The allocation of the mutual fund industry to private banks increased to a maximum of 20 months or 18.9% in April 2025, 50 basic points from month to month and 170 basic points year after year, as for a report by Motilal Oswal. | Photo credit: Istockphoto
The exhibition of the mutual fund industry (MF) to private banks rose to a maximum of 20 months in April 2025, reaching 18.9 percent, according to an Oswal Motilal report.
This marked an increase of 50 basic points (BP) from one month to month (MOM) and a jump of 170 bp (interannual), which makes private banks have the possession of the upper sector for mutual funds that would give the month.
He said that “the weight of private banks rose to a maximum of 20 months in April 25 to 18.9 percent ( +50bp mom; +170bp yoy)”. The report stressed that mutual funds increased their allocation in several sectors in April. In addition to private banks, oil and gas weights, cars, consumers, telecommunications, retail stores, insurance, chemicals and real estate sector also increased on a mother.
The aggregate report “On April 25, MFS showed interest in private banks, oil and gas, cars, consumers, telecommunications, retailers, insurance, chemicals and real estate, which leads to a mother who increases in her weights.”
On the other hand, sectors such as capital goods, technology, non -banking financial companies (NBFC), public services, metals and cement were a decrease to their respect.
Petroleum and gas saw a continuous increase in weight per second consecutive month, rising to a maximum of eight months of 6.4 percent in April, a mother of 30 bp, thought that 40 bp was still going down.
Automobiles were 8 percent, while the weight of technology, which is the second largest sector tenure after private banks, moderated by the third consecutive month to 8.3 percent in April, a mother of 20 bp but more than 30 bp. Healthcare has a 7.6 percent participation in mutual fund portfolios.
In terms of sectors that saw the greatest increase in value for a basic mother, insurance, textiles, oil and gas, private banks and chemicals led the graph.
The weight of capital goods decreased to 6.9 percent in April, a drop or a mother of 30 bp and 100 bp.
The data suggest a renewed interest of the mutual fund industry in sectors such as private banks and oil and gas, while traditional heavyweights such as technology and capital goods sector have seen a relative reduction in the allocation of funds.
Posted on May 16, 2025
