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Eternal and HDFC Bank top Q4 DII buying as markets fell sharply—see which stocks drew the biggest net buys

Eternal and HDFC Bank top Q4 DII buying as markets fell sharply—see which stocks drew the biggest net buys

Domestic institutional investors (DIIs) ramped up buying across large-cap India in the March 2026 quarter despite steep market declines. Financials led the list, with HDFC Bank emerging as the top buy, followed closely by ICICI Bank and major tech and telecom names. IT giant Infosys, Kotak Mahindra Bank, Bharti Airtel, and Reliance were also heavily accumulated. Eternal’s quick-commerce surge stood out, while multiple stocks recorded both large net buys and significant price drops.

Summarised by Beize from a story on The Economic Times on 16 May 2026
Quant Mid Cap Fund dumps Lenskart NMDC and SBI Cards while quietly betting big on SAIL

Quant Mid Cap Fund dumps Lenskart NMDC and SBI Cards while quietly betting big on SAIL

Quant Mid Cap Fund exited Lenskart Solutions completely in April, along with full exits from NMDC and SBI Cards and Payment Services, according to its monthly disclosure. The Lenskart sale coincided with days of boycott calls after allegations about curbs on religious symbols at stores—later addressed through clarifications and a revised “In-Store Style Guide.” The fund simultaneously added Steel Authority of India, increased exposure to Reliance Industries, and shifted sector allocations toward healthcare and iron and steel.

Summarised by Beize from a story on The Economic Times on 16 May 2026

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PGIM India restarts subscriptions in 3 international funds again as Rs 2 lakh daily limit returns

PGIM India restarts subscriptions in 3 international funds again as Rs 2 lakh daily limit returns

PGIM India Mutual Fund has reopened subscriptions for three international fund-of-funds—Global Equity Opportunities, Emerging Markets Equity, and Global Select Real Estate Securities—with effect from May 18. The decision follows a temporary subscription restriction imposed on March 10 to prevent breaching overseas investment limits. Investors can again place fresh SIPs or STPs up to Rs 2 lakh per day per investor per scheme, at primary holder PAN level. Existing terms remain unchanged, and installments continue as previously scheduled.

Summarised by Beize from a story on The Economic Times on 16 May 2026
ICICI Prudential reshuffles April stock picks adding HDFC Bank while cutting RIL and Infosys

ICICI Prudential reshuffles April stock picks adding HDFC Bank while cutting RIL and Infosys

ICICI Prudential Mutual Fund, managing Rs 11.72 lakh crore across 272 funds, reshuffled its top holdings in April, according to Motilal Oswal Financial Services. HDFC Bank emerged as the biggest gainer, with its allocation rising to about 6.7% after adding roughly 2.59 crore shares. ICICI Bank slipped slightly even as shares were added. Meanwhile, RIL and Infosys saw weight reductions, alongside trimming in Bharti Airtel and NTPC. The changes also included select additions to Axis Bank and Maruti Suzuki.

Summarised by Beize from a story on The Economic Times on 15 May 2026
Mutual funds fully exit eight stocks in April including Sanghi Industries in big selloff

Mutual funds fully exit eight stocks in April including Sanghi Industries in big selloff

Mutual funds made complete exits from eight different stocks in April, as reported in Prime Database’s monthly release. Fund houses sold all existing holdings across names including Sanghi Industries, Yuken India, Credo Brands Marketing, Indo Borax & Chemicals, Roto Pumps, Sathlokhar Synergys E&C Global, GFL and Sanstar. The largest selloff was in Sanghi Industries, where 1.92 crore shares were offloaded for about Rs 92.27 crore, while the remaining exits ranged from small to mid-sized positions.

Summarised by Beize from a story on The Economic Times on 15 May 2026
Capitalmind Flexi Cap exits Reliance Bank of Baroda and L&T Finance while doubling down on Titan and MCX

Capitalmind Flexi Cap exits Reliance Bank of Baroda and L&T Finance while doubling down on Titan and MCX

Capitalmind Flexi Cap Fund made a decisive April reshuffle, fully exiting Reliance Industries, Bank of Baroda, and L&T Finance. At the same time, it boosted stakes in Titan Company, MCX, NTPC and ONGC, adding new positions including MTAR Technologies, Tata Steel, and Kirloskar Oil Engines. The portfolio expanded to 42 stocks, increasing holdings in 18 names while trimming four others. Despite the activity, the fund’s AUM stood at about Rs 424 crore and it remains modestly down since launch.

