Stocks Mutual Funds Bought: November 2025
Portfolios as of 30 Nov 2025, compared with 31 Oct 2025.
- Stocks held
- 1,278
- by 1,014 compared schemes
- Holdings rose / fell
- 699 / 476
- 103 unchanged
- Net value added
- +₹46,864 Cr
- ₹82,972 Cr added, ₹36,108 Cr cut
- New entries / exits
- 12 / 0
- vs October 2025
Shares added were worth ₹82,972 Cr and shares cut ₹36,108 Cr at the 28 Nov 2025 close, a net +₹46,864 Cr. Values cover the 1,264 of 1,278 stocks with a closing price that day.
Most bought and sold by value
Most bought (top 15)
Net shares added across the 1,014 compared schemes, October 2025 to November 2025, at the month-end close.
| Stock | Value change | Shares | Adding | Cutting |
|---|---|---|---|---|
| Tata Motors TMCV · Large cap | +₹4,676 Cr | +60.5% | 88 | 95 |
| Groww GROWW · Mid cap | +₹4,215 Cr | New | 70 | 0 |
| ICICI Bank ICICIBANK · Large cap | +₹4,060 Cr | +2.3% | 190 | 114 |
| Mphasis MPHASIS · Mid cap | +₹2,979 Cr | +23.6% | 101 | 16 |
| BSE BSE · Large cap | +₹2,786 Cr | +27.3% | 72 | 34 |
| Eternal ETERNAL · Large cap | +₹2,615 Cr | +4.8% | 165 | 54 |
| Lenskart Solutions LENSKART · Mid cap | +₹2,556 Cr | +221.5% | 41 | 0 |
| ITC ITC · Large cap | +₹2,380 Cr | +5.2% | 124 | 50 |
| Pine Labs PINELABS · Small cap | +₹2,283 Cr | New | 36 | 0 |
| Infosys INFY · Large cap | +₹1,978 Cr | +1.9% | 164 | 108 |
| Bharti Airtel BHARTIARTL · Large cap | +₹1,882 Cr | +2.0% | 145 | 118 |
| Physicswallah PWL · Mid cap | +₹1,730 Cr | New | 41 | 0 |
| HDFC Bank HDFCBANK · Large cap | +₹1,569 Cr | +0.7% | 156 | 120 |
| Tenneco Clean Air TENNIND · Small cap | +₹1,420 Cr | New | 61 | 0 |
| Ather Energy ATHERENERG · Small cap | +₹1,286 Cr | +36.8% | 62 | 7 |
Most sold (top 15)
Net shares cut across the same schemes, valued the same way.
| Stock | Value change | Shares | Adding | Cutting |
|---|---|---|---|---|
| SBI SBIN · Large cap | −₹1,482 Cr | −1.6% | 146 | 107 |
| Hero Motocorp HEROMOTOCO · Large cap | −₹1,259 Cr | −7.0% | 81 | 73 |
| Cummins CUMMINSIND · Large cap | −₹1,107 Cr | −6.0% | 61 | 68 |
| Siemens Energy ENRIN · Large cap | −₹977 Cr | −20.0% | 44 | 30 |
| Trent TRENT · Large cap | −₹933 Cr | −6.8% | 98 | 45 |
| Kaynes Technology India KAYNES · Mid cap | −₹859 Cr | −12.3% | 52 | 33 |
| Reliance RELIANCE · Large cap | −₹682 Cr | −0.5% | 152 | 77 |
| BPCL BPCL · Large cap | −₹680 Cr | −4.7% | 70 | 55 |
| Cholamandalam Investment CHOLAFIN · Large cap | −₹660 Cr | −3.6% | 60 | 64 |
| HUL HINDUNILVR · Large cap | −₹651 Cr | −2.8% | 94 | 73 |
| GE Vernova T&D GVT&D · Mid cap | −₹639 Cr | −4.0% | 47 | 67 |
| Tata Motors Passenger Vehicles TMPV · Large cap | −₹636 Cr | −8.6% | 90 | 42 |
| Hindustan Petroleum HINDPETRO · Mid cap | −₹619 Cr | −3.9% | 60 | 46 |
| Power Finance Corporation PFC · Large cap | −₹619 Cr | −6.1% | 56 | 42 |
| Lupin LUPIN · Mid cap | −₹573 Cr | −3.3% | 62 | 54 |
Most schemes adding and cutting
Most schemes adding (top 15)
Schemes, out of 1,014, that raised their holding or opened a new one.
