Stocks Mutual Funds Bought and Sold: August 2026 Portfolios
Portfolios as of 31 Aug 2026, compared with 31 Jul 2026. Mutual funds disclose month-end portfolios within about ten days of month end, so this is the August 2026 disclosure, not today's trading.
In the August 2026 portfolios (as of 31 Aug 2026), mutual funds added the most, by value, to LIC of India (₹16,723 Cr, 161 schemes added), Knowledge Realty Trust (₹3,819 Cr, 17 schemes added) and Paytm (₹3,633 Cr, 131 schemes added). The largest net reductions were in ICICI Bank, Eternal and Tech Mahindra. Across the 1,293 stocks the 1,003 compared schemes held at either month end, holdings rose in 556, fell in 551 and were unchanged in 186, against July 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
- 1,293
- by 1,003 compared schemes
- Holdings rose / fell
- 556 / 551
- 186 unchanged
- Net value added
- +₹47,989 Cr
- ₹1,02,242 Cr added, ₹54,252 Cr cut
- New entries / exits
- 21 / 1
- vs July 2026
Shares added were worth ₹1,02,242 Cr and shares cut ₹54,252 Cr at the 31 Aug 2026 close, a net +₹47,989 Cr. Values cover the 1,278 of 1,293 stocks with a closing price that day.
Most bought and sold by value
Most bought (top 15)
Net shares added across the 1,003 compared schemes, July 2026 to August 2026, at the month-end close.
| Stock | Value change | Shares | Adding | Cutting |
|---|---|---|---|---|
| LIC of India LICI · Large cap | +₹16,723 Cr | +720.5% | 161 | 5 |
| Knowledge Realty Trust KRT · Mid cap | +₹3,819 Cr | +727.0% | 17 | 1 |
| Paytm PAYTM · Mid cap | +₹3,633 Cr | +20.4% | 131 | 49 |
| Aster DM Healthcare ASTERDM · Mid cap | +₹2,702 Cr | +25.7% | 75 | 29 |
| Dhoot Transmission DHOOTTRANS · Small cap | +₹2,541 Cr | New | 69 | 0 |
| Manipal Health Enterprises MANIPALHOS · Mid cap | +₹2,314 Cr | +111.3% | 41 | 0 |
| Tenneco Clean Air TENNIND · Small cap | +₹1,881 Cr | +137.2% | 70 | 11 |
| Meesho MEESHO · Mid cap | +₹1,850 Cr | +24.9% | 55 | 6 |
| Lenskart Solutions LENSKART · Mid cap | +₹1,706 Cr | +12.3% | 86 | 25 |
| Piramal Finance PIRAMALFIN · Mid cap | +₹1,582 Cr | +22.3% | 80 | 9 |
| Rubicon Research RUBICON · Small cap | +₹1,555 Cr | +72.6% | 18 | 11 |
| Dr Reddys Laboratories DRREDDY · Mid cap | +₹1,467 Cr | +17.7% | 97 | 27 |
| Avenue Supermarts DMART · Large cap | +₹1,456 Cr | +10.5% | 67 | 30 |
| Groww GROWW · Large cap | +₹1,402 Cr | +13.6% | 81 | 27 |
| KFin Technologies KFINTECH · Small cap | +₹1,250 Cr | +39.5% | 55 | 4 |
Most sold (top 15)
Net shares cut across the same schemes, valued the same way.
| Stock | Value change | Shares | Adding | Cutting |
|---|---|---|---|---|
| ICICI Bank ICICIBANK · Large cap | −₹4,271 Cr | −2.1% | 119 | 112 |
| Eternal ETERNAL · Large cap | −₹2,909 Cr | −3.9% | 95 | 110 |
| Tech Mahindra TECHM · Large cap | −₹2,456 Cr | −12.1% | 100 | 64 |
| Infosys INFY · Large cap | −₹2,346 Cr | −3.8% | 100 | 106 |
| Bajaj Finserv BAJAJFINSV · Large cap | −₹1,352 Cr | −11.3% | 80 | 47 |
| Power Finance Corporation PFC · Large cap | −₹1,283 Cr | −16.2% | 61 | 55 |
| ONGC ONGC · Large cap | −₹1,115 Cr | −9.7% | 84 | 45 |
| L&T LT · Large cap | −₹1,067 Cr | −1.6% | 92 | 85 |
| Cholamandalam Investment CHOLAFIN · Large cap | −₹948 Cr | −5.1% | 70 | 30 |
| NTPC NTPC · Large cap | −₹911 Cr | −2.8% | 86 | 96 |
| TCS TCS · Large cap | −₹859 Cr | −2.9% | 102 | 68 |
| HCL Tech HCLTECH · Large cap | −₹770 Cr | −3.5% | 90 | 55 |
| GAIL GAIL · Large cap | −₹696 Cr | −12.3% | 57 | 35 |
| Maruti MARUTI · Large cap | −₹666 Cr | −1.6% | 99 | 89 |
| Power Grid POWERGRID · Large cap | −₹638 Cr | −3.4% | 80 | 48 |
Most schemes adding and cutting
Most schemes adding (top 15)
Schemes, out of 1,003, that raised their holding or opened a new one.
| Stock | Value change | Shares | Adding | Cutting |
|---|---|---|---|---|
| LIC of India LICI · Large cap | +₹16,723 Cr | +720.5% | 161 | 5 |
| Axis Bank AXISBANK · Large cap | +₹243 Cr | +0.3% | 154 | 72 |
| SBI SBIN · Large cap | −₹442 Cr | −0.5% | 147 | 102 |
| HDFC Bank HDFCBANK · Large cap | +₹248 Cr | +0.1% | 138 | 133 |
| Bharti Airtel BHARTIARTL · Large cap | +₹815 Cr | +1.0% | 135 | 90 |
| MCX MCX · Mid cap | +₹552 Cr | +2.2% | 132 | 67 |
| Paytm PAYTM · Mid cap | +₹3,633 Cr | +20.4% | 131 | 49 |
| Mahindra & Mahindra M&M · Large cap | +₹1,209 Cr | +2.5% | 126 | 67 |
| Reliance RELIANCE · Large cap | −₹570 Cr | −0.6% | 124 | 100 |
| ICICI Bank ICICIBANK · Large cap | −₹4,271 Cr | −2.1% | 119 | 112 |
| Kotak Bank KOTAKBANK · Large cap | +₹193 Cr | +0.3% | 115 | 78 |
| Bajaj Finance BAJFINANCE · Large cap | +₹15 Cr | 0.0% | 114 | 72 |
| GE Vernova T&D GVT&D · Mid cap | +₹903 Cr | +5.8% | 111 | 43 |
| Sun Pharma SUNPHARMA · Large cap | +₹602 Cr | +1.6% | 111 | 86 |
| Bharat Electronics BEL · Large cap | +₹232 Cr | +0.9% | 110 | 66 |
Most schemes cutting (top 15)
Schemes, out of 1,003, that lowered their holding or exited.
