utilities (Renewables), Pharma, Healthcare IT, Private Banking, and Travel & Tourism.


Q4. Where can I access the Small Thunders Basket?
A: You can explore and invest in the Small Thunders Basket through the Equity Ninja section on the JM Pro Trading App.


Q5. Are these stocks suitable for new investors?
A: Yes, since all picks are under ₹200 and diversified across stable sectors, the basket is suitable for both beginners and experienced investors seeking value and growth.


Q6. How frequently is the basket updated?
A: The Equity Ninja team periodically reviews all baskets, including Small Thunders, to reflect market developments and sectoral changes.