What fund managers bought in February 2026
Holdings: August 2026 · Returns updated 13 Sep 2026
How we calculate this
Month-end holdings disclosures for active-equity funds. We count share-quantity adds and cuts, not portfolio weight. Cash, TREPS, ETFs, fund units and derivatives are dropped. Funds with no prior-month book (a first disclosure) are excluded from month-on-month counts so the whole book is not treated as "bought." 17 funds were excluded this month.
Excludes 17 funds with no prior month, so totals differ slightly from Adds & cuts.
Where the money went
Funds put +2,088 ₹ cr into IndusInd Bank Limited, the largest net buy.
| Stock | Net ₹ cr | Funds adding / cutting | Sector |
|---|---|---|---|
| +2,087.59 | 37 / 6 | Banks | |
| +1,800.2 | 33 / 15 | Transport Services | |
| +1,752.07 | 48 / 19 | Banks | |
| +1,507.37 | 39 / 7 | Retailing | |
| +1,416.79 | 37 / 15 | Oil | |
| +1,357.38 | 18 / 15 | Power | |
| +1,303.02 | 51 / 69 | Banks | |
| +1,274.87 | 34 / 51 | Construction | |
| +1,234.74 | 18 / 13 | Electrical Equipment | |
| +1,216.24 | 20 / 9 | Healthcare Services |
Where the money left
Funds took −5,313 ₹ cr out of Infosys Limited, the largest net sell.
| Stock | Net ₹ cr | Funds adding / cutting | Sector |
|---|---|---|---|
| −5,312.79 | 63 / 60 | IT - Software | |
| −4,481.25 | 79 / 54 | Banks | |
| −3,123.46 | 41 / 7 | Capital Markets | |
| −1,958.06 | 28 / 25 | IT - Software | |
| −1,722.83 | 19 / 44 | Non - Ferrous Metals | |
| −1,671.85 | 13 / 15 | IT - Software | |
| −1,654.33 | 28 / 35 | IT - Software | |
| −1,573.39 | 3 / 11 | Finance | |
| −1,426.26 | 33 / 36 | IT - Software | |
| −1,239.82 | 41 / 100 | Banks |
New names
24 funds added Fractal Analytics Ltd., a name that was not in any active-equity book last month.
24 funds · +700.7 ₹ cr
12 funds · +204.4 ₹ cr
6 funds · +80 ₹ cr
4 funds · +6 ₹ cr
2 funds · +128.3 ₹ cr
2 funds · +3.7 ₹ cr
2 funds · +3.6 ₹ cr
2 funds · +1.4 ₹ cr
Full exits
75 funds fully exited Kwality Walls India Ltd..
- Kwality Walls India Ltd.75 funds exitedNet across all funds: +21 ₹ cr
- Billionbrains Garage Ventures Ltd16 funds exitedNet across all funds: −498 ₹ cr
- KPIT Technologies Limited15 funds exitedNet across all funds: −586 ₹ cr
- ICICI Bank Limited15 funds exitedNet across all funds: +1,303 ₹ cr
- Hindalco Industries Limited14 funds exitedNet across all funds: −1,723 ₹ cr
- REC Limited13 funds exitedNet across all funds: −401 ₹ cr
- LTM Ltd.13 funds exitedNet across all funds: −364 ₹ cr
- HDB Financial Services Ltd.11 funds exitedNet across all funds: −300 ₹ cr
- Cipla Limited11 funds exitedNet across all funds: +10 ₹ cr
- Tata Consultancy Services Limited10 funds exitedNet across all funds: −1,654 ₹ cr
Sector rotation
Electrical Equipment saw the largest net inflow (+5,761 ₹ cr); IT - Software the largest outflow (−14,671 ₹ cr).
- Electrical Equipment+5,761.03
- Healthcare Services+4,466.27
- Power+3,221.49
- Industrial Products+3,169.52
- Pharmaceuticals & Biotechnology+2,964.08
- IT - Software−14,670.53
- Capital Markets−4,029.86
- Finance−2,160.21
- Non - Ferrous Metals−1,978.78
- Commercial Services & Supplies−1,813.36
Fund house bets
HDFC Mutual Fund made its biggest buy in Larsen & Toubro Limited (+1,937 ₹ cr).