| Stock | Value change | Shares | Adding | Cutting |
|---|---|---|---|---|
| ICICI Bank ICICIBANK · Large cap | +₹4,060 Cr | +2.3% | 190 | 114 |
| Eternal ETERNAL · Large cap | +₹2,615 Cr | +4.8% | 165 | 54 |
| Infosys INFY · Large cap | +₹1,978 Cr | +1.9% | 164 | 108 |
| HDFC Bank HDFCBANK · Large cap | +₹1,569 Cr | +0.7% | 156 | 120 |
| Reliance RELIANCE · Large cap | −₹682 Cr | −0.5% | 152 | 77 |
| SBI SBIN · Large cap | −₹1,482 Cr | −1.6% | 146 | 107 |
| Bharti Airtel BHARTIARTL · Large cap | +₹1,882 Cr | +2.0% | 145 | 118 |
| TCS TCS · Large cap | +₹1,130 Cr | +2.9% | 137 | 62 |
| Mahindra & Mahindra M&M · Large cap | +₹357 Cr | +0.7% | 136 | 73 |
| Maruti MARUTI · Large cap | −₹493 Cr | −0.8% | 132 | 91 |
| Kotak Bank KOTAKBANK · Large cap | −₹25 Cr | −0.2% | 131 | 61 |
| L&T LT · Large cap | −₹35 Cr | 0.0% | 131 | 51 |
| ITC ITC · Large cap | +₹2,380 Cr | +5.2% | 124 | 50 |
| Tech Mahindra TECHM · Large cap | +₹776 Cr | +3.8% | 123 | 32 |
| Axis Bank AXISBANK · Large cap | −₹357 Cr | −0.4% | 121 | 62 |
Most schemes cutting (top 15)
Schemes, out of 1,014, that lowered their holding or exited.
| Stock | Value change | Shares | Adding | Cutting |
|---|---|---|---|---|
| HDFC Bank HDFCBANK · Large cap | +₹1,569 Cr | +0.7% | 156 | 120 |
| Bharti Airtel BHARTIARTL · Large cap | +₹1,882 Cr | +2.0% | 145 | 118 |
| ICICI Bank ICICIBANK · Large cap | +₹4,060 Cr | +2.3% | 190 | 114 |
| Infosys INFY · Large cap | +₹1,978 Cr | +1.9% | 164 | 108 |
| SBI SBIN · Large cap | −₹1,482 Cr | −1.6% | 146 | 107 |
| Tata Motors TMCV · Large cap | +₹4,676 Cr | +60.5% | 88 | 95 |
| Maruti MARUTI · Large cap | −₹493 Cr | −0.8% | 132 | 91 |
| Reliance RELIANCE · Large cap | −₹682 Cr | −0.5% | 152 | 77 |
| Hero Motocorp HEROMOTOCO · Large cap | −₹1,259 Cr | −7.0% | 81 | 73 |
| HUL HINDUNILVR · Large cap | −₹651 Cr | −2.8% | 94 | 73 |
| Bajaj Finance BAJFINANCE · Large cap | +₹284 Cr | +0.7% | 118 | 73 |
| Mahindra & Mahindra M&M · Large cap | +₹357 Cr | +0.7% | 136 | 73 |
| Cummins CUMMINSIND · Large cap | −₹1,107 Cr | −6.0% | 61 | 68 |
| GE Vernova T&D GVT&D · Mid cap | −₹639 Cr | −4.0% | 47 | 67 |
| Sun Pharma SUNPHARMA · Large cap | −₹527 Cr | −1.3% | 94 | 66 |
Large, mid and small caps
100 large cap, 149 mid cap, 1,017 small cap and 12 unclassified stocks: 1,278 in all. Buckets rank stocks by full market cap on 28 Nov 2025: 1 to 100 large, 101 to 250 mid, 251 and below small.
