2025-10-08Niranjan Ghatule
DFC Flexi Cap Fund’s September 2025 portfolio reveals major changes — new entry Cohance Lifesciences, increased stakes in ONGC, L&T, and Power Grid, and a full exit from Mahindra & Mahindra. Cash holding at 9.2%. Read full analysis of all stock changes and top holdings.
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2025-07-17Niranjan Ghatule
HDFC Flexi Cap Fund’s June 2025 portfolio reveals key shifts in holdings, with fresh entries into Sundram Fasteners and Hindalco, increased exposure to large caps like Bank of Baroda and TCS, and complete exits from Tech Mahindra, ITC, and Prestige Estates. The fund’s top holdings remain in financial giants like ICICI Bank, HDFC, and SBI Life. Cash holding is at 10.38%, reflecting a cautious inves
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