Top Stocks Bought and Sold By Mutual Funds

Last updated:
Top Stocks Bought and Sold By Mutual Funds

Mutual funds play a pivotal role in the stock market. The stocks that mutual funds buy and sell offer a window into their assessment of different companies. When a mutual fund invests in a stock, it often reflects a positive view of that company's potential. This decision-making is driven by experienced fund managers analyzing various factors. Conversely, selling a stock might indicate concerns about the company's future prospects.

This blog will explore these investment patterns of mutual funds, shedding light on the reasoning behind their choices. By examining recent stock purchases and sales by mutual funds, we aim to provide insights useful for individual investors.

How Mutual Funds Operate in the Stock Market

Mutual funds, managed by professional and skilled fund managers, strategically invest in a variety of stocks, pooling resources from several investors. These professionals are responsible for selecting which stocks to buy or sell based on extensive market research, economic forecasts, and investment strategies. Their goal is to maximize returns while mitigating risk, aligning with the fund's investment objectives.

Factors Influencing Mutual Fund Manager's Decisions

  1. Market Trends: Fund managers keep a close eye on overall market trends, including economic indicators like interest rates, inflation, and GDP growth. This helps them anticipate market movements and adjust their portfolio accordingly.
  2. Company Performance: The financial health and growth potential of individual companies play a crucial role. Fund managers analyze earnings reports, leadership changes, product launches, and other company-specific news.
  3. Sector Analysis: Trends in specific industries or sectors also guide mutual fund investments. For example, a shift towards renewable energy might prompt fund managers to invest more in green technology stocks.
  4. Risk Management: Mutual funds aim to balance risk and return. Managers might diversify their holdings across various sectors and geographic regions to mitigate potential losses.
  5. Investor Sentiment: Understanding how other investors might react to market changes can influence mutual fund strategies. For example, if there's a widespread belief that a particular sector will grow, fund managers might increase their investments there.

List of Stocks Recently Bought by Mutual Funds in India

Large-Cap Mutual Funds

1ICICI Prudential Bluechip Fund
 Stocks Bought
S. No.NameMarket Cap (INR)MF Holdings (latest qtr. %)MF Previous (latest qtr. %)Change in MF Holdings
1Grasim Industries Ltd₹ 1,37,357 Cr.1.04%-1.04%
2Hero MotoCorp Ltd₹ 77,129 Cr.4.00%3.32%0.68%
3Tech Mahindra Ltd₹ 1,22,079 Cr.2.02%1.84%0.18%
 Stocks Sold
S. No.NameMarket Cap (INR)MF Holdings (latest qtr. %)MF Previous (latest qtr. %)Change in MF Holdings
1Procter & Gamble Hygiene & Healthcare Ltd₹ 55,098 Cr.1.23%1.27%-0.04%
2Lupin Ltd₹ 57,154 Cr.5.14%5.50%-0.36%
2SBI Bluechip Fund
 Stocks Bought
S. No.NameMarket Cap (INR)MF Holdings (latest qtr. %)MF Previous (latest qtr. %)Change in MF Holdings
1SKF India Ltd₹ 23,212 Cr.3.23%3.22%0.01%
2Page Industries Ltd₹ 41,356 Cr.9.70%9.67%0.03%
 Stocks Sold
S. No.NameMarket Cap (INR)MF Holdings (latest qtr. %)MF Previous (latest qtr. %)Change in MF Holdings
1Cummins India Ltd₹ 53,868 Cr.3.17%3.83%-0.66%
3Mirae Asset Large Cap Fund    
 Stocks Bought    
S. No.NameMarket Cap (INR)MF Holdings (latest qtr. %)MF Previous (latest qtr. %)Change in MF Holdings
1FSN E-Commerce Ventures Ltd₹ 47,855 Cr.3.90%3.50%0.40%
2SBI Cards and Payment Services Ltd₹ 72,726 Cr.2.17%1.84%0.33%
3Biocon Ltd₹ 29,517 Cr.1.81%-1.81%
4Sona BLW Precision Forgings Ltd₹ 33,520 Cr.2.37% 2.37%
 Stocks Sold    
S. No.NameMarket Cap (INR)MF Holdings (latest qtr. %)MF Previous (latest qtr. %)Change in MF Holdings
1Krishna Institute of Medical Sciences Ltd₹ 15,767 Cr.4.53%7.37%-2.84%
2Nuvoco Vistas Corporation Ltd₹ 13,500 Cr.2.11%3.98%-1.87%
3National Aluminium Company Ltd₹ 20,232 Cr.2.05%2.37%-0.32%

