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Fund Managers Increase Exposure to Select Midcap and Specialty Names Through FY25
Mutual funds are aggressively increasing positions in specific midcap companies while SEBI explores cost reforms.
Mutual fund portfolios show a noticeable rise in institutional conviction as fund managers materially expanded holdings in multiple stocks over the past year. Aptus Value Housing Finance India saw mutual fund ownership jump from 8.4% to 21.4% YoY, while KEI Industries surged from 13.3% to 24.9% YoY. These allocation shifts signal preference toward midcap sector growth visibility, focused credit underwriting models, and specialized capital goods players. Meanwhile, SEBI is proposing revised fee structures which may reduce brokerage costs and increase transparency around investor-level expense ratio disclosures.