{"id":940,"date":"2022-07-20T00:00:00","date_gmt":"2022-07-20T00:00:00","guid":{"rendered":"https:\/\/elementummoney.com\/blog\/2022\/07\/20\/large-mid-cap-funds-june-2022\/"},"modified":"2024-01-05T11:20:19","modified_gmt":"2024-01-05T11:20:19","slug":"large-mid-cap-funds-june-2022","status":"publish","type":"post","link":"https:\/\/elementummoney.com\/blog\/large-mid-cap-funds-june-2022\/","title":{"rendered":"Large & Mid Cap Funds – June 2022"},"content":{"rendered":"\n

Before I start off on any analysis in this segment, even at the cost of a repetitive bore I will put forth this disclaimer. All fund schemes are taken as direct. However, even if you are a direct investor, hire a financial advisor that you trust who can guide with investments. Pay for your advice.<\/strong><\/p>\n\n\n\n

Fund category definition:<\/strong> Funds with minimum 35{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886} portfolio allocation to Large Cap (top 100 by market cap size) stocks and 35{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886} allocation to Mid Cap (101-250 by market cap size) stocks. Remaining 30{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886} is as per fund management.<\/p>\n\n\n\n

Benchmark: <\/strong>Nifty LargeMid Cap 250 TRI with a change of -5.05{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886} in June 2022 and a one-year return of 0.41{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}.<\/p>\n\n\n\n

All data as on:<\/strong> 30th<\/sup> June, 2022<\/p>\n\n\n\n

Summary<\/h2>\n\n\n\n
\"\"<\/figure>\n\n\n\n

In terms of ranking, ICICI has come up a notch to displace Aditya Birla for the eighth spot.<\/p>\n\n\n\n

HDFC has increased it\u2019s margin with a 5 bps increase in expense ratio, sealing it\u2019s place as the most expensive of the top 10 funds in the category at 1.26{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}.<\/p>\n\n\n\n

Market Cap Allocation<\/h2>\n\n\n\n
\"\"<\/figure>\n\n\n\n

Very little has changed in terms of market cap allocation this month.<\/p>\n\n\n\n

One noteable change is that Axis has a more than 4{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886} increase in Large Cap.<\/p>\n\n\n\n

Also, with a slight further reduction, SBI is the only fund to be sitting on a sub-90{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886} equity exposure.<\/p>\n\n\n\n

Top 5 sectors<\/h2>\n\n\n\n
\"\"<\/figure>\n\n\n\n
\"\"<\/figure>\n\n\n\n

Sector ranking colour code<\/p>\n\n\n\n

In Mirae, the fifth spot seems to be a in a perpetual roulette. This month, Insurance has been edged out by Consumer Durables.<\/p>\n\n\n\n

In Canara Robeco, Auto makes it to the top Sectors while Finance which was at number 4 last month has been edged out.<\/p>\n\n\n\n

Axis has taken a fairly big position of 1.04{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886} in WABCO taking Auto Ancillaries to the fifth position with Industrial Products facing the heat and exiting top 5 sectors.<\/p>\n\n\n\n

Aditya Birla has completely exited Biocon, leading to Pharma being knocked out of top 5 and replaced by Chemicals.<\/p>\n\n\n\n

There is an organic swap between Petroleum and Finance in Sundaram, with former making it to the Top 5 this month.<\/p>\n\n\n\n

Top 10 stocks<\/h2>\n\n\n\n
\"\"<\/figure>\n\n\n\n
\"\"<\/figure>\n\n\n\n

Mirae continues it\u2019s love-hate relationship with HUL. In March it had increased the allocation from 0.25{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886} in the previous month to 1.06{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886} going up to 1.25{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886} by May 2022. This month, the stock sees a major slash yet again to drop to a mere 0.11{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}. Cholamandalam Investment & Finance is another casualty with complete exit from the 0.09{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886} position.<\/p>\n\n\n\n

Kotak has taken a big new 1.54{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886} position in Maruti Suzuki. Also, LIC has had just a short burst of life in the fund as it made an appearance of 0.27{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886} in May and is completely exited out of, this month.<\/p>\n\n\n\n

Thanks to the price shake-up in Bajaj Finance, there is a 0.85{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886} reduction in it\u2019s share in the Axis fund to drop to 8.22{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}. Mahindra & Mahindra\u2019s allocation has almost doubled to reach 2.51{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}. There\u2019s also a new 1.04{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886} allocation to auto ancilliary company WABCO. There are other new additions to the portfolio as well. The foreign equity portfolio sees a 0.62{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886} addition of semiconductor Advanced Micro Devices Inc. On the domestic side, Axis has added Reliance Industries (0.74{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}), Nestle (0.31{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}) and Bata (0.28{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}). The fund also has two small exits \u2013 Sansera Engineering (0.49{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}) and PB Fintech (0.03{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}).<\/p>\n\n\n\n

