Equity Mutual Funds Scale New Peak at ₹32.05 Lakh Cr – Equity mutual funds extended their rally in May, posting a robust 4.83% rise in Net AUM to a record ₹32.05 Lakh Crs. Fueled by sharp gains in broader markets and record SIP inflows, the surge reflects rising investor confidence and bullish sentiment.
Mutual Funds Load Up on Swiggy, DLF, K.P.R Mill & More – In May, mutual funds expanded their portfolios with fresh additions including Swiggy, DLF, KFin Technologies, K.P.R. Mill and PNB Housing Finance. Other notable picks were Bajaj Auto, Divi’s Laboratories, ITC, Tata Steel, InterGlobe Aviation, HAL, BHEL and HPCL—reflecting a diverse investment approach across sectors.
MFs Exit REC, Blue Star, IndusInd Bank & More – May saw mutual funds trimming exposure in several key stocks, with exits from REC, Blue Star, PFC, IndusInd Bank and BSE. Other notable sell-offs included Sun Pharma, Kotak Mahindra Bank, Bajaj Finserv, NTPC, Tata Motors, Muthoot Finance, ITC Hotels, United Breweries and SRF—indicating portfolio realignment amid shifting market dynamics.
Midcap Moves: MFs Sell Nykaa & Dixon, Buy HPCL & BHEL – May saw mutual funds offloading several midcap names including Nykaa, Max Financial Services, Indian Hotels, GE Vernova T&D India, Dixon Technologies, Coforge, Concor and IndusInd Bank. On the flip side, HPCL and BHEL attracted fresh buying interest, marking a tactical shift in midcap allocations.
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