Comparable monthly disclosures
Institutional Activity
Where disclosed mutual fund positions are increasing, reducing, opening or closing.
Portfolio reductions
May 2023 · Ranked across companies with at least 10 comparable portfolios
| Company | Portfolio reductions | Comparable change | Portfolios increasing | Portfolios reducing | Comparable portfolios |
|---|---|---|---|---|---|
| ICICI Bank Limited ICICIBANK | 61 24.9% of comparable | -0.19 Cr | 44 | 61 | 245 |
| HDFC Bank Limited HDFCBANK | 48 21.2% of comparable | -0.95 Cr | 55 | 48 | 226 |
| Axis Bank Limited AXISBANK | 47 22.0% of comparable | -0.76 Cr | 52 | 47 | 214 |
| Kotak Mahindra Bank Limited KOTAKBANK | 46 31.3% of comparable | -0.76 Cr | 30 | 46 | 147 |
| Larsen & Toubro Limited LT | 46 25.3% of comparable | -0.08 Cr | 48 | 46 | 182 |
| ITC Limited ITC | 42 25.9% of comparable | -0.23 Cr | 44 | 42 | 162 |
| Infosys Limited INFY | 37 16.6% of comparable | +0.58 Cr | 61 | 37 | 223 |
| State Bank of India SBIN | 37 17.0% of comparable | -0.25 Cr | 61 | 37 | 218 |
| Bharti Airtel Limited BHARTIARTL | 34 18.8% of comparable | -0.17 Cr | 36 | 34 | 181 |
| Sun Pharmaceutical Industries Limited SUNPHARMA | 30 18.1% of comparable | +0.09 Cr | 57 | 30 | 166 |
| Cholamandalam Investment and Finance Company Limited CHOLAFIN | 28 28.3% of comparable | -0.20 Cr | 14 | 28 | 99 |
| Siemens Limited SIEMENS | 27 33.3% of comparable | -0.08 Cr | 13 | 27 | 81 |
| UltraTech Cement Limited ULTRACEMCO | 27 17.1% of comparable | -0.02 Cr | 32 | 27 | 158 |
| HCL Technologies Limited HCLTECH | 26 20.2% of comparable | -0.13 Cr | 45 | 26 | 129 |
| Hindustan Aeronautics Limited HAL | 25 32.9% of comparable | -0.04 Cr | 11 | 25 | 76 |
| Bajaj Finance Limited BAJFINANCE | 25 17.4% of comparable | -0.06 Cr | 27 | 25 | 144 |
| Maruti Suzuki India Limited MARUTI | 25 18.4% of comparable | +0.02 Cr | 27 | 25 | 136 |
| Mahindra & Mahindra Limited M&M | 25 17.2% of comparable | +0.13 Cr | 38 | 25 | 145 |
| IndusInd Bank Limited INDUSINDBK | 25 19.5% of comparable | +0.05 Cr | 39 | 25 | 128 |
| NTPC Limited NTPC | 25 16.2% of comparable | -0.30 Cr | 42 | 25 | 154 |
| Reliance Industries Limited RELIANCE | 25 12.4% of comparable | +0.01 Cr | 48 | 25 | 201 |
| Varun Beverages Limited VBL | 24 43.6% of comparable | -0.06 Cr | 9 | 24 | 55 |
| ABB India Limited ABB | 23 28.7% of comparable | -0.05 Cr | 10 | 23 | 80 |
| Bank of Baroda BANKBARODA | 23 23.7% of comparable | -0.02 Cr | 18 | 23 | 97 |
| SBI Life Insurance Company Limited SBILIFE | 23 20.0% of comparable | -0.13 Cr | 26 | 23 | 115 |
How to read this activity
Activity compares disclosed positions for economic portfolios observed in both relevant monthly disclosures and adjusts for externally evidenced corporate actions where available.
At least 10 comparable portfolios are required. Companies under corporate-action review are excluded. Counts are unweighted by portfolio size, and share changes are quantities rather than market values; zero counts can appear at the end of a ranking. Breadth change is the change in AMCs holding, and can also reflect reporting coverage.
Full methodology →