Stocks Mutual Funds Bought and Sold: May 2026 Portfolios
Portfolios as of 31 May 2026, compared with 30 Apr 2026. Mutual funds disclose month-end portfolios within about ten days of month end, so this is the May 2026 disclosure, not today's trading.
In the May 2026 portfolios (as of 31 May 2026), mutual funds added the most, by value, to ICICI Bank (₹4,814 Cr, 216 schemes added), Gujarat Gas (₹4,082 Cr, 53 schemes added) and HDFC Bank (₹3,593 Cr, 200 schemes added). The largest net reductions were in Infosys, Wipro and Vedanta. Across the 1,285 stocks the 1,040 compared schemes held at either month end, holdings rose in 695, fell in 466 and were unchanged in 124, against April 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
- 1,285
- by 1,040 compared schemes
- Holdings rose / fell
- 695 / 466
- 124 unchanged
- Net value added
- +₹49,162 Cr
- ₹92,833 Cr added, ₹43,671 Cr cut
- New entries / exits
- 6 / 8
- vs April 2026
Shares added were worth ₹92,833 Cr and shares cut ₹43,671 Cr at the 29 May 2026 close, a net +₹49,162 Cr. Values cover the 1,269 of 1,285 stocks with a closing price that day.
Most bought and sold by value
Most bought (top 15)
Net shares added across the 1,040 compared schemes, April 2026 to May 2026, at the month-end close.
| Stock | Value change | Shares | Adding | Cutting |
|---|---|---|---|---|
| ICICI Bank ICICIBANK · Large cap | +₹4,814 Cr | +2.6% | 216 | 70 |
| Gujarat Gas GUJENERGY · Mid cap | +₹4,082 Cr | +189.8% | 53 | 3 |
| HDFC Bank HDFCBANK · Large cap | +₹3,593 Cr | +1.9% | 200 | 110 |
| Lenskart Solutions LENSKART · Mid cap | +₹3,570 Cr | +63.0% | 96 | 9 |
| Groww GROWW · Large cap | +₹2,708 Cr | +43.5% | 130 | 17 |
| Reliance RELIANCE · Large cap | +₹2,693 Cr | +2.5% | 145 | 78 |
| JSW Energy JSWENERGY · Mid cap | +₹2,582 Cr | +49.8% | 66 | 27 |
| Adani Enterprises ADANIENT · Large cap | +₹2,532 Cr | +44.7% | 76 | 23 |
| Kotak Bank KOTAKBANK · Large cap | +₹2,064 Cr | +3.2% | 151 | 77 |
| Britannia Industries BRITANNIA · Large cap | +₹1,715 Cr | +14.1% | 90 | 66 |
| JSW Steel JSWSTEEL · Large cap | +₹1,616 Cr | +23.2% | 90 | 24 |
| Eternal ETERNAL · Large cap | +₹1,448 Cr | +2.5% | 144 | 59 |
| Premier Energies PREMIERENE · Mid cap | +₹1,406 Cr | +29.9% | 64 | 12 |
| Sun Pharma SUNPHARMA · Large cap | +₹1,394 Cr | +3.6% | 119 | 62 |
| PB FinTech POLICYBZR · Mid cap | +₹1,368 Cr | +6.8% | 102 | 60 |
Most sold (top 15)
Net shares cut across the same schemes, valued the same way.
| Stock | Value change | Shares | Adding | Cutting |
|---|---|---|---|---|
| Infosys INFY · Large cap | −₹2,633 Cr | −3.4% | 124 | 113 |
| Wipro WIPRO · Large cap | −₹2,222 Cr | −44.5% | 65 | 45 |
| Vedanta VEDL · Large cap | −₹2,198 Cr | −28.1% | 63 | 76 |
| GE Vernova T&D GVT&D · Large cap | −₹2,113 Cr | −9.6% | 66 | 87 |
| L&T LT · Large cap | −₹1,484 Cr | −1.8% | 112 | 116 |
| MCX MCX · Mid cap | −₹1,404 Cr | −6.3% | 92 | 86 |
| Lupin LUPIN · Mid cap | −₹1,364 Cr | −8.3% | 74 | 68 |
| Hindalco Industries HINDALCO · Large cap | −₹1,316 Cr | −6.8% | 102 | 48 |
| NTPC NTPC · Large cap | −₹1,206 Cr | −2.6% | 98 | 79 |
| Bharat Heavy Electricals BHEL · Large cap | −₹1,172 Cr | −8.0% | 72 | 66 |
| BSE BSE · Large cap | −₹987 Cr | −4.7% | 97 | 47 |
| Bank of Baroda BANKBARODA · Large cap | −₹944 Cr | −9.3% | 66 | 44 |
| LIC of India LICI · Large cap | −₹768 Cr | −14.1% | 41 | 22 |
| Biocon BIOCON · Mid cap | −₹757 Cr | −7.2% | 56 | 25 |
| Hitachi Energy POWERINDIA · Large cap | −₹699 Cr | −10.7% | 63 | 44 |
Most schemes adding and cutting
Most schemes adding (top 15)
Schemes, out of 1,040, that raised their holding or opened a new one.
| Stock | Value change | Shares | Adding | Cutting |
|---|---|---|---|---|
| ICICI Bank ICICIBANK · Large cap | +₹4,814 Cr | +2.6% | 216 | 70 |
| HDFC Bank HDFCBANK · Large cap | +₹3,593 Cr | +1.9% | 200 | 110 |
| SBI SBIN · Large cap | −₹94 Cr | −0.1% | 188 | 144 |
| Bharti Airtel BHARTIARTL · Large cap | +₹206 Cr | +0.2% | 182 | 96 |
| Mahindra & Mahindra M&M · Large cap | +₹573 Cr | +1.3% | 166 | 72 |
| Axis Bank AXISBANK · Large cap | +₹257 Cr | +0.3% | 160 | 58 |
| Kotak Bank KOTAKBANK · Large cap | +₹2,064 Cr | +3.2% | 151 | 77 |
| Reliance RELIANCE · Large cap | +₹2,693 Cr | +2.5% | 145 | 78 |
| Eternal ETERNAL · Large cap | +₹1,448 Cr | +2.5% | 144 | 59 |
| Groww GROWW · Large cap | +₹2,708 Cr | +43.5% | 130 | 17 |
| Titan TITAN · Large cap | +₹253 Cr | +1.4% | 130 | 80 |
| Interglobe Aviation INDIGO · Large cap | +₹781 Cr | +2.2% | 129 | 64 |
| Maruti MARUTI · Large cap | +₹581 Cr | +1.2% | 129 | 95 |
| Infosys INFY · Large cap | −₹2,633 Cr | −3.4% | 124 | 113 |
| Bharat Electronics BEL · Large cap | +₹152 Cr | +0.6% | 123 | 62 |
Most schemes cutting (top 15)
Schemes, out of 1,040, that lowered their holding or exited.
| Stock | Value change | Shares | Adding | Cutting |
|---|---|---|---|---|
| SBI SBIN · Large cap | −₹94 Cr | −0.1% | 188 | 144 |
| L&T LT · Large cap | −₹1,484 Cr | −1.8% | 112 | 116 |
| Infosys INFY · Large cap | −₹2,633 Cr | −3.4% | 124 | 113 |
| HDFC Bank HDFCBANK · Large cap | +₹3,593 Cr | +1.9% | 200 | 110 |
| Bharti Airtel BHARTIARTL · Large cap | +₹206 Cr | +0.2% | 182 | 96 |
| Maruti MARUTI · Large cap | +₹581 Cr | +1.2% | 129 | 95 |
| ITC ITC · Large cap | +₹232 Cr | +0.6% | 96 | 89 |
| GE Vernova T&D GVT&D · Large cap | −₹2,113 Cr | −9.6% | 66 | 87 |
| MCX MCX · Mid cap | −₹1,404 Cr | −6.3% | 92 | 86 |
| Aurobindo Pharma AUROPHARMA · Mid cap | −₹151 Cr | −1.2% | 65 | 82 |
| Titan TITAN · Large cap | +₹253 Cr | +1.4% | 130 | 80 |
| NTPC NTPC · Large cap | −₹1,206 Cr | −2.6% | 98 | 79 |
| TVS Motors TVSMOTOR · Large cap | +₹526 Cr | +2.5% | 104 | 79 |
| Gujarat State Petronet GSPL · Unclassified | — | Exited | 0 | 78 |
| Reliance RELIANCE · Large cap | +₹2,693 Cr | +2.5% | 145 | 78 |
Large, mid and small caps
100 large cap, 150 mid cap, 1,020 small cap and 15 unclassified stocks: 1,285 in all. Buckets rank stocks by full market cap on 29 May 2026: 1 to 100 large, 101 to 250 mid, 251 and below small.
| Bucket | Stocks | Rose | Fell | Same | Net |
|---|---|---|---|---|---|
| Large cap | 100 | 62 | 38 | 0 | +₹19,863.49 Cr |
| Mid cap | 150 | 93 | 56 | 1 | +₹19,453.24 Cr |
| Small cap | 1,020 | 534 | 369 | 117 | +₹9,845.26 Cr |
| Unclassified | 15 | 6 | 3 | 6 | ₹0.00 Cr |
| All stocks | 1,285 | 695 | 466 | 124 | +₹49,161.99 Cr |
Small caps mutual funds bought and sold
Small caps most bought (top 15)
Of the 1,020 small caps held, ranked by net value added.
| Stock | Value change | Shares | Adding | Cutting |
|---|---|---|---|---|
| Pine Labs PINELABS · Small cap | +₹976 Cr | +65.1% | 42 | 8 |
| Indraprastha Gas IGL · Small cap | +₹737 Cr | +27.6% | 35 | 14 |
| Central Bank of India CENTRALBK · Small cap | +₹560 Cr | +2,202.0% | 26 | 10 |
| Manappuram Finance MANAPPURAM · Small cap | +₹459 Cr | +25.3% | 47 | 17 |
| Global Health MEDANTA · Small cap | +₹376 Cr | +8.4% | 54 | 12 |
| JSW Cement JSWCEMENT · Small cap | +₹372 Cr | +26.6% | 34 | 9 |
| Jubilant FoodWorks JUBLFOOD · Small cap | +₹316 Cr | +3.8% | 59 | 31 |
| Aditya Birla Sun Life AMC ABSLAMC · Small cap | +₹307 Cr | +13.5% | 46 | 14 |
| Voltamp Transformers VOLTAMP · Small cap | +₹286 Cr | +11.7% | 29 | 8 |
| TD Power Systems TDPOWERSYS · Small cap | +₹281 Cr | +7.1% | 25 | 22 |
| Angel One ANGELONE · Small cap | +₹277 Cr | +5.1% | 55 | 25 |
| Karur Vysya Bank KARURVYSYA · Small cap | +₹248 Cr | +2.9% | 60 | 23 |
| PNB Housing Finance PNBHOUSING · Small cap | +₹242 Cr | +3.1% | 51 | 22 |
| OnEMI Technology Solutions KISSHT · Small cap | +₹238 Cr | +94.2% | 30 | 0 |
| Delhivery DELHIVERY · Small cap | +₹236 Cr | +2.1% | 49 | 25 |
Small caps most sold (top 15)
Ranked by net value cut.
