Stocks Mutual Funds Bought and Sold: March 2026 Portfolios
Portfolios as of 31 Mar 2026, compared with 28 Feb 2026. Mutual funds disclose month-end portfolios within about ten days of month end, so this is the March 2026 disclosure, not today's trading.
In the March 2026 portfolios (as of 31 Mar 2026), mutual funds added the most, by value, to HDFC Bank (₹11,107 Cr, 295 schemes added), Bharti Airtel (₹9,365 Cr, 244 schemes added) and ICICI Bank (₹5,365 Cr, 212 schemes added). The largest net reductions were in BPCL, MCX and IOC. Across the 1,287 stocks the 1,053 compared schemes held at either month end, holdings rose in 696, fell in 470 and were unchanged in 121, against February 2026.
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.
- Stocks held
- 1,287
- by 1,053 compared schemes
- Holdings rose / fell
- 696 / 470
- 121 unchanged
- Net value added
- +₹86,370 Cr
- ₹1,03,929 Cr added, ₹17,558 Cr cut
- New entries / exits
- 10 / 8
- vs February 2026
Shares added were worth ₹1,03,929 Cr and shares cut ₹17,558 Cr at the 30 Mar 2026 close, a net +₹86,370 Cr. Values cover the 1,275 of 1,287 stocks with a closing price that day.
Most bought and sold by value
Most bought (top 15)
Net shares added across the 1,053 compared schemes, February 2026 to March 2026, at the month-end close.
| Stock | Value change | Shares | Adding | Cutting |
|---|---|---|---|---|
| HDFC Bank HDFCBANK · Large cap | +₹11,107 Cr | +6.4% | 295 | 91 |
| Bharti Airtel BHARTIARTL · Large cap | +₹9,365 Cr | +11.4% | 244 | 66 |
| ICICI Bank ICICIBANK · Large cap | +₹5,365 Cr | +3.2% | 212 | 97 |
| Reliance RELIANCE · Large cap | +₹3,809 Cr | +3.5% | 231 | 73 |
| Eternal ETERNAL · Large cap | +₹3,591 Cr | +7.6% | 232 | 46 |
| Interglobe Aviation INDIGO · Large cap | +₹2,942 Cr | +10.4% | 172 | 66 |
| Shriram Finance SHRIRAMFIN · Large cap | +₹2,205 Cr | +12.8% | 156 | 49 |
| Kotak Bank KOTAKBANK · Large cap | +₹2,098 Cr | +3.7% | 187 | 30 |
| Infosys INFY · Large cap | +₹1,829 Cr | +2.3% | 171 | 73 |
| Nexus Select Trust NXST · Small cap | +₹1,667 Cr | +80.2% | 5 | 5 |
| Axis Bank AXISBANK · Large cap | +₹1,648 Cr | +1.9% | 200 | 68 |
| Max Healthcare Institute MAXHEALTH · Mid cap | +₹1,300 Cr | +11.7% | 97 | 28 |
| DLF DLF · Large cap | +₹1,234 Cr | +35.8% | 55 | 29 |
| Bajaj Finserv BAJAJFINSV · Large cap | +₹1,124 Cr | +8.1% | 99 | 41 |
| Coal India COALINDIA · Large cap | +₹1,121 Cr | +6.3% | 108 | 50 |
Most sold (top 15)
Net shares cut across the same schemes, valued the same way.
| Stock | Value change | Shares | Adding | Cutting |
|---|---|---|---|---|
| BPCL BPCL · Large cap | −₹1,199 Cr | −12.7% | 74 | 59 |
| MCX MCX · Mid cap | −₹970 Cr | −5.1% | 106 | 72 |
| IOC IOC · Large cap | −₹792 Cr | −19.2% | 44 | 41 |
| GE Vernova T&D GVT&D · Mid cap | −₹781 Cr | −4.5% | 59 | 63 |
| Federal Bank FEDERALBNK · Mid cap | −₹623 Cr | −2.9% | 84 | 50 |
| Max Financial Services MFSL · Mid cap | −₹534 Cr | −3.0% | 94 | 52 |
| KEI Industries KEI · Mid cap | −₹509 Cr | −5.6% | 48 | 48 |
| ITC ITC · Large cap | −₹392 Cr | −1.0% | 128 | 53 |
| Shaily Engineering Plastics SHAILY · Small cap | −₹381 Cr | −31.2% | 12 | 10 |
| Apollo Hospitals APOLLOHOSP · Large cap | −₹373 Cr | −2.7% | 74 | 71 |
| Ashok Leyland ASHOKLEY · Mid cap | −₹372 Cr | −5.1% | 77 | 51 |
| Hindustan Petroleum HINDPETRO · Mid cap | −₹340 Cr | −3.2% | 67 | 66 |
| Hitachi Energy POWERINDIA · Large cap | −₹308 Cr | −6.6% | 49 | 38 |
| KPIT Technologies KPITTECH · Small cap | −₹293 Cr | −13.6% | 42 | 30 |
| Bharat Electronics BEL · Large cap | −₹269 Cr | −1.1% | 116 | 84 |
Most schemes adding and cutting
Most schemes adding (top 15)
Schemes, out of 1,053, that raised their holding or opened a new one.
| Stock | Value change | Shares | Adding | Cutting |
|---|---|---|---|---|
| HDFC Bank HDFCBANK · Large cap | +₹11,107 Cr | +6.4% | 295 | 91 |
| Bharti Airtel BHARTIARTL · Large cap | +₹9,365 Cr | +11.4% | 244 | 66 |
| Eternal ETERNAL · Large cap | +₹3,591 Cr | +7.6% | 232 | 46 |
| Reliance RELIANCE · Large cap | +₹3,809 Cr | +3.5% | 231 | 73 |
| ICICI Bank ICICIBANK · Large cap | +₹5,365 Cr | +3.2% | 212 | 97 |
| Axis Bank AXISBANK · Large cap | +₹1,648 Cr | +1.9% | 200 | 68 |
| L&T LT · Large cap | +₹604 Cr | +0.9% | 197 | 116 |
| Mahindra & Mahindra M&M · Large cap | +₹1,074 Cr | +2.6% | 195 | 72 |
| Kotak Bank KOTAKBANK · Large cap | +₹2,098 Cr | +3.7% | 187 | 30 |
| Maruti MARUTI · Large cap | +₹632 Cr | +1.4% | 174 | 86 |
| Interglobe Aviation INDIGO · Large cap | +₹2,942 Cr | +10.4% | 172 | 66 |
| Infosys INFY · Large cap | +₹1,829 Cr | +2.3% | 171 | 73 |
| SBI SBIN · Large cap | +₹262 Cr | +0.3% | 164 | 152 |
| Bajaj Finance BAJFINANCE · Large cap | +₹535 Cr | +1.9% | 157 | 77 |
| Shriram Finance SHRIRAMFIN · Large cap | +₹2,205 Cr | +12.8% | 156 | 49 |
Most schemes cutting (top 15)
Schemes, out of 1,053, that lowered their holding or exited.
| Stock | Value change | Shares | Adding | Cutting |
|---|---|---|---|---|
| SBI SBIN · Large cap | +₹262 Cr | +0.3% | 164 | 152 |
| L&T LT · Large cap | +₹604 Cr | +0.9% | 197 | 116 |
| ICICI Bank ICICIBANK · Large cap | +₹5,365 Cr | +3.2% | 212 | 97 |
| HDFC Bank HDFCBANK · Large cap | +₹11,107 Cr | +6.4% | 295 | 91 |
| Maruti MARUTI · Large cap | +₹632 Cr | +1.4% | 174 | 86 |
| Bharat Electronics BEL · Large cap | −₹269 Cr | −1.1% | 116 | 84 |
| Sun Pharma SUNPHARMA · Large cap | +₹887 Cr | +2.4% | 136 | 84 |
| Cummins CUMMINSIND · Large cap | +₹137 Cr | +0.9% | 87 | 80 |
| Bajaj Finance BAJFINANCE · Large cap | +₹535 Cr | +1.9% | 157 | 77 |
| TVS Motors TVSMOTOR · Large cap | +₹687 Cr | +3.4% | 81 | 77 |
| Muthoot Finance MUTHOOTFIN · Large cap | +₹231 Cr | +2.2% | 77 | 74 |
| Titan TITAN · Large cap | −₹269 Cr | −1.5% | 98 | 73 |
| Infosys INFY · Large cap | +₹1,829 Cr | +2.3% | 171 | 73 |
| Reliance RELIANCE · Large cap | +₹3,809 Cr | +3.5% | 231 | 73 |
| MCX MCX · Mid cap | −₹970 Cr | −5.1% | 106 | 72 |
Large, mid and small caps
100 large cap, 150 mid cap, 1,025 small cap and 12 unclassified stocks: 1,287 in all. Buckets rank stocks by full market cap on 30 Mar 2026: 1 to 100 large, 101 to 250 mid, 251 and below small.
