Mutual Funds Increase Holdings in Nine Stocks in November 2025, Driving Strong FY26 Gains Across Sectors

More than 15 mutual funds increased positions in nine stocks in November, and these shares have already produced strong gains in FY26. According to ACE MF and ACE Equity, each of the nine counters has generated double‑digit returns so far, with the best performer delivering about 114 per cent since listing.

The buying interest spans auto, finance, telecom, information technology and consumer sectors, showing broad participation across the market. Many of these stocks also saw a rise in the number of mutual fund schemes between October and November, alongside a rise in the rupee value of holdings.

Bharti Airtel stayed among the most widely owned telecom names. Mutual fund schemes holding the stock increased to 630 in November, from 610 in October. Fund holdings in Bharti Airtel totalled Rs 1,33,918 crore, while the share price advanced 20 per cent in the current financial year, reflecting steady sector performance.

Indus Towers also recorded higher institutional interest. The number of mutual fund schemes invested climbed to 232 in November, compared with 217 a month earlier. The combined value of these holdings reached 15,304 crore rupees. Indus Towers shares delivered a 23 per cent gain in FY26, indicating consistent returns within the telecom space.

Mahindra & Mahindra saw fresh inflows from domestic mutual funds. Schemes invested in the auto major increased to 536 in November, versus 521 in October. The market value of mutual fund stakes touched 75,247 crore rupees. Mahindra & Mahindra’s shares appreciated 35 per cent in FY26, placing the stock among the stronger performers in this group.

Shriram Finance also drew more attention from fund managers. The number of schemes holding the company’s shares rose to 316 in November, from 300 in October. Total mutual fund investments stood at 21,413 crore rupees. Shriram Finance delivered a 30 per cent return during the ongoing financial year, highlighting interest in select non‑bank finance companies.

IT and consumer mutual funds positions expand

Within information technology and consumer segments, several stocks saw higher allocations. Asian Paints was owned by 302 mutual fund schemes in November, up from 276 in October. The value of these holdings reached 29,604 crore rupees. Asian Paints shares generated a 19 per cent return in FY26, reflecting continued demand for leading consumer names.

Sagility, another stock in focus, appeared in 109 mutual fund schemes during November, compared with 85 in October. Mutual fund holdings in Sagility were valued at 2,942 crore rupees. The stock posted an 18 per cent gain so far this year, suggesting growing confidence among institutional investors in this company.

Mphasis attracted more schemes as well, with participation rising to 242 in November from 216 in October. Mutual fund ownership in rupee terms stood at 16,673 crore rupees. Mphasis shares advanced 16 per cent in FY26. Tech Mahindra saw 411 schemes invested in November, higher than 394 in October, with holdings worth 28,669 crore rupees and an 11 per cent price gain in the period.

Ather Energy draws mutual funds attention

Ather Energy, which listed on the stock exchanges in May 2025, emerged as the leading gainer among these nine counters. Mutual fund interest accelerated in November, when 98 schemes held the stock, up from 72 in October. The value of mutual fund stakes in Ather Energy reached 4,630 crore rupees.

Since listing at its issue price, Ather Energy’s share price has climbed by 114 per cent, making it the top performer in this set of stocks. The sharp move in a short period, combined with increased mutual fund participation, places the company at the centre of institutional focus for FY26.

Key mutual funds stock data overview

The table below summarises the available figures for schemes, holdings and FY26 returns across the nine stocks accumulated by mutual funds in November.

Stock	Sector	Schemes (Oct)	Schemes (Nov)	MF holdings (Rs crore)	FY26 return (%)
Ather Energy	Auto / EV	72	98	4,630	114
Mahindra & Mahindra	Auto	521	536	75,247	35
Shriram Finance	Finance	300	316	21,413	30
Indus Towers	Telecom	217	232	15,304	23
Bharti Airtel	Telecom	610	630	1,33,918	20
Asian Paints	Consumer	276	302	29,604	19
Sagility	IT / Services	85	109	2,942	18
Mphasis	IT	216	242	16,673	16
Tech Mahindra	IT	394	411	28,669	11

Overall, the nine stocks added by more than 15 mutual funds in November show rising institutional interest and solid FY26 gains across sectors. Returns range from 11 per cent to 114 per cent, and scheme participation has generally increased between October and November, underlining a broad‑based investment trend.

The views and recommendations mentioned relate to market analysts and do not represent advice from the author or Greynium Information Technologies. The author, any brokerage firm, and Greynium are not responsible for losses arising from actions based on this article. Goodreturns.in states that investors should consult certified experts before making investment decisions.