[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Investors Compass [@selvaprathee](/creator/twitter/selvaprathee) on x 11.4K followers Created: 2025-06-13 07:00:40 UTC Top Stocks Bought, Sold & Fresh picks by Mutual funds – May 2025 | Smart Money Tracker - Every buy/sell has a signal. Here's where India’s top fund managers are rotating capital ⤵️ 1⃣ Top New Entrants – Fresh Conviction Largecap Universe 🔹Adani Green – Backed by green infra push 🔹Bharti Airtel – Gaining traction post ARPU growth 🔹InterGlobe Aviation – Airline bet after traffic rebound Midcap Universe 🔹Yes Bank – Selective entry despite NPA overhang 🔹PB Fintech – D2C fintech comeback 🔹KPR Mill, PI Ind, HPCL – Strong RoCE + export edge Smallcap Universe 🔹Brookfield India REIT – Yield play 🔹Prataap Snacks, Apcotex, Railtel – Consumer & infra-focused bottom fishing 🔹Hutamaki India, Suprijit Engg – B2B industrial niche picks 2⃣ Top Additions – Scaling Winners Largecap Bets 🔹Tata Steel, ITC, Bharti Airtel 🔹Interglobe Aviation – Across HDFC, ICICI, Nippon 🔹Bajaj Auto – Favored by Kotak & Axis for stability Midcap Bets 🔹KPR Mill Ltd – Dominant MF favourite midcap 🔹Dixon Tech, Torrent Power, Syngene Intl 🔹Federal Bank, PI Industries, Lupin Smallcap Bets 🔹KFin Tech – Repeated adds from Nippon, Axis, ICICI 🔹Motilal Oswal Fin, NBCC, Aarti Ind – RoE-led cyclicals 3⃣ Top Complete Exits - Capital Outflows 🔹ITC – Seen exits from HDFC, Kotak, Axis MFs 🔹SCI, Sandur Manganese, Greenpanel – Trimmed across smallcap-heavy MFs 🔹Go Digit General, Vedant Fashions 🔹Vodafone Idea, Chalet Hotels 4⃣ Top Reductions – Cooling Convictions Largecap 🔹TCS, Bharat Electronics, ICICI Bank 🔹Bajaj Finance – De-risking as valuation stretch seen 🔹IndusInd Bank – Reduced in select MFs Midcap 🔹Max Healthcare, Indian Hotels, Coromandel Intl 🔹Persistent Systems, Delhivery, PB Fintech 🔹Sandur Manganese, BSE, Cochin Shipyard 🔹Krishna Institute, Chola Fin, CDSL Smallcap 🔹Sandur Manganese, BSE, Cochin Shipyard 🔹Krishna Institute, Chola Fin, CDSL 5⃣ Emerging Trends to Watch 🔹BHEL – Added across Axis, SBI, Nippon, and Kotak = High conviction PSU capex theme 🔹Swiggy, Nykaa – D2C plays make a comeback in select funds 🔹ITC – Mixed trend: heavy buying by some, full exits by others 🔹Infra revival – PNB Housing, NBCC, Engineers India see traction 🔹Smallcap focus – Strong pick-up in names like Prataap Snacks, Apcotex, PG Electroplast 💡What Smart Money Is Signaling: - Rotating out of overbought defensives + high-P/E tech ➡ into PSU infra, RoCE-rich midcaps & digital consumer revival themes. - Track these shifts. The next compounders often show up first in mutual fund portfolios. Source : Nuvama/Ace MF No Buy/Sell recommendations #StocksInFocus #StocksToWatch #MutualFunds #MF #mutualfund  XXXXXX engagements  **Related Topics** [$indigons](/topic/$indigons) [$bhartiartlbo](/topic/$bhartiartlbo) [infra](/topic/infra) [tracker](/topic/tracker) [money](/topic/money) [stocks](/topic/stocks) [Post Link](https://x.com/selvaprathee/status/1933419230676037961)
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Investors Compass @selvaprathee on x 11.4K followers
Created: 2025-06-13 07:00:40 UTC
Top Stocks Bought, Sold & Fresh picks by Mutual funds – May 2025 | Smart Money Tracker
- Every buy/sell has a signal. Here's where India’s top fund managers are rotating capital ⤵️
1⃣ Top New Entrants – Fresh Conviction
Largecap Universe 🔹Adani Green – Backed by green infra push 🔹Bharti Airtel – Gaining traction post ARPU growth 🔹InterGlobe Aviation – Airline bet after traffic rebound
Midcap Universe 🔹Yes Bank – Selective entry despite NPA overhang 🔹PB Fintech – D2C fintech comeback 🔹KPR Mill, PI Ind, HPCL – Strong RoCE + export edge
Smallcap Universe 🔹Brookfield India REIT – Yield play 🔹Prataap Snacks, Apcotex, Railtel – Consumer & infra-focused bottom fishing 🔹Hutamaki India, Suprijit Engg – B2B industrial niche picks
2⃣ Top Additions – Scaling Winners
Largecap Bets 🔹Tata Steel, ITC, Bharti Airtel 🔹Interglobe Aviation – Across HDFC, ICICI, Nippon 🔹Bajaj Auto – Favored by Kotak & Axis for stability
Midcap Bets 🔹KPR Mill Ltd – Dominant MF favourite midcap 🔹Dixon Tech, Torrent Power, Syngene Intl 🔹Federal Bank, PI Industries, Lupin
Smallcap Bets 🔹KFin Tech – Repeated adds from Nippon, Axis, ICICI 🔹Motilal Oswal Fin, NBCC, Aarti Ind – RoE-led cyclicals
3⃣ Top Complete Exits - Capital Outflows 🔹ITC – Seen exits from HDFC, Kotak, Axis MFs 🔹SCI, Sandur Manganese, Greenpanel – Trimmed across smallcap-heavy MFs 🔹Go Digit General, Vedant Fashions 🔹Vodafone Idea, Chalet Hotels
4⃣ Top Reductions – Cooling Convictions
Largecap 🔹TCS, Bharat Electronics, ICICI Bank 🔹Bajaj Finance – De-risking as valuation stretch seen 🔹IndusInd Bank – Reduced in select MFs
Midcap 🔹Max Healthcare, Indian Hotels, Coromandel Intl 🔹Persistent Systems, Delhivery, PB Fintech 🔹Sandur Manganese, BSE, Cochin Shipyard 🔹Krishna Institute, Chola Fin, CDSL
Smallcap 🔹Sandur Manganese, BSE, Cochin Shipyard 🔹Krishna Institute, Chola Fin, CDSL
5⃣ Emerging Trends to Watch 🔹BHEL – Added across Axis, SBI, Nippon, and Kotak = High conviction PSU capex theme 🔹Swiggy, Nykaa – D2C plays make a comeback in select funds 🔹ITC – Mixed trend: heavy buying by some, full exits by others 🔹Infra revival – PNB Housing, NBCC, Engineers India see traction 🔹Smallcap focus – Strong pick-up in names like Prataap Snacks, Apcotex, PG Electroplast
💡What Smart Money Is Signaling:
- Rotating out of overbought defensives + high-P/E tech ➡ into PSU infra, RoCE-rich midcaps & digital consumer revival themes.
- Track these shifts. The next compounders often show up first in mutual fund portfolios.
Source : Nuvama/Ace MF No Buy/Sell recommendations #StocksInFocus #StocksToWatch #MutualFunds #MF #mutualfund
XXXXXX engagements
Related Topics $indigons $bhartiartlbo infra tracker money stocks