Mutual Fund Moves (March 2025): Where the Smart Money is Going

Large-Cap Stocks

Stable Bets with Fresh Confidence Top Additions:

• Axis Bank: Holding increased from 29% to 32%
• Eternal Retail: 16.4% to 19.4%
• Apollo Hospitals: 12.8% to 15.4%
• Dr. Reddy’s Labs: 11.1% to 12.9%
• HPCL: 17.0% to 18.7%

Top Reductions:

• Coromandel International: Down 1.5%
• Muthoot Finance: Down 1.3%
• Bharat Electronics (BEL): Down 1.2%
• ICICI Prudential Life: Down 1.0%
• Cholamandalam Investment: Down 0.9%

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Mid-Cap Stocks

Heavy Buying in Tech and FMCG Top Additions:

• Hexaware Technologies: 0% to 8.7%
• Adani Wilmar (AWL): 0% to 8.5%
• TBO Tek: 8.6% to 14.6%
• Max Financial: 35.0% to 39.9%
• Cyient: 23.8% to 28.1%

Top Reductions:

• Aavas Financiers: Down sharply from 22.3% to 7.9%
• CDSL: 11.2% to 7.2%
• IndusInd Bank: 30.3% to 27.6%
• Whirlpool of India: 28.2% to 25.5%
• NALCO: 12.0% to 9.4%

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Small-Cap Stocks

Focus on Innovation and Services Top Additions:

• Ather Energy: 0% to 11.5%
• TeamLease Services: 34.6% to 45.4%
• Awfis Space Solutions: 19.2% to 24.3%
• Happiest Minds: 3.7% to 8.4%
• South Indian Bank: 3.8% to 8.3%

Top Reductions:

• Can Fin Homes: Down 5.0%
• Samhi Hotels: Down 4.9%
• Barbeque Nation: Down 4.5%
• Dreamfolks Services: Down 4.0%
• Avalon Technologies: Down 3.7%

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Key Takeaways

• Tech, healthcare, and retail are gaining traction among mutual funds.
• NBFCs, consumer durables, and hospitality stocks are seeing reduced exposure.
• Institutions are showing confidence in new-age and service-driven small caps.

This movement of institutional money often signals long-term confidence in certain sectors. While not a direct recommendation, observing these patterns can help long-term investors stay aligned with broader market trends.

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