| Stock | Value change | Shares | Adding | Cutting |
|---|---|---|---|---|
| Kaynes Technology India KAYNES · Small cap | −₹426 Cr | −15.6% | 27 | 34 |
| MTAR Technologies MTARTECH · Small cap | −₹374 Cr | −6.8% | 22 | 27 |
| Wockhardt WOCKPHARMA · Small cap | −₹332 Cr | −12.6% | 31 | 18 |
| Great Eastern Shipping Company GESHIP · Small cap | −₹323 Cr | −12.0% | 32 | 31 |
| Craftsman Automation CRAFTSMAN · Small cap | −₹262 Cr | −5.9% | 34 | 28 |
| Sansera Engineering SANSERA · Small cap | −₹228 Cr | −5.1% | 15 | 12 |
| Central Mine P & D Institute CMPDI · Small cap | −₹216 Cr | −20.0% | 2 | 4 |
| Amber Enterprises AMBER · Small cap | −₹208 Cr | −3.6% | 46 | 40 |
| Star Health Insurance STARHEALTH · Small cap | −₹166 Cr | −4.6% | 29 | 17 |
| Jyoti CNC Automation JYOTICNC · Small cap | −₹144 Cr | −9.3% | 28 | 29 |
| Aether Industries AETHER · Small cap | −₹137 Cr | −8.1% | 17 | 9 |
| Powergrid Infrastructure Investment Trust PGINVIT · Small cap | −₹126 Cr | −17.7% | 0 | 2 |
| CEAT CEATLTD · Small cap | −₹125 Cr | −5.5% | 28 | 12 |
| Aditya Infotech CPPLUS · Small cap | −₹124 Cr | −2.8% | 21 | 17 |
| Physicswallah PWL · Small cap | −₹123 Cr | −7.2% | 24 | 11 |
New entries and full exits
6 stocks were held by none of the compared schemes at the end of April 2026 and by at least one at the end of May 2026; 8 went the other way. New listings and IPO allotments show up as new entries.
New entries (6)
Largest first, by value at the month-end close.
| Stock | Value change | Shares | Adding | Cutting |
|---|---|---|---|---|
| Bagmane Prime Office REIT BAGMANE · Mid cap | +₹452 Cr | New | 22 | 0 |
| Afcom Holdings AFCOMHOLDINGSLTD · Small cap | +₹61 Cr | New | 2 | 0 |
| Q-Line Biotech QLINE · Small cap | +₹19 Cr | New | 1 | 0 |
| Ratnaveer Precision Engineering RATNAVEER · Small cap | +₹7 Cr | New | 2 | 0 |
| Paramount Communications PARACABLES · Small cap | +₹1 Cr | New | 1 | 0 |
| National Stock Exchange Of India 1274230 · Unclassified | — | New | 1 | 0 |
Full exits (8)
Largest previous holding first.
| Stock | Value change | Shares | Adding | Cutting |
|---|---|---|---|---|
| Navkar Corporation NAVKARCORP · Small cap | −₹13 Cr | Exited | 0 | 2 |
| Garuda Construction & Engineering GARUDA · Small cap | −₹7 Cr | Exited | 0 | 1 |
| Raymond Realty RAYMONDREL · Small cap | −₹7 Cr | Exited | 0 | 1 |
| Shriram Properties SHRIRAMPPS · Small cap | −₹6 Cr | Exited | 0 | 1 |
| CapitalNumbers Infotech CAPITALNUMBERSINFOTECHLTD · Small cap | −₹1 Cr | Exited | 0 | 3 |
| Coffee Day Enterprises COFFEEDAY · Small cap | ₹0 Cr | Exited | 0 | 1 |
| Cigniti Technologies CIGNITITEC · Unclassified | — | Exited | 0 | 23 |
| Gujarat State Petronet GSPL · Unclassified | — | Exited | 0 | 78 |
Methodology
- Disclosure month: May 2026. Each fund's portfolio is its holding on 31 May 2026, published by the fund within about ten days of month end. It is compared with the 30 Apr 2026 portfolio. Data for this month was complete on our side by 27 Oct 2026.
- Schemes compared: 1,040 of the 1,045 equity-holding schemes that disclosed this month; the other 5 had no April 2026 portfolio on record to compare with, so they are left out rather than counted as buying everything. 39 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 29 May 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.