Synopsis: Mutual funds have shown consistent buying interest across select companies like Apar Industries Limited, Mastek Limited and others, with holdings rising for four straight quarters, indicating sustained institutional confidence and improving long-term outlook.
Institutional interest has been steadily increasing across companies operating in power equipment, IT services, defence electronics, consumer discretionary retail, and engineering & infrastructure sectors. Mutual funds have shown consistent accumulation, reflecting strong confidence in these businesses’ long-term growth potential.
Over the past four quarters, sustained buying activity has been observed across these sectors, indicating improving fundamentals and rising investor preference for quality midcap and large-cap companies with stable earnings visibility.
Apar Industries is a diversified manufacturing company operating in conductors, specialty oils, and power transmission cables. It plays a key role in the power and infrastructure ecosystem, supplying critical components for transmission, distribution, and industrial applications both in India and global markets.
With a market capitalisation of Rs. 51,174 cr, the shares of Apar Industries Ltd were trading at Rs. 12672.95 per share, up from its previous close of Rs. 12,391.65 per share. Mutual fund holdings have risen for four consecutive quarters, increasing from 19.5% in June 2025 to 22.3% in March 2026.
Mastek is an IT services and digital transformation company specializing in cloud, data engineering, and enterprise modernization. It serves clients across government, healthcare, retail, and financial services, focusing on delivering agile, cost-efficient digital solutions.
With a market capitalisation of Rs. 5,228 cr, the shares of Mastek Ltd were trading at Rs. 1686.65 per share, down from its previous close of Rs. 1,693 per share. Mutual fund holdings have risen for four consecutive quarters, increasing from 5.2% in June 2025 to 14.9% in March 2026.
Data Patterns is a defence electronics company engaged in designing and manufacturing mission-critical systems for aerospace, space, and defence sectors. It provides end-to-end solutions including radar systems, avionics, and communication products for India’s strategic programmes.
With a market capitalisation of Rs. 23,086 cr, the shares of Data Patterns (India) Ltd were trading at Rs. 4123.75 per share, up from its previous close of Rs. 4,117.70 per share. Mutual fund holdings have risen for four consecutive quarters, increasing from 6.7% in June 2025 to 9.2% in March 2026.
Thangamayil Jewellery is a retail jewellery chain primarily operating in Tamil Nadu, offering gold, diamond, and silver ornaments. It caters to strong regional demand, leveraging brand trust, traditional designs, and expanding showroom presence.
With a market capitalisation of Rs. 12,432 cr, the shares of Thangamayil Jewellery Ltd were trading at Rs. 4000 per share, up from its previous close of Rs. 3,984.45 per share. Mutual fund holdings have risen for four consecutive quarters, increasing from 13.9% in June 2025 to 16.4% in March 2026.
BHEL is one of India’s largest engineering and manufacturing companies in the power sector, producing equipment for power plants, industrial systems, and infrastructure projects. It plays a crucial role in India’s energy and public infrastructure development.
With a market capitalisation of Rs. 1,20,253 cr, the shares of Bharat Heavy Electricals Ltd were trading at Rs. 345.35 per share, up from its previous close of Rs. 344.45 per share. Mutual fund holdings have risen for four consecutive quarters, increasing from 7.5% in June 2025 to 12.9% in March 2026.
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