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
View more
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.
View more
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.
View more
Your experience on this site will be improved by allowing cookies
Cookie Policy
