Mutual Funds Raise Stakes in 10 Large-Cap Nifty500 Stocks in Q4 FY25

In the March quarter of FY25, mutual funds made notable changes to their portfolios by raising their stakes in multiple large-cap companies within the Nifty500 index. Here are 10 such stocks that saw increased mutual fund holdings during the fourth quarter.

Axis Bank

Mutual fund shareholding in Axis Bank rose by 3 percentage points to 32.02% in Q4 FY25, up from 29.03% in Q3. This marks the largest increase among the top 10 stocks in the list.

Varun Beverages

Stake held by mutual funds in Varun Beverages increased to 5.77% in Q4 FY25, up from 4.08% in the previous quarter, a jump of 1.7 percentage points.

Samvardhana Motherson International

Mutual fund holdings in Samvardhana Motherson rose by 1.6 percentage points to 16.47% in the March quarter, compared to 14.82% in Q3 FY25.

UltraTech Cement

In Q4 FY25, mutual funds increased their stake in UltraTech Cement to 13.78%, up from 12.26% in Q3, reflecting a 1.4 percentage point rise.

Tata Consumer Products

Mutual fund shareholding in Tata Consumer Products grew to 9.55% in Q4 FY25, compared to 8.2% in the December quarter—an increase of 1.4 percentage points.

GAIL (India) Ltd

The stake held by mutual funds in GAIL rose to 11.43% in the March quarter, up from 10.08% in Q3 FY25—a gain of 1.3 percentage points.

CG Power & Industrial Solutions

Mutual funds increased their holdings in CG Power to 8.67% in Q4 FY25, from 7.33% in the previous quarter, up by 1.3 percentage points.

HDFC Bank

Mutual funds raised their stake in HDFC Bank to 25.23% in Q4 FY25, up from 23.93% in Q3, marking a 1.3 percentage point increase.

Godrej Consumer Products

Mutual fund shareholding in Godrej Consumer Products rose by 1 percentage point to 8.32% in Q4 FY25, compared to 7.37% in Q3.

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Conclusion

The March quarter of FY25 saw mutual funds actively reshaping their portfolios, with increased exposure to large-cap names across sectors, including banking, FMCG, and industrials. This activity highlights evolving institutional preferences and potential confidence in the long-term growth of these companies.

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.

Investments in the securities market are subject to market risks, read all the related documents carefully before investing.