{"id":17384,"date":"2025-11-14T13:51:15","date_gmt":"2025-11-14T08:21:15","guid":{"rendered":"https:\/\/trending.niftytrader.in\/?p=17384"},"modified":"2025-11-14T13:51:15","modified_gmt":"2025-11-14T08:21:15","slug":"mutual-funds-buy-tata-motors-demerger-lg-electronics-india-october","status":"publish","type":"post","link":"https:\/\/www.niftytrader.in\/markets\/mutual-funds-buy-tata-motors-demerger-lg-electronics-india-october\/","title":{"rendered":"Mutual Funds Boost Cash and Make Strong Buying Moves in October"},"content":{"rendered":"<p data-start=\"671\" data-end=\"1034\">Nearly every major mutual fund in India turned active in October, piling into the demerged entity of Tata Motors and LG Electronics India, one of the month\u2019s largest issues. The data, released by <em data-start=\"875\" data-end=\"921\">Nuvama Alternative and Quantitative Research<\/em>, shows a clear shift in fund-house strategies, with both buying and heavy profit booking visible across sectors.<\/p>\n<p data-start=\"1036\" data-end=\"1300\">Equity mutual funds also increased their cash balance by \u20b95,200 crore, taking overall cash to \u20b92.44 trillion, led primarily by Motilal Oswal MF and PFAS MF. SBI MF, HDFC MF and ICICI Prudential MF also raised their cash levels by \u20b91,700 crore\u2013\u20b92,100 crore.<\/p>\n<blockquote data-start=\"1302\" data-end=\"1417\">\n<p data-start=\"1304\" data-end=\"1417\">This rise in cash levels signals cautious positioning even as funds selectively entered high-conviction bets.<\/p>\n<p data-start=\"1304\" data-end=\"1417\"><em><strong>Also Read<\/strong>:\u00a0<a href=\"https:\/\/www.niftytrader.in\/content\/it-stocks-fall-fed-rate-cut-hopes-fade-nifty-it-down\/\">IT Stocks Fall as Fed\u2019s December Rate Cut Hopes Fade<\/a><\/em><\/p>\n<\/blockquote>\n<h2 data-start=\"1424\" data-end=\"1498\">SBI Mutual Fund: Major Buys in Tata Motors Demerger and Adani Power<\/h2>\n<p data-start=\"1500\" data-end=\"1595\">SBI MF, India\u2019s largest fund house, placed large bets in October.<br data-start=\"1565\" data-end=\"1568\" \/>Its biggest additions were:<\/p>\n<ul data-start=\"1597\" data-end=\"1718\">\n<li data-start=\"1597\" data-end=\"1648\">\n<p data-start=\"1599\" data-end=\"1648\">Tata Motors\u2019 demerged entity \u2013 \u20b92,607 crore<\/p>\n<\/li>\n<li data-start=\"1649\" data-end=\"1683\">\n<p data-start=\"1651\" data-end=\"1683\">Adani Power \u2013 \u20b92,302 crore<\/p>\n<\/li>\n<li data-start=\"1684\" data-end=\"1718\">\n<p data-start=\"1686\" data-end=\"1718\">Bajaj Finance \u2013 \u20b91,907 crore<\/p>\n<\/li>\n<\/ul>\n<p data-start=\"1720\" data-end=\"1769\">At the same time, SBI MF reduced its exposure to:<\/p>\n<ul data-start=\"1771\" data-end=\"1868\">\n<li data-start=\"1771\" data-end=\"1804\">\n<p data-start=\"1773\" data-end=\"1804\">ICICI Bank \u2013 \u20b91,654 crore<\/p>\n<\/li>\n<li data-start=\"1805\" data-end=\"1837\">\n<p data-start=\"1807\" data-end=\"1837\">HDFC Bank \u2013 \u20b91,541 crore<\/p>\n<\/li>\n<li data-start=\"1838\" data-end=\"1868\">\n<p data-start=\"1840\" data-end=\"1868\">Adani Ports \u2013 \u20b9806 crore<\/p>\n<\/li>\n<\/ul>\n<p data-start=\"1870\" data-end=\"2019\">New investments were made in Canara Bank, Adani Energy Solutions, Dabur, and BSE, while it completely exited NTPC and Tata Elxsi.