For the first time, the Sector/Thematic Fund category has emerged as the leading category in terms of Net AUM within the Equity Mutual Fund segment, achieving an all-time high Net AUM of ₹4,21,112 Crs, surpassing all other categories of Equity MF schemes.
Many equity mutual fund schemes have demonstrated a significant inclination towards fresh investments in well-established companies such as ITC, Vedanta, ONGC, Pitti Engineering, Techno Electric & Engineering Company, PNB Housing Finance, Crompton Greaves Consumer Electricals, Indus Towers, MCX, HDFC Life Insurance, ICICI Pru Life Insurance and Hindustan Unilever.
Several equity schemes have completely exited their holdings in companies such as Tata Steel, IndusInd Bank, Kotak Mahindra Bank, HDFC Bank, Bank of Baroda, TCS, The Ramco Cements, Vodafone Idea, BSE, Angel One and Container Corporation of India.
Among the most actively traded small-cap stocks, various equity schemes directed their investments towards companies such as Crompton Greaves Consumer Electricals, PNB Housing Finance, MCX, Sobha, Birlasoft, Whirlpool of India and Sun TV Network. Concurrently, there was notable disinvestment from Aditya Birla Fashion & Retail, Cholamandalam Financial Holdings and Laurus Labs.
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