Stocks Mutual Funds Bought and Sold: September 2026 Portfolios
Portfolios as of 30 Sep 2026, compared with 31 Aug 2026. Mutual funds disclose month-end portfolios within about ten days of month end, so this is the September 2026 disclosure, not today's trading.
In the September 2026 portfolios (as of 30 Sep 2026), mutual funds added the most, by value, to National Stock Exchange Of India (₹3,057 Cr, a new holding for 124 schemes), HDFC Bank (₹2,955 Cr, 187 schemes added) and Gland Pharma (₹1,815 Cr, 54 schemes added). The largest net reductions were in ICICI Bank, SBI and TCS. Across the 1,340 stocks the 1,014 compared schemes held at either month end, holdings rose in 670, fell in 525 and were unchanged in 145, against August 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
- 1,340
- by 1,014 compared schemes
- Holdings rose / fell
- 670 / 525
- 145 unchanged
- Net value added
- +₹42,297 Cr
- ₹79,391 Cr added, ₹37,094 Cr cut
- New entries / exits
- 48 / 6
- vs August 2026
Shares added were worth ₹79,391 Cr and shares cut ₹37,094 Cr at the 30 Sep 2026 close, a net +₹42,297 Cr. Values cover the 1,323 of 1,340 stocks with a closing price that day.
Most bought and sold by value
Most bought (top 15)
Net shares added across the 1,014 compared schemes, August 2026 to September 2026, at the month-end close.
| Stock | Value change | Shares | Adding | Cutting |
|---|---|---|---|---|
| National Stock Exchange Of India 1274230 · Large cap | +₹3,057 Cr | New | 124 | 0 |
| HDFC Bank HDFCBANK · Large cap | +₹2,955 Cr | +1.7% | 187 | 103 |
| Gland Pharma GLAND · Mid cap | +₹1,815 Cr | +15.3% | 54 | 41 |
| Swiggy SWIGGY · Mid cap | +₹1,699 Cr | +11.3% | 88 | 23 |
| Bajaj Finance BAJFINANCE · Large cap | +₹1,559 Cr | +4.3% | 106 | 58 |
| Kotak Bank KOTAKBANK · Large cap | +₹1,504 Cr | +2.2% | 106 | 98 |
| Lenskart Solutions LENSKART · Large cap | +₹1,411 Cr | +8.8% | 72 | 18 |
| DLF DLF · Large cap | +₹1,377 Cr | +14.5% | 52 | 60 |
| Bharti Airtel BHARTIARTL · Large cap | +₹1,224 Cr | +1.5% | 134 | 94 |
| Zydus Life Science ZYDUSLIFE · Large cap | +₹1,189 Cr | +18.9% | 61 | 40 |
| Aditya Infotech CPPLUS · Mid cap | +₹1,171 Cr | +22.7% | 52 | 38 |
| Pine Labs PINELABS · Small cap | +₹1,093 Cr | +27.7% | 44 | 16 |
| Sun Pharma SUNPHARMA · Large cap | +₹1,037 Cr | +2.9% | 91 | 84 |
| Groww GROWW · Large cap | +₹1,024 Cr | +9.1% | 76 | 19 |
| BSE BSE · Large cap | +₹1,017 Cr | +7.3% | 110 | 86 |
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 | −₹2,179 Cr | −1.2% | 129 | 124 |
| SBI SBIN · Large cap | −₹2,037 Cr | −2.7% | 116 | 110 |
| TCS TCS · Large cap | −₹1,445 Cr | −5.8% | 81 | 90 |
| Infosys INFY · Large cap | −₹1,390 Cr | −2.7% | 110 | 89 |
| L&T LT · Large cap | −₹1,055 Cr | −1.7% | 77 | 105 |
| Eternal ETERNAL · Large cap | −₹1,005 Cr | −1.5% | 90 | 130 |
| Hindustan Aeronautics HAL · Large cap | −₹782 Cr | −4.4% | 69 | 61 |
| Tata Motors Passenger Vehicles TMPV · Mid cap | −₹727 Cr | −13.9% | 63 | 51 |
| Maruti MARUTI · Large cap | −₹706 Cr | −1.9% | 98 | 97 |
| Titan TITAN · Large cap | −₹678 Cr | −3.8% | 73 | 92 |
| Indusind Bank INDUSINDBK · Mid cap | −₹629 Cr | −3.9% | 46 | 64 |
| Hero Motocorp HEROMOTOCO · Mid cap | −₹593 Cr | −4.9% | 46 | 72 |
| LIC of India LICI · Large cap | −₹560 Cr | −3.1% | 49 | 37 |
| Ather Energy ATHERENERG · Mid cap | −₹531 Cr | −5.5% | 34 | 59 |
| Coforge COFORGE · Mid cap | −₹520 Cr | −2.4% | 61 | 104 |
Most schemes adding and cutting
Most schemes adding (top 15)
Schemes, out of 1,014, that raised their holding or opened a new one.
