
Mutual funds were quite active in November 2025. They increased investments in fast-growing digital companies. The e-commerce sector alone saw buying of nearly ₹15,929 crore, driven by stocks such as Zomato, Groww, Pine Labs, and Physicswallah. However, they reduced exposure to PSU banks and oil and gas companies.
Here is a full breakdown of the stocks mutual funds brought and sold in November 2025.
New-age and consumer-focused stocks topped the buying list.
Other stocks added to portfolios included HDFC Bank, Mphasis, and Infosys, showing selective buying in banking and IT.
On the selling side, mutual funds cut exposure to some large and public sector stocks.
This selling suggests profit-booking and a cautious view on certain sectors.
Read more: Savings vs BSBD Accounts: Which One Should You Use After RBI’s New Rules?
In November 2025, mutual funds clearly preferred ITC, Zomato, and Groww, while trimming stakes in SBI and Reliance Industries. For retail investors, these trends offer useful clues on how large institutions are positioning their portfolios.
Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.
Mutual fund investments in the securities market are subject to market risks. Read all the related documents carefully before investing.
Published on: Dec 16, 2025, 1:54 PM IST

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