Mutual funds play a crucial role in shaping the stock market by deploying significant capital into various companies. Understanding their investment patterns can offer valuable insights for retail investors. Here’s a look at some of the top stocks bought by leading mutual fund schemes last month.
1. Parag Parikh Flexi Cap Fund
Parag Parikh Flexi Cap Fund is known for its value-driven and long-term investment approach. In February 2025, the fund added the following stocks to its portfolio:
Dr. Reddy’s Laboratories – A leading pharmaceutical company engaged in the development of generic medicines, biosimilars, and APIs.
Cipla – One of India’s top pharma companies, known for its strong presence in respiratory and chronic care.
HDFC Bank – A heavyweight in the banking sector, consistently delivering strong financial performance.
Zydus Lifesciences – A major player in the pharmaceutical industry with a focus on innovation and specialty drugs.
Narayana Health – A hospital chain with a strong presence in affordable healthcare services across India.
2. HDFC Flexi Cap Fund
HDFC Flexi Cap Fund focuses on diversified investments across market capitalizations. Last month, the fund purchased:
Power Grid Corporation of India – A leading power transmission company, benefiting from the government’s infrastructure push.
Tata Consultancy Services (TCS) – India’s largest IT services firm, known for its strong global presence.
Oil and Natural Gas Corporation (ONGC) – The country’s top oil and gas exploration company.
Axis Bank – A major private-sector bank with strong loan growth and digital expansion.
IndiGo (InterGlobe Aviation) – The largest airline in India, capitalizing on the growth in the aviation sector.
3. Quant Small Cap Fund
Quant Small Cap Fund is known for its aggressive investment strategy in high-growth small-cap companies. The fund’s latest additions include:
Afcons Infrastructure – A major player in engineering and construction, involved in infrastructure projects.
Aegis Logistics – A logistics company specializing in liquid and gas transportation.
NCC Ltd. – A construction and infrastructure company with projects across India.
Welspun Enterprises – A key player in infrastructure, focusing on road and water projects.
Bata India – A leading footwear brand with a strong retail network across the country.
4. Tata Small Cap Fund
Tata Small Cap Fund focuses on emerging companies with strong growth potential. The fund recently bought:
Godrej Industries – A diversified conglomerate with interests in chemicals, real estate, and consumer goods.
Redington – A supply chain solutions provider in the IT and mobility sectors.
Suven Pharmaceuticals – A pharmaceutical company specializing in drug discovery and contract research.
Kirloskar Pneumatic – A manufacturer of air compressors and refrigeration systems.
Agro Tech Foods – A leading food company with brands in edible oils and packaged foods.
The recent investments made by these top mutual fund schemes highlight a mix of defensive and growth-oriented stocks. While pharmaceutical and banking stocks continue to attract investments, infrastructure and small-cap stocks are also gaining attention. Retail investors can analyze these trends while making their own investment decisions.
Disclaimer
This article is for informational purposes only and does not constitute investment advice. Investors should conduct their own research and consult with a financial advisor before making any investment decisions. Past performance is not indicative of future returns, and stock market investments are subject to market risks.
