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

Published: September 27, 2025

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

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

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