11 most-bought stocks by mutual funds last month. Do you own any?

11 most-bought stocks by mutual funds last month. Own any?

Let's find out

11 most-bought stocks by mutual funds last month. Do you own any? Aditya Roy/AI-Generated Image

Summary: From a retail company to pharma specialists and even a health insurer, we dug into the data to uncover the 11 stocks that saw the highest surge in mutual fund ownership. Do you already hold any of them in your portfolio?

India's mutual fund managers were busy reshuffling their portfolios in June, and some interesting names made their way to the top of the shopping list.

From retail chains to biosciences and urban development firms, fund houses put their money behind some bold and some familiar ideas. We looked into mutual fund shareholding data and found 11 companies that saw the highest increase in mutual fund stake in June 2025.

Let’s unpack the big movers.

Vishal Mega Mart

Vishal Mega Mart emerged as a mutual fund favourite last month. Giants like HDFC MF, Kotak MF and SBI MF added significant weight to this fast-growing value retail chain.

Zydus Wellness finds favour with PPFAS

Zydus Wellness, the maker of Glucon-D and Sugar Free, saw a meaningful pickup in interest from value-centric PPFAS Mutual Fund.

Sai Life Sciences and Jubilant Ingrevia

Sai Life attracted interest from Nippon India, Invesco and Aditya Birla Sun Life.
Jubilant Ingrevia was a new entry for Kotak, and also picked up by Axis and HDFC.

Mahindra Lifespace Developers

SBI, Kotak and Bandhan fund houses upped their positions in this real estate arm of Mahindra Group last month.

Biocon

After a muted stretch, Biocon saw rising interest from SBI MF and ICICI Prudential MF.

Niva Bupa Health Insurance

DSP and SBI took new positions in Niva Bupa, the only health insurer on this list.

Kaynes Technology

Motilal Oswal MF was the most significant buyer last month, with HSBC MF also adding to Kaynes.

Aptus Value Housing Finance

This got picked up by SBI and ABSL fund houses.

Capri Global

quant MF bought a significant stake in Capri Global last month.

Dixon Technologies

The contract manufacturing giant witnessed significant buying from Motilal Oswal MF.

So, what does this mean for you?

When mutual funds buy in bulk, it’s not a buy signal by itself. But it can reflect evolving themes and sectoral preferences of fund managers with vast research teams.

Should you buy these stocks too?
Only if they fit into your long-term portfolio strategy and you’ve evaluated them for business quality and valuation. Or better still—own these companies through diversified mutual funds and let the fund manager make the stock calls.