SBI has quite a few changes to it\u2019s name. Infosys sees an increase of 1.21{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}, to go up to 3.34{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}. There are six new stocks in their armoury \u2013 Tube Investments (1.44{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}), Ultratech Cement (1.36{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}), United Breweries (1.03{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}), Motherson Sumi Wiring (1.01{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}), Muthoot Finance (0.04{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}) and Ramco Cement (0.03{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}). Of these, the fund had exited a 0.99{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886} position in Muthoot in February, which now makes a reappearance. The new entrants are balanced out by two big exits \u2013 Cholamandlam Investment and Finance (2.10{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}) and Kotak Mahindra Bank (1.42{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}). The latter is out after a mere three months in the portfolio.  <\/p>\n\n\n\n

DSP has slashed Axis Bank by 1.24{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886} bringing it down to 3.95{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}. There are two tiny changes beyond this \u2013 exit from 0.44{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886} in Kansai Nerolac and new 0.69{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886} position in HPCL.<\/p>\n\n\n\n

HDFC has four new stocks \u2013 NHPC (0.79{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}), IndusInd Bank (0.41{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}), Chambal Fertilizers & Chemicals (0.37{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}) and Hindalco (0.29{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}).<\/p>\n\n\n\n

ICICI is another fund with many changes to boot. NTPC has been more than doubled to 2.87{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}  and LIC Housing Finance has gone up to more than 6x to reach 0.93{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}. On the other hand, HDFC Ltd. has been cut down by 0.92{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886} to come down to 2.62{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886} and SBI Life has come down by 0.89{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886} to touch 2.04{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}. There are three exits \u2013 Dabur (0.38{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}), Indian Bank after just two months (0.27{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}) and Cholamandlam Financial Holdings (0.18{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}). To make up for it, there is a whole host of new additions \u2013 Muthoot Finance (0.39{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}), Oberoi Realty (0.35{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}), Sun Pharma (0.25{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}), Karur Vysya Bank (0.20{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}), Interglobe Aviation (0.17{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}), MphasiS (0.14{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}) and Coal India (0.10{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}).<\/p>\n\n\n\n

After last month\u2019s hyper activity ABSL is relatively quieter this month. Two exits from the portfolio \u2013 Biocon (0.83{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}) finds itself out after a mere two months while NATCO Pharma (0.03{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}) is completely out now after a massive cut-down last month. There are also three new entrants \u2013 Schaeffler (1.02{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}), Endurance Technologies (0.69{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}) and United Breweries (0.39{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}).<\/p>\n\n\n\n

A minor activity in Sundaram whereby they have exited from the 0.36{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886} position in Apollo Hospitals.<\/p>\n\n\n\n

Check out the other categories and what the funds there were up to:<\/p>\n\n\n\n

<\/a><\/p>\n\n\n\n

Large Cap Funds \u2013 June 2022<\/a><\/p>\n\n\n\n

Flexi Cap Funds \u2013 June 2022<\/a><\/p>\n\n\n\n

Multi Cap Funds \u2013 June 2022<\/a><\/p>\n\n\n\n

Mid Cap Funds \u2013 June 2022<\/a><\/p>\n\n\n\n

Small Cap Funds \u2013 June 2022<\/a><\/p>\n\n\n\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

