Mutual Funds Stocks FY26 Returns: Ather Energy Leads Nine-Stock Basket Across Sectors

Mutual funds increased exposure to a group of nine listed companies in November, and these counters have already produced solid FY26 gains. Every stock in this basket has delivered double‑digit returns, led by Ather Energy, which has surged about 114 per cent since listing, highlighting where domestic institutional money has been concentrating this financial year.

Data from ACE MF and ACE Equity show a broad rise in both the number of mutual fund schemes and the rupee value of holdings between October and November. The stocks span auto, finance, telecom, information technology and consumer segments, indicating that buying interest is spread across sectors rather than tied to a single market theme.

Across these nine mutual funds stocks FY26 returns range from 11 per cent to 114 per cent. Scheme participation is generally higher in November than in October for each company, suggesting steady accumulation. The pattern points to domestic institutions using prevailing market conditions to scale up positions in select names with strong liquidity and identifiable earnings drivers.

Telecom and information technology stand out among the mutual funds stocks FY26 returns basket because both sectors attracted sustained inflows alongside healthy price moves. Fund managers added positions even after recent gains, which indicates conviction about medium‑term prospects. The rising count of schemes also implies wider ownership across actively managed equity products.

Bharti Airtel remained one of the most widely held mutual funds stocks FY26 returns candidates. The number of schemes owning the telecom major rose from 610 in October to 630 in November. Mutual fund holdings were worth 1,33,918 crore rupees, while the share price advanced 20 per cent in FY26, supporting positive sentiment around sector earnings visibility.

Indus Towers also drew more institutional interest within mutual funds stocks FY26 returns. Mutual fund schemes holding the stock increased from 217 to 232 between October and November. The value of these positions stood at 15,304 crore rupees, and the counter has delivered a 23 per cent return in FY26, reflecting expectations of stable tower demand and cash flows.

Among consumer‑focused mutual funds stocks FY26 returns names, Asian Paints saw higher allocations. The stock appeared in 276 schemes in October and 302 schemes in November. Combined mutual fund investments reached 29,604 crore rupees, and Asian Paints has generated a 19 per cent gain so far in FY26, underlining steady institutional demand for established consumption franchises.

mutual funds stocks FY26 returns: auto and finance participation

Ather Energy is the standout performer within the mutual funds stocks FY26 returns group. The auto and EV company listed on the stock exchanges in May 2025 and quickly attracted institutional money. Mutual fund schemes holding the stock rose from 72 in October to 98 in November, with the market value of these stakes touching 4,630 crore rupees by month‑end.

Since listing at its issue price, Ather Energy’s share price has climbed 114 per cent, the strongest gain among the nine mutual funds stocks FY26 returns names. The combination of a sharp price move over a short period and rising scheme participation has increased the company’s visibility among domestic institutional investors during FY26.

Another auto stock in the mutual funds stocks FY26 returns basket, Mahindra & Mahindra, also received more domestic flows. The number of schemes invested in Mahindra & Mahindra increased from 521 in October to 536 in November. The market value of these mutual fund holdings reached 75,247 crore rupees, and the stock has returned 35 per cent in FY26.

Within finance‑linked mutual funds stocks FY26 returns, Shriram Finance registered higher attention from fund managers. Schemes owning the stock moved up from 300 in October to 316 in November. Mutual fund investments were valued at 21,413 crore rupees, and Shriram Finance has produced a 30 per cent gain in the current financial year, placing it among the stronger performers.

mutual funds stocks FY26 returns: IT and services counters

Information technology and services‑related names accounted for three of the nine mutual funds stocks FY26 returns. Sagility featured in 85 mutual fund schemes in October, which increased to 109 schemes in November. Fund holdings in this IT services player were valued at 2,942 crore rupees, and the stock has posted an 18 per cent advance so far in FY26.

Mphasis also attracted more institutional participation within mutual funds stocks FY26 returns. The number of schemes holding Mphasis rose from 216 in October to 242 in November. Mutual fund positions were worth 16,673 crore rupees, and the stock has delivered a 16 per cent return in FY26, putting it near the middle of the performance range in this group.

Tech Mahindra completed the information technology segment of mutual funds stocks FY26 returns. The stock was present in 394 mutual fund schemes in October and 411 schemes in November. Mutual fund holdings stood at 28,669 crore rupees, and Tech Mahindra shares posted an 11 per cent price gain in FY26, the lowest return within the nine‑stock basket but still in double digits.

The key data for these nine mutual funds stocks FY26 returns names that saw net buying by more than 15 mutual funds in November are summarised below.

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

Across these nine mutual funds stocks FY26 returns counters, scheme participation and rupee holdings mostly increased between October and November, while returns currently range from 11 per cent to 114 per cent. The views and recommendations mentioned relate to market analysts and do not represent advice from the author or Greynium Information Technologies, and Goodreturns.in states that investors should consult certified experts before making investment decisions.