| Stock | Value change | Shares | Adding | Cutting |
|---|---|---|---|---|
| HDFC Bank HDFCBANK · Large cap | +₹248 Cr | +0.1% | 138 | 133 |
| ICICI Bank ICICIBANK · Large cap | −₹4,271 Cr | −2.1% | 119 | 112 |
| Eternal ETERNAL · Large cap | −₹2,909 Cr | −3.9% | 95 | 110 |
| Infosys INFY · Large cap | −₹2,346 Cr | −3.8% | 100 | 106 |
| SBI SBIN · Large cap | −₹442 Cr | −0.5% | 147 | 102 |
| Reliance RELIANCE · Large cap | −₹570 Cr | −0.6% | 124 | 100 |
| NTPC NTPC · Large cap | −₹911 Cr | −2.8% | 86 | 96 |
| Bharti Airtel BHARTIARTL · Large cap | +₹815 Cr | +1.0% | 135 | 90 |
| Maruti MARUTI · Large cap | −₹666 Cr | −1.6% | 99 | 89 |
| Sun Pharma SUNPHARMA · Large cap | +₹602 Cr | +1.6% | 111 | 86 |
| L&T LT · Large cap | −₹1,067 Cr | −1.6% | 92 | 85 |
| Kotak Bank KOTAKBANK · Large cap | +₹193 Cr | +0.3% | 115 | 78 |
| Titan TITAN · Large cap | −₹330 Cr | −1.6% | 97 | 72 |
| Bajaj Finance BAJFINANCE · Large cap | +₹15 Cr | 0.0% | 114 | 72 |
| Axis Bank AXISBANK · Large cap | +₹243 Cr | +0.3% | 154 | 72 |
Large, mid and small caps
100 large cap, 150 mid cap, 1,030 small cap and 13 unclassified stocks: 1,293 in all. Buckets rank stocks by full market cap on 31 Aug 2026: 1 to 100 large, 101 to 250 mid, 251 and below small.
| Bucket | Stocks | Rose | Fell | Same | Net |
|---|---|---|---|---|---|
| Large cap | 100 | 51 | 49 | 0 | +₹6,723.93 Cr |
| Mid cap | 150 | 84 | 65 | 1 | +₹22,838.13 Cr |
| Small cap | 1,030 | 415 | 437 | 178 | +₹18,427.40 Cr |
| Unclassified | 13 | 6 | 0 | 7 | ₹0.00 Cr |
| All stocks | 1,293 | 556 | 551 | 186 | +₹47,989.46 Cr |
Small caps mutual funds bought and sold
Small caps most bought (top 15)
Of the 1,030 small caps held, ranked by net value added.
| Stock | Value change | Shares | Adding | Cutting |
|---|---|---|---|---|
| Dhoot Transmission DHOOTTRANS · Small cap | +₹2,541 Cr | New | 69 | 0 |
| Tenneco Clean Air TENNIND · Small cap | +₹1,881 Cr | +137.2% | 70 | 11 |
| Rubicon Research RUBICON · Small cap | +₹1,555 Cr | +72.6% | 18 | 11 |
| KFin Technologies KFINTECH · Small cap | +₹1,250 Cr | +39.5% | 55 | 4 |
| Dr Agarwals Health Care AGARWALEYE · Small cap | +₹1,166 Cr | +120.3% | 24 | 3 |
| Shiprocket SHIPROCKET · Small cap | +₹1,073 Cr | New | 58 | 0 |
| Indegene INDGN · Small cap | +₹817 Cr | +164.5% | 30 | 2 |
| Milky Mist Dairy Food MILKYMIST · Small cap | +₹795 Cr | New | 35 | 0 |
| SPR Auto Technologies SHRIPISTON · Small cap | +₹724 Cr | +67.5% | 36 | 3 |
| Juniper Green Energy JNPR · Small cap | +₹722 Cr | +168.8% | 26 | 0 |
| Molbio Diagnostics MOLBIO · Small cap | +₹654 Cr | New | 27 | 0 |
| Urban Company URBANCO · Small cap | +₹630 Cr | +29.9% | 33 | 11 |
| Foseco FOSECOIND · Small cap | +₹594 Cr | +3,059.4% | 20 | 0 |
| Netweb Technologies NETWEB · Small cap | +₹459 Cr | +54.3% | 39 | 8 |
| MTAR Technologies MTARTECH · Small cap | +₹456 Cr | +10.2% | 27 | 13 |
Small caps most sold (top 15)
Ranked by net value cut.
