Which funds hold the most of Raamdeo Agrawal's 4 auto picks?

Summary: India’s auto sector is gaining momentum and prominent investor Raamdeo Agrawal has publicly stated his preferred auto stocks: Maruti, Eicher, Hero and M&M. Our article reveals which funds have the highest exposure to these four companies. When Raamdeo Agrawal speaks, the market listens. And this time, the chairman of Motilal Oswal Financial Services has set his sights firmly on India’s auto sector. Recently, Economic Times reported Agrawal as saying: “The economy moved from bicycles to motorcycles around 1990. Now, the tipping point is from motorcycles to cars.” He is not alone. There is growing hope that the automobile industry in India is entering an upgrade cycle powered by rising incomes, GST concession, pick-up in rural demand and cheaper financing. So, which auto companies does Agrawal favour? He pointed to four names: Eicher Motors, riding on strong Royal Enfield sales Hero MotoCorp, gaining in premium bikes and EVs Mahindra & Mahindra, a strong SUV pipeline, tractor momentum and new export markets Maruti Suzuki, fresh from its highest-ever monthly sales and supported by the GST cut from 28 per cent to 18 per cent on cars Naturally, the next question is: Which mutual funds have the highest exposure to these four companies? We pulled the data (as of 30 November 2025; excluding index, sectoral, thematic and hybrid funds) to find out. Funds with the highest exposure to Maruti Suzuki ICICI Pru Flexicap – 7.6 per cent weight in its portfolio Kotak Multicap – 5.7 per cent Old Bridge Focused – 5.4 per cent HDFC ELSS Tax Saver – 5.1 per cent Parag Parikh ELSS Tax Saver – 4.3 per cent Funds with the highest exposure to Eicher Motor