Mutual funds reshaped portfolios in March 2026. They backed growth sectors while trimming older bets.
Largecap Buys: Lodha Developers, Adani Enterprises, Adani Green Energy, Hindustan Zinc and DLF gained fresh inflows. These choices show confidence in real estate, energy transition and metals.
Midcap Picks: Waaree Energies, Anthem Biosciences, Fertilizers & Chemicals Travancore, IRCTC and Piramal Finance attracted buying. Funds favoured renewable power, pharma, agri‑inputs, travel and finance.
Smallcap Additions: Swan Defence, AXISCADES Technologies, Urban Company, Hindustan Copper and Knowledge Marine drew interest. Defence, tech services, consumer platforms, mining and marine engineering stood out.
Meanwhile, several stocks faced selling pressure.
Largecap Sells: Polycab India, Grasim Industries, Indian Oil, Bharat Petroleum and Dr. Reddy’s Laboratories saw exits. Funds cut exposure to cables, diversified industries, oil marketing and pharma.
Midcap Exits: National Aluminium, Patanjali Foods, Petronet LNG, JSW Energy and SJVN were trimmed. Commodities, FMCG and utilities lost favour.
Smallcap Reductions: Sri Lotus Developers, Gujarat Alkalies, Shaily Plastics, Granules India and Concord Enviro Systems faced pruning. Realty, chemicals, plastics and pharma were eased.
Overall, funds leaned towards renewables, infrastructure, defence and consumer platforms, while reducing stakes in traditional energy and select industrials.
