What fund managers bought in July 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." 10 funds were excluded this month.
Excludes 10 funds with no prior month, so totals differ slightly from Adds & cuts.
Where the money went
Funds put +5,017 ₹ cr into Torrent Pharmaceuticals Limited, the largest net buy.
| Stock | Net ₹ cr | Funds adding / cutting | Sector |
|---|---|---|---|
Torrent Pharmaceuticals LimitedConviction | +5,017.07 | 73 / 13 | Pharmaceuticals & Biotechnology |
ADANI ENTERPRISES LIMTIEDConviction | +4,543.24 | 58 / 8 | Metals & Minerals Trading |
| +4,383.9 | 50 / 25 | Finance | |
| +3,526.41 | 63 / 12 | Automobiles | |
| +2,777.55 | 37 / 25 | Automobiles | |
| +2,600.03 | 61 / 52 | Retailing | |
| +2,233.63 | 30 / 20 | IT - Software | |
| +2,170.98 | 55 / 19 | Retailing | |
| +2,025.51 | 28 / 19 | IT - Software | |
| +1,966.13 | 27 / 31 | IT - Software |
Where the money left
Funds took −4,158 ₹ cr out of JB Chemicals & Pharmaceuticals Limited, the largest net sell.
| Stock | Net ₹ cr | Funds adding / cutting | Sector |
|---|---|---|---|
| −4,158.02 | 0 / 64 | Unclassified | |
| −4,015.41 | 26 / 59 | Construction | |
| −2,976.01 | 45 / 48 | Banks | |
| −2,824.67 | 73 / 63 | Banks | |
| −2,188.55 | 39 / 45 | Petroleum Products | |
| −1,874.02 | 25 / 37 | Beverages | |
| −1,150.3 | 35 / 33 | Electrical Equipment | |
| −1,128.45 | 28 / 21 | Pharmaceuticals & Biotechnology | |
| −1,083.22 | 42 / 40 | Banks | |
| −977.26 | 0 / 11 | Unclassified |
New names
64 funds added INDO-MIM LTD, a name that was not in any active-equity book last month.
64 funds · +1,484.2 ₹ cr
59 funds · +1,470.4 ₹ cr
42 funds · +557.4 ₹ cr
34 funds · +1,092.2 ₹ cr
18 funds · +328.8 ₹ cr
15 funds · +421.1 ₹ cr
12 funds · +298 ₹ cr
10 funds · +307.3 ₹ cr
Full exits
64 funds fully exited JB Chemicals & Pharmaceuticals Limited.
- JB Chemicals & Pharmaceuticals Limited64 funds exitedNet across all funds: −4,158 ₹ cr
- Vedanta Power Ltd.25 funds exitedNet across all funds: −275 ₹ cr
- Vedanta Iron and Steel Ltd.20 funds exitedNet across all funds: −120 ₹ cr
- Kotak Mahindra Bank Limited19 funds exitedNet across all funds: +664 ₹ cr
- Varun Beverages Limited18 funds exitedNet across all funds: −1,874 ₹ cr
- Vedanta Oil and Gas Ltd.18 funds exitedNet across all funds: −201 ₹ cr
- Larsen & Toubro Limited17 funds exitedNet across all funds: −4,015 ₹ cr
- Muthoot Finance Limited17 funds exitedNet across all funds: −405 ₹ cr
- Vedanta Limited16 funds exitedNet across all funds: −160 ₹ cr
- Tata Steel Limited16 funds exitedNet across all funds: +46 ₹ cr
Sector rotation
IT - Software saw the largest net inflow (+11,668 ₹ cr); Unclassified the largest outflow (−4,292 ₹ cr).
- IT - Software+11,668.43
- Automobiles+9,113.64
- Pharmaceuticals & Biotechnology+7,762.33
- Finance+6,325.57
- Retailing+5,446.46
- Unclassified−4,292.28
- Construction−4,057.34
- Electrical Equipment−3,614.65
- Banks−3,083.86
- Petroleum Products−1,394.93
Fund house bets
HDFC Mutual Fund made its biggest buy in Sun Pharmaceutical Industries Limited (+1,063 ₹ cr).