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Investors often keep a close watch on the portfolios of well-known figures in the financial markets. In this context, ETMarkets has analyzed the investment holdings of veteran investor Vijay Kedia. According to the latest data from the June 2025 quarter, Kedia holds publicly disclosed stakes in around 14 companies, with a combined value of approximately Rs 1,272 crore as of September 5. These include companies where his ownership exceeds 1%. A majority of these stocks have generated positive returns in FY26 so far. We have highlighted the top 6 performers and the biggest laggard from his portfolioeach showing gains or losses of over 10%. (Data Source: ACE Equity, Trendlyne)
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Bandhan Mutual Fund has launched the Bandhan BSE India Sector Leaders Index Fund, which is now open for subscription.
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Equity markets remained steady this week. Nifty tested 25,000 but could not surpass it. Sectoral momentum offered support. Banking stocks are a drag. Rajesh Palviya suggests automobile, FMCG, metals, and new-age stocks are worth watching. BSE Ltd. gained attention after structural changes. National Aluminium and Bajaj Finance are Palviya's stock picks for the week.
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