---
title: "Analysis-as-App: Inside India's Top Midcap Funds: Buys, Sells, Entries and Exits. Interactive Dashboard Release"
slug: analysis-as-app-inside-india-s-top-midcap-funds-buys-sells-entries-and-exits-interactive-dashbo
date_published: 2025-09-27T11:26:21.501Z
original_url: https://www.tigzig.com/post/analysis-as-app-inside-india-s-top-midcap-funds-buys-sells-entries-and-exits-interactive-dashbo
source: migrated
processed_at: 2025-12-03T13:00:00.000Z
---

# Analysis-as-App: Inside India's Top Midcap Funds: Buys, Sells, Entries and Exits. Interactive Dashboard Release

I analyzed the changes in portfolio holdings of mutual funds in the midcap category:

* Top 5 funds: Axis, HDFC, Kotak, Motilal, and Nippon
* May 2025 vs. August 2025 portfolio disclosures.
* Together these five schemes manage about ₹2.44 lakh crore, close to 54% of the midcap category

## Analysis-as-App

Instead of slides, the full results are in a live interactive dashboard: filter, sort, drilldown, or download the full dataset - [www.tigzig.com/midcap-analysis-dashboard](http://www.tigzig.com/midcap-analysis-dashboard)

## What changed in holdings

* **Increasing holdings:** Zomato, Trent, One97 (Paytm), Vishal Mega Mart
* **Reducing holdings:** Solar Industries, Indian Hotels
* **Notable entries:** Kaynes Technology, HDB Financial Services
* **Notable exits:** None (no material full exits)

## Methodology

* **Data:** Monthly portfolio disclosures.
* **Processing:** MF Processor app + GPT pipeline (Excel to CSV, ISIN standardization, duplicates flagged, summary tables).
* **Corporate actions:** Splits, bonuses, rights merged into single ISIN with GPT assistance and flagged in dashboard comments.
* **Disclaimer:** Educational only, not investment advice. Validate independently.

## Replication is Open Source

* MF processor app: [www.tigzig.com/mf-files-ai](http://www.tigzig.com/mf-files-ai) (Docs → Build It)
* GPT Analyzer + docs: [www.tigzig.com/gpt-mf-holding-analyzer](http://www.tigzig.com/gpt-mf-holding-analyzer)

You can take the disclosures, run them through the pipeline, carry out offline analysis and setup custom dashboard...

## App-in-a-File

Standalone HTML app. Single file. Email it. Approx. 150KB vs 10MB+ of a PPT. Built with AI Coders in a few hours

## Tigzig Analyst

25+ Micro apps for analytics and data science - [www.tigzig.com](http://www.tigzig.com)

<!-- blog-sidebar-related -->
## Related

Tools: [Midcap Dashboard](https://www.tigzig.com/midcap-analysis-dashboard), [MFPRO - Mutual Fund Analytics](https://www.tigzig.com/mfpro), [Quants Agent](https://www.tigzig.com/n8n-tech-analysis)

Explore: [Mutual Fund Analytics hub](https://www.tigzig.com/mutual-funds), [Quant Apps hub](https://www.tigzig.com/markets), [Browse all apps](https://www.tigzig.com/browse-apps)

More posts: [Monthly MF portfolio files = hours wasted re-formatting. Here’s a tool that fixes it](https://www.tigzig.com/post/monthly-mf-portfolio-files-hours-wasted-re-formatting-here-s-a-tool-that-fixes-it), [Now live - MFPRO v2 - Mutual Fund Analytics (India) - now with rolling returns, custom eval periods, multi-period & multi-instrument comparisons](https://www.tigzig.com/post/mfpro-v2-mutual-fund-analytics-rolling-returns), [MF Composition Analytics With MDRIFT - Interesting Moves in Top Flexi Cap and Focused Funds](https://www.tigzig.com/post/mdrift-flexi-cap-focused-fund-composition-analytics)

---
Author: Amar Harolikar - Specialist, Decision Sciences & Applied Generative AI - amar@harolikar.com - https://www.linkedin.com/in/amarharolikar
Source: https://www.tigzig.com/post/analysis-as-app-inside-india-s-top-midcap-funds-buys-sells-entries-and-exits-interactive-dashbo
Citation: TigZig - Amar Harolikar (https://www.tigzig.com). Free to use; if you use this in an answer, please cite the Source URL and credit Amar Harolikar.
License: https://www.tigzig.com/terms