Active fund managers hiked exposure to these sub-sectors. Are you invested in any of these?

The volatility and shifting market dynamics of the past few months have given fund managers an opportunity to take fresh positions in some sectors. Here are the top sub-sectors where  active mutual fund managers have either taken fresh positions in certain stocks, or increased exposure significantly over the last six months. Only actively managed equity mutual fund schemes and hybrid schemes (not arbitrage funds) have been considered for this. The data is as of 31 October 2024. Source: ACEMF.

Paints

Growth of MF investment over the last six months: 127 percent.
Current market value of the investment: Rs 10,511 crore.

Fintech

Growth of MF investment over the last six months: 111 percent.
Current market value of the investment: Rs 15,220 crore.

Electronics – Components

Growth of MF investment over the last six months: 109 percent.
Current market value of the investment: Rs 8,092 crore.

Sugar

Growth of MF investment over the last six months: 85 percent.
Current market value of the investment: Rs 5,657 crore.

e-Commerce

Growth of MF investment over the last six months: 57 percent.
Current market value of the investment: Rs 43,968 crore.

Fertilizers

Growth of MF investment over the last six months:  51 percent.
Current market value of the investment: Rs 12,722 crore.