Live Market Updates
Latest Financial News
News Feed
1 articles
Personalized
Live Market Updates
Latest Financial News
neutral
5h agoFund Managers Increase Exposure to Select Midcap and Specialty Names Through FY25
Mutual fund portfolios show a noticeable rise in institutional conviction as fund managers materially expanded holdings in multiple stocks over the past year. Aptus Value Housing Finance India saw mutual fund ownership jump from 8.4% to 21.4% YoY, while KEI Industries surged from 13.3% to 24.9% YoY. These allocation shifts signal preference toward midcap sector growth visibility, focused credit underwriting models, and specialized capital goods players. Meanwhile, SEBI is proposing revised fee structures which may reduce brokerage costs and increase transparency around investor-level expense ratio disclosures.
neutral
5h agoFund Managers Increase Exposure to Select Midcap and Specialty Names Through FY25
Mutual fund portfolios show a noticeable rise in institutional conviction as fund managers materially expanded holdings in multiple stocks over the past year. Aptus Value Housing Finance India saw mutual fund ownership jump from 8.4% to 21.4% YoY, while KEI Industries surged from 13.3% to 24.9% YoY. These allocation shifts signal preference toward midcap sector growth visibility, focused credit underwriting models, and specialized capital goods players. Meanwhile, SEBI is proposing revised fee structures which may reduce brokerage costs and increase transparency around investor-level expense ratio disclosures.
Breaking
neutral
Fund Managers Increase Exposure to Select Midcap and Specialty Names Through FY25
about 6 hours ago
1 min read
86 words
Mutual funds are aggressively increasing positions in specific midcap companies while SEBI explores cost reforms. Allocation trends indicate preference toward growth visibility businesses and specialized operational execution models in FY25.
Mutual fund portfolios show a noticeable rise in institutional conviction as fund managers materially expanded holdings in multiple stocks over the past year. Aptus Value Housing Finance India saw mutual fund ownership jump from 8.4% to 21.4% YoY, while KEI Industries surged from 13.3% to 24.9% YoY. These allocation shifts signal preference toward midcap sector growth visibility, focused credit underwriting models, and specialized capital goods players. Meanwhile, SEBI is proposing revised fee structures which may reduce brokerage costs and increase transparency around investor-level expense ratio disclosures.
Mutual fund portfolios show a noticeable rise in institutional conviction as fund managers materially expanded holdings in multiple stocks over the past year. Aptus Value Housing Finance India saw mutual fund ownership jump from 8.4% to 21.4% YoY, while KEI Industries surged from 13.3% to 24.9% YoY. These allocation shifts signal preference toward midcap sector growth visibility, focused credit underwriting models, and specialized capital goods players. Meanwhile, SEBI is proposing revised fee structures which may reduce brokerage costs and increase transparency around investor-level expense ratio disclosures.
Companies:
Aptus Value Housing Finance
KEI Industries
Tags:
mutual funds
midcap
mutual funds
midcap
sei reforms
fund allocation
india
Nov 4, 2025 • 04:42 IST