In Oct, SENSEX saw its worst monthly fall since 2020.
It prompted investors to pour money into their favourite equity funds.
3 funds that saw the highest inflows:
Motilal Oswal Midcap
PPFAS Flexi Cap
SBI Contra
Let’s see where these funds are investing. A🧵👇
It prompted investors to pour money into their favourite equity funds.
3 funds that saw the highest inflows:
Motilal Oswal Midcap
PPFAS Flexi Cap
SBI Contra
Let’s see where these funds are investing. A🧵👇
1. Motilal Oswal Midcap fund
The fund added 4 new stocks:
Bajaj Auto
Bharti Hexacom
BSE
Mahindra & Mahindra
The fund has also bought more shares in some of its existing holdings.
Examples: One97 Communications, Dixon Technologies (India), and Suzlon Energy.
The fund added 4 new stocks:
Bajaj Auto
Bharti Hexacom
BSE
Mahindra & Mahindra
The fund has also bought more shares in some of its existing holdings.
Examples: One97 Communications, Dixon Technologies (India), and Suzlon Energy.
The popular mid-cap fund completely exited Premier Energies Ltd.
It has also reduced its stake in 4 other stocks:
- Deepak Fertilisers And Petrochemicals Corporation
- Tata Elxsi
- KPIT Technologies
- GE Vernova T&D India
It has also reduced its stake in 4 other stocks:
- Deepak Fertilisers And Petrochemicals Corporation
- Tata Elxsi
- KPIT Technologies
- GE Vernova T&D India
2. Parag Parikh Flexi Cap
Despite a sharp fall in many stocks, fund manager Rajeev Thakkar didn’t add any new stocks to this scheme’s portfolio.
Instead, he bought more shares of some existing ones like Dr Reddy's Laboratories, Coal India and ITC. x.com
Despite a sharp fall in many stocks, fund manager Rajeev Thakkar didn’t add any new stocks to this scheme’s portfolio.
Instead, he bought more shares of some existing ones like Dr Reddy's Laboratories, Coal India and ITC. x.com
Fund managers of this scheme also completely exited NMDC.
Quite a bit of selling was done in stocks like UTI AMC, Accelya Solutions India, and the Multi Commodity Exchange of India.
Also, the fund’s cash holdings increased from 13.97% in Sep to 15.63% in Oct. x.com
Quite a bit of selling was done in stocks like UTI AMC, Accelya Solutions India, and the Multi Commodity Exchange of India.
Also, the fund’s cash holdings increased from 13.97% in Sep to 15.63% in Oct. x.com
3. SBI Contra
The fund manager hasn’t really made any big changes in this scheme’s portfolio.
The only stock where it increased holding was E.I.D - Parry (India).
Completely exited Max Financial Services, Tube Investments of India Ltd.
Sold some shares of 4 companies:
- Mahindra & Mahindra
- National Aluminium Company
- Cummins India
- Greenply Industries
The fund manager hasn’t really made any big changes in this scheme’s portfolio.
The only stock where it increased holding was E.I.D - Parry (India).
Completely exited Max Financial Services, Tube Investments of India Ltd.
Sold some shares of 4 companies:
- Mahindra & Mahindra
- National Aluminium Company
- Cummins India
- Greenply Industries
Have you invested in any of these 3 schemes?
Is there any other scheme you would like us to cover in detail?
Do tell us in the comments.
Do tell us in the comments.
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