2025-04-13Niranjan Ghatule
As March 2025 wrapped up, mutual fund portfolios across the industry revealed intriguing shifts. The timing is no coincidence — with global tariff headlines looming and the Q4 earnings season about to unfold, fund managers were actively repositioning their bets. This early move provides retail investors a fascinating glimpse into where the “smart money” has started parking itself.
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2025-04-09Niranjan Ghatule
The Motilal Oswal Midcap Fund has released its portfolio update for March 2025, revealing some notable shifts and trends in its midcap exposure. The fund continues its strategy of selective stock additions while steadily increasing its cash position, reflecting a cautious stance amid current market dynamics.
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