Mutual funds step up bets on select stocks despite recent price weakness

Mutual funds raised stakes in several stocks last quarter, including Samman Capital and India Cements, indicating long-term conviction despite short-term price corrections.

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Mutual funds step up bets on select stocks despite recent price weakness

Mutual funds step up bets on select stocks despite recent price weakness
Mutual funds increased their holdings across a broad set of listed companies in the latest quarter, signaling selective conviction amid volatile markets. Data from ACE Equity shows fund houses raised exposure in about 380 stocks and more than doubled stakes in 12 names. Notably, mutual funds sharply increased holdings in Samman Capital, Marathon NextGen Realty, and India Cements, even as some of these stocks saw recent price declines, suggesting a longer term view on business fundamentals and recovery potential.