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Which Stocks Do
Mutual Funds Hold?

Discover exactly which stocks India's mutual funds are buying and selling — every month. Track fresh entries, exits, and portfolio changes across 1000+ funds. Data from AMFI. Education only — not investment advice.

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Track India's
Mutual Fund Industry

AUM, net flows, SIP trends & new fund launches — month by month. 5 years of official AMFI data. No login. No paywall. Free forever.

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Track Every Fund's Stock Holdings

India's only free platform where you can see exactly what stocks mutual funds are buying and selling — updated every month from official AMFI data.

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Search Any Stock
Type any stock name — Infosys, HDFC Bank, Tata Motors — and see which mutual funds hold it, at what weight, and how it changed this month.
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Full Fund Portfolio
Open any fund page to see its complete stock-by-stock portfolio — with weights, sector allocation, and month-on-month changes.
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Fresh Monthly Data
Every month, AMFI releases portfolio disclosures. We process all 1000+ funds so you can track new entries, exits, and weight changes instantly.
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Compare Fund Categories
Browse small cap, large cap, mid cap, flexi cap and more — with live NAV, returns, and portfolio overlap analysis across categories.

Popular Stocks to Explore

Search all 1320 stocks →
Infosys Limited
IT Software
HDFC Bank Limited
Banking
Reliance Industries
Oil & Gas
ICICI Bank Limited
Banking
Tata Consultancy Services
IT Software
Larsen & Toubro
Capital Goods
Bajaj Finance Limited
Finance
Sun Pharma Industries
Pharma
Maruti Suzuki India
Auto
Titan Company Limited
Consumer
Kotak Mahindra Bank
Banking
State Bank of India
Banking

Browse Funds by Category

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Small Cap Funds
High risk · High potential · Active stock picks
Large Cap Funds
Lower risk · Blue chip stocks · Stable portfolios
Mid Cap Funds
Balanced risk · Growth oriented · Active picks
Flexi Cap Funds
Dynamic allocation · Any market cap · Manager driven
ELSS Tax Saver
80C benefit · 3yr lock-in · Equity portfolios
Focused Funds
Max 30 stocks · High conviction picks
Multi Cap Funds
Mandatory 25% each · Diversified holdings
Index Funds
Passive · Tracks Nifty/Sensex · Low cost

How Our Data Works

Every mutual fund in India is required by SEBI to disclose its complete stock-by-stock portfolio to AMFI (amfiindia.com) ↗ every month. We download this official data, process it across all 1000+ active funds, and make it available here — completely free. You can see fresh entries (stocks a fund bought this month), exits (stocks a fund sold completely), weight increases, and weight decreases for every fund. No guesswork. No estimates. Pure official data, presented clearly.

What Is a
Mutual Fund?

A mutual fund pools money from many investors and invests it in stocks, bonds, or other securities, managed by a professional fund manager.

  • 🏦
    Asset Management Company (AMC)
    The firm that creates and manages mutual fund schemes — e.g., SBI MF, HDFC MF, Mirae Asset, Nippon India MF.
  • 📊
    NAV — Net Asset Value
    The per-unit price of a fund, calculated daily. NAV = (Total Assets – Liabilities) / Total Units outstanding.
  • 🛡️
    SEBI Regulated
    All funds in India are governed by SEBI (Securities and Exchange Board of India) under MF Regulations 1996.
  • 📈
    Units & Returns
    You buy "units" of a fund. Profit = increase in NAV × units held, plus dividend payouts if applicable.
Your ₹
Pooled with thousands
of others → diversified

Types of Mutual Funds

SEBI officially categorises all mutual funds in India into 5 broad categories and 36 sub-types. Each has a different risk level, return potential, and ideal investment horizon.

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Equity Funds

Invest in stocks for long-term wealth creation. Includes Large Cap, Mid Cap, Small Cap, Flexi Cap, Multi Cap, ELSS, Sectoral and more. Best for 5+ year horizons.

High Risk · 10 Sub-Types
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Debt Funds

Invest in bonds, treasury bills and fixed income instruments. From Overnight and Liquid funds to Dynamic Bond and Gilt funds. Ideal for short-to-medium goals.

Low Risk · 16 Sub-Types
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Hybrid Funds

Mix of equity and debt. Balanced Advantage, Aggressive Hybrid, Multi Asset, Arbitrage and more. Great starting point for first-time investors with a 3–5 year view.

Moderate Risk · 7 Sub-Types
🎯
Solution-Oriented

Purpose-built funds for Retirement Planning and Children's Future. Come with a mandatory 5-year lock-in to promote disciplined, goal-focused investing.

Varies · 2 Sub-Types
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Index Funds, ETFs & FoF

Passively track a market index like Nifty 50 or Sensex. Very low cost, no manager bias. ETFs trade on exchanges. Fund of Funds invest in other mutual funds including global ones.

Moderate Risk · 3 Sub-Types
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All 36 Categories Explained

Read our complete guide — every SEBI-defined fund type explained in plain English, with risk levels, who should invest, ideal horizon, and Top 5 funds for each category.

Explore All Fund Types →

How to Start Investing

A beginner can start investing in just 15 minutes. Here's exactly how.

