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Smart Money Archive

Sep 2026 — what funds bought & sold

Comparing portfolios as on Sep 2026 vs Aug 2026.

40
Accumulated
40
Trimmed
20
New entries

Most bought

Funds added these stocks the most

  1. Vedanta Aluminium MetalNon - Ferrous Metals+15 funds+₹140 Cr
  2. Rubicon ResearchPharmaceuticals & Biotechnology+12 funds+₹45 Cr
  3. Brookfield India Real Estate TrustRealty+11 funds+₹222 Cr
  4. Sansera EngineeringAuto Components+11 funds+₹42 Cr
  5. Clean Max Enviro Energy SolutionsPower+11 funds+₹15 Cr
  6. Black BoxIT - Services+11 funds+₹9 Cr
  7. Vedanta Iron And SteelFerrous Metals+11 funds+₹3 Cr
  8. Vedanta PowerPower+11 funds
  9. Vedanta Oil and GasOil+11 funds−₹2 Cr
  10. Fractal AnalyticsIT - Software+11 funds−₹48 Cr
  11. CupidPersonal Products+10 funds+₹20 Cr
  12. SPR Auto TechnologiesAuto Components+10 funds+₹13 Cr
  13. TD Power SystemsElectrical Equipment+10 funds+₹10 Cr
  14. Azad EngineeringElectrical Equipment+10 funds+₹9 Cr
  15. KSBIndustrial Products+10 funds+₹4 Cr
  16. Kirloskar BrothersIndustrial Products+10 funds+₹4 Cr
  17. Inox IndiaIndustrial Products+10 funds
  18. Avanti FeedsFood Products+10 funds−₹2 Cr
  19. Privi Speciality ChemicalsChemicals & Petrochemicals+10 funds−₹68 Cr
  20. Thangamayil JewelleryConsumer Durables+10 funds−₹88 Cr

Most sold

Funds trimmed or exited these the most

  1. PfizerPharmaceuticals & Biotechnology-11 funds−₹45 Cr
  2. Blue Dart ExpressTransport Services-11 funds−₹14 Cr
  3. 3M IndiaDiversified-11 funds
  4. GO Digit General InsuranceInsurance-11 funds+₹1 Cr
  5. JSW DuluxConsumer Durables-11 funds+₹9 Cr
  6. Bayer CropscienceFertilizers & Agrochemicals-11 funds+₹41 Cr
  7. SBFC FinanceFinance-10 funds−₹126 Cr
  8. Eris LifesciencesPharmaceuticals & Biotechnology-10 funds−₹53 Cr
  9. Niva Bupa Health Insurance CompanyInsurance-10 funds−₹37 Cr
  10. Sonata SoftwareIT - Software-10 funds−₹15 Cr
  11. IndegeneHealthcare Services-10 funds−₹10 Cr
  12. Blue Jet HealthcarePharmaceuticals & Biotechnology-10 funds−₹6 Cr
  13. Aditya Birla Lifestyle BrandsRetailing-10 funds−₹5 Cr
  14. Supreme PetrochemChemicals & Petrochemicals-10 funds−₹5 Cr
  15. Newgen Software TechnologiesIT - Software-10 funds−₹4 Cr
  16. C.E. Info SystemsIT - Software-10 funds−₹4 Cr
  17. Leela Palaces Hotels & ResortsLeisure Services-10 funds−₹4 Cr
  18. Saregama IndiaEntertainment-10 funds−₹3 Cr
  19. Aditya Birla Fashion and RetailRetailing-10 funds−₹3 Cr
  20. Latent View AnalyticsIT - Software-10 funds−₹3 Cr

