Mutual funds' September 2026 portfolio moves: Top 5 stocks bought and sold across large-, mid- and small-cap segments

Mutual funds reshuffled their stock portfolios in September 2026, increasing exposure to select large-, mid-, and small-cap stocks while cutting holdings in others. Find out which stocks saw the biggest changes across market capitalization. 

Mutual fund portfolios saw shifts across large-, mid-, and small-cap stocks in September 2026, with fund managers adding to their positions in some companies while trimming exposure to others.

These changes provide a snapshot of how mutual fund holdings evolved across different market-cap segments during the month.

According to the latest Fund Folio -Indian Mutual Fund Tracker report by Motilal Oswal Financial Services, mutual funds were net buyers in 28 of the 50 Nifty stocks in September 2026, accounting for 56% of the benchmark's constituents.

The buying trend extended to mid- and small-cap stocks, with mutual funds being net buyers in 54 of the Nifty Midcap 100 constituents and 55 of the Nifty Smallcap 100 stocks, representing 54% and 55% of the respective indices.

Here are the five stocks in each market-cap segment that recorded the biggest increases and decreases in mutual fund shareholdings in September 2026.

Which large-cap stocks did mutual funds buy and sell most in September 2026?

Among Nifty 50 stocks, BSE recorded the sharpest increase in mutual fund holdings in September 2026, rising 34.6% from August. Mutual funds held 6.49 crore shares of the company at the end of September.

*Source: Motilal Oswal Financial Services’ Fund Folio: Indian Mutual Fund Tracker; MoM refers to month-on-month change, comparing September 2026 with August 2026; Nifty 50 considered