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AMC:

Scheme:

Stock	Mar 2025	Apr 2025	May 2025
N NTPC Green Energy Fresh Buy	0	0	4,00,000
RBL Bank Fresh Buy	0	0	3,40,000
Steel Authority of India Fresh Buy	0	0	3,00,000
Tata Steel Fresh Buy	0	0	2,20,000
Lemon Tree Hotels	1,98,346	2,10,000	2,10,000
Bharat Electronics Increased Allocation	1,43,722	1,59,722	1,84,722
City Union Bank Decreased Allocation	1,52,307	1,70,000	1,50,000
Vedanta Decreased Allocation	90,430	1,15,000	1,05,000
Hindustan Petroleum Fresh Buy	0	0	90,036
ICICI Bank	54,486	80,000	80,000
Axis Bank Fresh Buy	0	0	50,000
Indian Bank Decreased Allocation	0	50,000	45,000
Fortis Healthcare Fresh Buy	0	0	41,018
Indian Hotels Company Decreased Allocation	43,957	47,766	40,000
PG Electroplast	16,067	35,000	35,000
Bharti Airtel Increased Allocation	27,507	31,500	33,000
HDFC Bank Fresh Buy	0	0	31,504
Cholamandalam Investment Increased Allocation	18,000	21,500	31,000
DLF Decreased Allocation	40,000	40,000	28,751
SBI Life Insurance Increased Allocation	0	14,000	28,000
Max Healthcare Institute Decreased Allocation	33,633	40,000	25,000
United Spirits	20,827	25,000	25,000
PB FinTech	23,014	23,014	23,014
Macrotech Developers	22,648	22,648	22,648
Info Edge Increased Allocation	4,347	4,347	21,735
Birla Corporation Fresh Buy	0	0	20,000
TVS Motors Increased Allocation	0	10,000	20,000
Mahindra & Mahindra	16,649	19,649	19,649
Coromandel International Increased Allocation	14,451	14,451	16,000
SRF Decreased Allocation	9,463	11,000	10,000
Interglobe Aviation Increased Allocation	7,677	7,677	9,497
Mazagon Dock Shipbuilders Decreased Allocation	9,942	11,042	9,042
Divis Laboratories Increased Allocation	5,800	6,300	7,000
CEAT Fresh Buy	0	0	7,000
Bajaj Finance Increased Allocation	5,020	3,500	6,000
JK Cement	5,460	6,000	6,000
UltraTech Cement Increased Allocation	3,931	4,431	5,131
Coforge Increased Allocation	2,500	3,500	4,000
Kaynes Technology Fresh Buy	0	0	3,500
Hitachi Energy Decreased Allocation	2,200	3,500	3,100
Reliance Industries Full Exit	0	36,000	0
Karur Vysya Bank Full Exit	90,000	1,20,000	0
Navin Fluorine International	5,475	0	0
Eicher Motors Full Exit	6,520	6,520	0
Wipro	1,00,000	0	0
KFin Technologies	25,000	0	0
Welspun Corp	32,885	0	0
Persistent Systems Full Exit	5,000	3,000	0
Muthoot Finance Full Exit	11,852	13,111	0
Blue Star Full Exit	12,000	14,000	0
Manappuram Finance Full Exit	0	1,15,000	0
Maruti Suzuki	2,896	0	0
Shriram Finance Full Exit	55,000	32,500	0
Bajaj Finserv Full Exit	0	17,500	0
Dixon Technologies Full Exit	2,179	2,179	0
Krishna Institute of Medical Sciences Full Exit	45,507	45,507	0
One 97 Communications	28,822	0	0