Mutual funds bought these midcap and largecap stocks before the budget, have you also invested

Mutual Funds Latest Stock Strategy: Mutual Fund investment is important in the stock market. Mutual funds keep changing their stock strategy from time to time by sensing the mood and environment of the market. From time to time, through research, the professional team sitting in the fund house finds out those sectors and stocks whose outlook is becoming strong or weak. After which they increase or decrease a stock in their portfolio or add a new one. Brokerage house Motilal Oswal has given information in its latest report that which stocks the mutual fund has bought or sold recently.

Return: SIP of Rs 2500 became Rs 7 crore, 21% annualized return since launch

Investors also keep an eye on

Many investors also keep an eye on which stocks the mutual funds are investing in or which stocks they are selling. Actually, the expert team of equity in the mutual fund house researches every aspect of the company by looking at the market movement. The things that are prioritized in their research are which company has the potential to become a leader in its sector or perform better. Which company’s business model is strong, which sectors will flourish in the coming days. What is the balance sheet of the company. On the basis of all these, they include or exclude the stock in the portfolio. In such a situation, investors also follow them.

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In which sectors allocation increased or decreased

Talking about the month of June, mutual funds have increased allocation in some sectors on a monthly basis, which include technology, telecom, private banks, automobiles, consumer durables, chemicals and insurance sectors. On the other hand, the sectors in which allocation has been reduced or moderated include capital goods, PSU banks, utilities, metals, healthcare, consumer and real estate.

• The average weightage of mutual funds in the technology sector increased to 8.3 per cent (+60bp MoM; -100bp YoY) in June 2024.
• The weightage in the telecom sector increased to a 46-month high of 3.2% (+20bp MoM, +70bp YoY) by the end of June.
• The weightage in capital goods declined to 8.1% (-40bp MoM; +110bp YoY) in June 2024.
• Weightage in the PSU bank sector also declined to a 7-month low of 3% (-30bp MoM, -30bp YoY).

Up to 7.75% return on savings account, customers of these banks including SBI, HDFC Bank, ICICI Bank will have to do this work

In which 10 stocks did you increase your investment?

HDFC Bank
Reliance Industries
Infosys
ICICI Bank
Indus Towers
Axis Bank
M&M
Tax Consultant
Kotak Bank
Emphasis

Investment: Monthly income will be 20 thousand to 60 thousand, 3 risk free investments for regular income

In which 10 stocks did you reduce your investment?

PFC
L&T
Hindalco
Zeel
Coal India
HPCL
REC
PNB
SAIL
Adani Power