Analysis-as-App: Inside India’s Top Midcap Funds: Buys, Sells, Entries and Exits. Interactive Dashboard Release (Analysis-as-App)
- Amar Harolikar
- Sep 27
- 1 min read
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 here:
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 (Docs → Build It)
▪️ GPT Analyzer + docs: app.tigzig.com/gpt-mf-holding-analyzer
▪️ Dashboard Repo: github.com/amararun/shared-analysis-apps-midcap-sep2025
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. ~150KB vs 10MB+ of a PPT. Built with AI Coders in a few hours
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