---
title: "Stocks Mutual Funds Bought and Sold: February 2026 Portfolios"
canonical: "https://tapetide.com/insight/reports/mutual-fund-buying/2026-02"
last_updated: "2026-10-27"
generated_at: "2026-10-27T06:02:40.791Z"
---

# Stocks Mutual Funds Bought and Sold: February 2026 Portfolios

Which stocks mutual funds bought and sold in February 2026 portfolios: by value and scheme count, cap split, new entries and exits. Not investment advice.

Portfolios as of 28 Feb 2026, compared with 31 Jan 2026. Mutual funds disclose month-end portfolios within about ten days of month end, so this is the February 2026 disclosure, not today's trading.

In the February 2026 portfolios (as of 28 Feb 2026), mutual funds added the most, by value, to ICICI Bank (₹5,500 Cr, 166 schemes added), Infosys (₹5,137 Cr, 188 schemes added) and Eternal (₹2,759 Cr, 170 schemes added). The largest net reductions were in SBI, Hindalco Industries and L&T. Across the 1,281 stocks the 1,036 compared schemes held at either month end, holdings rose in 652, fell in 482 and were unchanged in 147, against January 2026.

Shares added were worth ₹73,642 Cr and shares cut ₹51,063 Cr at the 27 Feb 2026 close, a net +₹22,578 Cr. Values cover the 1,262 of 1,281 stocks with a closing price that day.

9 stocks were held by none of the compared schemes at the end of January 2026 and by at least one at the end of February 2026; 4 went the other way. New listings and IPO allotments show up as new entries.

This report describes changes in disclosed mutual fund portfolios. It is not investment advice and not a recommendation to buy, sell or hold any security; funds add and cut positions for many reasons, including inflows, redemptions and index changes. Tapetide is not a SEBI-registered research analyst or investment adviser.

Canonical page: https://tapetide.com/insight/reports/mutual-fund-buying/2026-02

- **Disclosure month:** February 2026 (portfolios as of 2026-02-28)
- **Compared with:** January 2026 (portfolios as of 2026-01-31)
- **Schemes compared:** 1036
- **Schemes disclosed this month:** 1053
- **Schemes without a previous portfolio:** 17
- **Arbitrage schemes excluded:** 36
- **Stocks held at either month end:** 1281
- **Holdings rose:** 652
- **Holdings fell:** 482
- **Unchanged:** 147
- **New entries:** 9
- **Full exits:** 4
- **Shares added (₹ Cr):** 73641.6
- **Shares cut (₹ Cr):** 51063.45
- **Net (₹ Cr):** 22578.15
- **Stocks with a price (values cover these):** 1262 of 1281
- **Price date:** 2026-02-27
- **Data complete on our side by:** 2026-10-27

Methodology:

- Disclosure month: February 2026. Each fund's portfolio is its holding on 28 Feb 2026, published by the fund within about ten days of month end. It is compared with the 31 Jan 2026 portfolio. Data for this month was complete on our side by 27 Oct 2026.
- Schemes compared: 1,036 of the 1,053 equity-holding schemes that disclosed this month; the other 17 had no January 2026 portfolio on record to compare with, so they are left out rather than counted as buying everything. 36 arbitrage schemes are excluded because their stock positions are hedged with futures and roll every month. One plan per scheme is counted.
- Holdings are summed across the compared schemes for each stock. A stock is counted as bought when that total rose, sold when it fell and unchanged when it did not move. Listed shares, REITs and InvITs are included; ETF and fund units are not.
- Value change is the net change in shares times the closing price on 27 Feb 2026, so a price move alone never counts as buying or selling.
- Splits and bonuses between the two month ends are taken out of the share counts, so a split never reads as buying. When the funds' share counts do not match the filed ratio, the stock is left out (none this month).
- Schemes adding counts schemes that raised their share count, including new positions; schemes cutting counts those that lowered it, including full exits.

