Infosys, Paytm and BSE among key stocks bought and sold by mutual funds in August. Check full list

The total cash and equivalents held by mutual funds fell from Rs 1.85 lakh crore (5.46%) in July to Rs 1.76 lakh crore (5.23%) in August, according to Nuvama Institutional Equities.

Top additions included Eternal (Rs 7,200 crore), Infosys (Rs 5,000 crore), and HDFC Bank (Rs 3,100 crore), while notable reductions were seen in Maruti Suzuki (Rs 3,100 crore), Avenue Super (Rs 2,900 crore), and NTPC (Rs 2,700 crore).

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In the large-cap segment, notable buying was seen in Infosys, M&M, HDFC Bank, HCL Technologies, and Axis Bank, while key selling occurred in Hindustan Unilever, Avenue Super, REC Ltd, Hindalco Industries, and Power Finance Corporation.

For three consecutive months, consistent additions included State Bank of India, Bajaj Finance, Kotak Mahindra Bank, Axis Bank, and Titan Company. On the other hand, Coal India, Grasim Industries, TVS Motor Co, LTIMindtree, and Solar Industries saw continuous reductions over the same period.

In the midcap segment, significant buying was seen in One 97, L&T Finance, Thermax, Tata Communications, and Coforge, while notable selling occurred in Exide Industries, Muthoot Finance, HDFC AMC, JK Cements, and LIC Housing Finance. Mutual funds fully exited Central Bank and Rail Vikas.

Top additions by mutual funds included JSW Cement (Rs 1,200 crore), Clean Science & Technology (Rs 1,100 crore), and Sai Life Sciences (Rs 900 crore). Key reductions were in Granules India (Rs 6,000 crore), RBL Bank (Rs 5,000 crore), and Kalpataru Projects (Rs 5,000 crore).

For three consecutive months, the significant additions in the midcap space were Bank Of Maharashtra, Escorts Kubota, Blue Star, Gujarat Fluorochem and Global Health, whereas ACC, Exide Inds, KPIT Tech, Metro Brands and Gland Pharma were key reductions during the period.

Important additions by mutual funds in the smallcap segment were Bluestone Jewellery (Rs 4,000 crore), Medi Assist Health (Rs 3,000 crore) and Thirumalai Chem (Rs 2,000 crore), whereas the key reductions were Aditya Birla Fashion (Rs 4,000 crore), JK Tyre & Industries (Rs 1,000 crore) and Senco Gold (Rs 1,000 crore).

A significant buying was seen in Clean Science, Home First Finance, Syrma SGS Tech, Krishna Institute, and KFin Technologies, while the highest selling was seen in Hitachi Energy, BSE, PNB Housing, and Aditya Birla Fashion and Sonata Software.

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In the small-cap segment, new entries included Thirumalai Chemicals, Suven Life Sciences, PSP Projects, Foseco India, and Epack Durable, while Thomas Cook, Sarda Energy, Faze Three, and Hindware Home Interiors were completely exited.

For three consecutive months, key additions were Shakti Pumps, NESCO, Azad Engineering, KRBL, and SCI, while major reductions during the same period included Graphite India, Can Fin Homes, Power Mech Projects, JK Tyre & Industries, and Sharda Cropchem.