Using mutual funds to diversify your stock and asset mix portfolio is a wise way to reduce the risk of excessive stock volatility.
In the second quarter (Q2) of FY25, mutual funds made significant portfolio adjustments, increasing their ownership of a number of large-cap stocks included in the Nifty200 index. These equities, which saw a rise in mutual fund holdings in Q2, are based on data from StockEdge:
List of Mutual Funds Stock that Rise its Holdings are:
- Axis Bank
- Canara Bank
- Punjab National Bank
- BHEL
- LIC
- Adani Port
- Adani Powers
- Samvardhana Motherson International
Detail specifications
BHEL – MFs’ stake in Bharat Heavy Electricals increased by 0.5% during FY25’s September quarter. From 5.36% in the June quarter of FY25 to 5.82% in the September quarter, the MFs’ shareholding increased dramatically.
LIC – MFs’ shareholding in Punjab National Bank surged by 1% in the September quarter of FY25. The MFs’ shareholding hiked to 2.87% in Q2 FY25 from 1.91% in Q1 FY25.
Punjab National Bank – MFs’ stake in Punjab National Bank increased by 1% during FY25’s September quarter. From 1.91% in Q1 FY25 to 2.87% in Q2 FY25, the MFs’ stake increased.
Samvardhana Motherson International – MFs’ stake in Samvardhana Motherson International increased by 1% during FY24–25’s September quarter. From 14.54% in Q1 FY25 to 15.58% in Q2 FY25, the MFs’ shareholding climbed.
Axis Bank – In Q2 FY25, Axis Bank had a 1.6% increase in the holdings of mutual funds. The MFs’ share increased dramatically from 23.98% in Q1 FY25 to 25.6% in Q2 FY25.
Can mutual funds change their holdings?
For short-term defensive purposes, such as defending the NAV, it can be done. As a result, the fund managers have some latitude to adjust the asset allocation in light of investor interest.
