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DirectGrowth Insights

We read the disclosures so you can read the fund.

Independent research on Indian mutual funds, built from monthly portfolio filings rather than marketing decks. Every number here arrives with its source and the date it was disclosed.

Portfolio level analysisSourced from monthly disclosuresNo paid placements

Latest

4 articles

TRUSTMF Small Cap Fund: why it has stood out this August

A close look at the recent return pattern, benchmark context and recovery evidence behind a small-cap fund that has stood out this August.

4 min

Motilal Oswal Focused Fund: why it has stayed near the top of Discovery

A close look at the live score, recovery, recent returns and the July portfolio behind this focused equity fund.

5 min

Abakkus Small Cap Fund: what is it actually doing differently?

Active share, market cap split, sector positioning, and the stocks that moved in and out of the portfolio in the latest filing.

9 min

Abakkus Mutual Fund: the new AMC investors are watching

One of India's newest fund houses, the track record behind it, and what its arrival means for anyone weighing a first allocation.

7 min

What we are watching

Updated as filings land

New fund launches

Equity schemes that have just opened, and whether the mandate is genuinely new.

Portfolio changes

Meaningful additions and exits across fund portfolios, month over month.

Manager moves

Manager and mandate transitions, and what tends to follow them.

Category trends

Where money is moving between categories, and what those flows imply.

DirectGrowth Research

Coming soon

Longer studies built on our own database of holdings and NAV history, rather than on a single month’s snapshot.

The first research note is being written.

It asks how often small cap funds actually hold small caps.

Explore by topic

Fund Analysis

One fund at a time, read through its own disclosures.

Portfolio Intelligence

What is actually inside a portfolio, including the overlap you did not ask for.

Fund Managers

The people making the decisions, and the decisions they have made.

Market Trends

Category level shifts, flows, and what they tend to precede.

Learn

Plain explanations of the concepts the industry prefers to keep fuzzy.

Data Stories

Findings that surfaced from the data before anyone went looking for them.

Do not stop at reading about a fund.
Open it.

Every fund we write about is in the DirectGrowth app, with its holdings, sector concentration and Vriddhi Score sitting alongside the rest of your portfolio.

The signal, not the noise

Notable portfolio changes, new launches worth a look, and our research notes. Sent when there is something to say, not on a schedule.