In June, mutual funds made selective but high-value moves, focusing their equity investments on a small set of stocks. The spotlight was clearly on Asian Paints and Vishal Mega Mart, which attracted some of the largest inflows for the month.
Asian Paints emerged as the top choice, with mutual funds investing
Massive Mutual Fund Inflows into Asian Paints
Asian Paints emerged as the top choice, with mutual funds investing over ₹10,000 crore following a block deal where Reliance Industries offloaded its stake. This move marked one of the biggest transactions of the month and highlighted the growing confidence in the company’s long-term fundamentals.
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Vishal Mega Mart Sees ₹7,865 Cr Inflows
Another big gainer was Vishal Mega Mart, which witnessed mutual fund investments worth ₹7,865 crore after its promoter sold shares through a block deal. The strong inflows indicate mutual fund managers’ bullishness on the retail segment.
Focused Investment Approach by Mutual Funds
As per the latest mutual fund data, out of 4,000+ listed companies on BSE, mutual funds held positions in just about 1,200 stocks in June. But the investments were heavily concentrated in only a few of them:
16 stocks received inflows between ₹1,000–₹10,000 crore
21 stocks attracted ₹500–₹1,000 crore
The rest saw more modest inflows ranging from ₹1–₹500 crore
ICICI Bank, Infosys Among Top Mutual Fund Sells
On the flip side, mutual funds were also trimming positions in several big names.
Nine stocks saw outflows exceeding ₹1,000 crore
16 stocks saw exits between ₹500–₹1,000 crore
Over 400 other stocks had outflows between ₹1–₹500 crore
Among the top sellers were ICICI Bank and Infosys, signaling profit booking or repositioning strategies within the mutual fund universe.
