Comparable monthly disclosures

Institutional Activity

Where disclosed mutual fund positions are increasing, reducing, opening or closing.

Reporting month

Portfolio increases

May 2026 · Ranked across companies with at least 10 comparable portfolios

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Company	Portfolio increases	Comparable change	Portfolios increasing	Portfolios reducing	Comparable portfolios
Alkem Laboratories Limited ALKEM	43 36.4% of comparable	-0.05 Cr	43	25	118
DLF Limited DLF	43 27.0% of comparable	+0.63 Cr	43	38	159
Bandhan Bank Limited BANDHANBNK	42 48.3% of comparable	+2.71 Cr	42	13	87
Jubilant Foodworks Limited JUBLFOOD	42 26.9% of comparable	+0.68 Cr	42	17	156
LIC Housing Finance Limited LICHSGFIN	42 46.2% of comparable	+0.11 Cr	42	18	91
Vishal Mega Mart Limited VMM	42 26.9% of comparable	+0.08 Cr	42	22	156
JSW Energy Limited JSWENERGY	42 36.2% of comparable	+3.92 Cr	42	25	116
Hitachi Energy India Limited POWERINDIA	42 30.0% of comparable	-0.02 Cr	42	36	140
Bank of Maharashtra MAHABANK	41 45.6% of comparable	-0.04 Cr	41	18	90
Angel One Limited ANGELONE	41 35.7% of comparable	+0.76 Cr	41	21	115
Siemens Energy India Limited ENRIN	41 38.3% of comparable	-0.10 Cr	41	23	107
Page Industries Limited PAGEIND	41 32.8% of comparable	+48,006	41	27	125
L&T Finance Limited LTF	41 32.8% of comparable	-0.41 Cr	41	30	125
Oracle Financial Services Software Limited OFSS	40 45.5% of comparable	-82,640	40	21	88
Kfin Technologies Limited KFINTECH	39 48.8% of comparable	+0.24 Cr	39	8	80
Bharat Dynamics Limited BDL	39 50.0% of comparable	+0.12 Cr	39	12	78
Adani Green Energy Limited ADANIGREEN	39 52.0% of comparable	+0.13 Cr	39	18	75
KPIT Technologies Limited KPITTECH	39 38.2% of comparable	-0.10 Cr	39	20	102
Indian Railway Catering And Tourism Corporation Limited IRCTC	39 56.5% of comparable	+52,284	39	21	69
Lodha Developers Limited LODHA	39 40.6% of comparable	-0.41 Cr	39	29	96
Polycab India Limited POLYCAB	39 27.9% of comparable	-0.03 Cr	39	35	140
Supreme Industries Limited SUPREMEIND	38 37.3% of comparable	+0.02 Cr	38	12	102
AIA Engineering Limited AIAENG	38 48.1% of comparable	+62,737	38	12	79
Motilal Oswal Financial Services Limited MOTILALOFS	38 40.0% of comparable	+0.05 Cr	38	15	95
Manappuram Finance Limited MANAPPURAM	38 47.5% of comparable	+1.22 Cr	38	17	80

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.

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