Stocks Mutual Funds Bought and Sold: June 2026 Portfolios
Portfolios as of 30 Jun 2026, compared with 31 May 2026. Mutual funds disclose month-end portfolios within about ten days of month end, so this is the June 2026 disclosure, not today's trading.
In the June 2026 portfolios (as of 30 Jun 2026), mutual funds added the most, by value, to HDFC Bank (₹7,312 Cr, 251 schemes added), Adani Enterprises (₹5,116 Cr, 75 schemes added) and JSW Infrastructure (₹4,713 Cr, 100 schemes added). The largest net reductions were in Hindalco Industries, Reliance and Asian Paints. Across the 1,288 stocks the 1,042 compared schemes held at either month end, holdings rose in 528, fell in 638 and were unchanged in 122, against May 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
- 1,288
- by 1,042 compared schemes
- Holdings rose / fell
- 528 / 638
- 122 unchanged
- Net value added
- +₹51,572 Cr
- ₹98,549 Cr added, ₹46,976 Cr cut
- New entries / exits
- 11 / 26
- vs May 2026
Shares added were worth ₹98,549 Cr and shares cut ₹46,976 Cr at the 30 Jun 2026 close, a net +₹51,572 Cr. Values cover the 1,273 of 1,288 stocks with a closing price that day.
Most bought and sold by value
Most bought (top 15)
Net shares added across the 1,042 compared schemes, May 2026 to June 2026, at the month-end close.
| Stock | Value change | Shares | Adding | Cutting |
|---|---|---|---|---|
| HDFC Bank HDFCBANK · Large cap | +₹7,312 Cr | +3.5% | 251 | 95 |
| Adani Enterprises ADANIENT · Large cap | +₹5,116 Cr | +60.4% | 75 | 25 |
| JSW Infrastructure JSWINFRA · Mid cap | +₹4,713 Cr | +292.3% | 100 | 18 |
| ACME Solar Holdings ACMESOLAR · Small cap | +₹3,110 Cr | +250.7% | 61 | 3 |
| NHPC NHPC · Mid cap | +₹2,579 Cr | +124.6% | 78 | 7 |
| Meesho MEESHO · Mid cap | +₹2,472 Cr | +53.2% | 67 | 3 |
| Vedanta Aluminium Metal VAML · Large cap | +₹2,152 Cr | +20.3% | 74 | 103 |
| Bajaj Finance BAJFINANCE · Large cap | +₹1,979 Cr | +5.4% | 121 | 73 |
| Lenskart Solutions LENSKART · Mid cap | +₹1,849 Cr | +20.4% | 87 | 5 |
| ICICI Bank ICICIBANK · Large cap | +₹1,697 Cr | +0.8% | 216 | 90 |
| Mahindra & Mahindra M&M · Large cap | +₹1,550 Cr | +3.4% | 171 | 74 |
| Craftsman Automation CRAFTSMAN · Small cap | +₹1,500 Cr | +34.3% | 72 | 12 |
| GIC of India GICRE · Mid cap | +₹1,468 Cr | +159.7% | 57 | 6 |
| Adani Energy Solutions ADANIENSOL · Large cap | +₹1,410 Cr | +13.8% | 65 | 33 |
| Eternal ETERNAL · Large cap | +₹1,335 Cr | +2.1% | 155 | 55 |
Most sold (top 15)
Net shares cut across the same schemes, valued the same way.