| Bucket | Stocks | Rose | Fell | Same | Net |
|---|---|---|---|---|---|
| Large cap | 100 | 48 | 52 | 0 | +₹15,859.05 Cr |
| Mid cap | 149 | 82 | 66 | 1 | +₹13,297.81 Cr |
| Small cap | 1,017 | 565 | 355 | 97 | +₹17,556.76 Cr |
| Unclassified | 12 | 4 | 3 | 5 | +₹150.04 Cr |
| All stocks | 1,278 | 699 | 476 | 103 | +₹46,863.66 Cr |
Small caps mutual funds bought and sold
Small caps most bought (top 15)
Of the 1,017 small caps held, ranked by net value added.
| Stock | Value change | Shares | Adding | Cutting |
|---|---|---|---|---|
| Pine Labs PINELABS · Small cap | +₹2,283 Cr | New | 36 | 0 |
| Tenneco Clean Air TENNIND · Small cap | +₹1,420 Cr | New | 61 | 0 |
| Ather Energy ATHERENERG · Small cap | +₹1,286 Cr | +36.8% | 62 | 7 |
| Sagility SAGILITY · Small cap | +₹1,132 Cr | +58.9% | 63 | 17 |
| Emmvee Photovoltaic Power EMMVEE · Small cap | +₹1,026 Cr | New | 32 | 0 |
| Tega Industries TEGA · Small cap | +₹723 Cr | +57.9% | 11 | 10 |
| RBL Bank RBLBANK · Small cap | +₹707 Cr | +18.0% | 53 | 11 |
| Whirlpool WHIRLPOOL · Small cap | +₹675 Cr | +18.9% | 51 | 10 |
| Capillary Technologies CAPILLARY · Small cap | +₹588 Cr | New | 21 | 0 |
| Amber Enterprises AMBER · Small cap | +₹500 Cr | +12.5% | 62 | 15 |
| Orkla ORKLAINDIA · Small cap | +₹473 Cr | +277.4% | 17 | 0 |
| KEC International KEC · Small cap | +₹410 Cr | +11.2% | 43 | 12 |
| ASK Automotive ASKAUTOLTD · Small cap | +₹398 Cr | +203.4% | 12 | 4 |
| Emcure Pharmaceuticals EMCURE · Small cap | +₹386 Cr | +41.7% | 31 | 16 |
| Delhivery DELHIVERY · Small cap | +₹381 Cr | +4.0% | 46 | 19 |
Small caps most sold (top 15)
Ranked by net value cut.
| Stock | Value change | Shares | Adding | Cutting |
|---|---|---|---|---|
| Cube Highways Trust CUBEINVIT · Small cap | −₹344 Cr | −29.2% | 0 | 3 |
| Navin Fluorine International NAVINFLUOR · Small cap | −₹261 Cr | −4.8% | 41 | 43 |
| LIC Housing Finance LICHSGFIN · Small cap | −₹253 Cr | −5.7% | 45 | 12 |
| National Securities Depository NATIONALSECURITIESDEPOSITORYLTD · Small cap | −₹199 Cr | −60.4% | 0 | 15 |
| Exide Industries EXIDEIND · Small cap | −₹178 Cr | −8.4% | 41 | 15 |
| Aegis Logistics AEGISLOG · Small cap | −₹143 Cr | −9.4% | 24 | 5 |
| National Highways Infra Trust NHIT · Small cap | −₹139 Cr | −16.8% | 1 | 2 |
| CreditAccess Grameen CREDITACC · Small cap | −₹131 Cr | −5.5% | 27 | 20 |
| Transformers & Rectifiers TARIL · Small cap | −₹121 Cr | −25.2% | 19 | 18 |
| Aster DM Healthcare ASTERDM · Small cap | −₹119 Cr | −1.4% | 36 | 23 |
| SKF India SKFINDIA · Small cap | −₹116 Cr | −5.0% | 20 | 20 |
| Chennai Petroleum Corporation CHENNPETRO · Small cap | −₹108 Cr | −55.5% | 24 | 5 |
| PNB Housing Finance PNBHOUSING · Small cap | −₹106 Cr | −1.9% | 39 | 13 |
| Mahanagar Gas MGL · Small cap | −₹106 Cr | −8.5% | 30 | 15 |
| CCL Products CCL · Small cap | −₹97 Cr | −3.7% | 21 | 14 |
New entries and full exits
12 stocks were held by none of the compared schemes at the end of October 2025 and by at least one at the end of November 2025; 0 went the other way. New listings and IPO allotments show up as new entries.