Mid-Cap Mutual Funds

1HDFC Mid-Cap Opportunities Fund    
 Stocks Bought    
S. No.NameMarket Cap (INR)MF Holdings (latest qtr. %)MF Previous (latest qtr. %)Change in MF Holdings
1Symphony Ltd₹ 6,109 Cr.5.82%-5.82%
2Coforge Ltd₹ 37,865 Cr.6.20%3.53%2.67%
3Solar Industries India Ltd₹ 60,327 Cr.1.99%-1.99%
4Dixon Technologies (India) Ltd₹ 39,387 Cr.1.84%-1.84%
5KNR Constructions Ltd₹ 7,470 Cr.8.40%6.60%1.80%
 Stocks Sold    
S. No.NameMarket Cap (INR)MF Holdings (latest qtr. %)MF Previous (latest qtr. %)Change in MF Holdings
1Max Healthcare Institute Ltd₹ 63,237 Cr.3.26%3.80%-0.54%
2Supreme Industries Ltd₹ 57,958 Cr.1.51%1.93%-0.42%
3Indian Hotels Co Ltd₹ 61,894 Cr.3.78%4.16%-0.38%
4Jindal Steel & Power Ltd₹ 72,783 Cr.1.76%1.93%-0.17%
5KEC International Ltd₹ 15,477 Cr.8.99%9.15%-0.16%
2Kotak Emerging Equity Fund    
 Stocks Bought    
S. No.NameMarket Cap (INR)MF Holdings (latest qtr. %)MF Previous (latest qtr. %)Change in MF Holdings
1Blue Star Ltd₹ 19,184 Cr.6.24%-6.24%
2Dixon Technologies (India) Ltd₹ 38,627 Cr.1.98%-1.98%
3Emami Ltd₹ 21,965 Cr.1.60%-1.60%
4Atul Ltd₹ 20,367 Cr.4.51%3.67%0.84%
5Ipca Laboratories Ltd₹ 27,248 Cr.3.64%3.20%0.44%
 Stocks Sold    
S. No.NameMarket Cap (INR)MF Holdings (latest qtr. %)MF Previous (latest qtr. %)Change in MF Holdings
1Sheela Foam Ltd₹ 13,176 Cr.5.36%6.25%-0.89%
2Supreme Industries Ltd₹ 58,038 Cr.3.00%3.32%-0.32%
3Cummins India Ltd₹ 54,335 Cr.3.19%3.38%-0.19%
3DSP Midcap Fund    
 Stocks Bought    
S. No.NameMarket Cap (INR)MF Holdings (latest qtr. %)MF Previous (latest qtr. %)Change in MF Holdings
1Crompton Greaves Consumer Electricals Ltd₹ 19,302 Cr.2.15%0.00%2.15%
2Kajaria Ceramics Ltd₹ 22,158 Cr.2.12%0.00%2.12%
3IIFL Finance Ltd₹ 21,672 Cr.3.47%1.41%2.06%
4Coforge Ltd₹ 38,256 Cr.3.13%1.53%1.60%
5Bharat Forge Ltd₹ 55,617 Cr.2.50%2.24%0.26%
 Stocks Sold    
S. No.NameMarket Cap (INR)MF Holdings (latest qtr. %)MF Previous (latest qtr. %)Change in MF Holdings
1Sheela Foam Ltd₹ 13,176 Cr.3.46%4.31%-0.85%
2Jubilant Foodworks Ltd₹ 38,113 Cr.1.02%1.19%-0.17%

Small-Cap Mutual Funds

1Nippon India Small Cap Fund    
 Stocks Bought    
S. No.NameMarket Cap (INR)MF Holdings (latest qtr. %)MF Previous (latest qtr. %)Change in MF Holdings
1NIIT Ltd₹ 1,589 Cr.8.25%-8.25%
2Bajaj Consumer Care Ltd₹ 3,089 Cr.6.59%-6.59%
3Gland Pharma Ltd₹ 31,557 Cr.5.28%-5.28%
4Inox Wind Ltd₹ 15,147 Cr.2.96%-2.96%
5KFIN Technologies Ltd₹ 8,365 Cr.1.97%-1.97%
 Stocks Sold    
S. No.NameMarket Cap (INR)MF Holdings (latest qtr. %)MF Previous (latest qtr. %)Change in MF Holdings
1Rites Ltd₹ 11,798 Cr.3.27%6.14%-2.87%
2RBL Bank Ltd₹ 16,822 Cr.1.65%3.09%-1.44%
3Zydus Wellness Ltd₹ 10,076 Cr.3.50%4.79%-1.29%
4Raymond Ltd₹ 11,478 Cr.1.63%2.43%-0.80%
5SIS Ltd₹ 6,864 Cr.2.02%2.69%-0.67%
2HDFC Small Cap Fund    
 Stocks Bought    
S. No.NameMarket Cap (INR)MF Holdings (latest qtr. %)MF Previous (latest qtr. %)Change in MF Holdings
1Unichem Laboratories Ltd₹ 2,887 Cr.7.70%6.10%1.60%
2Voltamp Transformers Ltd₹ 6,260 Cr.9.50%8.70%0.80%
3Gateway Distriparks Ltd₹ 5,049 Cr.8.70%8.20%0.50%
4Safari Industries (India) Ltd₹ 9,928 Cr.3.50%3.10%0.40%
5LG Balakrishnan & Bros Ltd₹ 4,121 Cr.8.90%8.50%0.40%
 Stocks Sold    
S. No.NameMarket Cap (INR)MF Holdings (latest qtr. %)MF Previous (latest qtr. %)Change in MF Holdings
1Advanced Enzyme Technologies Ltd₹ 4,245 Cr.3.50%4.30%-0.80%
2Vesuvius India Ltd₹ 7,307 Cr.7.70%8.00%-0.30%
3KEI Industries Ltd₹ 27,475 Cr.2.20%2.40%-0.20%
3SBI Small Cap Fund    
 Stocks Bought    
S. No.NameMarket Cap (INR)MF Holdings (latest qtr. %)MF Previous (latest qtr. %)Change in MF Holdings
1Krishna Institute of Medical Sciences Ltd₹ 15,819 Cr.6.43% 6.43%
2Triveni Turbine Ltd₹ 12,849 Cr.5.10% 5.10%
3Timken India Ltd₹ 24,246 Cr.4.08% 4.08%
4CSB Bank Ltd₹ 6,883 Cr.9.36%7.07%2.29%
5Fine Organic Industries Ltd₹ 14,178 Cr.2.29% 2.29%
 Stocks Sold    
S. No.NameMarket Cap (INR)MF Holdings (latest qtr. %)MF Previous (latest qtr. %)Change in MF Holdings
1Engineers India Ltd₹ 8,906 Cr.1.20%2.36%-1.16%
2Alembic Ltd₹ 2,383 Cr.3.36%3.89%-0.53%
3Archean Chemical Industries Ltd₹ 8,095 Cr.7.64%8.09%-0.45%
4SJVN Ltd₹ 35,132 Cr.1.72%2.13%-0.41%
5Anand Rathi Wealth Ltd₹ 10,777 Cr.1.33%1.68%-0.35%

Implications for Individual Investors

The investment activities of mutual funds in the stock market offer important cues for individual investors:

  1. Impact on Stock Prices: When mutual funds buy large quantities of a particular stock, it can drive up the price due to increased demand. Conversely, if they sell off a stock in large volumes, the price may drop. Individual investors should be aware of these potential movements, especially if they hold or are considering investing in these stocks.
  2. Indicators of Sector Health: Mutual funds often invest based on in-depth sector analyses. If several funds are increasing their stakes in a specific industry, it might indicate underlying sector strength. Individual investors can use this information to assess the potential of their own investments in that sector.

Pros and Cons of Following Mutual Fund Trends:

Pros: Mutual funds have resources for thorough market research. Individual investors can benefit from the expertise and information fund managers use, especially when it comes to lesser-known stocks or complex industries.

Cons: However, relying solely on mutual fund trends can be risky. These funds often make long-term investments, which may not align with the personal investment goals or time horizons of individual investors.

Risk Management and Diversification Strategies:

  1. Diversification: Mutual funds reduce risk through diversification, a strategy individual investors can emulate. By investing in a variety of stocks and sectors, individuals can lower the impact of any single investment's poor performance.
  2. Regular Portfolio Review: Individual investors should regularly review and adjust their portfolios, considering changing market conditions and their personal financial goals. This approach mirrors the proactive management style of mutual funds.
  • What does it mean when a mutual fund buys a lot of a particular stock?

  • Do all mutual funds only buy stock?

  • How do mutual funds choose stocks?

  • Which large-cap mutual fund has the highest fund size?

Share: