Comparable monthly disclosures
Institutional Activity
Where disclosed mutual fund positions are increasing, reducing, opening or closing.
Portfolio increases
Jul 2025 · Ranked across companies with at least 10 comparable portfolios
| Company | Portfolio increases | Comparable change | Portfolios increasing | Portfolios reducing | Comparable portfolios |
|---|---|---|---|---|---|
| State Bank of India SBIN | 149 43.1% of comparable | +7.32 Cr | 149 | 33 | 346 |
| Infosys Limited INFY | 145 39.4% of comparable | +1.00 Cr | 145 | 49 | 368 |
| Kotak Mahindra Bank Limited KOTAKBANK | 140 42.9% of comparable | +0.74 Cr | 140 | 42 | 326 |
| ICICI Bank Limited ICICIBANK | 121 28.9% of comparable | +0.63 Cr | 121 | 79 | 418 |
| Bajaj Finance Limited BAJFINANCE | 120 41.1% of comparable | +1.07 Cr | 120 | 47 | 292 |
| Mahindra & Mahindra Limited M&M | 118 38.9% of comparable | +0.50 Cr | 118 | 41 | 303 |
| Tata Consultancy Services Limited TCS | 118 41.4% of comparable | +0.23 Cr | 118 | 45 | 285 |
| Axis Bank Limited AXISBANK | 117 35.1% of comparable | +1.53 Cr | 117 | 61 | 333 |
| Reliance Industries Limited RELIANCE | 115 32.6% of comparable | +0.70 Cr | 115 | 65 | 353 |
| HDFC Bank Limited HDFCBANK | 115 26.8% of comparable | -0.46 Cr | 115 | 87 | 429 |
| Larsen & Toubro Limited LT | 113 35.2% of comparable | +0.21 Cr | 113 | 36 | 321 |
| ITC Limited ITC | 112 40.9% of comparable | +0.68 Cr | 112 | 32 | 274 |
| Tech Mahindra Limited TECHM | 109 45.6% of comparable | +0.58 Cr | 109 | 21 | 239 |
| ETERNAL LIMITED ETERNAL | 104 35.7% of comparable | +1.89 Cr | 104 | 52 | 291 |
| Bharti Airtel Limited BHARTIARTL | 97 26.8% of comparable | -0.12 Cr | 97 | 71 | 362 |
| HCL Technologies Limited HCLTECH | 96 42.1% of comparable | +0.28 Cr | 96 | 34 | 228 |
| Bharat Electronics Limited BEL | 95 33.2% of comparable | +0.26 Cr | 95 | 82 | 286 |
| Bajaj Finserv Limited BAJAJFINSV | 92 46.5% of comparable | +0.13 Cr | 92 | 25 | 198 |
| Sun Pharmaceutical Industries Limited SUNPHARMA | 88 32.4% of comparable | -0.54 Cr | 88 | 42 | 272 |
| HDFC Life Insurance Company Limited HDFCLIFE | 84 39.8% of comparable | -0.41 Cr | 84 | 21 | 211 |
| Dixon Technologies (India) Limited DIXON | 80 37.9% of comparable | +0.07 Cr | 80 | 20 | 211 |
| Hindustan Unilever Limited HINDUNILVR | 80 34.9% of comparable | +0.06 Cr | 80 | 35 | 229 |
| Shriram Finance Limited SHRIRAMFIN | 79 41.6% of comparable | -0.02 Cr | 79 | 32 | 190 |
| Trent Limited TRENT | 79 36.4% of comparable | -0.11 Cr | 79 | 40 | 217 |
| Grasim Industries Limited GRASIM | 78 48.1% of comparable | +0.11 Cr | 78 | 19 | 162 |
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 →