Stocks Mutual Funds Bought and Sold: July 2026 Portfolios
Portfolios as of 31 Jul 2026, compared with 30 Jun 2026. Mutual funds disclose month-end portfolios within about ten days of month end, so this is the July 2026 disclosure, not today's trading.
In the July 2026 portfolios (as of 31 Jul 2026), mutual funds added the most, by value, to Torrent Pharmaceuticals (₹7,232 Cr, 192 schemes added), Adani Enterprises (₹7,095 Cr, 144 schemes added) and Indo-MIM (₹3,618 Cr, a new holding for 98 schemes). The largest net reductions were in L&T, Infosys and Reliance. Across the 1,285 stocks the 1,046 compared schemes held at either month end, holdings rose in 560, fell in 607 and were unchanged in 118, against June 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 1,046 compared schemes
- Holdings rose / fell
- 560 / 607
- 118 unchanged
- Net value added
- +₹37,959 Cr
- ₹94,275 Cr added, ₹56,316 Cr cut
- New entries / exits
- 23 / 6
- vs June 2026
Shares added were worth ₹94,275 Cr and shares cut ₹56,316 Cr at the 31 Jul 2026 close, a net +₹37,959 Cr. Values cover the 1,266 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 1,046 compared schemes, June 2026 to July 2026, at the month-end close.
| Stock | Value change | Shares | Adding | Cutting |
|---|---|---|---|---|
| Torrent Pharmaceuticals TORNTPHARM · Large cap | +₹7,232 Cr | +97.1% | 192 | 43 |
| Adani Enterprises ADANIENT · Large cap | +₹7,095 Cr | +52.7% | 144 | 29 |
| Indo-MIM INDOMIM · Small cap | +₹3,618 Cr | New | 98 | 0 |
| Biocon BIOCON · Mid cap | +₹3,244 Cr | +35.5% | 90 | 31 |
| Mahindra & Mahindra M&M · Large cap | +₹2,432 Cr | +4.6% | 153 | 68 |
| PB FinTech POLICYBZR · Mid cap | +₹2,370 Cr | +11.5% | 110 | 26 |
| SBI Funds Management SBIFUNDS · Large cap | +₹2,344 Cr | New | 98 | 0 |
| Bajaj Finance BAJFINANCE · Large cap | +₹2,178 Cr | +4.9% | 126 | 78 |
| Kotak Bank KOTAKBANK · Large cap | +₹1,922 Cr | +2.8% | 150 | 108 |
| HDFC Bank HDFCBANK · Large cap | +₹1,740 Cr | +0.9% | 191 | 144 |
| Diamond Power Infrastructure DIACABS · Small cap | +₹1,629 Cr | +10,415.1% | 43 | 6 |
| Adani Energy Solutions ADANIENSOL · Large cap | +₹1,577 Cr | +12.3% | 75 | 39 |
| Swiggy SWIGGY · Mid cap | +₹1,537 Cr | +8.9% | 110 | 50 |
| 360 One WAM 360ONE · Mid cap | +₹1,287 Cr | +21.4% | 81 | 25 |
| Sterlite Technologies STLTECH · Small cap | +₹1,114 Cr | +43.2% | 30 | 10 |
Most sold (top 15)
Net shares cut across the same schemes, valued the same way.
