MFs kept buying these 9 largecap stocks for 2 quarters; shares surged up to 50%
Mutual funds have steadily raised their holdings in several large-cap stocks over the past two quarters, with nine such stocks delivering 25-50% gains in CY26 so far. Data from ACE Equity shows that Adani Energy Solutions, Lenskart Solutions and ABB India led the pack, while Adani Power, Siemens, Bosch, Adani Green Energy, Billionbrains Garage Ventures and Titan Company also recorded strong gains alongside rising MF ownership.
Over the past two quarters, mutual funds (MFs) have steadily increased their holdings in around 59 large-cap stocks, with June 2026 being the latest period considered. Retail investors often track the moves of large institutional investors such as MFs, whose investment decisions are backed by extensive research. Among these, nine stocks where MFs consistently raised their stakes have delivered a price gain of 25-50% so far in calendar 2026 (Data Source: ACE Equity).
Rallied 50% in CY26 so far, rising from Rs 1,029 to Rs 1,544. MF holdings increased from 6.44% in Dec ’25 to 6.59% in Mar ’26 and 8.08% in Jun ’26.
Rallied 46% in CY26 so far, climbing from Rs 451 to Rs 660. MF holdings rose from 5.56% in Dec ’25 to 6.43% in Mar ’26 and 12.20% in Jun ’26.
Rallied 45% in CY26 so far, moving up from Rs 5,170 to Rs 7,502. MF holdings increased from 4.18% in Dec ’25 to 4.62% in Mar ’26 and 4.75% in Jun ’26.
Rallied 42% in CY26 so far, rising from Rs 143 to Rs 203. MF holdings grew from 3.39% in Dec ’25 to 3.62% in Mar ’26 and 3.92% in Jun ’26.
Rallied 34% in CY26 so far, climbing from Rs 3,063 to Rs 4,100. MF holdings increased from 3.55% in Dec ’25 to 3.75% in Mar ’26 and 3.92% in Jun ’26.
Rallied 33% in CY26 so far, rising from Rs 36,050 to Rs 47,986. MF holdings edged up from 6.47% in Dec ’25 to 6.49% in Mar ’26 and 6.67% in Jun ’26.
Rallied 28% in CY26 so far, moving up from Rs 1,015 to Rs 1,304. MF holdings increased from 2.97% in Dec ’25 to 3.22% in Mar ’26 and 3.49% in Jun ’26.
Rallied 26% in CY26 so far, climbing from Rs 156 to Rs 196. MF holdings rose sharply from 4.24% in Dec ’25 to 5.25% in Mar ’26 and 8.69% in Jun ’26.
Rallied 25% in CY26 so far, rising from Rs 4,051 to Rs 5,066. MF holdings increased from 8.23% in Dec ’25 to 8.45% in Mar ’26 and 8.73% in Jun ’26.
Rallied 20% in CY26 so far, climbing from Rs 915 to Rs 1,101. MF holdings rose from 4.71% in Dec ’25 to 4.88% in Mar ’26 and 5.12% in Jun ’26.