| Stock | Value change | Shares | Adding | Cutting |
|---|---|---|---|---|
| HDFC Bank HDFCBANK · Large cap | +₹2,955 Cr | +1.7% | 187 | 103 |
| Bharti Airtel BHARTIARTL · Large cap | +₹1,224 Cr | +1.5% | 134 | 94 |
| ICICI Bank ICICIBANK · Large cap | −₹2,179 Cr | −1.2% | 129 | 124 |
| Axis Bank AXISBANK · Large cap | −₹407 Cr | −0.5% | 128 | 92 |
| Reliance RELIANCE · Large cap | +₹440 Cr | +0.5% | 126 | 90 |
| National Stock Exchange Of India 1274230 · Large cap | +₹3,057 Cr | New | 124 | 0 |
| SBI SBIN · Large cap | −₹2,037 Cr | −2.7% | 116 | 110 |
| BSE BSE · Large cap | +₹1,017 Cr | +7.3% | 110 | 86 |
| Infosys INFY · Large cap | −₹1,390 Cr | −2.7% | 110 | 89 |
| PB FinTech POLICYBZR · Mid cap | +₹516 Cr | +3.4% | 107 | 68 |
| Bajaj Finance BAJFINANCE · Large cap | +₹1,559 Cr | +4.3% | 106 | 58 |
| Kotak Bank KOTAKBANK · Large cap | +₹1,504 Cr | +2.2% | 106 | 98 |
| MCX MCX · Mid cap | +₹651 Cr | +2.6% | 106 | 71 |
| Divis Laboratories DIVISLAB · Large cap | +₹551 Cr | +1.9% | 103 | 55 |
| HDFC Life Insurance HDFCLIFE · Large cap | +₹864 Cr | +7.1% | 99 | 40 |
Most schemes cutting (top 15)
Schemes, out of 1,014, that lowered their holding or exited.
| Stock | Value change | Shares | Adding | Cutting |
|---|---|---|---|---|
| Eternal ETERNAL · Large cap | −₹1,005 Cr | −1.5% | 90 | 130 |
| ICICI Bank ICICIBANK · Large cap | −₹2,179 Cr | −1.2% | 129 | 124 |
| SBI SBIN · Large cap | −₹2,037 Cr | −2.7% | 116 | 110 |
| L&T LT · Large cap | −₹1,055 Cr | −1.7% | 77 | 105 |
| Coforge COFORGE · Mid cap | −₹520 Cr | −2.4% | 61 | 104 |
| HDFC Bank HDFCBANK · Large cap | +₹2,955 Cr | +1.7% | 187 | 103 |
| Shriram Finance SHRIRAMFIN · Large cap | −₹410 Cr | −1.8% | 88 | 100 |
| Kotak Bank KOTAKBANK · Large cap | +₹1,504 Cr | +2.2% | 106 | 98 |
| Maruti MARUTI · Large cap | −₹706 Cr | −1.9% | 98 | 97 |
| Bharti Airtel BHARTIARTL · Large cap | +₹1,224 Cr | +1.5% | 134 | 94 |
| Titan TITAN · Large cap | −₹678 Cr | −3.8% | 73 | 92 |
| Axis Bank AXISBANK · Large cap | −₹407 Cr | −0.5% | 128 | 92 |
| NTPC NTPC · Large cap | −₹46 Cr | −0.2% | 89 | 92 |
| Mahindra & Mahindra M&M · Large cap | −₹126 Cr | −0.3% | 98 | 91 |
| TCS TCS · Large cap | −₹1,445 Cr | −5.8% | 81 | 90 |
Large, mid and small caps
100 large cap, 150 mid cap, 1,076 small cap and 14 unclassified stocks: 1,340 in all. Buckets rank stocks by full market cap on 30 Sep 2026: 1 to 100 large, 101 to 250 mid, 251 and below small.
