Page 4 - Motilal Oswal
Motilal Oswal Alternates raises ₹2,000 cr for realty fund, clocks 20% IRR
The fund garnered significant interest from Indian high-net-worth individuals (HNIs), family offices, and offshore investors through the GIFT City route.
 "Motilal Oswal Alternates raises ₹2,000 cr for realty fund, clocks 20% IRR")
Dixon Tech Q1 beats estimates: Check brokerage views, stock strategy here
Factoring in the strong outlook, Motilal Oswal raised its FY27 estimates by 10 per cent and maintained a 'Buy' rating with a revised target price of ₹22,100 based on DCF valuation.
 "Dixon Tech Q1 beats estimates: Check brokerage views, stock strategy here")
Motilal Oswal alternates closes ₹2,000 crore sixth real estate fund
Motilal Oswal Alternates closes its sixth real estate fund, raising Rs 2,000 crore to focus on mid-income residential development, meeting rising demand from urban homebuyers
 "Motilal Oswal alternates closes ₹2,000 crore sixth real estate fund")
Analysts mixed on HDFC Life post Q1; APE strong, margin outlook cautious
HDFC Life posted a 14.2 per cent year-on-year (Y-o-Y) rise in net profit to ₹546 crore in Q1FY26, supported by a 19 per cent Y-o-Y jump in renewal premiums to ₹7,603 crore.
 "Analysts mixed on HDFC Life post Q1; APE strong, margin outlook cautious")
DMart Q1 miss triggers margin concerns; brokerages turn cautious on outlook
Nuvama maintained a 'Hold' rating on DMart, and revised its target price to ₹4,086 from ₹4,273, citing sustained margin pressure.
 "DMart Q1 miss triggers margin concerns; brokerages turn cautious on outlook")
Zepto set to raise $500 mn in new funding round, valuation to touch $7 bn
Zepto's $450-500 million funding round is likely to be led by General Catalyst and Avenir, with efforts to boost Indian ownership ahead of its IPO by attracting domestic investors
 "Zepto set to raise $500 mn in new funding round, valuation to touch $7 bn")
Risk-on mood to improve in H2 2025; banks, financials top picks: MOFSL
Motilal Oswal sees risk-on sentiment improving in H2 2025, with banks and financials, led by ICICI Bank, HDFC Bank, and SBI, emerging as top investment picks
 "Risk-on mood to improve in H2 2025; banks, financials top picks: MOFSL")
Motilal Oswal sector of the week: Hospitality; check stock picks, targets
Lemon Tree and Indian Hotels are top stocks in the hospitality sector for Motilal Oswal, as they are expected to continue their strength in the current financial year
 "Motilal Oswal sector of the week: Hospitality; check stock picks, targets")
Motilal Oswal top 5 quant strategy stocks for July 2025: Full list here
Stocks to Buy: Motilal Oswal recommends quant strategy for July 2025; here are 5 best tactical bets within the MOFSL universe with a Buy rating.
 "Motilal Oswal top 5 quant strategy stocks for July 2025: Full list here")
Dixon Technologies promoter Vachani sells 2.77% stake for over ₹2,221 crore
Sunil Vachani offloads 1.67 million Dixon shares via open market; promoter stake dips to 2.57% as Motilal Oswal Mutual Fund increases holding and company posts strong Q4 results
 "Dixon Technologies promoter Vachani sells 2.77% stake for over ₹2,221 crore")
Motilal Oswal Alternates exits all investments from its second realty fund
MO Alternates has exited all 14 investments in its Rs 489 crore IREF II real estate fund, delivering 18.3% IRR despite regulatory and market disruptions
 "Motilal Oswal Alternates exits all investments from its second realty fund")
Motilal Oswal sector of the week: NBFCs; REC, PFC among top bets
The RBI's new norms enhance transparency and strengthen the risk-reward framework for NBFCs in project lending
 "Motilal Oswal sector of the week: NBFCs; REC, PFC among top bets")
Motilal Oswal recommends 'buy' on MCX Copper, set target at ₹915
Motilal Oswal Wealth Management recommends buying in the range of ₹882 - ₹880, with a stop-loss below ₹855 on a closing basis
 "Motilal Oswal recommends 'buy' on MCX Copper, set target at ₹915")
Oswal Pumps IPO subscribed 1.6x; strong HNI demand ahead of close
Qualified investors subscribe 27 per cent, wealthy investors 4.5 times, and retail investors 1.1 times as Oswal Pumps IPO nears close with ₹416 crore anchor backing
 "Oswal Pumps IPO subscribed 1.6x; strong HNI demand ahead of close")
What are multifactor strategies in stock investing? Motilal Oswal explains
A multifactor funds aim to reduce this risk, smooth out returns over time, and offer a more balanced investment approach
 "What are multifactor strategies in stock investing? Motilal Oswal explains")
Oswal Pumps prices its IPO in ₹584-₹614 range; opens on June 13
The ₹1,387-crore IPO includes a ₹890-crore fresh issue and ₹497-crore OFS, with funds earmarked for new plants, debt repayment, and Oswal Solar investment
India Inc growth forecast cut despite robust Q4 showing: Analysts
But analysts optimistic about Nifty outlook for FY26, FY27
 "India Inc growth forecast cut despite robust Q4 showing: Analysts")
All market index funds make diversified investing easy and simple
Remember that such funds may correct more than a frontline index during a market correction
 "All market index funds make diversified investing easy and simple")
India's first BSE 1000 Index Fund is here: Invest in 1,000 cos with Rs 500
The performance of the Scheme will be benchmarked against BSE 1000 Total Return Index.
 "India's first BSE 1000 Index Fund is here: Invest in 1,000 cos with Rs 500")
E-commerce giant Flipkart offloads 6% stake in ABFRL; sells 73 mn shares
Carlyle Group affiliate firm, C A Dawn Investments, on Wednesday sold its entire 10.20 per cent in Indegene for ₹1,447 crore
 "E-commerce giant Flipkart offloads 6% stake in ABFRL; sells 73 mn shares")