Before I start off on any analysis in this segment, even at the cost of a repetitive bore I will put forth this disclaimer. All fund schemes are taken as direct. However, even if you are a direct investor, hire a financial advisor that you trust who can guide with investments. Pay for your advice. Fund category definition: Funds with minimum 35{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886} portfolio allocation to Large Cap (top 100 by market cap size) stocks and 35{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886} allocation to Mid Cap (101-250 by market cap size) stocks. Remaining 30{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886} is as per fund management. Benchmark: Nifty LargeMid Cap 250 TRI with a change of -5.05{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886} in June 2022 and a one-year return of 0.41{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}. All data as on: 30th June, 2022 Summary In terms of ranking, ICICI has come up a notch to displace Aditya Birla for the eighth spot. HDFC has increased it\u2019s margin with a 5 bps increase in expense ratio, sealing it\u2019s place as the most expensive of the top 10 funds in the category at 1.26{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}. Market Cap Allocation Very little has changed in terms of market cap allocation this month. One noteable change is that Axis has a more than 4{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886} increase in Large Cap. Also, with a slight further reduction, SBI is the only fund to be sitting on a sub-90{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886} equity exposure. Top 5 sectors Sector ranking colour code In Mirae, the fifth spot seems to be a in a perpetual roulette. This month, Insurance has been edged out by Consumer Durables. In Canara Robeco, Auto makes it to the top Sectors while Finance which was at number 4 last month has been edged out. Axis has taken a fairly big position of 1.04{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886} in WABCO taking Auto Ancillaries to the fifth position with Industrial Products facing the heat and exiting top 5 sectors. Aditya Birla has completely exited Biocon, leading to Pharma being knocked out of top 5 and replaced by Chemicals. There is an organic swap between Petroleum and Finance in Sundaram, with former making it to the Top 5 this month. Top 10 stocks Mirae continues it\u2019s love-hate relationship with HUL. In March it had increased the allocation from 0.25{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886} in the previous month to 1.06{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886} going up to 1.25{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886} by May 2022. This month, the stock sees a major slash yet again to drop to a mere 0.11{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}. Cholamandalam Investment & Finance is another casualty with complete exit from the 0.09{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886} position. Kotak has taken a big new 1.54{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886} position in Maruti Suzuki. Also, LIC has had just a short burst of life in the fund as it made an appearance of 0.27{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886} in May and is completely exited out of, this month. Thanks to the price shake-up in Bajaj Finance, there is a 0.85{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886} reduction in it\u2019s share in the Axis fund to drop to 8.22{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}. Mahindra & Mahindra\u2019s allocation has almost doubled to reach 2.51{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}. There\u2019s also a new 1.04{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886} allocation to auto ancilliary company WABCO. There are other new additions to the portfolio as well. The foreign equity portfolio sees a 0.62{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886} addition of semiconductor Advanced Micro Devices Inc. On the domestic side, Axis has added Reliance Industries (0.74{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}), Nestle (0.31{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}) and Bata (0.28{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}). The fund also has two small exits \u2013 Sansera Engineering (0.49{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}) and PB Fintech (0.03{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}). SBI has quite a few changes to it\u2019s name. Infosys sees an increase of 1.21{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}, to go up to 3.34{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}. There are six new stocks in their armoury \u2013 Tube Investments (1.44{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}), Ultratech Cement (1.36{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}), United Breweries (1.03{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}), Motherson Sumi Wiring (1.01{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}), Muthoot Finance (0.04{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}) and Ramco Cement (0.03{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}). Of these, the fund had exited a 0.99{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886} position in Muthoot in February, which now makes a reappearance. The new entrants are balanced out by two big exits \u2013 Cholamandlam Investment and Finance (2.10{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}) and Kotak Mahindra Bank (1.42{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}). The latter is out after a mere three months in the portfolio.   DSP has slashed Axis Bank by 1.24{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886} bringing it down to 3.95{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}. There are two tiny changes beyond this \u2013 exit from 0.44{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886} in Kansai Nerolac and new 0.69{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886} position in HPCL. HDFC has four new stocks \u2013 NHPC (0.79{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}), IndusInd Bank (0.41{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}), Chambal Fertilizers & Chemicals (0.37{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}) and Hindalco (0.29{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}). ICICI is another fund with many changes to boot. NTPC has been more than doubled to 2.87{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}  and LIC Housing Finance has gone up to more than 6x to reach 0.93{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}. On the other hand, HDFC Ltd. has been cut down by 0.92{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886} to come down to 2.62{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886} and SBI Life has come down by 0.89{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886} to touch 2.04{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}. There are three exits \u2013 Dabur (0.38{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}), Indian Bank after just two months (0.27{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}) and Cholamandlam Financial Holdings (0.18{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}). To make up for it, there is a whole host of new additions \u2013 Muthoot Finance (0.39{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}), Oberoi Realty (0.35{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}), Sun Pharma (0.25{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}), Karur Vysya Bank (0.20{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}), Interglobe Aviation (0.17{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}), MphasiS (0.14{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}) and Coal India (0.10{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}). After last month\u2019s hyper activity ABSL is relatively quieter this month. Two exits from the portfolio \u2013 Biocon (0.83{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}) finds itself out after a mere two months while NATCO Pharma (0.03{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}) is completely out now after a massive cut-down last month. There are also three new entrants \u2013 Schaeffler (1.02{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}), Endurance Technologies (0.69{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}) and United Breweries (0.39{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886}). A minor activity in Sundaram whereby they have exited from the 0.36{76b947d7ef5b3424fa3b69da76ad2c33c34408872c6cc7893e56cc055d3cd886} position in Apollo Hospitals. Check out the other categories and what the funds there were up to: Large Cap Funds \u2013 June 2022 Flexi Cap Funds \u2013 June 2022 Multi Cap Funds \u2013 June 2022 Mid Cap Funds \u2013 June 2022 Small Cap Funds \u2013 June 2022<\/p>\n","protected":false},"author":1,"featured_media":941,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[554],"tags":[352],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/elementummoney.com\/blog\/wp-json\/wp\/v2\/posts\/940"}],"collection":[{"href":"https:\/\/elementummoney.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/elementummoney.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/elementummoney.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/elementummoney.com\/blog\/wp-json\/wp\/v2\/comments?post=940"}],"version-history":[{"count":4,"href":"https:\/\/elementummoney.com\/blog\/wp-json\/wp\/v2\/posts\/940\/revisions"}],"predecessor-version":[{"id":2569,"href":"https:\/\/elementummoney.com\/blog\/wp-json\/wp\/v2\/posts\/940\/revisions\/2569"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/elementummoney.com\/blog\/wp-json\/wp\/v2\/media\/941"}],"wp:attachment":[{"href":"https:\/\/elementummoney.com\/blog\/wp-json\/wp\/v2\/media?parent=940"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/elementummoney.com\/blog\/wp-json\/wp\/v2\/categories?post=940"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/elementummoney.com\/blog\/wp-json\/wp\/v2\/tags?post=940"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}