HDFC PHARMA AND HEALTHCARE FUND

Quant Small Cap Fund adjusts its portfolio in June with notable changes in stakes for Adani Power, HDFC Bank, and other stocks. The fund also introduces new stocks like Sun TV Network and Pfizer while exiting holdings in various companies.

We are very bullish on manufacturing as a theme. I think it’s a decade-long story from here. It will continue to play out. Different segments within manufacturing will obviously be favored at different times. Defence and PSU manufacturing are curren...

There is FOMO in certain sectors and themes across caps and not only in smallcaps. Harish Bihani thinks there is scope for identifying ideas and deploying large sums of money in the smallcap category. The probability of any event specific to India d...

SBI Contra Fund marks 25 years with impressive returns, outperforming its benchmark consistently. Managed by Dinesh Balachandran and Pradeep Kesavan, the fund offers a diversified portfolio for long-term capital appreciation. With assets of Rs 34,36...

Emcure Pharmaceuticals has allocated 57.8 lakh equity shares to 48 funds at the upper end of the IPO price band, raising Rs 582.6 crore. The public subscription for the IPO will commence on July 3rd and conclude on July 5th.

Discover the top performers like Motilal Oswal Nifty Realty ETF and HDFC Manufacturing Fund, showcasing impressive returns in the market. These funds have attracted significant assets and delivered strong performances within a specific period of tim...

Quant Mutual Fund is under Sebi inquiry for suspected front-running, leading to search and seizure operations in Mumbai and Hyderabad.

The smaller pharma companies I find it tough to evaluate, so many of them can potentially do well but I do not have the bandwidth to go molecule by molecule and evaluate those companies. But I think Sun Pharma is a decent business model, so we are j...

Here are the top 10 stock holdings of the fund house, according to a report by Motilal Oswal Financial Services

Domestic brokerage firm Prabhudas Lilladher said that it values Nifty at 5% premium to 15-year average PE 20.2x to arrive at bull case target of 27,102 as it showed conviction on large cap firms like ITC, RIL, HDFC Bank among others.

With BJP bagging 240 seats and NDA 291, a much less than expected results in the polls, investors will be looking forward to reviewing their portfolio, prompting predictions on policy recalibration by experts.

Equity mutual fund categories - technology and pharma have lost up to 4% in the last three months, shows data.

Seven mutual funds completely exited from small cap stocks in April, according to a report by Nuvama Institutional Equities. Here's a look at them.

Rustagi advises cautious investment in thematic funds, considering government focus areas like defence, infrastructure, and pharma post-election. He highlights the need for strategic timing, growth assessment, and exposure analysis to optimize secto...

"Over the years my role evolved into a full-fledged fund manager, overseeing both sectoral and diversified funds with a total equity AUM of around Rs 12,047 crore as on 30th April 2024 across three funds, Tata Focused Equity Fund, Tata Digital India...

PSU theme based gave the highest average return of around 25.56% in 2024 so far, followed by infrastructure funds which offered an average return of 18.14%. Energy and power based funds gave 16.03% average return.

HDFC Mid-Cap Opportunities Fund's transactions in 20 stocks during January-March quarter included buying shares in Ipca Laboratories, Max Financial Services, and Adani Group owned ACC. It also added shares in Timken India, Mahindra & Mahindra Financ...

Rajiv Jain's GQG empire in India has expanded to $11 billion, diversifying beyond Adani stocks to include stocks from various sectors like energy, banks, real estate. The portfolio now comprises a wide range of stocks.