What fund managers bought in June 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." 5 funds were excluded this month.
Excludes 5 funds with no prior month, so totals differ slightly from Adds & cuts.
Where the money went
Funds put +10,031 ₹ cr into HDFC Bank Limited, the largest net buy.
| Stock | Net ₹ cr | Funds adding / cutting | Sector |
|---|---|---|---|
| +10,030.69 | 101 / 38 | Banks | |
| +7,286.69 | 97 / 37 | Banks | |
| +5,954.19 | 44 / 38 | Non - Ferrous Metals | |
JSW Infrastructure LimitedConviction | +3,865.73 | 44 / 6 | Transport Infrastructure |
ADANI ENTERPRISES LIMTIEDConviction | +3,460.05 | 19 / 8 | Metals & Minerals Trading |
| +3,220.8 | 42 / 18 | Finance | |
ACME Solar Holdings LimitedConviction | +2,891.51 | 26 / 1 | Power |
| +2,472.43 | 62 / 33 | Transport Services | |
| +2,165.99 | 113 / 2 | Retailing | |
Meesho LtdConviction | +2,134.29 | 25 / 2 | Retailing |
Where the money left
Funds took −4,219 ₹ cr out of Reliance Industries Limited, the largest net sell.
| Stock | Net ₹ cr | Funds adding / cutting | Sector |
|---|---|---|---|
| −4,219.48 | 55 / 46 | Petroleum Products | |
| −2,980.84 | 39 / 33 | IT - Software | |
| −2,514.87 | 18 / 55 | Non - Ferrous Metals | |
| −2,339.72 | 17 / 47 | Electrical Equipment | |
| −2,047.43 | 30 / 36 | Power | |
| −1,777.33 | 30 / 26 | IT - Software | |
| −1,565.88 | 25 / 44 | Ferrous Metals | |
| −1,337.34 | 30 / 30 | Capital Markets | |
| −1,195.28 | 23 / 33 | IT - Software | |
| −1,073.48 | 15 / 31 | Electrical Equipment |
New names
12 funds added Turtlemint Fintech Solutions Ltd., a name that was not in any active-equity book last month.
12 funds · +141.3 ₹ cr
11 funds · +145.2 ₹ cr
6 funds · +97.4 ₹ cr
5 funds · +47.5 ₹ cr
4 funds · +28.7 ₹ cr
4 funds · +15.7 ₹ cr
3 funds · +47.3 ₹ cr
3 funds · +39.3 ₹ cr
Full exits
76 funds fully exited Vedanta Iron and Steel Ltd..
- Vedanta Iron and Steel Ltd.76 funds exitedNet across all funds: −988 ₹ cr
- Vedanta Oil and Gas Ltd.71 funds exitedNet across all funds: −815 ₹ cr
- Vedanta Power Ltd.66 funds exitedNet across all funds: −135 ₹ cr
- Vedanta Limited23 funds exitedNet across all funds: −630 ₹ cr
- Hindalco Industries Limited19 funds exitedNet across all funds: −2,515 ₹ cr
- Tata Steel Limited19 funds exitedNet across all funds: −1,566 ₹ cr
- Oil India Ltd.19 funds exitedNet across all funds: −675 ₹ cr
- NTPC Ltd.18 funds exitedNet across all funds: −2,047 ₹ cr
- TALWANDI SABO POWER LTD.17 funds exitedNet across all funds: −146 ₹ cr
- MALCO ENERGY LTD17 funds exitedNet across all funds: −145 ₹ cr
Sector rotation
Banks saw the largest net inflow (+22,988 ₹ cr); IT - Software the largest outflow (−7,628 ₹ cr).
- Banks+22,987.55
- Retailing+8,658.68
- Finance+8,091.64
- Pharmaceuticals & Biotechnology+6,917.66
- Automobiles+4,284.87
- IT - Software−7,628.47
- Petroleum Products−3,963.43
- Electrical Equipment−3,279.98
- Ferrous Metals−2,032.13
- Oil−1,982.4
Fund house bets
HDFC Mutual Fund made its biggest buy in JSW Infrastructure Limited (+1,206 ₹ cr).