Summarised by Beize from a story on The Economic Times on 15 May 2026

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Flexi cap mutual funds hit record Rs 10,147 crore inflows in April as equity inflows slow

Flexi cap mutual funds hit record Rs 10,147 crore inflows in April as equity inflows slow

Flexi cap mutual funds pulled in a record Rs 10,147 crore in April 2026, even as broader equity inflows fell and SIPs softened amid market volatility. AMFI data shows the category rose 1% from March while still posting its highest monthly inflow ever. Experts say this is less about caution and more about comfort with fund managers’ flexible allocation across large, mid and small caps. Flexi cap also commands 26-32% of equity SIPs recently, with multiple funds delivering double-digit returns.

Summarised by Beize from a story on The Economic Times on 15 May 2026
Mutual funds pile into Adani Energy trio as electrification boom turns conglomerate into infrastructure bet

Mutual funds pile into Adani Energy trio as electrification boom turns conglomerate into infrastructure bet

Indian mutual funds are sharply increasing holdings in Adani Power, Adani Green Energy, and Adani Energy Solutions, signaling a shift from short-term, high-volatility trading to a long-duration bet on India’s electrification cycle. Shareholding data through March 2026 shows MF ownership rising sharply across the trio. Fund managers point to contracted-capacity cash flows—where over 70% of EBITDA comes from contracted revenue—and to visible earnings from power, renewables, transmission, and grid-heavy demand driven by data centres, EVs, and manufacturing.

Summarised by Beize from a story on The Economic Times on 15 May 2026
6 equity funds pull in over Rs 7000 crore in April Parag Parikh leads with Rs 11983 crore

6 equity funds pull in over Rs 7000 crore in April Parag Parikh leads with Rs 11983 crore

April saw a remarkable investor rush into Indian equity mutual funds, with six schemes each collecting more than Rs 7,000 crore in net inflows. The standout was Parag Parikh Flexi Cap Fund, which garnered Rs 11,983 crore and lifted assets under management to Rs 1.40 lakh crore. Nippon India Small Cap Fund followed with Rs 10,864 crore inflows. HDFC and Kotak also saw large capital additions, while SBI Equity Hybrid Fund climbed with Rs 7,061 crore.

Summarised by Beize from a story on The Economic Times on 14 May 2026
Mutual funds shift April bets toward capital goods NBFCs utilities and logistics while trimming tech banks and healthcare

Mutual funds shift April bets toward capital goods NBFCs utilities and logistics while trimming tech banks and healthcare

In April, Indian mutual funds rebalanced sector exposure, adding weight to capital goods, NBFC lending, utilities and logistics, while trimming technology, private banks, and healthcare. Motilal Oswal Financial Services data shows private banks remained the largest holding at roughly 17.3% but fell marginally by 0.3% month on month. The biggest traction came from sectors including NBFC non-lending and logistics, whereas multiple areas saw single-digit value gains.

Summarised by Beize from a story on The Economic Times on 14 May 2026

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Oil uncertainty makes retail investors slow equity mutual fund buying in April despite growing AUM

Oil uncertainty makes retail investors slow equity mutual fund buying in April despite growing AUM

Retail investors put ₹38,440 crore into equity mutual funds in April, down from ₹40,450 crore in March, as oil price uncertainty clouded the outlook for India’s economy. SIP collections also eased to ₹31,115 crore, while the number of SIPs discontinued roughly matched new starts. Still, total assets under management rose 11.49% to ₹81.92 lakh crore, boosted by debt fund inflows and equity market gains. Overseas fund-of-funds saw increased bets, while flexi cap led equity allocations.

Summarised by Beize from a story on The Economic Times on 14 May 2026
Radhika Gupta warns against chasing returns with overseas investing and compares portfolios to an Indian thali

Radhika Gupta warns against chasing returns with overseas investing and compares portfolios to an Indian thali

At the Groww India Investor Festival 2026, Edelweiss MF CEO Radhika Gupta urged investors to treat global diversification as long-term balance, not a short-term return chase. Speaking at “Beyond Bharat: Should your portfolio have a passport?”, she likened an allocation to an Indian thali—stuffed with variety, not extremes. The panel highlighted that themes like AI, semiconductors, and hyperscale cloud remain underrepresented in India, while access via GIFT City and LRS is improving.