| Bucket | Stocks | Rose | Fell | Same | Net |
|---|---|---|---|---|---|
| Large cap | 100 | 74 | 26 | 0 | +₹62,725.43 Cr |
| Mid cap | 150 | 101 | 48 | 1 | +₹11,681.52 Cr |
| Small cap | 1,025 | 516 | 393 | 116 | +₹11,120.55 Cr |
| Unclassified | 12 | 5 | 3 | 4 | +₹842.97 Cr |
| All stocks | 1,287 | 696 | 470 | 121 | +₹86,370.47 Cr |
Small caps mutual funds bought and sold
Small caps most bought (top 15)
Of the 1,025 small caps held, ranked by net value added.
| Stock | Value change | Shares | Adding | Cutting |
|---|---|---|---|---|
| Nexus Select Trust NXST · Small cap | +₹1,667 Cr | +80.2% | 5 | 5 |
| SEDEMAC Mechatronics SEDEMAC · Small cap | +₹914 Cr | New | 35 | 0 |
| Urban Company URBANCO · Small cap | +₹871 Cr | +113.2% | 34 | 1 |
| RaajMarg Infra Investment Trust RIIT · Small cap | +₹840 Cr | New | 52 | 0 |
| Central Mine P & D Institute CMPDI · Small cap | +₹661 Cr | New | 15 | 0 |
| Amber Enterprises AMBER · Small cap | +₹402 Cr | +8.8% | 60 | 19 |
| Jain Resource Recycling JAINREC · Small cap | +₹305 Cr | +45.4% | 29 | 1 |
| Cholamandalam Financial Holdings CHOLAHLDNG · Small cap | +₹298 Cr | +5.2% | 50 | 14 |
| Jubilant FoodWorks JUBLFOOD · Small cap | +₹295 Cr | +3.5% | 56 | 41 |
| Hexaware Technologies HEXT · Small cap | +₹285 Cr | +8.2% | 42 | 13 |
| Omnitech Engineering OMNI · Small cap | +₹241 Cr | +279.0% | 6 | 0 |
| Syngene International SYNGENE · Small cap | +₹240 Cr | +6.9% | 44 | 35 |
| Manappuram Finance MANAPPURAM · Small cap | +₹209 Cr | +15.2% | 50 | 15 |
| Physicswallah PWL · Small cap | +₹206 Cr | +17.5% | 35 | 2 |
| Onesource Specialty Pharma ONESOURCE · Small cap | +₹189 Cr | +12.3% | 33 | 11 |
Small caps most sold (top 15)
Ranked by net value cut.
