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MFs turn homeward, pare global names
Business Standard
|January 19, 2026
Domestic mutual funds (MFs) tilted their portfolios towards stocks linked to India’s domestic growth theme in December, while trimming exposure to global-facing names, according to an analysis by Nuvama Alternative & Quantitative Research.
Among the most-bought stocks during the month were ICICI Prudential AMC, InterGlobe Aviation, Swiggy, ICICI Bank, and Meesho. To create dry powder, fund managers pared holdings in stocks such as Infosys, Vedanta, and Lupin.
This story is from the January 19, 2026 edition of Business Standard.
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