Stocks Mutual Fund Houses Bought and Sold in July 2025: SBI, Reliance, and New IPOs

In July 2025, Indian mutual funds made some big changes to their investment portfolios. Leading fund houses showed clear preferences for stocks like SBI and Reliance, exited others completely, and actively took part in new IPOs. These moves give a good picture of where fund managers see growth and value in the current market.

SBI Remains the Most Popular Among Mutual Fund Houses

One of the most noticeable trends was the heavy buying of SBI shares. It was a top pick across multiple fund houses:

• SBI Mutual Fund invested ₹2,322 crore
• HDFC Mutual Fund added ₹1,510 crore
• Aditya Birla Sun Life MF purchased ₹883 crore worth of SBI stock

Reliance Industries and HCLTechwere also among the favorites:

• ICICI Prudential MF made the biggest Reliance buy at ₹3,542 crore
• Kotak MF added ₹1,209 crore of Reliance shares
• HCLTech attracted ₹894 crore from HDFC MF and ₹877 crore from Kotak MF

Other notable additions included Oberoi Realty and Tata Steel, both added by SBI Mutual Fund.

Airtel, HPCL, and Muthoot Finance Faced Selling Pressure

While some stocks were being added to portfolios, others saw large exits.

• SBI MF sold ₹863 crore worth of Sun Pharma and ₹709 crore of Muthoot Finance
• HDFC MF trimmed ₹1,163 crore from Solar Industries and ₹601 crore from L&T

InterGlobe Aviation also faced significant sell pressure:

• ICICI Prudential MF sold ₹1,498 crore
• Aditya Birla Sun Life MF reduced its holdings by ₹198 crore

Bharti Airtel and HPCL were also sold by Kotak MF and Aditya Birla MF, respectively.

NSDL and Anthem Bio Were New Bets Made by Mutual Fund Houses

Several fund houses participated in new Initial Public Offerings (IPOs) in July, showing an appetite for fresh opportunities:

• Anthem Bio attracted investments from all major players, including HDFC, ICICI Prudential, and Aditya Birla MF
• NSDL was picked by SBI MF and HDFC MF
• Travel Food Services was added by Kotak MF and ICICI Prudential MF

Raymond Realty and Other Stocks Saw Complete Exits

Some stocks were fully removed from fund portfolios:

• Raymond Realtywas completely exited by SBI MF
• GPT Healthcaresaw a full exit from Kotak MF
• Unichem Labswas removed by ICICI Prudential MF

These exits reflect changing views on certain sectors or companies.

Read more: Jio BlackRock Sees Massive Untapped Potential in Indian Mutual Funds.

Conclusion

The mutual fund activity in July 2025 shows a clear strategy shift among top fund managers. Their heavy investments in banking and IT stocks, especially SBI, Reliance, and HCLTech, signal strong confidence in these sectors. At the same time, active participation in new IPOs like Anthem Bio highlights a focus on future growth stories.

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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 are subject to market risks. Read all scheme-related documents carefully.