| Stock | Value change | Shares | Adding | Cutting |
|---|---|---|---|---|
| Shaily Engineering Plastics SHAILY · Small cap | −₹381 Cr | −31.2% | 12 | 10 |
| KPIT Technologies KPITTECH · Small cap | −₹293 Cr | −13.6% | 42 | 30 |
| Sundram Fasteners SUNDRMFAST · Small cap | −₹218 Cr | −6.4% | 5 | 32 |
| Great Eastern Shipping Company GESHIP · Small cap | −₹207 Cr | −6.6% | 38 | 23 |
| Granules GRANULES · Small cap | −₹185 Cr | −30.5% | 25 | 12 |
| IndiaMART InterMesh INDIAMART · Small cap | −₹182 Cr | −11.7% | 32 | 15 |
| Acutaas Chemicals ACUTAAS · Small cap | −₹136 Cr | −4.5% | 36 | 26 |
| AWL Agri Business AWL · Small cap | −₹125 Cr | −6.4% | 44 | 5 |
| Kirloskar Oil Engines KIRLOSENG · Small cap | −₹113 Cr | −2.3% | 32 | 20 |
| Star Health Insurance STARHEALTH · Small cap | −₹104 Cr | −3.2% | 31 | 9 |
| CreditAccess Grameen CREDITACC · Small cap | −₹97 Cr | −5.0% | 36 | 11 |
| Gujarat Gas GUJENERGY · Small cap | −₹95 Cr | −5.5% | 7 | 52 |
| Kajaria Ceramics KAJARIACER · Small cap | −₹72 Cr | −2.1% | 36 | 20 |
| Vardhman Textiles VTL · Small cap | −₹67 Cr | −3.1% | 24 | 10 |
| ZF Commercial ZFCVINDIA · Small cap | −₹61 Cr | −0.9% | 39 | 21 |
New entries and full exits
10 stocks were held by none of the compared schemes at the end of February 2026 and by at least one at the end of March 2026; 8 went the other way. New listings and IPO allotments show up as new entries.
New entries (10)
Largest first, by value at the month-end close.
| Stock | Value change | Shares | Adding | Cutting |
|---|---|---|---|---|
| SEDEMAC Mechatronics SEDEMAC · Small cap | +₹914 Cr | New | 35 | 0 |
| RaajMarg Infra Investment Trust RIIT · Small cap | +₹840 Cr | New | 52 | 0 |
| Central Mine P & D Institute CMPDI · Small cap | +₹661 Cr | New | 15 | 0 |
| Jeena Sikho Lifecare JSLL · Small cap | +₹7 Cr | New | 5 | 0 |
| Ashapura Minechem ASHAPURMIN · Small cap | +₹7 Cr | New | 5 | 0 |
| National Stock Exchange Of India 1274230 · Unclassified | — | New | 1 | 0 |
| Fabtech Technologies FABTECH · Small cap | ₹0 Cr | New | 1 | 0 |
| Gujarat Kidney & Super Speciality GKSL · Small cap | ₹0 Cr | New | 1 | 0 |
| Powerica POWERICA · Unclassified | — | New | 9 | 0 |
| Sai Parenterals SAIPARENT · Unclassified | — | New | 1 | 0 |
Full exits (8)
Largest previous holding first.
| Stock | Value change | Shares | Adding | Cutting |
|---|---|---|---|---|
| Anzen India Energy Yield Plus Trust ANZEN · Small cap | −₹18 Cr | Exited | 0 | 2 |
| Easy Trip Planners EASEMYTRIP · Small cap | −₹3 Cr | Exited | 0 | 5 |
| Lux Industries LUXIND · Small cap | −₹2 Cr | Exited | 0 | 5 |
| Accord Transformer & Switchgear ACCORDTRANSFORMERANDSWITCHGEARLTD · Small cap | ₹0 Cr | Exited | 0 | 3 |
| Vikran Engineering VIKRAN · Small cap | ₹0 Cr | Exited | 0 | 1 |
| Rajesh Exports RAJESHEXPO · Small cap | ₹0 Cr | Exited | 0 | 1 |
| Bannari Amman Sugars BANARISUG · Small cap | ₹0 Cr | Exited | 0 | 1 |
| BF Utilities BFUTILITIE · Small cap | ₹0 Cr | Exited | 0 | 1 |
Methodology
- Disclosure month: March 2026. Each fund's portfolio is its holding on 31 Mar 2026, published by the fund within about ten days of month end. It is compared with the 28 Feb 2026 portfolio. Data for this month was complete on our side by 27 Oct 2026.
- Schemes compared: 1,053 of the 1,071 equity-holding schemes that disclosed this month; the other 18 had no February 2026 portfolio on record to compare with, so they are left out rather than counted as buying everything. 38 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 30 Mar 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.