Mutual funds reshuffled their stock portfolios in September 2026, with notable changes in holding values and shareholding quantities across companies. Here's what these shifts reveal about fund managers’ buying and selling activity.
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If you invest in mutual funds, it is worth tracking which stocks fund managers are buying and selling, as these changes can offer insights into how their portfolios are shifting.
In September 2026, mutual funds increased the value of their holdings in stocks such as BSE, HDFC Bank, Coal India, Meesho, and Gland Pharma, according to the latest Fund Folio – Indian Mutual Fund Tracker report by Motilal Oswal Financial Services.
However, a rise in the value of a mutual fund's holdings does not necessarily mean fund managers bought more shares. The change can reflect fresh purchases, changes in share prices, or a combination of both.
Comparing changes in holding value with changes in shareholding quantity offers investors a clearer picture of where mutual funds increased their exposure.
Which stocks saw the biggest increase in mutual funds’ holding value in September?
Aditya Infotech recorded the highest growth in holding value among the top 10 stocks, at 35.6%, while BSE led in the percentage increase in shareholding quantity, at 34.6%.
| Stocks | Holding value in Sep ( ₹ crore) | Value change MoM (%) | Shares held in Sep (lakh) | Shareholding change MoM (%) | Stock Price change MoM (%) |
| BSE | 20,060 | 26.8% | 649 | 34.6% | -5.8% |
| HDFC Bank | 2,79,780 | 1.0% | 39,472 | 1.0% | 0.1% |
| Coal India | 30,190 | 7.3% | 7,104 | 1.4% | 5.6% |
| Meesho | 12,140 | 18.6% | 5,331 | 6.9% | 10.8% |
| Gland Pharma | 13,800 | 15.3% | 476 | 14.8% | 0.5% |
| Tata Steel | 36,000 | 5.3% | 19,531 | 5.3% | 0.4% |
| Lenskart Solutions | 18,030 | 11.1% | 2,633 | 7.4% | 3.7% |
| Dr Reddy’s Laboratories | 15,490 | 13.2% | 1,256 | 6.0% | 6.1% |
| Aditya Infotech | 6,070 | 35.6% | 158 | 25.7% | 7.5% |
| ITC | 54,630 | 3.0% | 20,778 | 0.1% | 2.9% |
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