Equity MFs Surge on Market Momentum: Equity mutual funds saw a robust 7.5% jump in Net AUM, rising to ₹29.45 Lakh Cr in March. This sharp uptick came on the back of broad-based market gains in the second half of the month.
Fund Managers Exit Key Stocks Amid Strategic Realignment: Some equity mutual funds in March fully exited major holdings including IndusInd Bank, Aavas Financiers, ITC Hotels, Eternal, BSE, Tech Mahindra, ITC, Dabur India, Mphasis, KEI Industries, HCL Tech, NTPC Green, Info Edge, Vishal Mega Mart and Hyundai Motors. This broad-based portfolio exit reflects a strategic shift as fund managers realign positions to tap into emerging opportunities and evolving market trends.
Fresh Bets: Equity MFs Build Positions in Key Growth Stocks: Some equity mutual funds are actively ramping up fresh positions in March across a mix of financials, metals and consumer facing stocks. Top additions include Kotak Mahindra Bank, Bajaj Finserv, Interglobe Aviation, Manappuram Finance, Muthoot Finance, SRF, JSW Steel, Avenue Supermarts, Coforge, Vedanta and PB Fintech—highlighting renewed confidence in select growth and value-driven opportunities.
MFs Buy Into Bharat Forge & Persistent; Trim IndusInd & Dixon in Mid-Cap Realignment: Equity mutual funds poured fresh investments into Bharat Forge, Persistent Systems, Hitachi Energy, Max Financial Services, PB Fintech, Coforge and ICICI Lombard General Insurance, reflecting strong confidence in these mid-cap names. Meanwhile, some funds trimmed holdings in IndusInd Bank, Dixon Technologies and SBI Cards, signaling a strategic portfolio reshuffle.
MFs Load Up on TBO Tek & JB Chem; Exit MCX & Karur Vysya in Strategic Small-Cap Shift: Equity mutual funds aggressively bought into TBO Tek, Sundaram Fasteners, JB Chemicals & Pharma, Navin Fluorine, Crompton Greaves Consumer Electricals and Aster DM Healthcare, signaling strong conviction in these small-cap names. On the other hand, notable sell offs were seen in Karur Vysya Bank, Amber Enterprises, MCX and PG Electroplast.
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