A fund made portfolio changes on July 8, 2026, exiting holdings in Bajaj Auto and Kotak Mahindra Bank while adding Adani Enterprises, increasing ICICI exposure, and trimming Bharti Airtel.

The entities involved

• Adani Enterprises →

  Indian holding company

  • Adani, Bharti, and other companies benefit from AI infrastructure build out, with Goldman Sachs analyzing Indian AI exposure.Sat 08:47
  • Several major Indian companies, including HCL, Bharti Airtel, and ICICI Bank, showed mixed performance during the Nifty 50 rally on October 15, 2026.Fri 00:06
• Bajaj Auto →

  Indian two-wheeler and three-wheeler manufacturing company

  • Ather Energy is competing with Ola Electric and Bajaj Auto in the Indian two-wheeler market.Fri 07:53
• Kotak Mahindra Bank →

  Indian private sector bank headquartered in Mumbai

  • Indian equity markets recorded mixed performance on October 21, 2026, with overall losses reported across various sectors.Wed 13:21
  • Axis Bank and Kotak Mahindra Bank reported disappointing Q2 results, leading to stock declines on October 19, 2026.Mon 18:03
• ICICI Bank →

  Indian multinational Bank

  • Cyberattacks target critical financial infrastructure while bioethanol development begins in Gujarat.Mon 08:45
  • Investors assessed the results of private lenders ICICI Bank and HDFC Bank, while MSCI's gauge tracked Asian equities performance.Mon 05:41

Related events

• Indian equities rallied, led by IT stocks, as Bharti Airtel and ICICI Bank gained optimism, amid Fed rate hike speculation.Fri 03:42
• Axis Bank, Kotak Mahindra Bank, Federal Bank, ESAF Small Finance Bank, and Equitas Small Finance Bank are large private sector banks in India attracting foreign investor interest.Aug 4