| Stock | Value change | Shares | Adding | Cutting |
|---|---|---|---|---|
| Hindalco Industries HINDALCO · Large cap | −₹2,194 Cr | −14.3% | 104 | 105 |
| Reliance RELIANCE · Large cap | −₹2,156 Cr | −2.0% | 182 | 100 |
| Asian Paints ASIANPAINT · Large cap | −₹1,336 Cr | −7.2% | 82 | 86 |
| Interglobe Aviation INDIGO · Large cap | −₹1,286 Cr | −2.9% | 142 | 106 |
| GE Vernova T&D GVT&D · Large cap | −₹1,274 Cr | −6.7% | 76 | 83 |
| Bajaj Auto BAJAJ-AUTO · Large cap | −₹1,150 Cr | −8.4% | 92 | 72 |
| BSE BSE · Large cap | −₹1,142 Cr | −6.1% | 85 | 71 |
| ICICI Prudential Asset Management ICICIAMC · Large cap | −₹931 Cr | −10.7% | 57 | 29 |
| Bajaj Finserv BAJAJFINSV · Large cap | −₹931 Cr | −5.7% | 106 | 33 |
| L&T LT · Large cap | −₹915 Cr | −1.1% | 125 | 106 |
| NTPC NTPC · Large cap | −₹885 Cr | −2.1% | 154 | 75 |
| Maruti MARUTI · Large cap | −₹880 Cr | −1.7% | 125 | 107 |
| Gland Pharma GLAND · Mid cap | −₹844 Cr | −6.9% | 49 | 30 |
| Bharti Airtel BHARTIARTL · Large cap | −₹794 Cr | −0.8% | 137 | 110 |
| Adani Ports ADANIPORTS · Large cap | −₹715 Cr | −5.9% | 76 | 51 |
Most schemes adding and cutting
Most schemes adding (top 15)
Schemes, out of 1,042, that raised their holding or opened a new one.
| Stock | Value change | Shares | Adding | Cutting |
|---|---|---|---|---|
| HDFC Bank HDFCBANK · Large cap | +₹7,312 Cr | +3.5% | 251 | 95 |
| ICICI Bank ICICIBANK · Large cap | +₹1,697 Cr | +0.8% | 216 | 90 |
| Reliance RELIANCE · Large cap | −₹2,156 Cr | −2.0% | 182 | 100 |
| Mahindra & Mahindra M&M · Large cap | +₹1,550 Cr | +3.4% | 171 | 74 |
| SBI SBIN · Large cap | −₹127 Cr | −0.1% | 168 | 107 |
| Axis Bank AXISBANK · Large cap | −₹150 Cr | −0.1% | 167 | 86 |
| Infosys INFY · Large cap | +₹690 Cr | +1.1% | 161 | 70 |
| Eternal ETERNAL · Large cap | +₹1,335 Cr | +2.1% | 155 | 55 |
| NTPC NTPC · Large cap | −₹885 Cr | −2.1% | 154 | 75 |
| TCS TCS · Large cap | −₹141 Cr | −0.5% | 144 | 64 |
| Kotak Bank KOTAKBANK · Large cap | +₹576 Cr | +0.9% | 143 | 90 |
| Interglobe Aviation INDIGO · Large cap | −₹1,286 Cr | −2.9% | 142 | 106 |
| Shriram Finance SHRIRAMFIN · Large cap | −₹241 Cr | −1.0% | 137 | 63 |
| Bharti Airtel BHARTIARTL · Large cap | −₹794 Cr | −0.8% | 137 | 110 |
| ITC ITC · Large cap | −₹75 Cr | −0.2% | 134 | 66 |
Most schemes cutting (top 15)
Schemes, out of 1,042, that lowered their holding or exited.
| Stock | Value change | Shares | Adding | Cutting |
|---|---|---|---|---|
| Vedanta Oil and Gas VOGL · Small cap | −₹378 Cr | −49.6% | 7 | 188 |
| Vedanta Iron & Steel VISL · Small cap | −₹504 Cr | −60.5% | 2 | 185 |
| Vedanta Power VEDPOWER · Small cap | +₹42 Cr | +4.4% | 22 | 164 |
| Coforge COFORGE · Mid cap | +₹759 Cr | +4.1% | 45 | 113 |
| Bharti Airtel BHARTIARTL · Large cap | −₹794 Cr | −0.8% | 137 | 110 |
| Maruti MARUTI · Large cap | −₹880 Cr | −1.7% | 125 | 107 |
| SBI SBIN · Large cap | −₹127 Cr | −0.1% | 168 | 107 |
| MCX MCX · Mid cap | +₹1,237 Cr | +6.2% | 107 | 107 |
| Interglobe Aviation INDIGO · Large cap | −₹1,286 Cr | −2.9% | 142 | 106 |
| L&T LT · Large cap | −₹915 Cr | −1.1% | 125 | 106 |
| Hindalco Industries HINDALCO · Large cap | −₹2,194 Cr | −14.3% | 104 | 105 |
| Vedanta Aluminium Metal VAML · Large cap | +₹2,152 Cr | +20.3% | 74 | 103 |
| Reliance RELIANCE · Large cap | −₹2,156 Cr | −2.0% | 182 | 100 |
| HDFC Bank HDFCBANK · Large cap | +₹7,312 Cr | +3.5% | 251 | 95 |
| Trent TRENT · Large cap | +₹96 Cr | +0.5% | 100 | 94 |
Large, mid and small caps
100 large cap, 150 mid cap, 1,026 small cap and 12 unclassified stocks: 1,288 in all. Buckets rank stocks by full market cap on 30 Jun 2026: 1 to 100 large, 101 to 250 mid, 251 and below small.
