
Mutual funds increased their holdings across large-, mid- and small-cap stocks in July 2026, with Torrent Pharmaceuticals, Biocon and Diamond Power Infrastructure leading purchases in their respective segments. The buying was spread…
Mutual funds increased their holdings across large-, mid- and small-cap stocks in July 2026, with Torrent Pharmaceuticals, Biocon and Diamond Power Infrastructure leading purchases in their respective segments. The buying was spread across banking, financial services, pharmaceuticals, technology and consumer services.

Among large-caps, Torrent Pharmaceuticals saw the highest buying at Rs 7,014 crore, followed by Adani Enterprises at Rs 6,743 crore. Axis Bank and Kotak Mahindra Bank saw purchases of Rs 3,522 crore and Rs 3,262 crore respectively. In mid-caps, Biocon topped with Rs 3,234 crore, followed by PB Fintech at Rs 2,875 crore. Small-cap buying was led by Diamond Power Infrastructure at Rs 1,605 crore, with Jupiter Life Line Hospitals and Sterlite Technologies also seeing significant inflows.
The data, compiled by Value Research from July 2026 portfolio disclosures compared to June, excludes passive funds. Purchases are valued at month-end prices.
This data shows fund managers rotated into select stocks after June disclosures. Torrent Pharma's Rs 7,014 crore buying is unusual for a single large-cap, suggesting either a block deal or a strategic rebalance by multiple houses. Watch for August portfolio data to see if this was a one-month spike or the start of a sustained sector rotation into pharma and financials.
Source: livemint.com
This story was synthesised by AI from the source linked above.