Where did India's biggest mutual funds put fresh money in June? 📊
Based on portfolio changes across the top 10 AMCs, these were the most common addition/ fresh buys:
Worth keeping on your watchlist:
📈 JSW Infrastructure
📈 Acme Solar Holdings
📈 Bosch
📈 Pondy Oxides & Chemicals
📈 Indiqube Spaces
📈 Global Health
📈 Corona Remedies
📈 Adani Green Energy
📈 JSW Cement
📈 Meesho
📈 Billionbrains Garage Ventures
📈 Piramal Pharma
📈 LIC Housing Finance
📈 City Union Bank
📈 Page Industries
📈 Kirloskar Oil Engines
📈 DOMS Industries
📈 Emcure Pharmaceuticals
📈 Aditya Birla Capital
📈 Syrma SGS Technology
📈 Amber Enterprises India
📈 NLC India
📈 Godrej Properties
📈 Union Bank of India
📈 Tanfac Industries
📈 Pidilite Industries
📈 KIMS
📈 Petronet LNG
📈 IDFC First Bank
📈 Ashok Leyland
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"Your Belly Is A Storage Of Cortisol Waste. Clear It With One Routine Before Bed.. And Your Life Will Change."
Here's The 9 Minute Fix He Provided:
Big Pharma doesn't want you to know about this supplement.
It lowers insulin resistance by up to 42% in 8 weeks.
It's like a natural Ozempic and the mechanism is actually legit.
Here's how Psyllium Husk helps fix insulin resistance (bookmark this): 🧵
🏦 L&T Finance Ltd Q4 FY26 concall - Retail momentum & AI adoption
📊 Financial Performance
- Q4 PAT came at ₹807 Cr up 27% YoY showing strong earnings momentum
- FY26 PAT touched ₹3,003 Cr despite one time impact maintaining steady growth
- Margins held firm with NIMs at 10.47% and improving return ratios
- Credit cost eased to 2.64% indicating gradual asset quality improvement
📈 Business Momentum
- Retail story strengthened with 26% YoY book growth and 98% mix
- Disbursements hit record ₹24,107 Cr led by PL and two wheelers
- Customer franchise expanded to 2.8 Cr with strong acquisition pace
- Wholesale exposure continued to shrink improving balance sheet quality
🤖 AI led transformation
- AI underwriting via Cyclops is already delivering sub 2% credit cost
- Collections and underwriting efficiencies improving with AI deployment
- Next phase of AI rollout to personal loans expected in FY27
🚀 Outlook & Strategy
- Management guides 20%+ AUM growth with stable 10%+ margins
- Credit cost expected to fall towards 2% supporting profitability
- Lakshya 2031 targets higher ROA 3%+ and ROE up to 18%
- Branch expansion and payments platform to drive next growth cycle
Source: https://t.co/WTuG55sZsS
#LTF #Q4FY26 #Concall
🚫 No Recommendation
If you have to invest 10 lakhs in 1 stock, which one you will choose ? 🤔
Tell me :- 👇👇
1) Qpower
2) Krishana Phoschem
3) Skygold
4) Rossel Techsym
5) Emmvee
6) Gng Electronic
7) Thangamayl
8) JainReco
9) Mcx
10) Bse
11) National Aluminium
12) Power India
𝐅𝐫𝐞𝐞 𝐓𝐞𝐥𝐞𝐠𝐫𝐚𝐦 👇
https://t.co/vPHmbvcuDN
#investments #StockMarketIndia