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.
ETMarkets PMS Talk | PMS strategies set to outperform mutual funds in next couple of years: Sushant Bhansali
Ambit Asset Management believes PMS will beat mutual funds soon. Concentrated portfolios can better capture alpha. Only select companies will show high earnings growth. Consumption