Mutual funds were actively buying in August, with several stocks witnessing substantial additions to their holdings. These purchases not only reflect confidence from fund managers but have also translated into significant gains for investors. Stocks that saw the highest net inflows delivered returns ranging from nearly 7 percent to over 30 percent, highlighting strong momentum driven by institutional interest.
1. Eternal Ltd
Launched in 2010, Zomato connects customers, restaurants, and delivery partners through services like food ordering, restaurant discovery, table bookings, and payments. It supports restaurants with marketing tools and reliable deliveries, operates Hyperpure for B2B procurement, and offers Zomato Gold for members. Blinkit delivers thousands of products within 15 minutes, while Zomato’s “Going-out” business includes dining-out services and Zomato Live ticketing, with plans for further expansion.
The company has a market cap of Rs. 315,228.70 crore, with a current market price of Rs. 326.65. Mutual fund holdings in Eternal rose significantly from July, with 24.59 crore shares added in August, bringing the total holdings to 203 crore shares across 491 schemes. The combined market value of these holdings stood at Rs. 71,692 crore. Since 1st August, the stock has delivered returns of 6.97 percent.
2. Motherson Sumi Wiring India Ltd
Incorporated in 2020 following a demerger from Samvardhana Motherson International, Motherson Sumi Wiring India is primarily engaged in the manufacture and sale of wiring harnesses and related components for automotive original equipment manufacturers. The company has a presence across 16 states and 3 union territories in India and is part of the larger Motherson Group.
The company has a market cap of Rs. 32,534.93 crore, with a current market price of Rs. 49.06. Mutual fund holdings increased slightly from 94.1 crore shares in July to 95.1 crore shares in August, valued at Rs. 3,951 crore. The stock has delivered a robust return of 30.65 percent since 1st August.
3. L&T Finance Ltd
Incorporated in 2008, L&T Finance (LTF) is primarily in the lending business, serving both urban and rural sectors. Rural offerings include finance for women entrepreneurs and farmers through microfinance and rural LAP, while urban offerings include home loans, personal loans, and two-wheeler finance. The company operates in 20 states and 2 union territories and is registered with the RBI as a non-deposit taking Systemically Important NBFC. LTF is a subsidiary of Larsen & Toubro.
The company has a market cap of Rs. 60,271.86 crore, with a CMP of Rs. 241.10. Mutual fund holdings rose from 23.7 crore shares in July to 25.7 crore shares in August, valued at Rs. 5,584 crore. Since 1st August, the stock has returned 19.90 percent.
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4. Bajaj Finance Ltd
Incorporated in 1987, Bajaj Finance (BFL), a subsidiary of Bajaj Finserv, is a leading deposit-taking NBFC registered with the RBI. The company offers a diversified lending portfolio across retail, SME, and commercial customers, including personal and home loans, two- and three-wheeler financing, consumer durables finance, and business loans for SMEs. It also accepts public and corporate deposits and provides a range of financial services products.
The company has a market cap of Rs. 6,28,315 crore, with a CMP of Rs. 1,010. Mutual fund holdings increased slightly from 56.3 crore shares in July to 57.3 crore shares in August, valued at Rs. 50,330 crore. Since 1st August, the stock has delivered a return of 15.16 percent.
5. One97 Communications Ltd
Founded in 2010, One97 Communications operates under the Paytm brand, offering mobile payments and financial services to consumers and merchants. Consumers can use Paytm for recharges, utility payments, rent, education fees, wallet top-ups, and money transfers, while merchants can accept payments through QR codes, payment devices, and UPI. Paytm provides multiple payment instruments, including Wallet and Paytm Postpaid (BNPL), to ensure seamless transactions for both consumers and businesses.
The company has a market cap of Rs. 78,290 crore, with a CMP of Rs. 1,226. Mutual fund holdings rose from 8.7 crore shares in July to 10.3 crore shares in August, valued at Rs. 12,438 crore. The stock has delivered returns of 13.82 percent since 1st August.
6. Samvardhana Motherson International Ltd
Founded in 1975, Samvardhana Motherson International (SAMIL) is among the world’s largest automotive component manufacturers. Its 12 business divisions include Wiring Harness, Vision Systems, Modules & Polymer Products, Integrated Assemblies, and Lighting & Electronics.
SAMIL supplies door panels, bumpers, mirrors, LED lamps, and high-precision plastic parts for commercial and passenger vehicles, two-wheelers, and farm equipment. The company also provides IT services for industries such as aerospace, logistics, and healthcare and operates across Asia Pacific, Europe, Africa, and the Americas.
The company has a market cap of Rs. 1,16,257 crore, with a CMP of Rs. 110. Mutual fund holdings increased from 167.1 crore shares in July to 170 crore shares in August, valued at Rs. 15,765 crore. Since 1st August, the stock has returned 14.82 percent.
written By Manan Gangwar
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