Market Corrections Shake Equity MFs: Fresh Picks & Strategic Selloffs
Equity Mutual Funds Face Early 2025 Jitters: Equity mutual funds stumbled at the beginning of 2025, witnessing a 10.39% drop in Net AUM to ₹27.40 Lakh Cr in just two months. The downturn was triggered by a sharp correction in Mid Cap and Small Cap stocks, shaking investor confidence.
Equity MFs Go Bold: Hexaware IPO Bet & High-Conviction Picks: Doubling down on fresh opportunities, 42 equity mutual fund schemes grabbed a 6.3% stake in the Hexaware Technologies IPO, signaling strong confidence in new-age investments. MFs are ramping up positions in high-potential stocks, favoring Kotak Mahindra Bank, SBI Cards & Payment Services, Eicher Motors, UPL, Marico, HDFC AMC, Avenue Supermarts, Maruti Suzuki, M&M and IndusInd Bank. Adding to their aggressive stance, they also backed the IPOs of Ajax Engineering and Quality Power Electrical Equipments.
Equity Schemes Exit Key Positions in Major Companies: Equity mutual funds are reworking their portfolios, fully exiting key positions in NTPC Green Energy, Swiggy, Siemens, REC, Trent, Bharat Electronics, HPCL, Voltas, Bharti Hexacom, Titan, HCL Tech, Grasim and Hindustan Unilever. This signals a strategic shift as funds reposition themselves for new opportunities.
Equity Mutual Funds Accumulate in Market Leaders, Trim Positions in Infosys & SBI: Equity mutual funds actively accumulated top-tier stocks, betting big on Coforge, Max Healthcare Institute, Power Grid, Ultratech Cement, Zomato, HDFC Bank, L&T, Kotak Mahindra Bank, M&M, Axis Bank, Maruti Suzuki, TCS and Reliance, showcasing strong confidence in these market giants. Meanwhile, Infosys, InterGlobe Aviation, SBI, ICICI Bank, Bajaj Finance and Trent saw notable selloffs, indicating a strategic shift in fund allocations.
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