Comparable monthly disclosures
Institutional Activity
Where disclosed mutual fund positions are increasing, reducing, opening or closing.
Portfolio reductions
Nov 2025 · Ranked across companies with at least 10 comparable portfolios
| Company | Portfolio reductions | Comparable change | Portfolios increasing | Portfolios reducing | Comparable portfolios |
|---|---|---|---|---|---|
| HDFC Bank Limited HDFCBANK | 87 20.1% of comparable | +1.54 Cr | 133 | 87 | 432 |
| ICICI Bank Limited ICICIBANK | 73 17.6% of comparable | +1.01 Cr | 144 | 73 | 414 |
| Infosys Limited INFY | 70 19.3% of comparable | +1.43 Cr | 122 | 70 | 362 |
| Bharti Airtel Limited BHARTIARTL | 69 18.5% of comparable | +1.68 Cr | 108 | 69 | 373 |
| State Bank of India SBIN | 67 18.5% of comparable | -1.12 Cr | 111 | 67 | 362 |
| Bharat Electronics Limited BEL | 59 20.6% of comparable | +0.36 Cr | 91 | 59 | 287 |
| Maruti Suzuki India Limited MARUTI | 59 20.5% of comparable | +0.01 Cr | 99 | 59 | 288 |
| Tata Consultancy Services Limited TCS | 55 20.2% of comparable | +0.24 Cr | 106 | 55 | 272 |
| Reliance Industries Limited RELIANCE | 55 15.8% of comparable | +0.43 Cr | 118 | 55 | 349 |
| Mahindra & Mahindra Limited M&M | 50 15.8% of comparable | +0.15 Cr | 102 | 50 | 317 |
| Bajaj Finance Limited BAJFINANCE | 49 16.4% of comparable | +0.56 Cr | 102 | 49 | 299 |
| IDFC First Bank Limited IDFCFIRSTB | 48 54.5% of comparable | +0.04 Cr | 21 | 48 | 88 |
| Sun Pharmaceutical Industries Limited SUNPHARMA | 48 18.8% of comparable | -0.02 Cr | 81 | 48 | 255 |
| Kotak Mahindra Bank Limited KOTAKBANK | 48 14.4% of comparable | -0.25 Cr | 119 | 48 | 334 |
| Hindustan Unilever Limited HINDUNILVR | 47 19.7% of comparable | -0.12 Cr | 81 | 47 | 239 |
| GE Vernova T&D India Limited GVT&D | 46 33.3% of comparable | -0.23 Cr | 29 | 46 | 138 |
| Larsen & Toubro Limited LT | 43 13.1% of comparable | +0.09 Cr | 105 | 43 | 329 |
| Axis Bank Limited AXISBANK | 43 13.6% of comparable | +42,765 | 110 | 43 | 317 |
| Coforge Limited COFORGE | 42 20.0% of comparable | -0.16 Cr | 74 | 42 | 210 |
| HCL Technologies Limited HCLTECH | 41 18.1% of comparable | +0.20 Cr | 100 | 41 | 226 |
| NTPC Limited NTPC | 40 15.9% of comparable | -0.36 Cr | 72 | 40 | 252 |
| Shriram Finance Limited SHRIRAMFIN | 40 20.0% of comparable | +1.98 Cr | 74 | 40 | 200 |
| TVS Motor Company Limited TVSMOTOR | 39 18.5% of comparable | +0.02 Cr | 57 | 39 | 211 |
| SBI Life Insurance Company Limited SBILIFE | 39 19.7% of comparable | -0.13 Cr | 69 | 39 | 198 |
| ITC Limited ITC | 39 13.9% of comparable | +2.36 Cr | 112 | 39 | 280 |
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 →