INDIA MUTUAL FUNDS
Mutual fund intelligence from India's public disclosure web.
MarketOS collects monthly portfolio disclosures published as messy spreadsheets, normalizes them into a canonical model, validates every row, repairs its own parsers when the source drifts, and turns the result into evidence-backed signals.
MARKET SIGNALS
Sector rotation & Accumulation
Period ending 2026-07-31. Deltas are percentage points of scheme net assets.
Sector rotation
Most accumulated
| Security | Schemes | Total delta |
|---|---|---|
|
Bharti Airtel Limited
INE397D01024
|
4 | +0.62pp |
|
HCL Technologies Limited
INE860A01027
|
3 | +1.85pp |
|
Infosys Limited
INE009A01021
|
3 | +0.88pp |
|
Tata Consultancy Services Limited
INE467B01029
|
3 | +0.77pp |
|
Mahindra & Mahindra Limited
INE101A01026
|
3 | +0.73pp |
Most reduced
| Security | Schemes | Total delta |
|---|---|---|
|
HDFC Bank Limited
INE040A01034
|
5 | -3.19pp |
|
Axis Bank Limited
INE238A01034
|
4 | -1.65pp |
|
Coal India Limited
INE522F01014
|
4 | -1.18pp |
|
Dr. Reddy's Laboratories Limited
INE089A01031
|
3 | -0.51pp |
|
Kotak Mahindra Bank Limited
INE237A01036
|
3 | -0.39pp |