Stocks Bought & Sold by AMCs in Jan 2026: Swiggy, Vodafone, Suzlon, and Others

Mutual funds remained selective in January 2026, increasing exposure to financials, metals and select consumption-linked names, while trimming positions in oil and gas, consumer stocks and some large-cap heavyweights. The reshuffle came even as overall equity inflows moderated from the previous month.

Equity mutual funds recorded net inflows of ₹24,000 crore in January, compared with ₹28,000 crore in December 2025. Excluding NFOs, net inflows stood at ₹23,200 crore, down from ₹24,500 crore in the previous month. Cash levels declined marginally to 4.8% of AUM in January from 4.9% in December, indicating continued deployment into equities.

Large-Cap Activity: Buying Rotates into Banks

In large caps, mutual funds added exposure to financials and select defensive names, while trimming positions in oil and gas and a few heavyweight stocks.

Mid-Cap Activity: Selective Bets on Turnarounds and New-Age Names

In mid caps, funds increased exposure to turnaround plays and new-age platform businesses, while reducing holdings in cyclical and capital goods stocks.

Small-Cap Activity: Financial Stocks in Focus

In small caps, mutual funds continued to add exposure to niche financial plays, while trimming positions in select infrastructure and consumption-linked stocks.

Read more: Dividends & Bonus Issue This Week (February 16-20, 2026): IRCTC, HAL, Coal India, and More!

Conclusion

Overall, mutual funds in January 2026 appeared to rotate into financials, metals, mining and IT, while trimming exposure to oil and gas, consumer stocks and select cyclical names. With inflows moderating and cash levels largely stable, the buying and selling trends suggested tactical rebalancing rather than a major shift in long-term strategy.

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.