New positions

Stocks funds started holding this month

  1. Embassy Office Parks REITRealty15 funds₹1,676 Cr
  2. HEG GraphiteIndustrial Products12 funds₹221 Cr
  3. Bharat Coking CoalConsumable Fuels11 funds₹1 Cr
  4. Central Mine Planning & Design InstituteCommercial Services & Supplies11 funds₹2 Cr
  5. Elevate CampusesRealty11 funds₹456 Cr
  6. National Stock Exchange of IndiaCapital Markets10 funds₹479 Cr
  7. Bagmane Prime Office REITRealty8 funds₹6 Cr
  8. Kanohar ElectricalsElectrical Equipment4 funds₹246 Cr
  9. Asset Reconstruction Company (India)LtdFinance4 funds₹10 Cr
  10. Manipal Payment Identity SolutionsFinancial Technology (Fintech)4 funds₹98 Cr
  11. Moneyview Ltd. AFinance4 funds₹79 Cr
  12. Molbio DiagnosticsHealthcare Equipment & Supplies3 funds₹377 Cr
  13. RentomojoCommercial Services & Supplies3 funds₹25 Cr
  14. India Nippon ElectricalsAuto Components2 funds₹1 Cr
  15. Glass Wall Systems (India)Other Construction Materials2 funds₹46 Cr
  16. Mindspace Business Parks REITRealty2 funds₹151 Cr
  17. Sigma Advanced SystemsAerospace & Defense2 funds₹5 Cr
  18. Varmora GranitoConsumer Durables2 funds₹8 Cr
  19. Unimech Aerospace & ManufacturingAerospace & Defense2 funds₹1 Cr
  20. Innova CaptabPharmaceuticals & Biotechnology2 funds₹129 Cr

Fully exited

Stocks funds completely sold out of

  1. DCM ShriramDiversifiedwas 11was ₹4 Cr
  2. Bombay Burmah Trading CorporationFood Productswas 11was ₹3 Cr
  3. Bikaji Foods InternationalFood Productswas 11was ₹4 Cr
  4. Travel Food ServicesLeisure Serviceswas 11was ₹2 Cr
  5. Samvardhana Motherson InternationalAuto Componentswas 2was ₹812 Cr
  6. Inox Green Energy ServicesCommercial Services & Supplieswas 1was ₹0 Cr
  7. CrizacRetailingwas 1was ₹0 Cr
  8. RattanIndia EnterprisesRetailingwas 1was ₹0 Cr
  9. NescoCommercial Services & Supplieswas 1was ₹0 Cr
  10. Eureka ForbesConsumer Durableswas 1was ₹0 Cr
  11. The EthosConsumer Durableswas 1was ₹0 Cr
  12. Red TapeConsumer Durableswas 1was ₹0 Cr
  13. Smartworks Coworking SpacesCommercial Services & Supplieswas 1was ₹0 Cr
  14. Alivus Life SciencesPharmaceuticals & Biotechnologywas 1was ₹0 Cr
  15. Orkla IndiaFood Productswas 1was ₹0 Cr
  16. Maharashtra SeamlessIndustrial Productswas 1was ₹0 Cr
  17. Lohia CorpIndustrial Manufacturingwas 1was ₹5 Cr
  18. Orient CementCement & Cement Productswas 1was ₹0 Cr
  19. Maharashtra ScootersFinancewas 1was ₹0 Cr
  20. TSF InvestmentsFinancewas 1was ₹0 Cr

Sectors being accumulated

by net ₹ flow

  • Realty(30%)
  • Non - Ferrous Metals(19%)
  • Consumer Durables(12%)
  • Chemicals & Petrochemicals(9%)
  • Auto Components(7%)
  • Other(23%)

Sectors being trimmed

by net ₹ flow

  • Finance(33%)
  • Pharmaceuticals & Biotechnology(27%)
  • Fertilizers & Agrochemicals(11%)
  • Insurance(10%)
  • IT - Software(7%)
  • Other(13%)
Aug 2026Current month

FAQ

What does the Sep 2026 Smart Money page show?
It shows which stocks India's mutual funds were buying and selling in Sep 2026, by comparing each fund's Sep 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.