Mutual funds boost equity bets in June favoring largecaps

Fund houses recorded strong equity inflows in June as managers increased bets on large-cap stocks and private banks. Allocations also went to select healthcare firms amid supportive market conditions.

Money managers focused on large-cap stocks that were trading below their historical averages. Private banks such as HDFC Bank and Axis Bank featured among the consistent purchases.

Healthcare companies received fresh allocations as investors sought steady growth prospects. The overall trend occurred against a backdrop of easing geopolitical tensions and softer oil prices.

These inflows reflected a preference for established sectors with relatively attractive valuations during the month.

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Indian fund managers directed fresh investments into pharmaceutical and non-banking financial companies during April. The moves targeted defensive stocks amid concerns over oil prices and tensions in West Asia.

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Retail investors put ₹38,440 crore into equity mutual funds last month, a modest decline from March levels. The dip occurred amid uncertainty over oil prices and lower SIP collections.

Foreign investors have pulled nearly 60 percent of inflows from India-focused equity funds since their 2024 peak. The shift is attributed to opportunities in global AI investments. Nine billion dollars left India funds during 2026.

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Quant Mutual Fund expects Indian equities to consolidate after the recent rally. The fund sees micro-, small- and mid-cap stocks leading alpha generation.

 

 

 

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