Activities of Equity Mutual Fund Schemes - May 2025
Financial Report
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.
IPO Pick-Up: Schloss Bangalore & Aegis Vopak Catch MF Attention - Recently listed Schloss Bangalore (The Leela) topped fresh MF picks in May, with 20 schemes acquiring a hefty 4.49% stake. Aegis Vopak Terminals also drew interest, with 16 schemes picking up a combined 1.56% stake—signaling strong institutional confidence in new listings.
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.
Small Cap Focus: MFs Load Up on PNB Housing, Trim Ramco Cements - In the small cap space, mutual funds showed strong buying interest in stocks like PNB Housing Finance, K.P.R. Mills, MCX, Sagility India, PG Electroplast, KFin Technologies, Star Health, Crompton Greaves Consumer and Angel One. Meanwhile, The Ramco Cements saw notable sell-offs, reflecting selective reshuffling within the segment.
MFs Trim Stakes in Nykaa, BEL, Max Financial Services & More - Overall Mutual funds pared holdings in stocks like Max Financial Services, Nykaa, Bharat Electronics, Mahindra & Mahindra, L&T, HDFC Bank, ICICI Bank and TCS in May—signaling portfolio reshuffling and selective profit booking amid evolving market conditions.
Top Schemes Dominate Inflows as Investors Chase Opportunities: Parag Parikh Flexi Cap, HDFC Flexi Cap and Motilal Oswal Midcap Funds continued to feature among the top inflow gainers in May, showcasing strong investor conviction.
New Fund Offers Drive Inflows in May: Three major IPOs in May added ₹2,732 crore to equity MF inflows, with ICICI Pru Quality Fund and UTI Multi Cap Fund emerging as key contributors.
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