Quant Small Cap Fund reshuffled its portfolio in September, increasing stakes in Adani Power, Zydus Wellness, and Usha Martin, exiting three stocks entirely, and adding new positions in Aptus Value Housing Finance and Intellect Design Arena.
Rising geopolitics and indigenisation push place India’s defence sector in a structural growth cycle
India’s defence sector is experiencing a new growth phase driven by rising global security concerns, government initiatives prioritising domestic manufacturing, and a strong procurement pipeline.