Fund managers on a treasure hunt in these 10 sectors. Check your portfolio

The growth of Indian equities has slowed down over the past five months after a strong performance in 2023. The changing market dynamics provide fund managers with opportunities to identify stocks and sectors that have turned in favour. These are the top sub-sectors where active mutual fund managers either made new positions or significantly increased exposure during the past year. Only actively managed equity schemes and hybrid schemes (except arbitrage funds) have been considered. Data shown below is as of April 30, 2024. Source: ACEMF.

Lubricants
Growth of MF investment over the last three months: 48%
Current market value of the MF investment: Rs 1,191 crore.

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Diesel Engines
Growth of MF investment over the last three months: 42%
Current market value of the MF investment: Rs 16,522 crore.

Compressors / Pumps
Growth of MF investment over the last three months: 40%
Current market value of the MF investment: Rs 5,214 crore.

e-Commerce
Growth of MF investment over the last three months: 40%
Current market value of the MF investment: Rs 28,184 crore.

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Airlines
Growth of MF investment over the last three months: 40%
Current market value of the MF investment: Rs 17,356 crore.

Aluminium & Aluminium Products
Growth of MF investment over the last three months: 39%
Current market value of the MF investment: Rs 2,721 crore.

Steel/Sponge Iron/Pig Iron
Growth of MF investment over the last three months: 37%
Current market value of the MF investment: Rs 10,880 crore.

Ship Building
Growth of MF investment over the last three months: 37%
Current market value of the MF investment: Rs 1,112 crore.

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Finance - Stock Broking
Growth of MF investment over the last three months: 36%
Current market value of the MF investment: Rs 12,609 crore.

Automobiles-Tractors
Growth of MF investment over the last three months: 36%
Current market value of the MF investment: Rs 3,313 crore.

Air Conditioners
Growth of MF investment over the last three months: 36%
Current market value of the MF investment: Rs 20,230 crore.

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