| Bucket | Stocks | Rose | Fell | Same | Net |
|---|---|---|---|---|---|
| Large cap | 100 | 52 | 48 | 0 | +₹15,020.74 Cr |
| Mid cap | 150 | 93 | 57 | 0 | +₹22,796.91 Cr |
| Small cap | 1,026 | 379 | 530 | 117 | +₹13,754.48 Cr |
| Unclassified | 12 | 4 | 3 | 5 | ₹0.00 Cr |
| All stocks | 1,288 | 528 | 638 | 122 | +₹51,572.13 Cr |
Small caps mutual funds bought and sold
Small caps most bought (top 15)
Of the 1,026 small caps held, ranked by net value added.
| Stock | Value change | Shares | Adding | Cutting |
|---|---|---|---|---|
| ACME Solar Holdings ACMESOLAR · Small cap | +₹3,110 Cr | +250.7% | 61 | 3 |
| Craftsman Automation CRAFTSMAN · Small cap | +₹1,500 Cr | +34.3% | 72 | 12 |
| Pine Labs PINELABS · Small cap | +₹1,162 Cr | +43.3% | 59 | 1 |
| Delhivery DELHIVERY · Small cap | +₹843 Cr | +7.1% | 54 | 22 |
| Sterlite Technologies STLTECH · Small cap | +₹729 Cr | +34.5% | 19 | 14 |
| Corona Remedies CORONA · Small cap | +₹718 Cr | +91.6% | 22 | 3 |
| Krishna Institute of Medical Sciences KIMS · Small cap | +₹712 Cr | +7.9% | 59 | 17 |
| Emcure Pharmaceuticals EMCURE · Small cap | +₹673 Cr | +39.5% | 31 | 14 |
| DOMS Industries DOMS · Small cap | +₹643 Cr | +26.9% | 46 | 19 |
| Indus Infra Trust INDUSINVIT · Small cap | +₹641 Cr | +58.0% | 31 | 3 |
| LIC Housing Finance LICHSGFIN · Small cap | +₹635 Cr | +14.8% | 47 | 24 |
| Ola Electric Mobility OLAELEC · Small cap | +₹495 Cr | +41.9% | 36 | 7 |
| RBL Bank RBLBANK · Small cap | +₹432 Cr | +6.0% | 32 | 61 |
| Jubilant FoodWorks JUBLFOOD · Small cap | +₹360 Cr | +4.3% | 60 | 31 |
| Sai Life Sciences SAILIFE · Small cap | +₹305 Cr | +4.1% | 60 | 15 |
Small caps most sold (top 15)
Ranked by net value cut.
| Stock | Value change | Shares | Adding | Cutting |
|---|---|---|---|---|
| Vedanta Iron & Steel VISL · Small cap | −₹504 Cr | −60.5% | 2 | 185 |
| Angel One ANGELONE · Small cap | −₹381 Cr | −6.8% | 42 | 29 |
| Vedanta Oil and Gas VOGL · Small cap | −₹378 Cr | −49.6% | 7 | 188 |
| Viyash Scientific VIYASH · Small cap | −₹331 Cr | −48.3% | 5 | 4 |
| MTAR Technologies MTARTECH · Small cap | −₹324 Cr | −6.5% | 22 | 27 |
| Star Health Insurance STARHEALTH · Small cap | −₹293 Cr | −7.7% | 27 | 11 |
| Crompton Greaves CROMPTON · Small cap | −₹268 Cr | −3.2% | 50 | 27 |
| NBCC NBCC · Small cap | −₹246 Cr | −32.4% | 32 | 15 |
| Sansera Engineering SANSERA · Small cap | −₹207 Cr | −4.4% | 12 | 12 |
| Dalmia Bharat DALBHARAT · Small cap | −₹195 Cr | −3.8% | 37 | 19 |
| Kaynes Technology India KAYNES · Small cap | −₹195 Cr | −8.5% | 29 | 17 |
| Kirloskar Oil Engines KIRLOSENG · Small cap | −₹187 Cr | −2.3% | 42 | 46 |
| Aether Industries AETHER · Small cap | −₹185 Cr | −9.6% | 15 | 6 |
| KEC International KEC · Small cap | −₹184 Cr | −6.1% | 34 | 19 |
| Zee Entertainment ZEEL · Small cap | −₹176 Cr | −36.6% | 24 | 13 |
New entries and full exits
11 stocks were held by none of the compared schemes at the end of May 2026 and by at least one at the end of June 2026; 26 went the other way. New listings and IPO allotments show up as new entries.