New entries (12)
Largest first, by value at the month-end close.
| Stock | Value change | Shares | Adding | Cutting |
|---|---|---|---|---|
| Groww GROWW · Mid cap | +₹4,215 Cr | New | 70 | 0 |
| Pine Labs PINELABS · Small cap | +₹2,283 Cr | New | 36 | 0 |
| Physicswallah PWL · Mid cap | +₹1,730 Cr | New | 41 | 0 |
| Tenneco Clean Air TENNIND · Small cap | +₹1,420 Cr | New | 61 | 0 |
| Emmvee Photovoltaic Power EMMVEE · Small cap | +₹1,026 Cr | New | 32 | 0 |
| Capillary Technologies CAPILLARY · Small cap | +₹588 Cr | New | 21 | 0 |
| Sudeep Pharma SUDEEPPHRM · Small cap | +₹305 Cr | New | 21 | 0 |
| Fujiyama Power Systems UTLSOLAR · Small cap | +₹165 Cr | New | 6 | 0 |
| Excelsoft Technologies EXCELSOFT · Small cap | +₹10 Cr | New | 2 | 0 |
| Finbud Financial Services FINBUD · Small cap | +₹7 Cr | New | 1 | 0 |
| ASM Technologies ASMTECHNOLOGIESLTD · Small cap | +₹3 Cr | New | 1 | 0 |
| Allcargo Global AGL · Unclassified | — | New | 8 | 0 |
Full exits (0)
Largest previous holding first.
| Stock | Value change | Shares | Adding | Cutting | |
|---|---|---|---|---|---|
| No full exits this month. | |||||
Methodology
- Disclosure month: November 2025. Each fund's portfolio is its holding on 30 Nov 2025, published by the fund within about ten days of month end. It is compared with the 31 Oct 2025 portfolio. Data for this month was complete on our side by 4 Nov 2026.
- Schemes compared: 1,014 of the 1,022 equity-holding schemes that disclosed this month; the other 8 had no October 2025 portfolio on record to compare with, so they are left out rather than counted as buying everything. 35 arbitrage schemes are excluded because their stock positions are hedged with futures and roll every month. One plan per scheme is counted.
- Holdings are summed across the compared schemes for each stock. A stock is counted as bought when that total rose, sold when it fell and unchanged when it did not move. Listed shares, REITs and InvITs are included; ETF and fund units are not.
- Value change is the net change in shares times the closing price on 28 Nov 2025, so a price move alone never counts as buying or selling.
- Splits and bonuses between the two month ends are taken out of the share counts, so a split never reads as buying. When the funds' share counts do not match the filed ratio, the stock is left out (none this month).
- Schemes adding counts schemes that raised their share count, including new positions; schemes cutting counts those that lowered it, including full exits.
Frequently asked questions
Which stocks did mutual funds buy and sell in November 2025?
In the November 2025 portfolios (as of 30 Nov 2025), mutual funds added the most, by value, to Tata Motors (₹4,676 Cr, 88 schemes added), Groww (₹4,215 Cr, a new holding for 70 schemes) and ICICI Bank (₹4,060 Cr, 190 schemes added). The largest net reductions were in SBI, Hero Motocorp and Cummins. Across the 1,278 stocks the 1,014 compared schemes held at either month end, holdings rose in 699, fell in 476 and were unchanged in 103, against October 2025.
Which portfolio dates does this report compare?
Portfolios as of 30 Nov 2025, compared with 31 Oct 2025. Mutual funds disclose month-end portfolios within about ten days of month end, so this is the November 2025 disclosure, not today's trading.
What do the monthly mutual fund buying reports cover?
What Indian mutual funds bought and sold each month: stocks by net value and scheme count, the cap split, new entries and exits, from portfolio disclosures.
Is this investment advice?
This report describes changes in disclosed mutual fund portfolios. It is not investment advice and not a recommendation to buy, sell or hold any security; funds add and cut positions for many reasons, including inflows, redemptions and index changes. Tapetide is not a SEBI-registered research analyst or investment adviser.
By Sanjay Mehta, Research lead How we research these reports