2025-07-13Niranjan Ghatule
The June 2025 portfolio of Quant Flexi Cap Fund reveals bold investment shifts despite a YoY NAV decline of 4.93%. With AUM rising by ₹173+ crore, the fund has reduced its cash holding drastically and added new positions in Siemens Energy, ONGC, and Digidite Solutions. Top equity holdings remain Reliance, Adani Power, and Samvardhana Motherson
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2025-05-16Niranjan Ghatule
Mutual Funds pared their stakes in most Adani Group companies in April 2025, pulling out significant investments from key firms like Adani Enterprises, Adani Energy Solutions, and Ambuja Cements. Only Adani Power saw a rise in MF holdings, indicating selective confidence within the group.
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2025-04-16Ravi Mehta
Despite global market uncertainty, GQG Partners, led by Rajiv Jain, increased their stake in key Adani Group companies at the close of FY2025. This move highlights continued investor confidence in the Indian conglomerate.
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