Mutual funds raising stakes in select stocks during the September quarter signals growing institutional confidence and a positive earnings outlook. For investors, this trend highlights emerging opportunities backed by professional conviction, while for the industry, it reflects shifting sentiment toward sectors showing resilience, growth potential, and improved fundamental strength.
The stocks to watch out for are listed below
1. Asahi India Glass Ltd
Asahi India Glass Ltd is India’s largest manufacturer of automotive and architectural glass, serving a wide range of industries including automotive, construction, and solar energy. The company is known for its high-quality glass products, offering solutions for vehicles, buildings, and solar panels. With a focus on innovation and sustainability, it continues to grow its footprint both in the domestic and global markets.
The mutual fund’s stake in the company increased by 3.18 percent, rising from 1.71 percent in June 2025 to 4.89 percent in September 2025. This increase reflects the Mutual fund’s growing confidence in the company’s prospects and could signal a strategic move to align its interests with the company’s long-term growth. Such rises in stake are typically seen as a positive sign, indicating the fund’s commitment to the company’s performance and stability.
2. Eternal Ltd
Eternal Ltd is a prominent player in the manufacturing and distribution of a diverse range of industrial products, including chemicals, packaging materials, and specialty products. The company is known for its commitment to quality and innovation, serving various sectors such as automotive, construction, and consumer goods. Eternal Ltd focuses on sustainable practices and technological advancements to maintain its competitive edge in the market.
The mutual fund’s stake in the company increased by 3.09 percent, rising from 21.59 percent in June 2025 to 24.68 percent in September 2025. This increase reflects the Mutual fund’s growing confidence in the company’s prospects and could signal a strategic move to align its interests with the company’s long-term growth. Such rises in stake are typically seen as a positive sign, indicating the fund’s commitment to the company’s performance and stability.
3. Adani Energy Solutions Ltd
Adani Energy Solutions Ltd, a subsidiary of the Adani Group, is a leading player in the energy sector, specializing in power generation, transmission, and distribution. The company focuses on clean energy initiatives, including solar and renewable energy projects, as part of its commitment to sustainability. With a strong presence in both domestic and international markets, it is poised to lead the transition towards greener energy solutions.
The mutual fund’s stake in the company increased by 3.07 percent, rising from 3.19 percent in June 2025 to 6.26 percent in September 2025. This increase reflects the Mutual fund’s growing confidence in the company’s prospects and could signal a strategic move to align its interests with the company’s long-term growth. Such rises in stake are typically seen as a positive sign, indicating the fund’s commitment to the company’s performance and stability.
4. Havells India Ltd
Havells India Ltd is a well-known name in the electrical and home appliance sector, offering products like fans, lighting solutions, wiring accessories, and home appliances. The company is recognized for its high-quality, energy-efficient products and innovative technology. It has built a strong market presence through a wide distribution network, and it continues to lead in creating eco-friendly solutions for modern living.
The mutual fund’s stake in the company increased by 0.87 percent, rising from 5.55 percent in June 2025 to 6.42 percent in September 2025. This increase reflects the Mutual fund’s growing confidence in the company’s prospects and could signal a strategic move to align its interests with the company’s long-term growth. Such rises in stake are typically seen as a positive sign, indicating the fund’s commitment to the company’s performance and stability.
Written by Sridhar J
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