### By market cap

100 large cap, 150 mid cap, 1,017 small cap and 14 unclassified stocks: 1,281 in all. Buckets rank stocks by full market cap on 27 Feb 2026: 1 to 100 large, 101 to 250 mid, 251 and below small. Every row: buying + selling + unchanged = stocks.

| Bucket | Stocks | Buying | Selling | Unchanged | New entries | Full exits | Priced | Bought (₹ Cr) | Sold (₹ Cr) | Net (₹ Cr) |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| Large cap | 100 | 51 | 49 | 0 | 0 | 0 | 100 | 32628.77 | 30729.98 | 1898.79 |
| Mid cap | 150 | 94 | 56 | 0 | 0 | 0 | 149 | 23730.98 | 10755.98 | 12975 |
| Small cap | 1017 | 501 | 374 | 142 | 5 | 4 | 1010 | 15117.85 | 9573.69 | 5544.16 |
| Unclassified | 14 | 6 | 3 | 5 | 4 | 0 | 3 | 2164 | 3.8 | 2160.2 |
| All stocks | 1281 | 652 | 482 | 147 | 9 | 4 | 1262 | 73641.6 | 51063.45 | 22578.15 |

### Most bought by value (top 15)

Net change in shares across the 1036 compared schemes, January 2026 to February 2026, at the 2026-02-27 close.

| Stock | Symbol | Cap | Value change (₹ Cr) | Share change % | Schemes adding | of which new | Schemes cutting | of which exited | Schemes holding |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| [ICICI Bank](https://tapetide.com/stocks/ICICIBANK) | ICICIBANK | Large cap | 5499.68 | 2.96 | 166 | 10 | 133 | 16 | 583 |
| [Infosys](https://tapetide.com/stocks/INFY) | INFY | Large cap | 5137.26 | 6.51 | 188 | 6 | 133 | 12 | 511 |
| [Eternal](https://tapetide.com/stocks/ETERNAL) | ETERNAL | Large cap | 2758.96 | 5.73 | 170 | 12 | 70 | 8 | 451 |
| [HDFC Bank](https://tapetide.com/stocks/HDFCBANK) | HDFCBANK | Large cap | 2746.47 | 1.32 | 217 | 8 | 113 | 6 | 600 |
| [Kotak Bank](https://tapetide.com/stocks/KOTAKBANK) | KOTAKBANK | Large cap | 2642.81 | 4.13 | 163 | 14 | 61 | 6 | 444 |
| [PB FinTech](https://tapetide.com/stocks/POLICYBZR) | POLICYBZR | Mid cap | 2270.63 | 16.2 | 116 | 25 | 45 | 5 | 248 |
| Embassy Office Parks REIT | EMBASSY | Unclassified | 2162.27 | 23.55 | 21 | 4 | 7 | 2 | 77 |
| [Vishal Mega Mart](https://tapetide.com/stocks/VMM) | VMM | Mid cap | 2013.49 | 14.98 | 88 | 21 | 17 | 2 | 177 |
| [Indusind Bank](https://tapetide.com/stocks/INDUSINDBK) | INDUSINDBK | Mid cap | 1900.28 | 11.51 | 96 | 15 | 27 | 3 | 215 |
| [HCL Tech](https://tapetide.com/stocks/HCLTECH) | HCLTECH | Large cap | 1688.86 | 7 | 121 | 11 | 60 | 15 | 279 |
| [Bharat Heavy Electricals](https://tapetide.com/stocks/BHEL) | BHEL | Mid cap | 1642.64 | 22.83 | 95 | 18 | 11 | 3 | 160 |
| [Interglobe Aviation](https://tapetide.com/stocks/INDIGO) | INDIGO | Large cap | 1575.25 | 4.78 | 129 | 10 | 54 | 5 | 342 |
| [Max Healthcare Institute](https://tapetide.com/stocks/MAXHEALTH) | MAXHEALTH | Mid cap | 1304.63 | 11.59 | 82 | 10 | 27 | 4 | 207 |
| [Bandhan Bank](https://tapetide.com/stocks/BANDHANBNK) | BANDHANBNK | Small cap | 1032.34 | 41.47 | 45 | 9 | 18 | 3 | 83 |
| [Fractal Analytics](https://tapetide.com/stocks/FRACTAL) | FRACTAL | Small cap | 983.88 | — | 36 | 36 | 0 | 0 | 36 |

