Mutual Funds have been showing increased interest in select Public Sector Undertaking (PSU) stocks due to their strong fundamentals, steady growth, and government backing.
As the Indian economy continues to expand, these companies play a crucial role in infrastructure, energy, and other key sectors. In this article, we highlight four PSU stocks where mutual funds have recently increased their stake, showing growing confidence in their future performance.
1. NBCC (India) Limited
NBCC (India) Limited is a government-owned construction and real estate company. It mainly works on building housing projects, office spaces, and infrastructure for the government and public sector. The company also handles project management consultancy (PMC) and redevelopment of old buildings into modern complexes. NBCC plays an important role in India’s urban development and is known for its reliable and timely project execution.
The shares of NBCC Ltd with a market capitalization of Rs. 30,902 Crore, opened at Rs. 114.45 per equity share, from its previous day’s closing price of Rs.114.40. In NBCC Ltd, the institutions increased their holding from 8.93 percent in March 2025 to 11.23 percent in June 2025. This shows an increase of 2.3 percent, reflecting stronger interest from global investors in the first quarter of FY26.
2. NTPC Limited
NTPC Ltd, also known as National Thermal Power Corporation, is a leading company in India, mainly focused on producing and selling large amounts of electricity to state power companies. Along with its partner companies and joint ventures, NTPC is also involved in other activities such as giving expert advice, managing and supervising power projects, trading electricity, exploring oil and gas, and mining coal.
The shares of NTPC Limited, with a market capitalization of Rs. 3,32,742 Crore, opened at Rs. 343.25 per equity share, from its previous day’s closing price of Rs. 342.95.
In NTPC Limited, the institutions increased their holding from 27.22 percent in March 2025 to 28.92 percent in June 2025. This shows an increase of 1.7 percent, reflecting stronger interest from global investors in the first quarter of FY26.
3. Steel Authority of India Limited (SAIL)
Steel Authority of India Limited (SAIL) is one of the biggest steel-producing companies in India and is recognized as a Maharatna among government-owned enterprises. SAIL offers a wide range of steel products used in different industries such as construction, railways, power, engineering, automobiles, defense, and household appliances. It is a fully integrated company that handles everything from making iron to finished steel products.
The shares of Steel Authority of India Limited, with a market capitalization of Rs. 56,086 crore, opened at Rs. 134.95 per equity share, from its previous day’s closing price of Rs. 134.75.
In Steel Authority of India Limited, the institutions increased their holding from 15.75 percent in March 2025 to 17.30 percent in June 2025. This shows an increase of 1.55 percent, reflecting stronger interest from global investors in the first quarter of FY26.
4. Bharat Heavy Electricals Limited (BHEL)
Bharat Heavy Electricals Ltd (BHEL) is a government-owned company and one of India’s leading engineering and manufacturing companies. It mainly makes equipment for power plants and provides services like designing, building, testing, and maintaining them.
BHEL works for many important sectors such as power, industry, transport, renewable energy, oil and gas, and defence. It plays a key role in supporting the country’s infrastructure and development through its wide range of products and services.
The shares of Bharat Heavy Electricals Limited, with a market capitalization of Rs. 87,578 Crore, opened at Rs. 251.65 per equity share, from its previous day’s closing price of Rs. 251.05.
In Bharat Heavy Electricals Limited, the institutions increased their holding from 16.34 percent in March 2025 to 18.45 percent in June 2025. This shows an increase of 2 percent, reflecting stronger interest from global investors in the first quarter of FY26.
Written by Sudeep Kumbar
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