| Stock | Value change | Shares | Adding | Cutting |
|---|---|---|---|---|
| L&T LT · Large cap | −₹3,332 Cr | −4.4% | 96 | 147 |
| Infosys INFY · Large cap | −₹2,946 Cr | −4.0% | 162 | 128 |
| Reliance RELIANCE · Large cap | −₹2,158 Cr | −2.0% | 129 | 115 |
| ICICI Bank ICICIBANK · Large cap | −₹1,414 Cr | −0.6% | 171 | 137 |
| Titan TITAN · Large cap | −₹1,197 Cr | −5.3% | 89 | 86 |
| Bajaj Auto BAJAJ-AUTO · Large cap | −₹1,096 Cr | −7.4% | 106 | 137 |
| Bank of Baroda BANKBARODA · Large cap | −₹1,041 Cr | −12.2% | 75 | 55 |
| Bharat Heavy Electricals BHEL · Large cap | −₹934 Cr | −6.7% | 93 | 62 |
| Nykaa NYKAA · Mid cap | −₹920 Cr | −5.4% | 48 | 55 |
| Power Grid POWERGRID · Large cap | −₹916 Cr | −4.1% | 71 | 64 |
| Info Edge NAUKRI · Mid cap | −₹875 Cr | −6.6% | 72 | 45 |
| Apollo Hospitals APOLLOHOSP · Large cap | −₹844 Cr | −4.9% | 69 | 75 |
| Power Finance Corporation PFC · Large cap | −₹809 Cr | −7.2% | 51 | 43 |
| HCL Tech HCLTECH · Large cap | −₹803 Cr | −3.1% | 98 | 73 |
| GAIL GAIL · Large cap | −₹741 Cr | −8.2% | 46 | 35 |
Most schemes adding and cutting
Most schemes adding (top 15)
Schemes, out of 1,046, that raised their holding or opened a new one.
| Stock | Value change | Shares | Adding | Cutting |
|---|---|---|---|---|
| Torrent Pharmaceuticals TORNTPHARM · Large cap | +₹7,232 Cr | +97.1% | 192 | 43 |
| HDFC Bank HDFCBANK · Large cap | +₹1,740 Cr | +0.9% | 191 | 144 |
| ICICI Bank ICICIBANK · Large cap | −₹1,414 Cr | −0.6% | 171 | 137 |
| Infosys INFY · Large cap | −₹2,946 Cr | −4.0% | 162 | 128 |
| Axis Bank AXISBANK · Large cap | +₹110 Cr | +0.1% | 154 | 106 |
| Mahindra & Mahindra M&M · Large cap | +₹2,432 Cr | +4.6% | 153 | 68 |
| Kotak Bank KOTAKBANK · Large cap | +₹1,922 Cr | +2.8% | 150 | 108 |
| Adani Enterprises ADANIENT · Large cap | +₹7,095 Cr | +52.7% | 144 | 29 |
| SBI SBIN · Large cap | −₹699 Cr | −0.8% | 144 | 112 |
| Eternal ETERNAL · Large cap | −₹513 Cr | −0.7% | 134 | 132 |
| Reliance RELIANCE · Large cap | −₹2,158 Cr | −2.0% | 129 | 115 |
| Bajaj Finance BAJFINANCE · Large cap | +₹2,178 Cr | +4.9% | 126 | 78 |
| Coforge COFORGE · Mid cap | +₹150 Cr | +0.7% | 125 | 49 |
| Maruti MARUTI · Large cap | −₹72 Cr | −0.1% | 121 | 97 |
| Bharti Airtel BHARTIARTL · Large cap | −₹491 Cr | −0.5% | 120 | 104 |
Most schemes cutting (top 15)
Schemes, out of 1,046, that lowered their holding or exited.
| Stock | Value change | Shares | Adding | Cutting |
|---|---|---|---|---|
| J B Chemicals & Pharmaceuticals JBCHEPHARM · Unclassified | — | Exited | 0 | 151 |
| L&T LT · Large cap | −₹3,332 Cr | −4.4% | 96 | 147 |
| HDFC Bank HDFCBANK · Large cap | +₹1,740 Cr | +0.9% | 191 | 144 |
| ICICI Bank ICICIBANK · Large cap | −₹1,414 Cr | −0.6% | 171 | 137 |
| Bajaj Auto BAJAJ-AUTO · Large cap | −₹1,096 Cr | −7.4% | 106 | 137 |
| Eternal ETERNAL · Large cap | −₹513 Cr | −0.7% | 134 | 132 |
| Infosys INFY · Large cap | −₹2,946 Cr | −4.0% | 162 | 128 |
| Reliance RELIANCE · Large cap | −₹2,158 Cr | −2.0% | 129 | 115 |
| SBI SBIN · Large cap | −₹699 Cr | −0.8% | 144 | 112 |
| Kotak Bank KOTAKBANK · Large cap | +₹1,922 Cr | +2.8% | 150 | 108 |
| Axis Bank AXISBANK · Large cap | +₹110 Cr | +0.1% | 154 | 106 |
| Bharat Electronics BEL · Large cap | +₹158 Cr | +0.6% | 105 | 106 |
| Bharti Airtel BHARTIARTL · Large cap | −₹491 Cr | −0.5% | 120 | 104 |
| GE Vernova T&D GVT&D · Mid cap | −₹170 Cr | −1.1% | 84 | 104 |
| Tata Steel TATASTEEL · Large cap | −₹325 Cr | −1.5% | 88 | 103 |
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 31 Jul 2026: 1 to 100 large, 101 to 250 mid, 251 and below small.