| Stock | Value change | Shares | Adding | Cutting |
|---|---|---|---|---|
| LIC Housing Finance LICHSGFIN · Small cap | −₹460 Cr | −13.9% | 48 | 22 |
| Gujarat Gas GUJENERGY · Small cap | −₹436 Cr | −16.9% | 3 | 17 |
| CAMS CAMS · Small cap | −₹363 Cr | −16.5% | 46 | 18 |
| Amber Enterprises AMBER · Small cap | −₹324 Cr | −5.9% | 59 | 24 |
| EPL EPL · Small cap | −₹303 Cr | −34.8% | 8 | 5 |
| Fine Organic Industries FINEORG · Small cap | −₹255 Cr | −14.7% | 5 | 4 |
| RR Kabel RRKABEL · Small cap | −₹251 Cr | −9.9% | 27 | 19 |
| Electronics Mart EMIL · Small cap | −₹231 Cr | −19.6% | 5 | 11 |
| Himadri Speciality Chemical HSCL · Small cap | −₹214 Cr | −59.9% | 36 | 7 |
| V-Guard Industries VGUARD · Small cap | −₹207 Cr | −9.5% | 11 | 6 |
| Cohance Lifesciences COHANCE · Small cap | −₹190 Cr | −7.2% | 36 | 14 |
| Religare Enterprises RELIGARE · Small cap | −₹185 Cr | −43.2% | 4 | 5 |
| Sterlite Technologies STLTECH · Small cap | −₹164 Cr | −3.4% | 11 | 17 |
| Great Eastern Shipping Company GESHIP · Small cap | −₹156 Cr | −7.5% | 44 | 21 |
| Sundram Fasteners SUNDRMFAST · Small cap | −₹154 Cr | −3.1% | 6 | 5 |
New entries and full exits
21 stocks were held by none of the compared schemes at the end of July 2026 and by at least one at the end of August 2026; 1 went the other way. New listings and IPO allotments show up as new entries.
New entries (21)
Largest first, by value at the month-end close.
| Stock | Value change | Shares | Adding | Cutting |
|---|---|---|---|---|
| Dhoot Transmission DHOOTTRANS · Small cap | +₹2,541 Cr | New | 69 | 0 |
| Shiprocket SHIPROCKET · Small cap | +₹1,073 Cr | New | 58 | 0 |
| Milky Mist Dairy Food MILKYMIST · Small cap | +₹795 Cr | New | 35 | 0 |
| Molbio Diagnostics MOLBIO · Small cap | +₹654 Cr | New | 27 | 0 |
| Horizon Industrial Parks HORIZONIND · Small cap | +₹426 Cr | New | 27 | 0 |
| Leap India LEAPIND · Small cap | +₹308 Cr | New | 18 | 0 |
| Lalithaa Jewellery Mart LALITHAA · Small cap | +₹274 Cr | New | 11 | 0 |
| Gaja Alternative Asset Management GAJA · Small cap | +₹270 Cr | New | 18 | 0 |
| Tempsens Instruments (India) TEMPSENS · Small cap | +₹250 Cr | New | 23 | 0 |
| Augmont Enterprises AUGMONT · Small cap | +₹171 Cr | New | 6 | 0 |
| Behari Lal Engineering BLEL · Small cap | +₹75 Cr | New | 6 | 0 |
| Ardee Industries ARDEE · Small cap | +₹27 Cr | New | 1 | 0 |
| Tourism Finance Corporation of India TFCILTD · Small cap | +₹14 Cr | New | 1 | 0 |
| Univastu UNIVASTU · Small cap | +₹6 Cr | New | 1 | 0 |
| Bharat Parenterals BPLPHARMA · Small cap | ₹0 Cr | New | 1 | 0 |
Full exits (1)
Largest previous holding first.
| Stock | Value change | Shares | Adding | Cutting |
|---|---|---|---|---|
| Matrimony.com MATRIMONY · Small cap | −₹6 Cr | Exited | 0 | 1 |
Methodology
- Disclosure month: August 2026. Each fund's portfolio is its holding on 31 Aug 2026, published by the fund within about ten days of month end. It is compared with the 31 Jul 2026 portfolio. Data for this month was complete on our side by 27 Oct 2026.
- Schemes compared: 1,003 of the 1,014 equity-holding schemes that disclosed this month; the other 11 had no July 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 Aug 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.