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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2025-07-13Niranjan 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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2025-07-07Niranjan Ghatule
The Motilal Oswal Midcap Fund’s June 2025 portfolio reveals aggressive equity investments, fresh entries, complete exits from multiple stocks, and a steep drop in cash holding to just 17.72 percent. Top moves include Dixon, Trent, Kaynes, and exits in Balkrishna, Voltas, and others.
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2025-06-08Niranjan Ghatule
Motilal Oswal Midcap Fund’s May 2025 portfolio reveals key changes including a fresh entry into Zomato (Eternal Ltd), increased stakes in Dixon, Paytm, and Bharti Hexacom, and a sharp 30% reduction in Indraprastha Gas. Top holdings now include Coforge, Persistent Systems, and Kalyan Jewellers.
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