Mutual Funds are buying these stocks. Do you have them in your portfolio? Eternal, Infosys...
- Kiran S N
- 6 days ago
- 2 min read
Top 5 mutual fund stock buys in August 2025
Stock Name | Sector | Investment Value (Cr) |
Eternal Ltd. | Retail & Services | 7,643.35 |
Infosys Ltd. | Technology | 6,355.44 |
HDFC Bank Ltd. | Financials | 5,052.69 |
ICICI Bank Ltd. | Financials | 4,461.54 |
Axis Bank Ltd. | Financials | 3,475.26 |
Top 5 mutual fund stock sells in August 2025
Stock Name | Sector | Sale Value (Cr) |
Avenue Supermarts Ltd. | Retail & Services | 1,367.41 |
Hitachi Energy India Ltd. | Capital Goods | 1,261.95 |
Maruti Suzuki India Ltd. | Automobiles | 1,172.62 |
Hindustan Unilever Ltd. | FMCG | 1,148.74 |
HDFC AMC Ltd. | Financials | 1,028.79 |
AMC Trends
SBI Mutual Fund: Infrastructure and Energy
SBI emerged as the most active fund house, making aggressive bets on infrastructure and energy transformation. The fund house invested heavily in Adani Energy Solutions (₹2,808 crore), signaling confidence in India's renewable energy transition. Other significant positions included ICICI Bank (₹781 crore) and Maruti Suzuki (₹656 crore).
On the exit side, SBI MF reduced exposure to Muthoot Finance (₹682 crore) and Hitachi Energy (₹462 crore), booking profits after significant gains. The fund added JSW Cement and small-cap stocks Clean Science and India Cements.
ICICI Prudential MF: Mid-Cap and Growth Rotation
ICICI executed large-scale portfolio rotation, with notable purchases in Kotak Mahindra Bank (₹1,015 crore), Info Edge India (₹959 crore), and Bharti Airtel (₹898 crore). The fund demonstrated strategic profit-taking by reducing massive positions in Maruti Suzuki (₹4,382 crore) and NTPC (₹2,443 crore).
The fund added three small-cap stocks - Triveni Turbine, Engineers India, and Krishna Institute.
HDFC Mutual Fund: Quality and Stability Focus
HDFC concentrated on quality large-cap stocks, significantly increasing stakes in Reliance Industries (₹749 crore), Kotak Mahindra Bank (₹566 crore), and ICICI Bank (₹554 crore). The fund reduced exposure to ITC (₹454 crore) and Mahindra & Mahindra (₹235 crore), suggesting a preference for financial services over traditional consumption plays.
A complete exit from CarTrade Technologies indicated the fund's cautious approach toward volatile new-age tech companies, preferring established digital leaders
Sectoral Trends
Technology and Digital Transformation
Want to read more?
Subscribe to finsightsbysquareleague.com to keep reading this exclusive post.