<\/p>\n<h2 data-start=\"2026\" data-end=\"2099\">HDFC Mutual Fund: Focus on SKF India and Tata Motors Demerged Unit<\/h2>\n<p data-start=\"2101\" data-end=\"2173\">HDFC MF also took strong positions during October. Its top buys include:<\/p>\n<ul data-start=\"2175\" data-end=\"2288\">\n<li data-start=\"2175\" data-end=\"2207\">\n<p data-start=\"2177\" data-end=\"2207\">SKF India \u2013 \u20b91,304 crore<\/p>\n<\/li>\n<li data-start=\"2208\" data-end=\"2259\">\n<p data-start=\"2210\" data-end=\"2259\">Tata Motors\u2019 demerged entity \u2013 \u20b91,072 crore<\/p>\n<\/li>\n<li data-start=\"2260\" data-end=\"2288\">\n<p data-start=\"2262\" data-end=\"2288\">HDFC Bank \u2013 \u20b9710 crore<\/p>\n<\/li>\n<\/ul>\n<p data-start=\"2290\" data-end=\"2323\">However, it trimmed positions in:<\/p>\n<ul data-start=\"2325\" data-end=\"2408\">\n<li data-start=\"2325\" data-end=\"2359\">\n<p data-start=\"2327\" data-end=\"2359\">Maruti Suzuki \u2013 \u20b9429 crore<\/p>\n<\/li>\n<li data-start=\"2360\" data-end=\"2385\">\n<p data-start=\"2362\" data-end=\"2385\">NTPC \u2013 \u20b9351 crore<\/p>\n<\/li>\n<li data-start=\"2386\" data-end=\"2408\">\n<p data-start=\"2388\" data-end=\"2408\">TCS \u2013 \u20b9257 crore<\/p>\n<\/li>\n<\/ul>\n<p data-start=\"2410\" data-end=\"2574\">New positions were added in ABB, Canara HSBC Life, and Lenskart, while it completely exited HCC, Coal India, IREDA, Advanced Enzyme, and Go Fashion.<\/p>\n<h2 data-start=\"2581\" data-end=\"2636\">ICICI Prudential MF: Biggest Buyer of ICICI Bank<\/h2>\n<p data-start=\"2638\" data-end=\"2693\">ICICI Prudential MF emerged as a strong accumulator of:<\/p>\n<ul data-start=\"2695\" data-end=\"2811\">\n<li data-start=\"2695\" data-end=\"2728\">\n<p data-start=\"2697\" data-end=\"2728\">ICICI Bank \u2013 \u20b93,392 crore<\/p>\n<\/li>\n<li data-start=\"2729\" data-end=\"2780\">\n<p data-start=\"2731\" data-end=\"2780\">Tata Motors\u2019 demerged entity \u2013 \u20b92,066 crore<\/p>\n<\/li>\n<li data-start=\"2781\" data-end=\"2811\">\n<p data-start=\"2783\" data-end=\"2811\">HDFC Bank \u2013 \u20b91,345 crore<\/p>\n<\/li>\n<\/ul>\n<p data-start=\"2813\" data-end=\"2843\">Its major reductions included:<\/p>\n<ul data-start=\"2845\" data-end=\"2945\">\n<li data-start=\"2845\" data-end=\"2881\">\n<p data-start=\"2847\" data-end=\"2881\">Bharti Airtel \u2013 \u20b92,155 crore<\/p>\n<\/li>\n<li data-start=\"2882\" data-end=\"2908\">\n<p data-start=\"2884\" data-end=\"2908\">SBI \u2013 \u20b91,626 crore<\/p>\n<\/li>\n<li data-start=\"2909\" data-end=\"2945\">\n<p data-start=\"2911\" data-end=\"2945\">Larsen &amp; Toubro \u2013 \u20b91,598 crore<\/p>\n<\/li>\n<\/ul>\n<p data-start=\"2947\" data-end=\"3152\">New stocks added were Aditya Birla Sun Life AMC, Can Fin Homes, Thyrocare, JSW Energy, and Astra Microwave, while it made full exits from Chennai Petro, TD Power, and ICICI Lombard.