### Most sold by value (top 15)

Net change in shares across the 1036 compared schemes, January 2026 to February 2026, at the 2026-02-27 close.

| Stock | Symbol | Cap | Value change (₹ Cr) | Share change % | Schemes adding | of which new | Schemes cutting | of which exited | Schemes holding |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| [SBI](https://tapetide.com/stocks/SBIN) | SBIN | Large cap | -8025.6 | -7.37 | 128 | 10 | 214 | 6 | 531 |
| [Hindalco Industries](https://tapetide.com/stocks/HINDALCO) | HINDALCO | Large cap | -1931.02 | -10.29 | 103 | 10 | 78 | 16 | 279 |
| [L&T](https://tapetide.com/stocks/LT) | LT | Large cap | -1877.39 | -2.2 | 128 | 8 | 116 | 8 | 492 |
| [Nexus Select Trust](https://tapetide.com/stocks/NXST) | NXST | Small cap | -1737 | -43.82 | 8 | 0 | 3 | 1 | 43 |
| [Jio Financial](https://tapetide.com/stocks/JIOFIN) | JIOFIN | Large cap | -1634.77 | -35.56 | 61 | 1 | 27 | 13 | 105 |
| [Sun Pharma](https://tapetide.com/stocks/SUNPHARMA) | SUNPHARMA | Large cap | -1523.41 | -4.06 | 112 | 9 | 73 | 3 | 373 |
| [NTPC](https://tapetide.com/stocks/NTPC) | NTPC | Large cap | -1064.67 | -2.22 | 136 | 13 | 66 | 6 | 381 |
| [Bharat Forge](https://tapetide.com/stocks/BHARATFORG) | BHARATFORG | Mid cap | -1030.66 | -5.2 | 61 | 9 | 40 | 7 | 143 |
| [Eicher Motors](https://tapetide.com/stocks/EICHERMOT) | EICHERMOT | Large cap | -985.92 | -5.6 | 100 | 6 | 72 | 7 | 245 |
| [Max Financial Services](https://tapetide.com/stocks/MFSL) | MFSL | Mid cap | -982.6 | -4.31 | 79 | 9 | 54 | 4 | 247 |
| [Wipro](https://tapetide.com/stocks/WIPRO) | WIPRO | Large cap | -942.94 | -11.15 | 84 | 0 | 38 | 11 | 156 |
| [Vedanta](https://tapetide.com/stocks/VEDL) | VEDL | Large cap | -932.8 | -5.43 | 97 | 9 | 84 | 11 | 242 |
| [Maruti](https://tapetide.com/stocks/MARUTI) | MARUTI | Large cap | -929.96 | -1.72 | 133 | 15 | 104 | 12 | 451 |
| [Reliance](https://tapetide.com/stocks/RELIANCE) | RELIANCE | Large cap | -857.44 | -0.76 | 134 | 2 | 87 | 2 | 524 |
| [Cholamandalam Investment](https://tapetide.com/stocks/CHOLAFIN) | CHOLAFIN | Large cap | -846 | -4.39 | 89 | 13 | 42 | 11 | 236 |

### Most schemes adding (top 15)

Schemes out of the 1036 compared.

