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 - www.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: www.tigzig.com/mf-files-ai (Docs → Build It)
- GPT Analyzer + docs: www.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 - www.tigzig.com