this was discussed in the concall and promoter reply was:

Again most interesting disclosure was:

Again in EV Mobility space, already 2000 buses running on the road fitted with their Motor…

For more details you can access past concalls here:

Disclosure: invested from 800 level,didn’t trade since…watching closely.

Markets are telling something which we should pay attention now, earning season till now has shown muted growth, might be reason FIi heavy selling of 72K is observed in Oct month, do check your portfolio stocks where too much exuberance has been built up, if current correction is prolonged than it will eventually reduce SIP flows and direct equity investment and situation will cascaded, even RBI is unhappy as too much money is pumped up in equity markets as banks are unable to raise deposits, banks can’t function without deposits. Scary times ahead. Auto is reverse gear, real state is at peak of cycle, Capital goods are grossly over expensive, chemical has its own issues, selective pharma, local consumption some ray of hope, time to be cautious now.

@Guarndian_Nettings Each one to his own convenience.

One thing that I do not like about index funds (even if they momentum funds) is that they hold a large number of stocks (example 250 in the case of Microcap250 or Smallcap 250). They cannot be as efficient as holding just the top 25.

MFs rebalance only when the index is rejigged, that is typically about once in 6 months. We have an option of being more nimble and rebalance as necessary – weekly, fortnightly or monthly. This should eventually lead to better results.

I am quoting from their Q1 concall. Would like to know, where did u get ur numbers from

Thanks

@balaram The link to the file attached above includes the latest rebalance done on 16th Oct.