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