Skip to content
WhoHolds
Smart Money
Smart Money Archive

Jul 2026 — what funds bought & sold

Comparing portfolios as on Jul 2026 vs Apr 2026.

40
Accumulated
39
Trimmed
20
New entries

Most bought

Funds added these stocks the most

  1. Adani Energy SolutionsPower+12 funds+₹1,700 Cr
  2. Ather EnergyAutomobiles+7 funds+₹336 Cr
  3. Craftsman AutomationAuto Components+7 funds+₹210 Cr
  4. Kirloskar BrothersIndustrial Products+7 funds+₹111 Cr
  5. Ajanta PharmaPharmaceuticals & Biotechnology+6 funds+₹563 Cr
  6. Adani EnterprisesMetals & Minerals Trading+5 funds+₹409 Cr
  7. Doms IndustriesHousehold Products+5 funds+₹119 Cr
  8. BioconPharmaceuticals & Biotechnology+5 funds+₹106 Cr
  9. JSW InfrastructureTransport Infrastructure+5 funds+₹67 Cr
  10. AstralIndustrial Products+4 funds+₹439 Cr
  11. Billionbrains Garage VenturesCapital Markets+4 funds+₹231 Cr
  12. Bharat Heavy ElectricalsElectrical Equipment+4 funds+₹74 Cr
  13. GMR AirportsTransport Infrastructure+3 funds+₹445 Cr
  14. Ambuja CementsCement & Cement Products+3 funds+₹430 Cr
  15. Mankind PharmaPharmaceuticals & Biotechnology+3 funds+₹374 Cr
  16. Sai Life SciencesPharmaceuticals & Biotechnology+3 funds+₹287 Cr
  17. Vodafone IdeaTelecom - Services+3 funds+₹269 Cr
  18. Torrent PharmaceuticalsPharmaceuticals & Biotechnology+3 funds+₹218 Cr
  19. MeeshoRetailing+3 funds+₹182 Cr
  20. Manipal Health EnterprisesHealthcare Services+3 funds+₹160 Cr

Most sold

Funds trimmed or exited these the most

  1. Vedanta Oil and GasOil-17 funds−₹88 Cr
  2. Vedanta Iron And SteelFerrous Metals-17 funds−₹24 Cr
  3. Vedanta PowerPower-16 funds−₹35 Cr
  4. Hero MotoCorpAutomobiles-5 funds−₹144 Cr
  5. Max Financial ServicesInsurance-5 funds−₹115 Cr
  6. Sanofi IndiaPharmaceuticals & Biotechnology-5 funds−₹37 Cr
  7. Aditya Birla CapitalFinance-5 funds+₹54 Cr
  8. ZF Commercial Vehicle Control Systems IndiaAuto Components-4 funds−₹403 Cr
  9. Exide IndustriesAuto Components-4 funds−₹395 Cr
  10. Maruti Suzuki IndiaAutomobiles-4 funds−₹194 Cr
  11. EmamiPersonal Products-4 funds−₹114 Cr
  12. Canara BankBanks-4 funds−₹64 Cr
  13. HDFC BankBanks-3 funds−₹919 Cr
  14. InfosysIT - Software-3 funds−₹726 Cr
  15. State Bank of IndiaBanks-3 funds−₹331 Cr
  16. Whirlpool of IndiaConsumer Durables-3 funds−₹231 Cr
  17. Cholamandalam Financial HoldingsFinance-3 funds−₹189 Cr
  18. Kotak Mahindra BankBanks-3 funds−₹188 Cr
  19. Ultratech CementCement & Cement Products-3 funds−₹143 Cr
  20. RECFinance-3 funds−₹129 Cr

New positions

Stocks funds started holding this month

  1. INDO-MIMIndustrial Manufacturing6 funds₹100 Cr
  2. SBI Funds ManagementCapital Markets5 funds₹51 Cr
  3. Belrise IndustriesAuto Components5 funds₹138 Cr
  4. Nexus Select TrustRealty5 funds₹279 Cr
  5. Embassy Office Parks REITRealty4 funds₹133 Cr
  6. Lohia CorpIndustrial Manufacturing4 funds₹49 Cr
  7. Aditya VisionRetailing3 funds₹50 Cr
  8. Brookfield India Real Estate TrustRealty3 funds₹145 Cr
  9. KusumgarTextiles & Apparels2 funds₹1 Cr
  10. eClerx ServicesCommercial Services & Supplies2 funds₹71 Cr
  11. GSPL TransmissionGas2 funds₹4 Cr
  12. Inox IndiaIndustrial Products2 funds₹42 Cr
  13. Knowledge Realty TrustRealty2 funds₹19 Cr
  14. Globsyn TechnologiesCommercial Services & Supplies1 funds₹0 Cr
  15. Prime FocusEntertainment1 funds₹0 Cr
  16. Dharti Dredging & InfrastructureMiscellaneous1 funds₹0 Cr
  17. Usha MartinIndustrial Products1 funds₹0 Cr
  18. Zensar TechnologiesIT - Software1 funds₹48 Cr
  19. Deepak Fertilizers and Petrochemicals CorporationChemicals & Petrochemicals1 funds₹28 Cr
  20. Paradeep PhosphatesFertilizers & Agrochemicals1 funds₹22 Cr

Fully exited

Stocks funds completely sold out of

  1. TVS Motor Company Limited (Preference Share)Automobileswas 9was ₹8 Cr
  2. Kwality Wall’s (India)Food Productswas 4was ₹3 Cr
  3. J B Chemicals and PharmaPharmaceuticals & Biotechnologywas 2was ₹58 Cr
  4. National Organic ChemicalChemicals & Petrochemicalswas 2was ₹24 Cr
  5. Cello WorldConsumer Durableswas 2was ₹35 Cr
  6. Blue Dart ExpressTransport Serviceswas 1was ₹23 Cr
  7. Dhanuka AgritechFertilizers & Agrochemicalswas 1was ₹20 Cr
  8. Studds AccessoriesAuto Componentswas 1was ₹0 Cr
  9. Gujarat State PetronetGaswas 1was ₹0 Cr
  10. Kajaria CeramicsConsumer Durableswas 1was ₹7 Cr
  11. AGI GreenpacIndustrial Productswas 1was ₹6 Cr
  12. Alembic PharmaceuticalsPharmaceuticals & Biotechnologywas 1was ₹12 Cr
  13. Sammaan CapitalFinancewas 1was ₹101 Cr
  14. Aditya Birla Fashion and RetailRetailingwas 1was ₹25 Cr
  15. Choice InternationalFinancewas 1was ₹0 Cr
  16. Kewal Kiran ClothingTextiles & Apparelswas 1was ₹26 Cr
  17. Indiamart IntermeshRetailingwas 1was ₹0 Cr
  18. Heidleberg Cement IndiaCement & Cement Productswas 1was ₹17 Cr
  19. PTC IndustriesIndustrial Productswas 1was ₹0 Cr

Sectors being accumulated

by net ₹ flow

  • Power(25%)
  • Pharmaceuticals & Biotechnology(23%)
  • Industrial Products(8%)
  • Transport Infrastructure(8%)
  • Cement & Cement Products(6%)
  • Other(30%)

Sectors being trimmed

by net ₹ flow

  • Banks(33%)
  • Auto Components(18%)
  • IT - Software(16%)
  • Finance(8%)
  • Automobiles(7%)
  • Other(17%)
Apr 2026Aug 2026

FAQ

What does the Jul 2026 Smart Money page show?
It shows which stocks India's mutual funds were buying and selling in Jul 2026, by comparing each fund's Jul 2026 portfolio disclosure with its prior month's.
Where does this data come from?
Each fund's public monthly portfolio disclosure under SEBI rules, sourced via AMFI and individual AMC websites. ISIN-verified equity positions only. Not investment advice.

Aggregated from ISIN-verified equity positions in public AMC monthly portfolio disclosures. Not investment advice.