solomo.ai
Star Portfolios

Blend Fund 2

Institution · data to Jun 2025

Disclosed value

₹653 Cr

Jun 2025 closes

At current prices

Current holdings

5

Tracked since

Jun 2022

Portfolio value over time

Sum of disclosed holdings across all combined entities, valued at each quarter's closing price.

Current holdings (Jun 2025)

0.00pp₹284 Cr
NCC Ltd1.20%
0.00pp₹169 Cr
+0.32pp₹113 Cr
0.00pp₹70 Cr
-0.03pp₹16 Cr

Portfolio Summary

Jun 2025

As of Jun 2025, Blend Fund 2 — an institution tracked through public shareholding filings — disclosed 5 holdings in Indian listed companies worth ₹653 crore. The same holdings-at-filing-value basis put it at ₹493 crore in Mar 2025 (+32.5%). Solomo carries these filings back to Jun 2022.

Largest disclosed positions in Jun 2025: Redington Ltd (REDINGTON1.16% of the company, ₹284 crore); NCC Ltd (NCC1.20% of the company, ₹169 crore); CMS Info Systems Ltd (CMSINFO1.34% of the company, ₹113 crore); Fedbank Financial Services Ltd (FEDFINA1.61% of the company, ₹70 crore); Transpek Industry Ltd (TRANSPEK1.73% of the company, ₹16 crore).

Changes in the Jun 2025 filings: Stake raised in CMS Info Systems Ltd (+0.32 pp). Stake reduced in Transpek Industry Ltd (−0.03 pp).

Combined disclosed portfolio value by filed quarter, valued at each quarter's closing prices.
QuarterDisclosed valueChange
Jun 2025₹653 Cr+32.5%
Mar 2025₹493 Cr+90.5%
Dec 2024₹259 Cr−29.9%
Sep 2024₹369 Cr−4.8%
Jun 2024₹388 Cr+54.9%
Mar 2024₹250 Cr+185.5%
Dec 2023₹88 Cr+351.5%
Sep 2023₹19 Cr−42.8%
All star portfolios 3 further positions appear in earlier filings but not in Jun 2025.Quarterly shareholding filings (BSE/NSE); only stakes above the 1% disclosure threshold are public. Not investment advice.