Top sectors that MF increased exposures, lately. Are you invested in them?

The Indian equities market has been on a roller coaster ride since the beginning of 2024, following a solid run. As the markets have entered a volatile phase this month in January, fund managers will have to take a closer look at the sectors and their portfolios to brace for the time ahead, especially in an election year. Here is the list of top seven sectors wherein active MF schemes increased their exposure notably in the last three months. Data as on December 31, 2023. Source: ACEMF.

Capital Markets
Growth of MF investment over the last three months: 45%
The current market value of the MF investment: Rs 32,131 crore

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Non - Ferrous Metals
Growth of MF investment over the last three months: 43%
The current market value of the MF investment: Rs 16,545 crore

IT - Services
Growth of MF investment over the last three months: 38%
The current market value of the MF investment: Rs 9,209 crore

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Realty
Growth of MF investment over the last three months: 35%
The current market value of the MF investment: Rs 34,260 crore

Power
Growth of MF investment over the last three months: 30%
The current market value of the MF investment: Rs 75,796 crore

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Gas
Growth of MF investment over the last three months: 29%
The current market value of the MF investment: Rs 19,586 crore

Aerospace & Defense
Growth of MF investment over the last three months: 27%
The current market value of the MF investment: Rs 35,369 crore

Also see: Find the best asset allocation mix that will maximise your returns