<\/p>\n<h2 data-start=\"3159\" data-end=\"3222\">Kotak Mutual Fund: Bets on ITC, Shriram Finance, and BSE<\/h2>\n<p data-start=\"3224\" data-end=\"3258\">Kotak MF added major positions in:<\/p>\n<ul data-start=\"3260\" data-end=\"3346\">\n<li data-start=\"3260\" data-end=\"3286\">\n<p data-start=\"3262\" data-end=\"3286\">ITC \u2013 \u20b91,669 crore<\/p>\n<\/li>\n<li data-start=\"3287\" data-end=\"3323\">\n<p data-start=\"3289\" data-end=\"3323\">Shriram Finance \u2013 \u20b9768 crore<\/p>\n<\/li>\n<li data-start=\"3324\" data-end=\"3346\">\n<p data-start=\"3326\" data-end=\"3346\">BSE \u2013 \u20b9614 crore<\/p>\n<\/li>\n<\/ul>\n<p data-start=\"3348\" data-end=\"3371\">It reduced holdings in:<\/p>\n<ul data-start=\"3373\" data-end=\"3468\">\n<li data-start=\"3373\" data-end=\"3404\">\n<p data-start=\"3375\" data-end=\"3404\">ICICI Bank \u2013 \u20b9842 crore<\/p>\n<\/li>\n<li data-start=\"3405\" data-end=\"3435\">\n<p data-start=\"3407\" data-end=\"3435\">Axis Bank \u2013 \u20b9640 crore<\/p>\n<\/li>\n<li data-start=\"3436\" data-end=\"3468\">\n<p data-start=\"3438\" data-end=\"3468\">Bharti Airtel \u2013 \u20b9623 crore<\/p>\n<\/li>\n<\/ul>\n<p data-start=\"3470\" data-end=\"3643\">New entries included Lenskart, LG Electronics India, and Rubicon Research, while full exits were made from MTAR Tech, Travel Food Services, and Vikram Solar.<\/p>\n<h2 data-start=\"3650\" data-end=\"3713\">Axis Mutual Fund: Strong Entry into LG Electronics India<\/h2>\n<p data-start=\"3715\" data-end=\"3743\">Axis MF increased its stakes in:<\/p>\n<ul data-start=\"3745\" data-end=\"3868\">\n<li data-start=\"3745\" data-end=\"3786\">\n<p data-start=\"3747\" data-end=\"3786\">LG Electronics India \u2013 \u20b9600 crore<\/p>\n<\/li>\n<li data-start=\"3787\" data-end=\"3827\">\n<p data-start=\"3789\" data-end=\"3827\">Kotak Mahindra Bank \u2013 \u20b9415 crore<\/p>\n<\/li>\n<li data-start=\"3828\" data-end=\"3868\">\n<p data-start=\"3830\" data-end=\"3868\">AU Small Finance Bank \u2013 \u20b9301 crore<\/p>\n<\/li>\n<\/ul>\n<p data-start=\"3870\" data-end=\"4165\">It pared holdings in Avenue Supermarts (\u20b9390 crore), Bajaj Finance (\u20b9340 crore) and Uno Minda (\u20b9230 crore).<br data-start=\"3989\" data-end=\"3992\" \/>New additions included AU Small Finance Bank, Ujjivan Small Finance Bank, and CESC, while full exits were made from Sumitomo Chemicals and VA Tech Wabag.<\/p>\n<h2 data-start=\"4172\" data-end=\"4247\">Aditya Birla Sun Life MF: New Bets in Adani Power and Mankind Pharma<\/h2>\n<p data-start=\"4249\" data-end=\"4282\">ABS MF strengthened its positions in:<\/p>\n<ul data-start=\"4284\" data-end=\"4392\">\n<li data-start=\"4284\" data-end=\"4316\">\n<p data-start=\"4286\" data-end=\"4316\">Adani Power \u2013 \u20b9332 crore<\/p>\n<\/li>\n<li data-start=\"4317\" data-end=\"4358\">\n<p data-start=\"4319\" data-end=\"4358\">LG Electronics India \u2013 \u20b9236 crore<\/p>\n<\/li>\n<li data-start=\"4359\" data-end=\"4392\">\n<p data-start=\"4361\" data-end=\"4392\">Mankind Pharma \u2013 \u20b9223 crore<\/p>\n<\/li>\n<\/ul>\n<p data-start=\"4394\" data-end=\"4570\">It reduced stakes in ITC (\u20b9254 crore) and JSPL (\u20b9249 crore), while Tata Capital was added as a new position.<br data-start=\"4514\" data-end=\"4517\" \/>Utkarsh Small Finance Bank was completely exited.