सितंबर 2026 में स्मॉल-कैप कंपनियों में म्यूचुअल फंड का स्वामित्व बढ़कर 815 हो गया

मुख्य टेकअवे:

• Mutual funds held equity investments worth more than ₹10 crore in 815 small-cap companies at the end of September 2026. 
• The number increased from 803 companies in December 2025, while average mutual fund ownership in the identified companies rose from 9.45% to 9.75%. 
• Rising small-cap mutual fund inflows have coincided with a broader spread of institutional ownership across listed small-cap businesses. 

Mutual Fund Holdings Expand Across Small-Cap Companies 

Indian mutual funds increased their ownership presence across listed small-cap companies during the first nine months of 2026. 

At the end of September, mutual funds held stakes valued at more than ₹10 crore in 815 small-cap companies, compared with 803 at the end of December 2025. 

The figures, reported by Business Standard on 18 October, are based on Prime Database information. 

The number of small-cap companies meeting the stated investment threshold increased by 12 over the nine-month period. 

पहचानी गई कंपनियों में औसत म्यूचुअल फंड का स्वामित्व भी बढ़कर 9.75% हो गया, जबकि दिसंबर 2025 में यह 9.45% था.

This represents an increase of 0.30 percentage points. 

Institutional Ownership Broadens 

The data indicates that mutual funds maintained qualifying investments across a wider group of small-cap companies. 

The ₹10 crore threshold is relevant because it determines which companies are counted in the reported dataset. 

An increase in the number of companies above that threshold can reflect fresh share purchases, changes in market value or both. 

Similarly, a rise in average ownership may result from purchases, changes in the listed shareholding structure or other company-specific transactions. 

The reported numbers establish an increase in institutional ownership across the identified sample but do not isolate the individual transactions responsible for each change. 

Small-Cap Fund Inflows Provide Industry Context 

The latest ownership figures follow continued investment flows into schemes under small-cap mutual fund. 

According to AMFI's September 2026 industry data, small-cap equity funds received net inflows of ₹9,038.57 करोड़.

इसकी तुलना में ₹7,973.33 करोड़ अगस्त में, लगभग 13.4% की वृद्धि.

Small-cap schemes attracted more net inflows than any other equity mutual fund category during September. 

मिड-कैप स्कीम के बाद ₹7,834.84 का निवल इनफ्लो करोड़.

Together, these two categories received approximately ₹16,873.41 crore during the month. 

The figures demonstrate the scale of money entering the two categories, although they do not identify the exact companies or securities purchased using those inflows. 

Portfolio Expansion and Market Liquidity 

Small-cap mutual fund schemes generally invest a prescribed minimum proportion of their assets in companies classified within the small-cap market-capitalisation segment. 

The market includes businesses across manufacturing, financial services, healthcare, technology and other industries. 

Institutional investment in these companies can affect the ownership structure of listed shares. 

However, holdings data alone cannot establish whether trading liquidity has improved. 

Liquidity depends on factors including free float, market participation, trading volumes and the availability of shares. 

The September figures show that mutual fund ownership is distributed across a larger number of small-cap companies than at the end of 2025. 

They also demonstrate the importance of distinguishing between the value of mutual fund investments and the percentage of a company's shares owned by these institutions.