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. Net bought (₹ cr) is those share changes valued at this month's closing price (last month's price on a full exit). A stock that only marked up in price is not treated as bought. 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.
Where the money went
Funds put +3,351 ₹ cr into Lenskart Solutions Limited, the largest net buy.
| Stock | Net bought (₹ cr) | Funds adding / cutting | Sector |
|---|---|---|---|
Lenskart Solutions LimitedConviction | +3,350.73 | 50 / 3 | Retailing |
Gujarat Gas Ltd.Conviction | +3,324.77 | 34 / 1 | Gas |
| +3,010.06 | 80 / 24 | Banks | |
Billionbrains Garage Ventures LtdConviction | +2,167.72 | 71 / 8 | Capital Markets |
| +2,164.76 | 27 / 12 | Power | |
| +1,869.49 | 45 / 31 | Petroleum Products | |
ADANI ENTERPRISES LIMTIEDConviction | +1,677.71 | 16 / 10 | Metals & Minerals Trading |
| +1,448.95 | 26 / 8 | Ferrous Metals | |
| +1,323.75 | 69 / 40 | Telecom - Services | |
| +1,292.87 | 39 / 15 | Pharmaceuticals & Biotechnology |
Where the money left
Funds took −3,035 ₹ cr out of Gujarat State Petronet Ltd., the largest net sell.
| Stock | Net bought (₹ cr) | Funds adding / cutting | Sector |
|---|---|---|---|
| −3,034.87 | 0 / 34 | Unclassified | |
| −2,024.87 | 28 / 44 | IT - Software | |
| −1,870.54 | 13 / 53 | Electrical Equipment | |
| −1,857.26 | 29 / 58 | Construction | |
| −1,302.06 | 12 / 40 | Diversified Metals | |
| −1,257.38 | 25 / 57 | Capital Markets | |
| −1,216.85 | 2 / 13 | IT - Software | |
| −1,092.99 | 1 / 3 | Overseas equity | |
| −957.86 | 7 / 22 | Banks | |
| −941.61 | 32 / 29 | Ferrous Metals |
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: −1,302 ₹ cr
- State Bank of India17 funds exitedNet across all funds: −704 ₹ cr
- Kotak Mahindra Bank Limited16 funds exitedNet across all funds: +1,154 ₹ cr
- Lupin Limited15 funds exitedNet across all funds: −571 ₹ cr
- Bank of Baroda14 funds exitedNet across all funds: −958 ₹ cr
- Canara Bank14 funds exitedNet across all funds: −344 ₹ cr
- Godrej Consumer Products Ltd.13 funds exitedNet across all funds: +233 ₹ cr
- Eternal Limited13 funds exitedNet across all funds: +1,193 ₹ cr
- Indian Bank12 funds exitedNet across all funds: −216 ₹ cr
Sector rotation
Retailing saw the largest net inflow (+6,643 ₹ cr); Electrical Equipment the largest outflow (−2,908 ₹ cr).
- Retailing+6,643.16
- Banks+4,551.24
- Gas+3,464.87
- Finance+3,373.02
- Petroleum Products+3,209.96
- Electrical Equipment−2,907.56
- IT - Software−2,637.5
- Unclassified−2,586.33
- Construction−1,860.57
- Overseas equity−1,209.64
Fund house bets
HDFC Mutual Fund made its biggest buy in Lenskart Solutions Limited (+542 ₹ cr).