Portfolio Performance Update – August 24, 2025
In today’s update, we track how our tracked stocks have performed since the last published update (August 2, 2025). The movements reflect both market sentiment and stock-specific developments.
New Addition
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Chambal Fertilisers (CHAMBLFERT) entered the portfolio on 1-Aug-2025 at ₹561.00. Current price is flat at ₹561.00 (0.00%).
Top Gainers
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Motilal Oswal Financial Services (MOTILALOFS): From ₹916.40 earlier to ₹929.25 now, gains extended to +42.46% overall.
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Usha Martin (USHAMART): Strong rally continues, moving from +12.62% to +16.06%.
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Time Technoplast (TIMETECHNO): Jumped from +8.35% to +14.85%, a notable mover.
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Thangamayil (THANGAMAYL): Sharp uptrend, moving from flat to +10.35%.
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Schneider Electric (SCHNEIDER): Gains moderated but still healthy at +13.57%.
Top Losers
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Marksans Pharma (MARKSANS): Extended fall from -14.07% to -31.50%, the biggest drag on the portfolio.
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Symphony (SYMPHONY): Corrected sharply from -4.37% to -15.83%.
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Alivus (ALIVUS): Losses widened to -15.90% from -12.33%.
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CMS Info (CMSINFO): Declined further to -8.71% from -6.12%.
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Gravita (GRAVITA): Slipped deeper into red, now at -4.83% vs -1.54%.
Stable/Minor Moves
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Vedanta (VEDL): Improved from -5.01% to almost flat at -0.32%.
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TARIL: Down to -4.47% vs -0.71% earlier.
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BASF: Gains moderated to +1.67% from +7.35%.
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TCI (NSE:TCI): Slight dip to +5.69% vs +6.52% earlier.
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BBTC: Moderated to +3.11% vs +7.12%.
π Overall Standing (As of Aug 24, 2025)
Summary
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Winners of the fortnight: Thangamayil, Time Technoplast, Usha Martin, Motilal Oswal.
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Biggest laggards: Marksans Pharma, Symphony, Alivus, Gravita.
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Overall tone: The portfolio shows stock-specific divergence — with some names hitting double-digit gains while others continue to drag. Notably, Marksans and Symphony remain weak spots, while Motilal Oswal and Usha Martin hold strong momentum.
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