Stocks Sold by Mutual Funds in March 2025

As markets rallied, mutual funds booked profits and pared down holdings across large-cap, mid-cap, and small-cap stocks — here’s a look at where the selling happened.

March 2025 turned out to be a month of heavy portfolio reshuffling by mutual funds. With the Nifty delivering a strong 6.3 per cent monthly gain — its best run since July 2024 — fund managers took the opportunity to cut down on certain holdings. While Rs 11,400 crore worth of stocks were picked up from the secondary market, there was also a fair bit of profit booking and trimming in select names. The rebound in the market, combined with cautious optimism around global developments, led to a more active approach in rebalancing portfolios.

The mutual fund industry continued to show strong momentum. Equity AUM touched Rs 32.3 trillion by the end of FY25, marking a 26 per cent jump over the previous year. SIP flows remained steady at Rs 25,930 crore in March, reflecting a 34.5 per cent rise year-on-year, even though there was a minor decline from February. With fresh inflows and rising participation, fund houses realigned their exposure across segments, keeping portfolios balanced and in tune with changing market conditions.

Below is a segment-wise breakdown of stocks that mutual funds sold in March 2025 across large-cap, mid-cap, and small-cap categories — highlighting the areas where they chose to reduce their exposure.

Large Caps:
 

Mid Caps:
 

Small Caps: