Top 10 Stocks in which Mutual Funds made massive purchases - Are these names in your portfolio?

News Topical, Digital Desk : According to the fund folio of Motilal Oswal Financial Services, mutual funds have made a big change in their investments in June 2025. Fund managers increased investments in NBFC, retail, consumer durables, healthcare and telecom, while reducing stakes in private banks, automobile, technology, oil and gas, and consumer sectors.

Equity assets under management (AUM) grew 4.3% to Rs 36.6 lakh crore in June. This growth has been seen due to the rise in Nifty by 3.1% and investment in equity increasing to Rs 246 billion (Rs 201 billion in May). Investment through SIP also reached a record level, which shows the increasing participation of retail investors.

Decrease in private banks and technology
The share of private banks, which is the largest sector of mutual funds, decreased from 18.4% in May to 17.9% in June. It was 18.9% in April. The weight of this sector in the BSE 200 index is 20.8%, compared to which the investment of mutual funds is now less. The share of the technology sector also reached a one-year low of 8.1%, which was 8.3% in May and is less than 9.3% of BSE 200.

Investment increased in NBFC and retail
Investment in consumption-related sectors has increased. The share of NBFC increased from 5.3% to 5.6%, retail from 2.6% to 2.9%, and consumer durables from 2.1% to 2.5%. Healthcare increased by 7.4% and telecom by 3.5% (59-month high).

What happened in which stocks?
Mutual funds bought 48% of Nifty 50 stocks, 56% of Nifty Midcap 100 stocks, and 65% of Nifty Smallcap 100 stocks. In Nifty 50, investment has been increased in Bharti Airtel, Asian Paints, Reliance Industries, and HDFC Bank. Whereas, there was selling in Infosys and HCL Technologies.

In Midcap 100, investment has been increased in Vishal Mega Mart, REC, Jindal Stainless, and APL Apollo. However, Trent and Persistent Syste,s declined. In Smallcap 100, Linde India, Balrampur Chini, Lux Industries, KSB and Bank of Maharashtra saw an increase in investments. Whereas, Nazara Technologies, Dalmia Bharat Sugar and Tejas Networks saw a decline.
 

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