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When mutual funds shop mid caps, it’s worth paying attention. These stocks can add both growth and balance to your portfolio. In May 2025, fund managers picked names across housing finance, tech and textiles.
Here are the five mid-cap stocks that saw the biggest jump in mutual fund holdings last month.
| Company | Stock Rating | Mutual fund stake (May 2025) | Mutual fund stake (April 2025) | Change (in % pts) |
|---|---|---|---|---|
| PNB Housing Finance | ★★★★★ | 21.9% | 17.9% | +4.0 |
| Sagility India | 6.9% | 3.5% | +3.4 | |
| KFin Technologies | ★★★★★ | 9.7% | 6.9% | +2.8 |
| K P R Mill | ★★★★ | 16.1% | 14.2% | +2.0 |
| Engineers India | ★★★★ | 9.5% | 7.7% | +1.8 |
PNB Housing Finance
PNB Housing Finance is a retail-focused housing finance company offering loans for home purchase, construction and renovation. Its lending portfolio is divided into three key segments: Prime, Emerging Markets and Affordable.
As of FY25, 99 per cent of its loans are retail, with Affordable and Emerging Markets accounting for 36 per cent of retail disbursements. The company operates solely in India.
| P/E | 5Y revenue | 5Y net profit | Return on equity | Return on capital employed |
|---|---|---|---|---|
| 14.4 | -2 per cent | 3.62 per cent | 11.6 per cent | 9.2 per cent |
Sagility India
Sagility India is a business process management firm focused on the healthcare sector, catering primarily to payers and providers. In FY25, payer services accounted for 89.4 per cent of its revenue, while provider services made up 10.6 per cent.
With 33 delivery centres and a global workforce of over 39,000, the company expanded further through its acquisition of US-based BroadPath.
| P/E | 1Y revenue | 1Y net profit | Return on equity | Return on capital employed |
|---|---|---|---|---|
| 34.6 | 12.69 per cent | 59 per cent | 7.7 per cent | 5.1 per cent |
KFin Technologies
KFin Technologies is a tech-led financial services platform that provides investor and issuer solutions across multiple asset classes. Its core businesses include mutual fund servicing, corporate issuer solutions, fund administration for AIFs (alternate investment funds) and PMS (portfolio management services) and recordkeeping for the National Pension Scheme (NPS). The company also operates internationally, with clients across Malaysia, Singapore, the Philippines, Thailand, Hong Kong and Canada.
In FY25, international operations contributed 29 per cent to total revenue. It serviced Rs 21.9 trillion in mutual fund AAUM, managed 170 million issuer folios, handled Rs 1.5 trillion in AIF/PMS assets and supported 1.62 million NPS subscribers.
| P/E | 5Y revenue | 5Y net profit | Return on equity | Return on capital employed |
|---|---|---|---|---|
| 63 | 38.83 per cent | 94 per cent | 24.8 per cent | 31.4 per cent |
K P R Mill
K P R Mill is a vertically integrated textile company headquartered in Coimbatore, India. It operates across key segments, including yarn, fabrics, garments, sugar, ethanol and renewable energy. The company runs 15 manufacturing units with annual capacities of 1,00,000 MT (metric tonnes) of yarn, 40,000 MT of fabrics and 157 million garments.
In FY25, garments contributed Rs 2,571 crore in revenue, followed by yarn and fabric at Rs 1,940 crore, sugar at Rs 473 crore and ethanol at Rs 1,012 crore. Over 55 per cent of garment exports go to Europe, its largest overseas market. K P R meets most of its power needs through 193 MW of green energy.
| P/E | 5Y revenue | 5Y net profit | Return on equity | Return on capital employed |
|---|---|---|---|---|
| 46 | 13.76 per cent | 16.69 per cent | 20 per cent | 21.1 per cent |
Engineers India
Engineers India (EIL) is a government-owned consultancy and project management company specialising in the oil and gas sector. Its services cover refining, petrochemicals, infrastructure, fertilisers and clean energy. EIL operates globally, with projects across the Middle East, Africa, Asia and South America. The company generates most of its revenue from consultancy and turnkey projects.
| P/E | 5Y revenue | 5Y net profit | Return on equity | Return on capital employed |
|---|---|---|---|---|
| 21.6 | -0.94 per cent | 6.47 per cent | 17.1 per cent | 22.9 per cent |
Do you want to know which small-cap stocks did mutual funds exit in May 2025? Head over to our article 5 most-sold small-cap stocks by mutual funds in May 2025. Have fun!
Also read: My favourite stock is down 30%. Here's why I'm buying more
Disclaimer: This content is for information only and should not be considered investment advice or a recommendation.
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