Where are mutual funds investing in May 2025?

Top Mutual Fund Buys in May 2025: Suzlon, Mazagon Dock, GRSE, L&T & More

Meta Description: Discover which stocks mutual funds invested in during May 2025, including Suzlon, Waaree, Mazagon Dock, GRSE, and L&T. See where the smart money is going in the Indian stock market.

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📊 Mutual Funds Go Bullish in May: Big Bets on Energy, Defense & Infra Stocks

In May 2025, mutual funds ramped up their investments across high-growth sectors like renewable energy, shipbuilding, engineering, and infrastructure. According to Prime Database, 104 stocks saw net mutual fund buying, with 12 stocks receiving investments between ₹100–₹420 crore.

🔹 BHEL (Bharat Heavy Electricals Ltd.)

Mutual fund holdings in BHEL grew from 6.64% in April to 7.13% in May. The total investment value increased from ₹5,244.88 crore to ₹6,447.32 crore — a sharp jump of ₹1,202 crore.

🔹 L&T (Larsen & Toubro)

₹325.28 crore worth of L&T shares were purchased by mutual funds. Total institutional holding at month-end stood at ₹1,01,642.20 crore — ₹9,550 crore more than last year’s figures.

🔹 Mazagon Dock Shipbuilders

Shipbuilding stocks remained hot. Mutual fund investment in Mazagon Dock increased to ₹288.81 crore in May. The total value of holdings grew to ₹2,274.51 crore from ₹1,728.28 crore.

🔹 Suzlon Energy

Ownership in Suzlon Energy by mutual funds rose from 4.29% to 4.45%, with shares worth ₹143.59 crore bought in May alone.

🔹 Waaree & Premier Energies

These renewable energy companies together attracted over ₹100 crore in fund investments — indicating strong institutional interest in solar power.

🔹 GRSE (Garden Reach Shipbuilders & Engineers)

GRSE received ₹55 crore worth of mutual fund inflows, continuing the trend of defense sector interest.

🔍 Other Noteworthy Investments

• IRCON & RITES – Key railway and infrastructure players.
• Inox Wind – ₹52.11 crore invested.
• Cummins India, NBCC, Engineers India, ABB, AFCONS – ₹145–₹285 crore each.
• Ashok Leyland, Timken, Sirma SGS, NCC, Simplex Infra, Apar Industries – Up to ₹143 crore invested.

📈 Why This Buying Spree?

As per MK Global, strong domestic inflows were driven by bullish sentiment in April and improved global conditions in May. Fund managers focused on mid-cap stocks and sectors like energy, defense, and capital goods.

✅ Conclusion

May 2025 highlighted key institutional investment trends. Retail investors can use these insights to align their portfolios with sectors gaining momentum — particularly renewable energy, defense manufacturing, and infrastructure.

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