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![Anvith_ Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::2414532469.png) 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

![](https://pbs.twimg.com/media/Gv9jTfxXQAAg152.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945388009307955558/c:line.svg)

**Related Topics**
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[Post Link](https://x.com/Anvith_/status/1945388009307955558)

[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.]

Anvith_ Avatar 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

Engagements Line Chart

Related Topics $bhartiartlbo stocks signals money investment

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