<\/p>\n<h3 data-start=\"4577\" data-end=\"4637\">DSP Mutual Fund: Major Buy in Shriram Finance and TCS<\/h3>\n<p data-start=\"4639\" data-end=\"4670\">DSP MF took large positions in:<\/p>\n<ul data-start=\"4672\" data-end=\"4781\">\n<li data-start=\"4672\" data-end=\"4708\">\n<p data-start=\"4674\" data-end=\"4708\">Shriram Finance \u2013 \u20b9390 crore<\/p>\n<\/li>\n<li data-start=\"4709\" data-end=\"4733\">\n<p data-start=\"4711\" data-end=\"4733\">TCS \u2013 \u20b9369 crore<\/p>\n<\/li>\n<li data-start=\"4734\" data-end=\"4781\">\n<p data-start=\"4736\" data-end=\"4781\">Tata Motors\u2019 demerged entity \u2013 \u20b9258 crore<\/p>\n<\/li>\n<\/ul>\n<p data-start=\"4783\" data-end=\"4980\">It trimmed positions in Bajaj Finance, Bajaj Finserv, and Tata Motors Passenger Vehicles.<br data-start=\"4884\" data-end=\"4887\" \/>New additions included Canara HSBC Life, while Godrej Industries was a complete exit.<\/p>\n<p data-start=\"4783\" data-end=\"4980\"><em><strong>Click here to explore<br \/>\n<\/strong><\/em><a href=\"https:\/\/www.niftytrader.in\/gift-nifty-live\">Gift Nifty<\/a><br \/>\n<a href=\"https:\/\/www.niftytrader.in\/fii-dii-data\">FII DII Data<\/a><br \/>\n<a href=\"https:\/\/www.niftytrader.in\/ipo\">IPO<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Nearly every major mutual fund in India turned active in October, piling into the demerged entity of Tata Motors and LG Electronics India, one of the month\u2019s largest issues. The data, released by Nuvama Alternative and Quantitative Research, shows a clear shift in fund-house strategies, with both buying and heavy profit booking visible across sectors. [&hellip;]<\/p>\n","protected":false},"author":7,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1362],"tags":[],"ppma_author":[1384],"class_list":{"0":"post-17384","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-finance-and-economy-news"}," _eael_post_view_count":0,"authors":[{"term_id":1384,"user_id":7,"is_guest":0,"slug":"jitesh-kanwariya","display_name":"Jitesh Kanwariya","avatar_url":{"url":"https:\/\/trending.niftytrader.in\/wp-content\/uploads\/2025\/08\/Jitesh-Kanwriya.jpeg","url2x":"https:\/\/trending.niftytrader.in\/wp-content\/uploads\/2025\/08\/Jitesh-Kanwriya.jpeg"},"0":null,"1":"","2":"","3":"","4":"","5":"","6":"","7":""}],"_links":{"self":[{"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/posts\/17384","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/users\/7"}],"replies":[{"embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/comments?post=17384"}],"version-history":[{"count":1,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/posts\/17384\/revisions"}],"predecessor-version":[{"id":17385,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/posts\/17384\/revisions\/17385"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/media\/17159"}],"wp:attachment":[{"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/media?parent=17384"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/categories?post=17384"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/tags?post=17384"},{"taxonomy":"author","embeddable":true,"href":"https:\/\/www.niftytrader.in\/markets\/wp-json\/wp\/v2\/ppma_author?post=17384"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}