Key facts
- Quant Small Cap Fund increased its stake in Adani Enterprises in May.
- Quant Small Cap Fund added eight other stocks and six new stocks in May.
- Quant Small Cap Fund reduced holdings in Aurobindo Pharma and four other stocks in May.
- HDFC Defence Fund added Tata Motors in May.
- HDFC Defence Fund increased exposure in five other stocks in May.
- HDFC Defence Fund reduced holdings in MTAR Technologies and Rishabh Instruments in May.
- HDFC Defence Fund's portfolio expanded to 23 stocks.
- Vanguard's India equity portfolio holdings increased 44% quarter-on-quarter in Q4.
- Twelve stocks in Vanguard's portfolio gained up to 87% in CY26.
- Vanguard added two new stocks in the March quarter.
- Fifteen penny stocks returned 20%-80% in three months.
- These fifteen penny stocks have market caps below Rs 1,000 crore and share prices under Rs 20.
In May, the Quant Small Cap Fund significantly adjusted its holdings, increasing its stake in Adani Enterprises and eight other stocks. Concurrently, the fund reduced its exposure in Aurobindo Pharma and four other companies. The fund also strategically added six new stocks to its portfolio and divested from three existing ones. The HDFC Defence Fund, a specialized sector fund, also saw portfolio changes during May. It added Tata Motors to its holdings and increased its investment in five other stocks. However, the fund reduced its stakes in MTAR Technologies and Rishabh Instruments. Following these adjustments, the HDFC Defence Fund's portfolio expanded to include a total of 23 stocks.
Beyond these active fund adjustments, Vanguard reported a substantial 44% quarter-on-quarter growth in its listed India equity holdings during the fourth quarter. Within Vanguard's portfolio, twelve specific stocks experienced significant appreciation, with gains reaching as high as 87% within the calendar year 2026. The fund also incorporated two new stocks into its holdings during the March quarter. In the micro-cap segment, fifteen penny stocks, characterized by market capitalizations below Rs 1,000 crore and share prices under Rs 20, have demonstrated strong performance over the past three months, delivering returns ranging from 20% to 80%. Investors are advised to exercise caution due to the inherent higher risks associated with these highly volatile micro-cap stocks.
Furthermore, a total of 44 stocks are scheduled to go ex-date this week. This corporate action signifies the cutoff date for investors to be eligible for upcoming benefits such as dividends, bonus shares, or stock splits. Among the prominent companies on this ex-date list are Infosys and Adani Enterprises. The timing of these ex-dates is crucial for investors managing their portfolios to capture these corporate actions.