1
Complete Your KYC
Know Your Customer (KYC) is mandatory. Submit PAN card, Aadhaar, and bank details. Can be done 100% online via CAMS, KFintech, or any AMC website.
💡 One-time process — valid for all mutual funds in India forever.
2
Choose Where to Invest
Direct plans via AMC websites give the best returns (no commission). Or use platforms like Zerodha Coin, Kuvera, Groww, or MFCentral for ease.
💡 Always choose "Direct Plan" over "Regular Plan" — saves 0.5–1% in annual commissions.
3
Pick the Right Fund
Match your risk appetite, investment goal, and time horizon. Use Value Research Online or Morningstar India to compare fund ratings and historical performance.
💡 Past returns don't guarantee future performance — assess consistency over 5–10 years.
4
Start a SIP or Lump Sum
SIP (Systematic Investment Plan) invests a fixed amount monthly — as low as ₹100/month. It averages out your cost via rupee-cost averaging. Lump sum is for one-time investments.
💡 SIP + long term = the most powerful wealth-building formula in India.
5
Monitor & Rebalance
Review your portfolio once or twice a year. Rebalance if equity allocation drifts significantly. Don't panic-sell during corrections — stay invested for the long haul.
💡 Time in market > timing the market. Patience is your biggest edge.

Key Concepts to Know

SIP
Systematic Investment Plan — invest a fixed amount at regular intervals, smoothing volatility via rupee-cost averaging.
NAV
Net Asset Value — the per-unit market value of a fund's assets minus liabilities, calculated and published daily.
AUM
Assets Under Management — total market value of all investments managed by an AMC or a particular fund scheme.
Expense Ratio
Annual fee charged by the fund to cover operational costs. Direct plans always have a lower expense ratio than regular plans.
Exit Load
A fee charged when you redeem units before a specified period — typically 1% for equity funds if redeemed within 1 year.
Benchmark
An index (like Nifty 50 or Sensex) against which a fund's performance is measured. A good fund consistently beats its benchmark.
Alpha
The excess return a fund generates over its benchmark — a direct measure of the fund manager's skill and added value.
Beta
Measures a fund's volatility relative to the market. Beta > 1 = more volatile than the index. Beta < 1 = less volatile.
Sharpe Ratio
Risk-adjusted return. Higher Sharpe = better return per unit of risk taken. Use to compare funds within the same category.
CAGR
Compound Annual Growth Rate — the annualised return of an investment over a specified period, accounting for compounding.
Folio
Your unique account number with an AMC. You can hold multiple schemes from the same AMC under one folio number.
Lock-in Period
The minimum period you must stay invested. ELSS has 3 years; closed-ended funds have fixed maturities of 3–7 years.

SEBI Regulations &
Investor Protection

SEBI

Securities and Exchange Board of India

India's capital market regulator governing all mutual funds under SEBI (Mutual Funds) Regulations, 1996.

Association of Mutual Funds in India (AMFI)

The self-regulatory body ensuring ethical practices and investor education across the MF industry. amfiindia.com ↗

  • Trustee Oversight: Every AMC has an independent Board of Trustees that protects investor interests and ensures full fund compliance with SEBI rules.
  • Segregated Custody: Investor assets are held with an independent custodian — completely separate from AMC's own assets. AMCs cannot misuse your money.
  • Mandatory Disclosures: AMCs must publish monthly portfolios, daily NAVs, and annual reports. Full transparency is required by law.
  • SCORES Portal: Investors can file complaints directly with SEBI via scores.gov.in — the SEBI Complaint Redress System.
  • MFCentral: Official CAMS & KFintech joint portal to view, manage, and consolidate all your MF investments — mfcentral.com.
  • Risk-O-Meter: SEBI mandates every fund display a standardised risk label (Low to Very High) so investors know exactly what they're getting into.

Mutual Fund Taxation in India

Tax treatment depends on fund type and holding period. As per Finance Act 2024 (effective July 23, 2024).

Fund TypeHolding PeriodGain TypeTax RateNotes
Equity Funds (≥65% equity)< 12 monthsSTCG20%Increased from 15% in Budget 2024
Equity Funds (≥65% equity)≥ 12 monthsLTCG12.5%First ₹1.25L/yr exempt; was 10% earlier
Debt FundsAnySTCG / LTCGAs per slabIndexation removed post-April 2023
Hybrid (Equity-oriented)≥ 12 monthsLTCG12.5%Same as equity if equity allocation ≥ 65%
ELSS Funds3 years (lock-in)LTCG12.5%Tax deduction ₹1.5L under Sec 80C (old regime)
International / FoFAnySTCG / LTCGAs per slabTreated as debt funds for taxation
Liquid / Money MarketAnySTCG / LTCGAs per slabGains taxed at applicable income slab rate
⚠️ Tax Disclaimer: Tax laws change frequently. The above is based on Finance Act 2024. RightAdvise.com is NOT a tax advisor. Always consult a qualified CA for personalised tax advice.

Articles & FAQs

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⚠️ Disclaimer: RightAdvise.com is NOT registered with SEBI. Responses to queries are general educational information only and do not constitute investment advice. For personalised financial advice, please consult a SEBI-registered investment advisor.
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