10 newly added stocks by MFs that make hay from special situations

Special situations opportunities funds aim to capitalise from the unique situations faced by a company, industry or economy which may create a temporary disruption in their share prices. Currently, there are four schemes -Franklin India Opportunities, ICICI Prudential India Opportunities, Aditya Birla Sun Life Special Opportunities and Axis Special Situations and two new fund offers from Samco and WhiteOak Capital mutual funds follow this strategy while building their portfolio. Kotak Mahindra MF has also applied for fund based on this theme.
These schemes are largely focusing on a very specific news that has to do with that particular stock such as corporate restructuring (including mergers & acquisitions, etc), government policy or regulatory changes, technology-led disruption and innovation, new trends, new & emerging sectors, companies or sectors going through temporary unique challenges and other similar instances.
Here are the newly added stocks by the four special situations over the last three months. Data as of April 2024. Source: ACEMF.

Apollo Hospitals Enterprise
M-Cap type: Large Cap
Scheme that newly added the stock: ICICI Pru India Opportunities

Axis Bank
M-Cap type: Large Cap
Scheme that newly added the stock: ICICI Pru India Opportunities

Also see: Mid-cap and Small-cap Funds: How can retail investors get the best out of them?

Bharat Electronics
M-Cap type: Large Cap
Scheme that newly added the stock: Axis Special Situations

CESC
M-Cap type: Small Cap
Scheme that newly added the stock: Franklin India Opportunities

Coal India
M-Cap type: Large Cap
Scheme that newly added the stock: Aditya Birla SL Special Opportunities

Info Edge (India)
M-Cap type: Mid Cap
Scheme that newly added the stock: ICICI Pru India Opportunities

Maruti Suzuki India
M-Cap type: Large Cap
Scheme that newly added the stock: Axis Special Situations

Also see: 10 mid-cap stocks that large-cap MFs love to hold for higher returns

The Ramco Cements
M-Cap type: Mid Cap
Scheme that newly added the stock: ICICI Pru India Opportunities

ITC
M-Cap type: Large Cap
Scheme that newly added the stock: ICICI Pru India Opportunities

CE Info Systems
M-Cap type: Small Cap
Scheme that newly added the stock: Franklin India Opportunities

Also see: Top 10 stocks that power MC30 equity schemes