| Bucket | Stocks | Rose | Fell | Same | Net |
|---|---|---|---|---|---|
| Large cap | 100 | 50 | 50 | 0 | +₹9,208.31 Cr |
| Mid cap | 150 | 94 | 55 | 1 | +₹13,947.64 Cr |
| Small cap | 1,020 | 409 | 500 | 111 | +₹14,803.37 Cr |
| Unclassified | 15 | 7 | 2 | 6 | ₹0.00 Cr |
| All stocks | 1,285 | 560 | 607 | 118 | +₹37,959.32 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 |
|---|---|---|---|---|
| Indo-MIM INDOMIM · Small cap | +₹3,618 Cr | New | 98 | 0 |
| Diamond Power Infrastructure DIACABS · Small cap | +₹1,629 Cr | +10,415.1% | 43 | 6 |
| Sterlite Technologies STLTECH · Small cap | +₹1,114 Cr | +43.2% | 30 | 10 |
| Cube Highways Trust CUBEINVIT · Small cap | +₹888 Cr | +135.7% | 29 | 0 |
| Lohia Corp LCL · Small cap | +₹723 Cr | New | 17 | 0 |
| Shadowfax Technologies SHADOWFAX · Small cap | +₹709 Cr | +35.9% | 37 | 8 |
| TBO Tek TBOTEK · Small cap | +₹697 Cr | +23.2% | 35 | 17 |
| Belrise Industries BELRISE · Small cap | +₹621 Cr | +35.1% | 60 | 6 |
| Bandhan Bank BANDHANBNK · Small cap | +₹596 Cr | +15.1% | 43 | 36 |
| KFin Technologies KFINTECH · Small cap | +₹586 Cr | +23.2% | 39 | 18 |
| Cochin Shipyard COCHINSHIP · Small cap | +₹508 Cr | +75.7% | 55 | 17 |
| Manappuram Finance MANAPPURAM · Small cap | +₹477 Cr | +16.5% | 32 | 19 |
| Kusumgar KUSUMGAR · Small cap | +₹477 Cr | New | 35 | 0 |
| Delhivery DELHIVERY · Small cap | +₹443 Cr | +3.4% | 59 | 26 |
| Laser Power & Infra LASERPOWER · Small cap | +₹400 Cr | New | 16 | 0 |
Small caps most sold (top 15)
Ranked by net value cut.
