Capitalmind Flexi Cap Fund made a decisive April reshuffle, fully exiting Reliance Industries, Bank of Baroda, and L&T Finance. At the same time, it boosted stakes in Titan Company, MCX, NTPC and ONGC, adding new positions including MTAR Technologies, Tata Steel, and Kirloskar Oil Engines. The portfolio expanded to 42 stocks, increasing holdings in 18 names while trimming four others. Despite the activity, the fund’s AUM stood at about Rs 424 crore and it remains modestly down since launch.
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