Companies where MF have the highest exposure

resr 5paisa Research Team

Last Updated: 9th January 2024 - 05:22 pm

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Read on to find the companies where mutual funds have the highest exposure.  

The fund managers of the mutual funds are considered to be smart investors. And therefore many investors tend to follow them. To know the companies where the mutual fund managers have the highest exposure, we analysed the portfolio of the open-ended equity dedicated mutual fund along with aggressive hybrid mutual funds for the month ending August 2021. We excluded variants of the same fund to remove the duplicity.

At the end of August 2021, mutual funds (equity dedicated and aggressive allocation hybrid fund) have exposure to 800 unique equities. Their combined investment values in these equities are Rs 15.73 lakh crore. Nevertheless, it is the top 30 companies that account for 50% of the investment values. Further analysis shows that large-cap companies account for 64% of total investment value, mid-cap companies account for 24% and small-cap companies’ account for the balance 12% of total investment value.  

Among large-cap stocks, ICICI Bank is most widely held by mutual funds with 6% of total investment value. It is followed by HDFC Bank and Infosys that hold 5% and 4% of total investment value respectively. Surprisingly Reliance Industry does not feature in the top five holdings.  

Mutual Fund Holdings in Top 5 Large Cap Stocks 

Company  

Investment (Rs Cr)  

% of Total Investment  

Cap  

ICICI Bank Ltd  

87,968.88  

5.59%  

Large Cap  

HDFC Bank Ltd  

77,178.97  

4.90%  

Large Cap  

Infosys Ltd  

70,190.65  

4.46%  

Large Cap  

Bharti Airtel Ltd  

45,573.43  

2.90%  

Large Cap  

State Bank of India  

44,196.18  

2.81%  

Large Cap  

 

Mutual Fund Holdings in Top 5 Mid Cap Stocks 

 

Company  

Investment (Rs Cr)  

% of Total Investment  

Cap  

Bharat Electronics Ltd  

10,391.53  

0.66%  

Mid Cap  

Crompton Greaves Consumer Electricals Ltd  

10,045.36  

0.64%  

Mid Cap  

Voltas Ltd  

9,322.63  

0.59%  

Mid Cap  

Max Financial Services Ltd  

8,696.33  

0.55%  

Mid Cap  

Mphasis Ltd  

8,160.73  

0.52%  

Mid Cap  

 

Mutual Fund Holdings in Top 5 Small Cap Stocks 

 

Company  

Investment (Rs Cr)  

% of Total Investment  

Cap  

Carborundum Universal Ltd  

3,873.11  

0.25%  

Small Cap  

SKF India Ltd  

3,797.69  

0.24%  

Small Cap  

Cholamandalam Financial Holdings Ltd  

3,236.84  

0.21%  

Small Cap  

Indian Energy Exchange Ltd  

3,045.40  

0.19%  

Small Cap  

PNC Infratech Ltd  

2,684.56  

0.17%  

Small Cap  

 
Read More: Small Cap Stocks to Watch on September 30

 

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