In January 2026, mutual funds made net purchases of more than Rs 2500 crore in more than 10 sectors.
highlights
- In January 2026, mutual funds made net purchases of more than Rs 2500 crore in more than 10 sectors.
- Highest investment in private banking sector, HDFC Bank and ICICI Bank were the top picks.
- Shares also increased in pharma, e-commerce and auto sectors, while profit booking was seen in some stocks.
In the month of January, there was strong buying by mutual funds in many sectors in the Indian stock market. According to a report by JM Financial, there were about 10 sectors where mutual funds made net purchases of more than Rs 2500 crore. This indicates that domestic institutional investors are confident about the long-term prospects of the market and are strategically increasing their stake in select sectors. Let us know in which sectors and in which shares the mutual fund invested during this period. According to the data, Indian mutual funds (MFs) showed a clear change in their investment stance in January 2026, preferring financials, metals and new-age platform companies.
private banking sector
The highest purchases were recorded in the private banking sector, where a total investment of Rs 195,331 million was made. In this sector, major buying was seen in HDFC Bank, ICICI Bank, Kotak Mahindra Bank, AU Small Finance Bank and IDFC First Bank, while selling was seen in Axis Bank, Federal Bank and Karur Vysya Bank.
Pharma and healthcare sector
Read full article
Purchases worth Rs 63,986 million were made in the pharma and healthcare sector. In the sector, mutual funds increased stakes in Biocon, Apollo Hospitals, Laurus Labs and Sun Pharma, while profits were booked in Cipla, Divi’s Laboratories and Lupine.
e-commerce sector
Purchases worth Rs 45,581 million were recorded in the e-commerce sector. During this period, there was buying in stocks like Swiggy, PB Fintech and Nykaa, while selling was seen in IndiaMART.
Auto and Auto Components Sector
There was an investment of Rs 38,272 million in the auto and auto components sector. Mahindra & Mahindra, Maruti Suzuki, Bajaj Auto and Tata Motors remained on the prominent buy list, while Hero MotoCorp and Eicher Motors witnessed selling.
Ports and Logistics Sector
The ports and logistics sector recorded purchases worth Rs 28,758 million, while the consumer sector saw investments worth Rs 25,541 million. In the consumer sector, there was buying in ITC, Colgate-Palmolive India, Jubilant FoodWorks and Varun Beverages, while partial selling was seen in Hindustan Unilever.
Apart from this, large investments were also recorded in sectors like Insurance (Rs 23,745 million), Realty (Rs 21,302 million), Telecom Services (Rs 21,141 million) and NBFC (Rs 17,500 million). Overall, this aggressive buying by mutual funds in January reflects the positive sentiment in the market and strong confidence of domestic institutional investors.
Disclaimer: This article is for informational purposes only and should not be construed as investment advice in any way. ET NOW Swadesh recommends its readers and viewers to consult their financial advisors before taking any money-related decisions. Mutual fund investment is subject to market risks.
related news
end of article