| Stock | Value change | Shares | Adding | Cutting |
|---|---|---|---|---|
| Angel One ANGELONE · Small cap | −₹453 Cr | −9.7% | 48 | 32 |
| Restaurant Brands Asia RBA · Small cap | −₹348 Cr | −33.5% | 4 | 9 |
| Vedanta Oil and Gas VOGL · Small cap | −₹331 Cr | −78.2% | 1 | 45 |
| RR Kabel RRKABEL · Small cap | −₹314 Cr | −9.1% | 38 | 28 |
| Vedanta Power VEDPOWER · Small cap | −₹291 Cr | −34.1% | 6 | 56 |
| Kirloskar Oil Engines KIRLOSENG · Small cap | −₹290 Cr | −3.8% | 51 | 48 |
| ZF Commercial ZFCVINDIA · Small cap | −₹275 Cr | −4.2% | 45 | 19 |
| Cyient CYIENT · Small cap | −₹244 Cr | −8.3% | 28 | 40 |
| Crompton Greaves CROMPTON · Small cap | −₹235 Cr | −3.0% | 44 | 29 |
| Sansera Engineering SANSERA · Small cap | −₹232 Cr | −4.9% | 12 | 19 |
| Gujarat Gas GUJENERGY · Small cap | −₹195 Cr | −4.6% | 3 | 14 |
| Kajaria Ceramics KAJARIACER · Small cap | −₹185 Cr | −4.3% | 34 | 48 |
| LIC Housing Finance LICHSGFIN · Small cap | −₹184 Cr | −4.0% | 45 | 30 |
| Vedanta Iron & Steel VISL · Small cap | −₹174 Cr | −57.9% | 0 | 45 |
| ACME Solar Holdings ACMESOLAR · Small cap | −₹173 Cr | −4.2% | 31 | 20 |
New entries and full exits
23 stocks were held by none of the compared schemes at the end of June 2026 and by at least one at the end of July 2026; 6 went the other way. New listings and IPO allotments show up as new entries.
New entries (23)
Largest first, by value at the month-end close.
| Stock | Value change | Shares | Adding | Cutting |
|---|---|---|---|---|
| Indo-MIM INDOMIM · Small cap | +₹3,618 Cr | New | 98 | 0 |
| SBI Funds Management SBIFUNDS · Large cap | +₹2,344 Cr | New | 98 | 0 |
| Lohia Corp LCL · Small cap | +₹723 Cr | New | 17 | 0 |
| Kusumgar KUSUMGAR · Small cap | +₹477 Cr | New | 35 | 0 |
| Laser Power & Infra LASERPOWER · Small cap | +₹400 Cr | New | 16 | 0 |
| Rossell Techsys ROSSTECH · Small cap | +₹176 Cr | New | 3 | 0 |
| Hirect HIRECT · Small cap | +₹145 Cr | New | 1 | 0 |
| Sigma Advanced System SIGMAADV · Small cap | +₹126 Cr | New | 8 | 0 |
| Knack Packaging KNACK · Small cap | +₹90 Cr | New | 9 | 0 |
| L. T. Elevator LTELEVATORLTD · Small cap | +₹30 Cr | New | 1 | 0 |
| Caliber Mining and Logistics CMLL · Small cap | +₹25 Cr | New | 4 | 0 |
| Arkade Developers ARKADE · Small cap | +₹14 Cr | New | 3 | 0 |
| Gandhar Oil Refinery GANDHAR · Small cap | +₹6 Cr | New | 1 | 0 |
| Kamdhenu KAMDHENU · Small cap | +₹5 Cr | New | 1 | 0 |
| Xtranet Technologies XTRANET · Small cap | +₹5 Cr | New | 3 | 0 |
Full exits (6)
Largest previous holding first.
| Stock | Value change | Shares | Adding | Cutting |
|---|---|---|---|---|
| RK Swamy RKSWAMY · Small cap | −₹5 Cr | Exited | 0 | 1 |
| One Mobikwik Systems MOBIKWIK · Small cap | −₹1 Cr | Exited | 0 | 1 |
| Salzer Electronics SALZERELEC · Small cap | ₹0 Cr | Exited | 0 | 1 |
| Gayatri BioOrganics GAYATRIBIOORGANICSLTD · Small cap | ₹0 Cr | Exited | 0 | 1 |
| J B Chemicals & Pharmaceuticals JBCHEPHARM · Unclassified | — | Exited | 0 | 151 |
| Reliance Infrastructure RELINFRA · Unclassified | — | Exited | 0 | 3 |
Methodology
- Disclosure month: July 2026. Each fund's portfolio is its holding on 31 Jul 2026, published by the fund within about ten days of month end. It is compared with the 30 Jun 2026 portfolio. Data for this month was complete on our side by 27 Oct 2026.
- Schemes compared: 1,046 of the 1,057 equity-holding schemes that disclosed this month; the other 11 had no June 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 31 Jul 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.