Summarised by Beize from a story on The Economic Times on 14 May 2026
Axis Mutual Fund pauses subscriptions to 3 international funds as deadline nears and new deals get rejected

Axis Mutual Fund pauses subscriptions to 3 international funds as deadline nears and new deals get rejected

Axis Mutual Fund has temporarily suspended new subscriptions to three overseas fund-of-fund schemes—Global Equity Alpha, Global Innovation, and Greater China Equity—from May 13, 2026. In a notice-cum-addendum, it said lump-sum, switch-ins, fresh registrations of systematic transactions, and systematic transactions received after 3:00 PM on May 13 will be rejected. Already-registered SIPs will be paused and any instalments deducted after the effective date will be refunded within applicable timelines, while other scheme terms remain unchanged.

Summarised by Beize from a story on The Economic Times on 14 May 2026
Market Rally Returns as Banks Metals Pharma Surge and IT Stalls With Six Big Movers

Market Rally Returns as Banks Metals Pharma Surge and IT Stalls With Six Big Movers

Domestic equities extended gains for a second straight day on Thursday, led by banks, metals and pharma, while IT lagged behind. The session also featured sharp stock moves tied to earnings and company announcements, pushing a handful of large names into the spotlight as big winners and losers.

Summarised by Beize from a story on The Economic Times on 14 May 2026

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AlphaGrep files with SEBI for first multi asset allocation mutual fund scheme

AlphaGrep files with SEBI for first multi asset allocation mutual fund scheme

AlphaGrep Mutual Fund has submitted draft papers to SEBI for its inaugural Multi Asset Allocation Fund. The open-ended scheme plans to invest across equities, debt, commodities and derivatives, using a diversified, rules-based approach designed to target long-term capital appreciation.

Summarised by Beize from a story on The Economic Times on 14 May 2026
Mutual funds add Rs 12700 crore cash in April even as markets surged

Mutual funds add Rs 12700 crore cash in April even as markets surged

In April, Indian mutual funds increased cash holdings by over Rs 12,700 crore, taking total cash to about Rs 1.98 lakh crore, despite a strong market rebound. While some fund houses added to their cash buffers, others cut back, signaling uneven positioning across the industry. SBI Mutual Fund emerged as the biggest cash holder among peers.

Summarised by Beize from a story on The Economic Times on 14 May 2026
Samir Arora’s Helios Flexi Cap Fund ramps up Tata Motors and Paytm bets in April

Samir Arora’s Helios Flexi Cap Fund ramps up Tata Motors and Paytm bets in April

Helios Flexi Cap Fund, backed by Samir Arora, increased holdings across Tata Motors, Eternal, and Paytm in April, while also adding stake in eight other firms such as Hero MotoCorp and Bharat Electronics. The fund trimmed exposure to HDFC Bank, Reliance Industries, and Ather Energy, and also introduced fresh investments in Titan Company and Axis Bank.

Summarised by Beize from a story on The Economic Times on 14 May 2026
Sebi may expand intraday borrowing rules for mutual funds to boost cash management and returns

Sebi may expand intraday borrowing rules for mutual funds to boost cash management and returns

Sebi is considering changes that would broaden how mutual funds can use intraday borrowing. Right now, such borrowing is mainly allowed to meet redemption payouts. Under the proposal, funds could use it more widely as a cash management tool to handle timing mismatches between outflows and receivables, potentially improving flexibility and returns.

Summarised by Beize from a story on The Economic Times on 14 May 2026

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Pharma and NBFCs surge as mutual funds pivot to defensive bets in April

Pharma and NBFCs surge as mutual funds pivot to defensive bets in April

In April, Indian fund managers leaned into defensive stocks, with pharmaceuticals drawing fresh inflows tied to potential upside from the semaglutide patent expiry. Mutual funds also increased focus on NBFCs and asset management companies, adding PNB Housing Finance as money tilted toward retail lending. The broader shift points to worries over oil prices and West Asian geopolitical risks.

Summarised by Beize from a story on The Economic Times on 14 May 2026
SEBI tweaks mutual fund intraday borrowing rules but delays key guidelines to July 15

SEBI tweaks mutual fund intraday borrowing rules but delays key guidelines to July 15

SEBI has proposed new flexibility for mutual funds to use intraday borrowings for purposes beyond routine investor redemptions and payouts. However, it has deferred the implementation of the related guidelines to July 15, giving fund houses and stakeholders time to adjust to the updated framework as markets and compliance plans catch up.

Summarised by Beize from a story on Republic on 13 May 2026
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