Largecaps such as Bajaj Housing Finance, Lupin, Info Edge and Jindal Steel may moved to midcap category in the forthcoming AMFI rejig, while stocks such as Muthoot Finance and Canara Bank may make it to the largecap club, Nuvama Institutional Equities said on Thursday. The domestic brokerage estimated the largecap cut-off at about Rs 1.05 lakh crore for the forthcoming AMFI classification, compared with Rs 91,600 crore in the June 2025 review. The midcap cut-off was pegged at Rs 34,800 crore against Rs 30,700 crore earlier. Advertisement

The assessment period runs from July 1 to December 31, 2025, with the final list taking effect on February 1, 2026.

Nuvama said Muthoot Finance, HDFC AMC, Canara Bank and Bosch are likely to enter the largecap category. Cummins India, Polycab India and

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