DATE13 Jul
NIFTY 24,211 ▲ 0.02%BANK NIFTY 58,131 ▲ 0.15%NIFTY IT 29,016 ▲ 3.59%NIFTY PHARMA 25,643 ▼ 0.12%NEWGEN 590 ▲ 14.17%SONATSOFTW 316 ▲ 10.76%MAPMYINDIA 1,185 ▲ 9.37%KALYANKJIL 511 ▲ 7.25%AEGISVOPAK 303 ▲ 7.11%PINELABS 155 ▲ 6.79%RRKABEL 2,375 ▲ 6.70%JSWINFRA 351 ▲ 6.41%ZENSARTECH 540 ▲ 6.29%TATATECH 761 ▲ 5.88%NIFTY 24,211 ▲ 0.02%BANK NIFTY 58,131 ▲ 0.15%NIFTY IT 29,016 ▲ 3.59%NIFTY PHARMA 25,643 ▼ 0.12%NEWGEN 590 ▲ 14.17%SONATSOFTW 316 ▲ 10.76%MAPMYINDIA 1,185 ▲ 9.37%KALYANKJIL 511 ▲ 7.25%AEGISVOPAK 303 ▲ 7.11%PINELABS 155 ▲ 6.79%RRKABEL 2,375 ▲ 6.70%JSWINFRA 351 ▲ 6.41%ZENSARTECH 540 ▲ 6.29%TATATECH 761 ▲ 5.88%
Morning brief · Tuesday, 14 July 2026

Fidelity's ₹781 crore bet on JK Cement just got bigger

Market pulse
A powerful rally in technology stocks, led by double digit gains in Newgen and Sonata Software, sent the Nifty IT index soaring over three and a half percent. This enthusiasm did not spill over into the broader market, however, as the benchmark Nifty 50 index ended the day virtually unchanged at 24,211.
From the investor's mind
One post worth your time, explained
Nothing new from the watchlist today
Word in the street
What the wider market is buzzing about
SEPC Limited
₹7Past year ▼ 52%M.cap ₹1,054 Cr
Shares of SEPC Limited have been a tough holding, falling over 52 percent in the last year, and recent chatter has centered on its ownership structure. With a market capitalization of roughly 1,054 crore, the company is drawing attention as investors question the possibility of a significant ownership shift. Discussions have revolved around whether Avenir International Engineers and Consultants could see its stake rise to 44 percent, and if Mark AB’s holding might be reduced to between eight and nine percent. Alongside these ownership questions, investors are also asking about the company's execution of large projects and its management of working capital.
Yesterday's big moves
Havells India Limited
Havells India LimitedNew Position
₹1,179Past year ▼ 22%M.cap ₹73,983 Cr
ICICI Prudential Mutual Fund
ICICI Prudential Mutual Fund entered Havells India with 72,03,624 shares, representing a 1.15% stake, valued at ₹848.96 Cr at ₹1178.80 apiece.
Electrotherm (India) Limited
Electrotherm (India) LimitedNew Position
₹1,120Past year ▲ 5%M.cap ₹1,392 Cr
Radiant Global
Radiant Global acquired 179,831 shares of Electrotherm (India) Limited, representing a 1.41% stake, valued at ₹19.77 crore.
AVG Logistics Limited
AVG Logistics LimitedNew Position
₹210Past year ▼ 25%M.cap ₹406 Cr
Nikhil Vora
Nikhil Vora acquired a new position in AVG Logistics Limited, buying 2,86,673 shares for a 1.53% stake. This acquisition was part of a larger transaction on June 11, 2026, where Sixth Sense India Opportunities IV and its PACs increased their total holding in AVG Logistics to 18.36% through a rights issue and open market purchases.
JK Cement Limited
JK Cement LimitedIncreased
₹5,399Past year ▼ 17%M.cap ₹41,427 Cr
Fidelity
Fidelity increased its stake in JK Cement from 7.03% to 9.17% by buying 16,54,961 shares via an open market purchase.
Sona BLW Precision Forgings Limited
Sona BLW Precision Forgings LimitedIncreased
₹669Past year ▲ 49%M.cap ₹41,739 Cr
Axis Mutual Fund
Axis Mutual Fund increased its stake in Sona BLW Precision Forgings from 4.99% to 5.04%, buying 2,88,446 shares via open market operations and crossing the 5% disclosure threshold.
“Risk comes from not knowing what you are doing.”
Warren Buffett
See what the smart money is buying, before the news does
Follow Kacholia, Damani, Rekha Jhunjhunwala and 300+ top investors. Every new position, bulk deal and insider trade, the moment it is filed.