| Stock | Symbol | Cap | Value change (₹ Cr) | Share change % | Schemes adding | of which new | Schemes cutting | of which exited | Schemes holding |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| [HDFC Bank](https://tapetide.com/stocks/HDFCBANK) | HDFCBANK | Large cap | 2746.47 | 1.32 | 217 | 8 | 113 | 6 | 600 |
| [Infosys](https://tapetide.com/stocks/INFY) | INFY | Large cap | 5137.26 | 6.51 | 188 | 6 | 133 | 12 | 511 |
| [Eternal](https://tapetide.com/stocks/ETERNAL) | ETERNAL | Large cap | 2758.96 | 5.73 | 170 | 12 | 70 | 8 | 451 |
| [ICICI Bank](https://tapetide.com/stocks/ICICIBANK) | ICICIBANK | Large cap | 5499.68 | 2.96 | 166 | 10 | 133 | 16 | 583 |
| [Kotak Bank](https://tapetide.com/stocks/KOTAKBANK) | KOTAKBANK | Large cap | 2642.81 | 4.13 | 163 | 14 | 61 | 6 | 444 |
| [Bharti Airtel](https://tapetide.com/stocks/BHARTIARTL) | BHARTIARTL | Large cap | 787.73 | 0.92 | 154 | 2 | 117 | 10 | 539 |
| [Axis Bank](https://tapetide.com/stocks/AXISBANK) | AXISBANK | Large cap | 31.28 | 0.03 | 147 | 22 | 100 | 8 | 491 |
| [Mahindra & Mahindra](https://tapetide.com/stocks/M&M) | M&M | Large cap | -536.2 | -1.1 | 139 | 8 | 103 | 10 | 460 |
| [NTPC](https://tapetide.com/stocks/NTPC) | NTPC | Large cap | -1064.67 | -2.22 | 136 | 13 | 66 | 6 | 381 |
| [Reliance](https://tapetide.com/stocks/RELIANCE) | RELIANCE | Large cap | -857.44 | -0.76 | 134 | 2 | 87 | 2 | 524 |
| [ITC](https://tapetide.com/stocks/ITC) | ITC | Large cap | 276.55 | 0.67 | 133 | 10 | 83 | 10 | 344 |
| [Maruti](https://tapetide.com/stocks/MARUTI) | MARUTI | Large cap | -929.96 | -1.72 | 133 | 15 | 104 | 12 | 451 |
| [Interglobe Aviation](https://tapetide.com/stocks/INDIGO) | INDIGO | Large cap | 1575.25 | 4.78 | 129 | 10 | 54 | 5 | 342 |
| [L&T](https://tapetide.com/stocks/LT) | LT | Large cap | -1877.39 | -2.2 | 128 | 8 | 116 | 8 | 492 |
| [SBI](https://tapetide.com/stocks/SBIN) | SBIN | Large cap | -8025.6 | -7.37 | 128 | 10 | 214 | 6 | 531 |

### Most schemes cutting (top 15)

Schemes out of the 1036 compared.

| Stock | Symbol | Cap | Value change (₹ Cr) | Share change % | Schemes adding | of which new | Schemes cutting | of which exited | Schemes holding |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| [SBI](https://tapetide.com/stocks/SBIN) | SBIN | Large cap | -8025.6 | -7.37 | 128 | 10 | 214 | 6 | 531 |
| [Kwality Walls](https://tapetide.com/stocks/KWIL) | KWIL | Small cap | 9.9 | 4.38 | 8 | 8 | 211 | 207 | 86 |
| [Infosys](https://tapetide.com/stocks/INFY) | INFY | Large cap | 5137.26 | 6.51 | 188 | 6 | 133 | 12 | 511 |
| [ICICI Bank](https://tapetide.com/stocks/ICICIBANK) | ICICIBANK | Large cap | 5499.68 | 2.96 | 166 | 10 | 133 | 16 | 583 |
| [Bharti Airtel](https://tapetide.com/stocks/BHARTIARTL) | BHARTIARTL | Large cap | 787.73 | 0.92 | 154 | 2 | 117 | 10 | 539 |
| [L&T](https://tapetide.com/stocks/LT) | LT | Large cap | -1877.39 | -2.2 | 128 | 8 | 116 | 8 | 492 |
| [HDFC Bank](https://tapetide.com/stocks/HDFCBANK) | HDFCBANK | Large cap | 2746.47 | 1.32 | 217 | 8 | 113 | 6 | 600 |
| [Maruti](https://tapetide.com/stocks/MARUTI) | MARUTI | Large cap | -929.96 | -1.72 | 133 | 15 | 104 | 12 | 451 |
| [Mahindra & Mahindra](https://tapetide.com/stocks/M&M) | M&M | Large cap | -536.2 | -1.1 | 139 | 8 | 103 | 10 | 460 |
| [Axis Bank](https://tapetide.com/stocks/AXISBANK) | AXISBANK | Large cap | 31.28 | 0.03 | 147 | 22 | 100 | 8 | 491 |
| [Bajaj Finance](https://tapetide.com/stocks/BAJFINANCE) | BAJFINANCE | Large cap | -260.32 | -0.73 | 118 | 7 | 98 | 11 | 392 |
| [TCS](https://tapetide.com/stocks/TCS) | TCS | Large cap | 598.53 | 1.72 | 126 | 1 | 94 | 15 | 358 |
| [MCX](https://tapetide.com/stocks/MCX) | MCX | Mid cap | 772.77 | 4.11 | 89 | 16 | 88 | 7 | 251 |
| [Reliance](https://tapetide.com/stocks/RELIANCE) | RELIANCE | Large cap | -857.44 | -0.76 | 134 | 2 | 87 | 2 | 524 |
| [Vedanta](https://tapetide.com/stocks/VEDL) | VEDL | Large cap | -932.8 | -5.43 | 97 | 9 | 84 | 11 | 242 |