New entries (11)
Largest first, by value at the month-end close.
| Stock | Value change | Shares | Adding | Cutting |
|---|---|---|---|---|
| Turtlemint Fintech Solutions TURTLEMINT · Small cap | +₹228 Cr | New | 16 | 0 |
| CMR Green Technologies CMRGREEN · Small cap | +₹176 Cr | New | 15 | 0 |
| Jash Engineering JASH · Small cap | +₹47 Cr | New | 5 | 0 |
| Anlon Technology Solutions ANLON · Small cap | +₹24 Cr | New | 1 | 0 |
| Hexagon Nutrition HEXAGON · Small cap | +₹19 Cr | New | 1 | 0 |
| Indo Tech Transformers INDOTECH · Small cap | +₹14 Cr | New | 4 | 0 |
| Horizon Reclaim HORIZON · Small cap | +₹12 Cr | New | 1 | 0 |
| Zim Laboratories ZIMLAB · Small cap | +₹7 Cr | New | 1 | 0 |
| Shanti Gold International SHANTIGOLD · Small cap | +₹5 Cr | New | 3 | 0 |
| Waterways Leisure Tourism CORDELIA · Unclassified | — | New | 3 | 0 |
| Advit Jewels RAMBHAJO · Unclassified | — | New | 6 | 0 |
Full exits (26)
Largest previous holding first.
| Stock | Value change | Shares | Adding | Cutting |
|---|---|---|---|---|
| Rossell Techsys ROSSTECH · Small cap | −₹87 Cr | Exited | 0 | 1 |
| Paramount Communications PARACABLES · Small cap | −₹2 Cr | Exited | 0 | 1 |
| Veranda Learning Solutions VERANDA · Small cap | ₹0 Cr | Exited | 0 | 1 |
| Cosmo First COSMOFIRST · Small cap | ₹0 Cr | Exited | 0 | 1 |
| Confidence Petroleum CONFIPET · Small cap | ₹0 Cr | Exited | 0 | 1 |
| NELCO NELCO · Small cap | ₹0 Cr | Exited | 0 | 1 |
| Panama Petrochem PANAMAPET · Small cap | ₹0 Cr | Exited | 0 | 1 |
| DCW DCW · Small cap | ₹0 Cr | Exited | 0 | 1 |
| SEPC SEPC · Small cap | ₹0 Cr | Exited | 0 | 1 |
| Himatsingka Seide HIMATSEIDE · Small cap | ₹0 Cr | Exited | 0 | 1 |
| Magellanic Cloud MCLOUD · Small cap | ₹0 Cr | Exited | 0 | 1 |
| GOCL Corporation GOCLCORP · Small cap | ₹0 Cr | Exited | 0 | 1 |
| Meghmani Organics MOL · Small cap | ₹0 Cr | Exited | 0 | 1 |
| Kothari Industrial Corporation KOTIC · Small cap | ₹0 Cr | Exited | 0 | 1 |
| Seshasayee Paper & Boards SESHAPAPER · Small cap | ₹0 Cr | Exited | 0 | 1 |
Methodology
- Disclosure month: June 2026. Each fund's portfolio is its holding on 30 Jun 2026, published by the fund within about ten days of month end. It is compared with the 31 May 2026 portfolio. Data for this month was complete on our side by 27 Oct 2026.
- Schemes compared: 1,042 of the 1,047 equity-holding schemes that disclosed this month; the other 5 had no May 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 30 Jun 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.