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Samir Arora’s Helios Flexi Cap Fund ramps up Tata Motors and Paytm bets in April

Samir Arora’s Helios Flexi Cap Fund ramps up Tata Motors and Paytm bets in April

Helios Flexi Cap Fund, backed by Samir Arora, increased holdings across Tata Motors, Eternal, and Paytm in April, while also adding stake in eight other firms such as Hero MotoCorp and Bharat Electronics. The fund trimmed exposure to HDFC Bank, Reliance Industries, and Ather Energy, and also introduced fresh investments in Titan Company and Axis Bank.

Summarised by Beize from a story on The Economic Times on 14 May 2026
Mutual funds pump 30600 crore into equities while trimming major bets in April

Mutual funds pump 30600 crore into equities while trimming major bets in April

In April, Indian mutual funds poured Rs 30,600 crore into equities, ramping up positions in ICICI Bank, SBI and Sun Pharma. At the same time, they cut exposure to Wipro, HDFC Bank and Hindalco across large, mid and smallcap categories. The reshuffling signals active portfolio management as fund managers reposition for changing market expectations.

Summarised by Beize from a story on The Economic Times on 13 May 2026

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Parag Parikh Flexi Cap Fund boosts large caps trims Coal India cuts Power Grid

Parag Parikh Flexi Cap Fund boosts large caps trims Coal India cuts Power Grid

Parag Parikh Flexi Cap Fund’s AUM climbed to Rs 1.40 lakh crore in April as the manager increased exposure to multiple large caps. The portfolio reduced stakes in Coal India and Power Grid, and fully exited Balkrishna Industries. Despite the reshuffle, the fund kept a sizable cash allocation, reflecting its long-term, investment-first approach.

Summarised by Beize from a story on The Economic Times on 13 May 2026
Quant Small Cap Fund dumps HDFC Bank and Jio Financial in April reshuffle

Quant Small Cap Fund dumps HDFC Bank and Jio Financial in April reshuffle

Quant Small Cap Fund reshuffled its April 2026 portfolio, exiting positions including HDFC Bank, Jio Financial Services and Aarti Industries. It also added fresh bets such as Triveni Tribune, Sai Parenterals and PTC India, while trimming exposure to Adani Power and Aegis Logistics. The fund increased stakes in Black Box, Capacite Infraprojects and RBL Bank.

Summarised by Beize from a story on The Economic Times on 11 May 2026
Parag Parikh Flexi Cap Fund adds to ITC TCS HDFC Bank cuts Coal India and exits Balkrishna Industries

Parag Parikh Flexi Cap Fund adds to ITC TCS HDFC Bank cuts Coal India and exits Balkrishna Industries

Parag Parikh Flexi Cap Fund increased stakes in ITC, TCS, and HDFC Bank in April, alongside additions to 14 other firms including Indraprastha Gas and HCL Technologies. At the same time, it reduced exposure to Coal India and Power Grid Corporation of India. The fund also made a complete exit from Balkrishna Industries, signaling a clear shift in portfolio positioning.

Summarised by Beize from a story on The Economic Times on 9 May 2026
Singapore India portfolio tumbles yet 10 stocks surge up to 70% as 5 new picks land

Singapore India portfolio tumbles yet 10 stocks surge up to 70% as 5 new picks land

The Government of Singapore’s India portfolio fell even as a handful of holdings powered ahead, with 10 stocks rallying as much as 70% over the past year. Gains were uneven—some delivered double-digit returns while others posted sharp declines. The portfolio also added five new stocks in the March 2026 quarter, signaling ongoing reallocation across sectors.

Summarised by Beize from a story on The Economic Times on 1 May 2026

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Siddharth Vora turns bullish on smallcaps as valuations get cheaper after correction

Siddharth Vora turns bullish on smallcaps as valuations get cheaper after correction

Siddharth Vora says the market looks more attractive after a recent correction, prompting a shift toward smallcaps. His portfolio stays overweight in metals, power, and materials, while he continues to avoid IT. In a contrarian move, he points to oil marketing companies following his exit from ONGC.

Summarised by Beize from a story on The Economic Times on 25 Apr 2026
FIIs Dump 146 Indian Stocks for Four Straight Quarters—What This Signals for Your Portfolio

FIIs Dump 146 Indian Stocks for Four Straight Quarters—What This Signals for Your Portfolio

Foreign institutional investors have been selling shares in 146 Indian companies for four consecutive quarters, cutting across sectors and market caps. While some stocks have seen sharp value erosion, others posted gains despite FII exits, leaving investors wondering whether this is a warning signal or a potential contrarian buying opportunity. The pattern is raising fresh questions for retail portfolios.

Summarised by Beize from a story on The Economic Times on 24 Apr 2026
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