Mutual funds raise stakes in midcaps: 8 stocks rally up to 85% in 4 months

Mutual funds turned quietly aggressive in the March 2026 quarter, raising their stakes in around 82 midcap stocks, a move that often signals deep research, strong conviction, and a long-term bet on growth.
What makes this even more interesting is the contrast with broader market performance. Despite a weak start to CY2026, with most stocks delivering negative returns over the past four months, a select group has defied the trend. About 17 stocks have posted strong double-digit returns, standing out in an otherwise subdued market. Among these, eight midcap names have emerged as clear momentum leaders, rallying anywhere between 25% and 85% so far this year. These are not just random winners, they are attracting meaningful institutional inflows, suggesting that smart money is actively positioning itself in pockets of strength even as the broader market struggles. (Data source: ACE Equity)

In CY26 so far (just over a four-month period), the stock has rallied 84%, rising from Rs 18,324 to Rs 33,746. MF holding increased to 4.33% in the March 2026 quarter from 4.27% in the December 2025 quarter.

In CY26 so far, the stock has rallied 42%, moving from Rs 146 to Rs 207. MF holding rose to 15.60% in the March 2026 quarter from 11.79% in the December 2025 quarter.

In CY26 so far, the stock has rallied 39%, increasing from Rs 3,017 to Rs 4,183. MF holding went up to 13.75% in the March 2026 quarter from 13.26% in the December 2025 quarter.

In CY26 so far, the stock has rallied 37%, climbing from Rs 374 to Rs 513. MF holding increased to 11.51% in the March 2026 quarter from 10.20% in the December 2025 quarter.

In CY26 so far, the stock has rallied 31%, rising from Rs 288 to Rs 377. MF holding jumped to 12.88% in the March 2026 quarter from 8.84% in the December 2025 quarter.

In CY26 so far, the stock has rallied 31%, advancing from Rs 1,364 to Rs 1,785. MF holding edged up to 4.94% in the March 2026 quarter from 4.83% in the December 2025 quarter.

In CY26 so far, the stock has rallied 28%, moving from Rs 62 to Rs 79. MF holding increased to 6.27% in the March 2026 quarter from 5.32% in the December 2025 quarter.

In CY26 so far, the stock has rallied 27%, rising from Rs 147 to Rs 186. MF holding grew to 8.69% in the March 2026 quarter from 7.15% in the December 2025 quarter.

In CY26 so far, the stock has rallied 23%, climbing from Rs 843 to Rs 1,035. MF holding increased to 9.46% in the March 2026 quarter from 8.08% in the December 2025 quarter.

In CY26 so far, the stock has rallied 20%, moving from Rs 479 to Rs 575. MF holding rose to 35.10% in the March 2026 quarter from 33.93% in the December 2025 quarter.

In CY26 so far, the stock has rallied 17%, increasing from Rs 651 to Rs 764. MF holding surged to 10.12% in the March 2026 quarter from 6.89% in the December 2025 quarter.

In CY26 so far, the stock has rallied 16%, rising from Rs 880 to Rs 1,019. MF holding increased to 9.95% in the March 2026 quarter from 8.73% in the December 2025 quarter.

In CY26 so far, the stock has rallied 16%, advancing from Rs 404 to Rs 467. MF holding inched up to 33.16% in the March 2026 quarter from 32.75% in the December 2025 quarter.