Top 5 Stocks Where Mutual Funds Increased Their Stake by Up to 113% in Q4
Mutual funds significantly increased their exposure to select stocks from the power and financial services sectors in Q4, with gains reaching up to 113%, highlighting strong institutional buying and broad-based accumulation trends across multiple industries.
Rising MF ownership signals strong institutional conviction driven by earnings visibility, sectoral tailwinds, and improving liquidity, making these stocks key beneficiaries of sustained domestic fund inflows and potential rerating support. Here are the stocks that saw significant stake increases by mutual funds:
Adani Power Ltd
Adani Power (APL), a part of the diversified Adani Group, is the largest private thermal power producer in India. The company, along with its subsidiaries, sells power generated from these projects under a combination of long-term Power Purchase Agreements, short-term PPAs, and on a merchant basis. With a market capitalization of Rs 3,82,608 crore, the share of the company closed at Rs 198.40 per share, from its previous close of Rs 193.10.
Urban Company
Urban Company is a leading, tech-enabled, at-home service provider founded in 2014 by Abhiraj Bhal, Varun Khaitan, and Raghav Chandra. It connects users with trained, Skill India-certified professionals for beauty, cleaning, plumbing, carpentry, and appliance repairs across India, the UAE, Singapore, and KSA. With a market capitalization of Rs 20,603 crore, the share of the company closed at Rs 133.60 per share, from its previous close of Rs 134.15. In this company, MF holding increased from 6.5 crore to 13.9 crore shares (113.8 percent increase), held across 71 schemes, with a market value of Rs 1,652 crore.
Billionbrains Garage Ventures Ltd (Groww)
Billionbrains Garage Ventures Limited is the parent company of Groww, India’s largest and fastest-growing direct-to-customer (D2C) fintech platform as of June 2025. Based in Bangalore, it operates a digital platform for investing in stocks, mutual funds, derivatives, and bonds, alongside providing margin trading and personal loans. With a market capitalization of Rs 1,24,405 crore, the share of the company closed at Rs 198.30 per share, from its previous close of Rs 203.10. In this company, MF holding increased from 29.6 crore to 33.3 crore shares (12.5 percent increase), held across 126 schemes, with a total market value of Rs 5,006 crore.
Lodha Developers Ltd
Lodha Developers Ltd is one of India’s largest real estate developers by residential sales, with a significant presence in the Mumbai Metropolitan Region (MMR), Pune, and recently Bengaluru. With over 40 years of experience, Lodha has developed over 85 million square feet of property, predominantly in the MMR. With a market capitalization of Rs 87,145 crore, the share of the company closed at Rs 872.35 per share, from its previous close of Rs 873.70. In this company, MF holding increased from 1.6 crore to 3.3 crore shares (106 percent increase), held across 134 schemes, with total market value at Rs 2,255 crore.
Bank of Baroda Ltd
Bank of Baroda (BoB) is a leading Indian public sector bank founded in 1908, headquartered in Vadodara, and widely recognized as the second-largest public sector bank in India. It offers a comprehensive range of financial services, including personal banking, corporate banking, and digital solutions via its bob World app to over 132 million customers. With a market capitalization of Rs 1,44,565 crore, the share of the company closed at Rs 279.55 per share, from its previous close of Rs 279.20. In this company, MF holding increased from 52.3 crore to 54.3 crore shares (3.82 percent) in March 2026, across 303 schemes, with total market value rising to Rs 13,446 crore.
The significant increase in MF stakes in these companies reflects strong institutional confidence and positive market sentiment, making these stocks attractive for investors looking for long-term growth opportunities.