| Bucket | Stocks | Rose | Fell | Same | Net |
|---|---|---|---|---|---|
| Large cap | 100 | 58 | 42 | 0 | +₹13,701.42 Cr |
| Mid cap | 150 | 86 | 64 | 0 | +₹11,884.42 Cr |
| Small cap | 1,076 | 519 | 418 | 139 | +₹16,712.74 Cr |
| Unclassified | 14 | 7 | 1 | 6 | −₹1.61 Cr |
| All stocks | 1,340 | 670 | 525 | 145 | +₹42,296.97 Cr |
Small caps mutual funds bought and sold
Small caps most bought (top 15)
Of the 1,076 small caps held, ranked by net value added.
| Stock | Value change | Shares | Adding | Cutting |
|---|---|---|---|---|
| Pine Labs PINELABS · Small cap | +₹1,093 Cr | +27.7% | 44 | 16 |
| RHI Magnesita RHIM · Small cap | +₹816 Cr | +80.7% | 26 | 17 |
| EPL EPL · Small cap | +₹804 Cr | +156.5% | 20 | 7 |
| Rentomojo RENTOMOJO · Small cap | +₹758 Cr | New | 42 | 0 |
| Molbio Diagnostics MOLBIO · Small cap | +₹705 Cr | +89.5% | 9 | 9 |
| Kanohar Electricals KANOHAR · Small cap | +₹580 Cr | New | 26 | 0 |
| Avalon Technologies AVALON · Small cap | +₹570 Cr | +19.5% | 11 | 13 |
| AXISCADES Technologies AXISCADES · Small cap | +₹512 Cr | +620.1% | 10 | 4 |
| Symbiotec Pharmalab SYMBIOTEC · Small cap | +₹503 Cr | +150.7% | 23 | 26 |
| Delhivery DELHIVERY · Small cap | +₹469 Cr | +4.5% | 60 | 8 |
| Hero Motors HEROMOTORS · Small cap | +₹455 Cr | New | 17 | 0 |
| Clean Max Enviro Energy Solutions CLEANMAX · Small cap | +₹436 Cr | +84.7% | 46 | 5 |
| Elevate Campuses ELEVATE · Small cap | +₹379 Cr | New | 19 | 0 |
| SS Retail SSRETAIL · Small cap | +₹378 Cr | New | 27 | 0 |
| Neogen Chemicals NEOGEN · Small cap | +₹374 Cr | +44.4% | 27 | 4 |
Small caps most sold (top 15)
Ranked by net value cut.
