[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.]  The Indian Investor [@Anvith_](/creator/twitter/Anvith_) on x 19.2K followers Created: 2025-07-16 07:40:19 UTC 📊 Top Mutual Fund Moves – June 2025 Smart money doesn’t shout - it shifts. Here's what India's top AMCs are quietly buying, exiting, and betting on. Let’s decode the key signals 👇 1️⃣ Most Bought Stocks – Repeated High-Conviction Picks • Vishal Mega Mart saw strong buying from SBI, HDFC, and Kotak – a clear signal that institutional investors see it as a long-term consumption compounder. • Asian Paints was picked by both SBI and ICICI – despite valuations, its pricing power and brand moat continue to command institutional trust. • NTPC was bought by ICICI and Nippon – shows rising conviction in power sector plays as capex intensity returns. • Bajaj Finserv and Infosys also featured in multiple AMC portfolios – a mix of insurance-finance optionality and digital trust. ➡️ Consumption, utilities, and quality tech are still being accumulated, long-term themes still intact. 2️⃣ Fresh Buys – New Names Entering Portfolios • Dixon Technologies entered SBI MF's portfolio – riding on the electronics and PLI-led EMS wave. • Kaynes Technology was added by ICICI Pru MF – another signal that capital goods + embedded tech is gaining traction. • Jubilant Ingrevia was freshly bought by Kotak – indicates a bet on specialty chemicals and pharma consolidation. • Union Bank of India, L&T Finance, Britannia, Vedant Fashions, AU Small Finance Bank, and Syrma SGS Technology all saw first-time entries. ➡️ Smart money is rotating into manufacturing, PSU banks, midcap pharma, and EM infra plays. 3️⃣ Complete Exits – Stocks Where Conviction Has Collapsed • Zydus Lifesciences was completely exited by ICICI, Axis, and UTI – a sharp fall from favour across healthcare-heavy portfolios. • Mahindra & Mahindra, The Indian Hotels, JSW Energy, and ACC were also fully dumped – likely due to reallocation or valuation fatigue. • Oracle Financial Services and Orient Cement too saw total exits. ➡️ A trend of profit booking in old-economy and healthcare names, possibly to make room for newer high-beta opportunities. 4️⃣ Major Sell-Offs – Trimmed but Not Abandoned • HDFC Bank saw selling from ICICI and Nippon – likely portfolio balancing, not a structural exit. • TCS was trimmed by SBI and UTI – IT majors seem to be facing capital rotation. • United Spirits was sold by Axis and DSP – suggesting a demand moderation narrative. • Other notable trims: NTPC Green Energy, Bosch, DLF, and Bajaj Finance. ➡️ These stocks are not yet out of favour - but they’re under review. 5️⃣ Emerging Patterns – What’s Trending Across Funds • Vishal Mega Mart is the undisputed high-conviction pick – multiple AMCs buying across the board. • Biocon entered Kotak, Aditya Birla, and Mirae portfolios – strong signal of pharma bottom fishing. • Syrma SGS Tech appeared in fresh buys of both Axis and Aditya Birla – a sign of growing belief in the EMS & electronics narrative. • Infosys was quietly picked by both ICICI and Axis – long-term believers still holding tech with margin power. #MutualFund #MF #SIP #Nifty #Investing  XXXXX engagements  **Related Topics** [$bhartiartlbo](/topic/$bhartiartlbo) [stocks](/topic/stocks) [signals](/topic/signals) [money](/topic/money) [investment](/topic/investment) [Post Link](https://x.com/Anvith_/status/1945388009307955558)
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The Indian Investor @Anvith_ on x 19.2K followers
Created: 2025-07-16 07:40:19 UTC
📊 Top Mutual Fund Moves – June 2025 Smart money doesn’t shout - it shifts.
Here's what India's top AMCs are quietly buying, exiting, and betting on. Let’s decode the key signals 👇
1️⃣ Most Bought Stocks – Repeated High-Conviction Picks
• Vishal Mega Mart saw strong buying from SBI, HDFC, and Kotak – a clear signal that institutional investors see it as a long-term consumption compounder. • Asian Paints was picked by both SBI and ICICI – despite valuations, its pricing power and brand moat continue to command institutional trust. • NTPC was bought by ICICI and Nippon – shows rising conviction in power sector plays as capex intensity returns. • Bajaj Finserv and Infosys also featured in multiple AMC portfolios – a mix of insurance-finance optionality and digital trust.
➡️ Consumption, utilities, and quality tech are still being accumulated, long-term themes still intact.
2️⃣ Fresh Buys – New Names Entering Portfolios
• Dixon Technologies entered SBI MF's portfolio – riding on the electronics and PLI-led EMS wave. • Kaynes Technology was added by ICICI Pru MF – another signal that capital goods + embedded tech is gaining traction. • Jubilant Ingrevia was freshly bought by Kotak – indicates a bet on specialty chemicals and pharma consolidation. • Union Bank of India, L&T Finance, Britannia, Vedant Fashions, AU Small Finance Bank, and Syrma SGS Technology all saw first-time entries.
➡️ Smart money is rotating into manufacturing, PSU banks, midcap pharma, and EM infra plays.
3️⃣ Complete Exits – Stocks Where Conviction Has Collapsed
• Zydus Lifesciences was completely exited by ICICI, Axis, and UTI – a sharp fall from favour across healthcare-heavy portfolios. • Mahindra & Mahindra, The Indian Hotels, JSW Energy, and ACC were also fully dumped – likely due to reallocation or valuation fatigue. • Oracle Financial Services and Orient Cement too saw total exits.
➡️ A trend of profit booking in old-economy and healthcare names, possibly to make room for newer high-beta opportunities.
4️⃣ Major Sell-Offs – Trimmed but Not Abandoned
• HDFC Bank saw selling from ICICI and Nippon – likely portfolio balancing, not a structural exit. • TCS was trimmed by SBI and UTI – IT majors seem to be facing capital rotation. • United Spirits was sold by Axis and DSP – suggesting a demand moderation narrative. • Other notable trims: NTPC Green Energy, Bosch, DLF, and Bajaj Finance.
➡️ These stocks are not yet out of favour - but they’re under review.
5️⃣ Emerging Patterns – What’s Trending Across Funds
• Vishal Mega Mart is the undisputed high-conviction pick – multiple AMCs buying across the board. • Biocon entered Kotak, Aditya Birla, and Mirae portfolios – strong signal of pharma bottom fishing. • Syrma SGS Tech appeared in fresh buys of both Axis and Aditya Birla – a sign of growing belief in the EMS & electronics narrative. • Infosys was quietly picked by both ICICI and Axis – long-term believers still holding tech with margin power.
#MutualFund #MF #SIP #Nifty #Investing
XXXXX engagements
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