June MF Trends: Asian Paints, Vishal Mega Mart See Highest Inflows; ICICI Bank, Infosys Face Exits

Mutual funds exhibited a focused investment approach in June 2025, concentrating their buying and selling activity in a limited basket of stocks. While there are over 4,000 companies listed on the BSE, mutual funds maintained active holdings in only about 1,200. However, bulk investments were directed toward just a few prominent names.

During the month, only 16 companies saw fresh mutual fund inflows in the range of ₹1,000 crore to ₹10,000 crore. Another 21 stocks attracted capital between ₹500 crore and ₹1,000 crore. The majority of mutual fund activity, however, remained in the ₹1 crore to ₹500 crore bracket across more than 1,000 other companies.

Asian Paints and Vishal Mega Mart Lead Buys

Among the biggest gainers, Asian Paints stood out as the top pick, receiving over ₹10,000 crore in mutual fund inflows following a significant block deal wherein Reliance Industries sold its stake. Another large inflow was seen in Vishal Mega Mart, which drew ₹7,865 crore after a promoter stake sale through a block deal.

Invest in Indian Markets and Unlock Future Potential With 5paisa!

Open Account Now

Several other companies witnessed strong buying activity. Notably, Bajaj Finserv, Dixon Technologies, NTPC, Biocon, State Bank of India, Trent, Kaynes Technology, and Siemens Energy India each attracted mutual fund investments ranging from ₹2,000 crore to ₹4,750 crore. Additionally, firms like Swiggy, Aditya Birla Capital, Sai Life Sciences, Mahindra & Mahindra, Alkem Laboratories, and Premier Energies secured inflows of over ₹1,000 crore each.

ICICI Bank, Infosys, and Reliance See Heavy Outflows

On the other hand, mutual funds trimmed their holdings in some large-cap names. ICICI Bank led the pack with outflows of ₹1,653 crore. It was followed by Infosys and Reliance Industries, which saw sell-offs worth ₹1,500 crore and ₹1,492 crore, respectively.

Other stocks facing significant mutual fund exits included Tata Motors, Coal India, IndusInd Bank, and Bharti Airtel—each recording withdrawals of over ₹1,000 crore. An additional 16 companies experienced outflows between ₹500 crore and ₹1,000 crore, while over 400 stocks saw lighter selling activity in the ₹1 crore to ₹500 crore range.

Conclusion

The June mutual fund data highlights both buying and selling was concentrated in a relatively small number of stocks. While several large-cap and emerging companies saw notable inflows, a few major firms also witnessed significant exits. The activity underscores the targeted nature of mutual fund positioning during the month.