Companies where MF have the highest exposure
5paisa Research Team
9th January 2024 - 05:22 pm
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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Tanushree Jaiswal
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