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What Mutual Funds Bought and Sold in March 2025: Jio Financial, Zomato, Hindalco, Kotak Bank in Focus

In March 2025, Indian mutual funds invested ₹23,500 crore in equities, a slight decrease from February but still demonstrating confidence in India's economy. Their activity showed a focus on selective stock picking across market caps. Large-cap buys included Jio Financial Services, Tata Consumer Products, and Zomato, reflecting bets on fintech, consumer goods, and digital consumption. Conversely, they reduced holdings in Hindalco Industries, Kotak Mahindra Bank, and JSW Steel, likely due to sectoral headwinds and cyclical concerns. Mid-cap activity saw significant increases in holdings of Yes Bank, HUDCO, and Patanjali Foods, while Adani Total Gas experienced a major sell-off. Small-cap investments focused on companies like IIFL Finance, Welspun Living, and HFCL, showcasing a bottom-up approach. Overall, mutual funds maintained a strong position in financials, highlighting confidence in India's growth, but exercised caution in commodity sectors. This activity suggests a focus on digital transformation and consumer growth, with continued interest in carefully selected mid- and small-cap opportunities.

Deepak Nitrite’s ₹3,500 Cr CapEx Plan Makes It a great Chemical Stock to Watch in 2025

Deepak Nitrite Ltd., a major player in India's specialty chemical sector, is undertaking a ₹3,500 crore capital expenditure plan over the next three years to expand its production capacity of Phenol, Acetone, and Isopropyl Alcohol (IPA), driven by the sector's projected growth from $64.5 billion in 2024 to $92.6 billion by 2033. While the company experienced a temporary dip in Q3 FY25 revenue and net profit, attributed to temporary factors, management anticipates a recovery by Q4 FY25 and normalization by Q2 FY26. The expansion includes a new manufacturing complex and investments in specialty fluorochemicals. This aggressive growth strategy, coupled with a focus on product innovation and import substitution, positions Deepak Nitrite for significant long-term growth, despite the stock currently trading below its 52-week high. While short-term performance has been weak, analysts see potential for a turnaround, making it a stock worth watching for long-term investors.

India’s Big Leap in Chip Design: 25 Indigenous Chipsets Under Development, Says Ashwini Vaishnaw

India is aggressively pursuing self-reliance in the semiconductor sector. The government is developing 25 indigenous chipsets, focusing on strategic areas like surveillance and Wi-Fi, under the Design-Linked Incentive (DLI) scheme. This initiative, coupled with investment in education (providing 240 institutions with chip design tools and fostering a future talent pool of 85,000 engineers), aims to transform India from a services to a product nation. Simultaneously, the Production-Linked Incentive (PLI) scheme has boosted electronics production and exports fivefold and sixfold respectively over the past decade, creating 2.5 million jobs. The government addresses data privacy concerns by assuring alignment of the Digital Personal Data Protection (DPDP) Act with the Right to Information Act. This multi-pronged approach positions India to become a global leader in semiconductor design and manufacturing, emphasizing both national security and economic growth.

Lock-In Expiry Alert: Big Names Like Swiggy Hyundai to Unlock Shares Worth Rs. 4.02 Lakh Crore by June 2025!

By June 2025, ₹4.02 lakh crore worth of shares from 73 Indian companies will be unlocked, ending their lock-in periods. This includes significant holdings from prominent companies like Swiggy and Hyundai. While the sheer volume might suggest a market flood, experts anticipate limited impact due to most shares being held by long-term investors. The top ten companies unlocking shares represent ₹3.12 lakh crore of this total. Investors should monitor the situation; any post-unlock price dips, if fundamentals remain strong, could present buying opportunities. However, the article stresses the importance of thorough research and consulting a financial advisor before making any investment decisions.

Top 5 Stocks Prestige Estates Projects Ltd to Buy Now with Up to 53% Upside Potential Despite Market Dip

This article recommends five Indian stocks with significant upside potential (up to 53%) despite a recent market dip. These are: Prestige Estates Projects (real estate), Hindalco Industries (metals), Inox India (cryogenic equipment), Star Health and Allied Insurance, and Tata Communications (digital infrastructure). Each company's projected upside, target price, and brokerage rating are provided. While acknowledging market risks, the article emphasizes the long-term growth prospects of these companies due to positive sector trends and strong fundamentals. The article concludes by strongly advising readers to conduct their own due diligence or seek professional financial advice before investing.

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