What fund managers bought in May 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." 2 funds were excluded this month.
Excludes 2 funds with no prior month, so totals differ slightly from Adds & cuts.
Where the money went
Funds put +3,378 ₹ cr into Lenskart Solutions Limited, the largest net buy.
| Stock | Net ₹ cr | Funds adding / cutting | Sector |
|---|---|---|---|
Lenskart Solutions LimitedConviction | +3,377.91 | 50 / 3 | Retailing |
Gujarat Gas Ltd.Conviction | +3,374.03 | 34 / 1 | Gas |
| +2,733.92 | 80 / 24 | Banks | |
| +2,285.52 | 27 / 12 | Power | |
ADANI ENTERPRISES LIMTIEDConviction | +2,028.99 | 16 / 10 | Metals & Minerals Trading |
Billionbrains Garage Ventures LtdConviction | +1,774.83 | 71 / 8 | Capital Markets |
| +1,459.42 | 26 / 8 | Ferrous Metals | |
| +1,423.05 | 47 / 26 | Retailing | |
| +1,407.31 | 44 / 27 | Financial Technology (Fintech) | |
| +1,274.59 | 32 / 18 | IT - Software |
Where the money left
Funds took −3,035 ₹ cr out of Gujarat State Petronet Ltd., the largest net sell.
| Stock | Net ₹ cr | Funds adding / cutting | Sector |
|---|---|---|---|
| −3,034.87 | 0 / 34 | Unclassified | |
| −2,808.91 | 64 / 69 | Banks | |
| −2,345.06 | 28 / 44 | IT - Software | |
| −1,570.32 | 29 / 58 | Construction | |
| −1,309.08 | 25 / 57 | Capital Markets | |
| −1,212.95 | 2 / 13 | IT - Software | |
| −1,148.19 | 1 / 3 | Overseas equity | |
| −1,060.72 | 32 / 29 | Ferrous Metals | |
| −1,046.15 | 23 / 7 | Insurance | |
| −1,044.05 | 18 / 37 | Power |
New names
2 funds added Pondy Oxides & Chemical Ltd., a name that was not in any active-equity book last month.
Full exits
34 funds fully exited Gujarat State Petronet Ltd..
- Gujarat State Petronet Ltd.34 funds exitedNet across all funds: −3,035 ₹ cr
- Vedanta Limited23 funds exitedNet across all funds: −1,013 ₹ cr
- State Bank of India17 funds exitedNet across all funds: −2,809 ₹ cr
- Kotak Mahindra Bank Limited16 funds exitedNet across all funds: +1,189 ₹ cr
- Lupin Limited15 funds exitedNet across all funds: −625 ₹ cr
- Bank of Baroda14 funds exitedNet across all funds: −918 ₹ cr
- Canara Bank14 funds exitedNet across all funds: −347 ₹ cr
- Godrej Consumer Products Ltd.13 funds exitedNet across all funds: +136 ₹ cr
- Eternal Limited13 funds exitedNet across all funds: +1,423 ₹ cr
- Tata Motors Ltd12 funds exitedNet across all funds: −334 ₹ cr
Sector rotation
Retailing saw the largest net inflow (+6,365 ₹ cr); Unclassified the largest outflow (−2,353 ₹ cr).
- Retailing+6,364.56
- Pharmaceuticals & Biotechnology+3,901.7
- Gas+3,477.34
- Electrical Equipment+3,318.47
- Healthcare Services+3,211.82
- Unclassified−2,353.13
- IT - Software−2,103.92
- Construction−1,498.61
- Diversified FMCG−1,361.21
- Overseas equity−1,071.37
Fund house bets
HDFC Mutual Fund made its biggest buy in Lenskart Solutions Limited (+543 ₹ cr).