Synopsis: In September 2025, some top mutual funds restructured their portfolios by buying and selling. This included major players that have made significant adjustments in their portfolios.

The month saw significant portfolio adjustments among India’s leading fund houses. These changes highlight the strategies used by these funds.

Buying Highlights

ICICI Prudential Mutual Fund : This fund made bold moves in September, boosting its holdings in HDFC Bank, Sun Pharma, and Infosys. It also ventured into new territory by picking up shares in Adani Power and healthcare-focused names like Rainbow Children’s Medicare and Urban Company—signaling a clear tilt toward emerging growth themes.

HDFC Mutual Fund: HDFC MF leaned heavily into banking and pharma. It added Kotak Mahindra Bank, ICICI

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