| Stock | Value change | Shares | Adding | Cutting |
|---|---|---|---|---|
| Star Health Insurance STARHEALTH · Small cap | −₹489 Cr | −15.2% | 14 | 22 |
| Emami EMAMILTD · Small cap | −₹332 Cr | −8.5% | 21 | 34 |
| Aptus Value Housing Finance APTUS · Small cap | −₹259 Cr | −10.2% | 14 | 26 |
| Neuland Laboratories NEULANDLAB · Small cap | −₹220 Cr | −6.4% | 28 | 29 |
| EIH EIHOTEL · Small cap | −₹192 Cr | −10.5% | 11 | 26 |
| PVR Inox PVRINOX · Small cap | −₹157 Cr | −4.5% | 18 | 53 |
| Great Eastern Shipping Company GESHIP · Small cap | −₹135 Cr | −5.9% | 27 | 36 |
| Tata Chemicals TATACHEM · Small cap | −₹134 Cr | −12.5% | 14 | 29 |
| PNC Infratech PNCINFRA · Small cap | −₹131 Cr | −17.0% | 4 | 20 |
| Jyothy Labs JYOTHYLAB · Small cap | −₹131 Cr | −20.9% | 2 | 10 |
| CESC CESC · Small cap | −₹127 Cr | −6.0% | 12 | 33 |
| United Breweries UBL · Small cap | −₹125 Cr | −3.0% | 26 | 25 |
| Escorts Kubota ESCORTS · Small cap | −₹122 Cr | −4.5% | 24 | 28 |
| Pfizer PFIZER · Small cap | −₹121 Cr | −5.7% | 5 | 35 |
| Wheels WHEELS · Small cap | −₹109 Cr | −40.2% | 7 | 2 |
New entries and full exits
48 stocks were held by none of the compared schemes at the end of August 2026 and by at least one at the end of September 2026; 6 went the other way. New listings and IPO allotments show up as new entries.
New entries (48)
Largest first, by value at the month-end close.
| Stock | Value change | Shares | Adding | Cutting |
|---|---|---|---|---|
| National Stock Exchange Of India 1274230 · Large cap | +₹3,057 Cr | New | 124 | 0 |
| Rentomojo RENTOMOJO · Small cap | +₹758 Cr | New | 42 | 0 |
| Kanohar Electricals KANOHAR · Small cap | +₹580 Cr | New | 26 | 0 |
| Hero Motors HEROMOTORS · Small cap | +₹455 Cr | New | 17 | 0 |
| Elevate Campuses ELEVATE · Small cap | +₹379 Cr | New | 19 | 0 |
| SS Retail SSRETAIL · Small cap | +₹378 Cr | New | 27 | 0 |
| Spectrum Electrical Industries SPECTRUM · Small cap | +₹356 Cr | New | 8 | 0 |
| Manipal Payment and Identity Solutions MPIMANIPAL · Small cap | +₹334 Cr | New | 20 | 0 |
| Karamtara Engineering KARAMTARA · Small cap | +₹329 Cr | New | 6 | 0 |
| Prasol Chemicals PRASOLCHEM · Small cap | +₹217 Cr | New | 11 | 0 |
| Asset Reconstruction Company (India) ARCIL · Small cap | +₹176 Cr | New | 17 | 0 |
| Varmora Granito VARMORA · Small cap | +₹118 Cr | New | 9 | 0 |
| Glass Wall Systems (India) GLASSWALL · Small cap | +₹68 Cr | New | 5 | 0 |
| Deepa Jewellers DEEPA · Small cap | +₹29 Cr | New | 3 | 0 |
| Pranav Constructions PRANAV · Small cap | +₹20 Cr | New | 7 | 0 |
Full exits (6)
Largest previous holding first.
| Stock | Value change | Shares | Adding | Cutting |
|---|---|---|---|---|
| Excelsoft Technologies EXCELSOFT · Small cap | −₹5 Cr | Exited | 0 | 2 |
| Ratnaveer Precision Engineering RATNAVEER · Small cap | −₹3 Cr | Exited | 0 | 1 |
| Onward Technologies ONWARDTEC · Small cap | ₹0 Cr | Exited | 0 | 1 |
| Shree Ganesh Remedies SGRL · Small cap | ₹0 Cr | Exited | 0 | 1 |
| Health X Platform HEALTHX · Small cap | ₹0 Cr | Exited | 0 | 1 |
| Nectar Lifescience NECLIFE · Small cap | ₹0 Cr | Exited | 0 | 1 |
Methodology
- Disclosure month: September 2026. Each fund's portfolio is its holding on 30 Sep 2026, published by the fund within about ten days of month end. It is compared with the 31 Aug 2026 portfolio. Data for this month was complete on our side by 27 Oct 2026.
- Schemes compared: 1,014 of the 1,086 equity-holding schemes that disclosed this month; the other 72 had no August 2026 portfolio on record to compare with, so they are left out rather than counted as buying everything. 40 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 Sep 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.