### New entries (top 15 by value, of 9)

Held by none of the compared schemes at the end of January 2026.

| Stock | Symbol | Cap | Value change (₹ Cr) | Share change % | Schemes adding | of which new | Schemes cutting | of which exited | Schemes holding |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| [Fractal Analytics](https://tapetide.com/stocks/FRACTAL) | FRACTAL | Small cap | 983.88 | — | 36 | 36 | 0 | 0 | 36 |
| [Aye Finance](https://tapetide.com/stocks/AYE) | AYE | Small cap | 139.6 | — | 3 | 3 | 0 | 0 | 3 |
| [GE Power](https://tapetide.com/stocks/GVPIL) | GVPIL | Small cap | 4.02 | — | 1 | 1 | 0 | 0 | 1 |
| [Genus Prime Infra](https://tapetide.com/stocks/532425) | GENUSPRIMEINFRALTD | Small cap | 3.7 | — | 2 | 2 | 0 | 0 | 2 |
| [Sparkle Gold Rock](https://tapetide.com/stocks/530037) | SREEJAYALAKSHMIAUTOSPINLTD | Small cap | 0.26 | — | 1 | 1 | 0 | 0 | 1 |
| [Accord Transformer & Switchgear](https://tapetide.com/stocks/ACCORDTS) | ACCORDTRANSFORMERANDSWITCHGEARLTD | Unclassified | — | — | 3 | 3 | 0 | 0 | 3 |
| [Clean Max Enviro Energy Solutions](https://tapetide.com/stocks/CLEANMAX) | CLEANMAX | Unclassified | — | — | 17 | 17 | 0 | 0 | 17 |
| [Omnitech Engineering](https://tapetide.com/stocks/OMNI) | OMNI | Unclassified | — | — | 6 | 6 | 0 | 0 | 6 |
| [PNGS Reva Diamond Jewellery](https://tapetide.com/stocks/PNGSREVA) | PNGSREVA | Unclassified | — | — | 4 | 4 | 0 | 0 | 4 |

### Full exits (top 15 by previous value, of 4)

Held by none of the compared schemes at the end of February 2026.

| Stock | Symbol | Cap | Value change (₹ Cr) | Share change % | Schemes adding | of which new | Schemes cutting | of which exited | Schemes holding |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| [Ashapura Minechem](https://tapetide.com/stocks/ASHAPURMIN) | ASHAPURMIN | Small cap | -4.29 | -100 | 0 | 0 | 1 | 1 | 0 |
| [Advent Hotels International](https://tapetide.com/stocks/ADVENTHTL) | ADVENTHTL | Small cap | -1.2 | -100 | 0 | 0 | 1 | 1 | 0 |
| [Sadbhav Infrastructure Projects](https://tapetide.com/stocks/SADBHIN) | SADBHIN | Small cap | -0.1 | -100 | 0 | 0 | 1 | 1 | 0 |
| [Intelligent Supply Chain Infrastructure Trust](https://tapetide.com/stocks/544005) | 544005 | Small cap | — | -100 | 0 | 0 | 3 | 3 | 0 |

---

Compiled by Tapetide from exchange and regulator disclosures (NSE, BSE, SEBI) unless a section states otherwise — any figure marked unofficial or indicative is not an official disclosure. For research and information only, not investment advice. Generated 2026-10-27T06:02:40.791Z.
