Portfolio managers say the results will ensure policy continuity and lift prospects for the stock market as international investors become more confident in their India allocations ahead of national elections. Jefferies Financial Group Inc. sees cyclical stocks benefiting the most from the outcome of the polls while Nuvama Wealth Management says it has become more confident in the government’s capital expenditure.
ITC and Cochin Shipyard among stocks that Quant Mid Cap Fund bought and sold in May
Quant Mid Cap Fund added ITC, Lupin, and Aditya Birla Lifestyle Brands to its portfolio in May, while exiting Cochin Shipyard, BHEL, and Ipca Labs.
June 19, 2025