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. It also raised stakes in HPCL, Colgate-Palmolive, and Marico, and trimmed holdings in Container Corp, Reliance Industries, and others. The fund, with 28 stocks and Rs 9,032 crore AUM, remains geared toward long-term mid-cap growth.
Why Saurabh Mukherjea has moved half his personal portfolio out of India
Saurabh Mukherjea, founder of Marcellus Investment Managers, has shifted his personal portfolio to a 50-50 split between Indian and global investments, reflecting a strategic pivot.