Theme Tracker  ·  Active Funds Only

Mutual Fund Holdings by Theme

Before buying any stock, check how many active mutual funds are holding, buying or exiting it. Browse by investment theme — each page shows monthly fund count trends for every stock in that theme. Index funds and ETFs excluded.

26 Themes Available
AI Infrastructure
Data centres, fibre networks, GPU servers and power systems for AI workloads.
5 stocks ₹10,194 Cr
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Auto Components
Parts and sub-assemblies supplying passenger cars, two-wheelers and EVs.
57 stocks ₹136,621 Cr
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Bearings
Schaeffler, SKF, Timken and Harsha Engineers — precision motion for auto and industrial.
4 stocks ₹17,736 Cr
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Building Materials
Pipes, adhesives, tiles, ply and laminates riding India housing construction boom.
12 stocks ₹21,790 Cr
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Cables and Wires
Power cables and optical fibre makers supplying India infrastructure buildout.
8 stocks ₹24,337 Cr
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Capital Markets
Exchanges, depositories, AMCs, brokers — plays on India financialisation of savings.
12 stocks ₹61,850 Cr
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Commercial Vehicles
Trucks, buses, construction equipment and heavy machinery makers.
5 stocks ₹22,278 Cr
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Consumption
Retail, QSR, beverages, footwear and lifestyle stocks tracking India spending.
12 stocks ₹86,087 Cr
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Defence
Aircraft, warships, missiles, radar and ammunition makers under Make in India.
12 stocks ₹78,217 Cr
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Electric Vehicles
Pure-play and hybrid EV manufacturers across two-wheelers and passenger cars.
5 stocks ₹45,665 Cr
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Electronics Manufacturing
EMS and PCB assembly companies driving India PLI-led electronics push.
5 stocks ₹20,998 Cr
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Hospitals and Diagnostics
Hospital chains and pathology labs riding India healthcare formalisation wave.
8 stocks ₹62,604 Cr
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Insurance
Life, general and health insurers benefiting from India rising insurance penetration.
12 stocks ₹70,080 Cr
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Microfinance
MFIs and small finance banks serving bottom-of-pyramid credit demand in rural India.
7 stocks ₹9,146 Cr
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Paints
Asian Paints, Berger, Kansai, Indigo and Akzo — plays on housing and renovation spend.
5 stocks ₹19,593 Cr
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Passenger Cars
Manufacturers and dealers of four-wheel personal vehicles sold in India.
6 stocks ₹86,429 Cr
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Pharma CDMO
Contract drug manufacturers and API makers benefiting from China plus one shift.
15 stocks ₹57,454 Cr
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Pharma Generics
Branded generics and export pharma companies — India pharmacy of the world play.
25 stocks ₹158,867 Cr
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Precision Engineering
High-tolerance machined components for aerospace, defence and industrial use.
6 stocks ₹16,125 Cr
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Railways
Wagon makers, rail financiers, contractors and digital rail infrastructure.
7 stocks ₹1,625 Cr
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Real Estate
Residential and commercial developers in the current India housing upcycle.
8 stocks ₹32,980 Cr
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Renewable Energy
Solar, wind and green power companies targeting India 500 GW clean energy goal.
8 stocks ₹17,670 Cr
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Specialty Chemicals
Fluorochemicals, agrochemicals, fine chemicals — India China-plus-one play.
10 stocks ₹33,348 Cr
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Tractors and Farm Equipment
Agricultural tractors and farm machinery linked to rural income cycles.
3 stocks ₹3,378 Cr
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Two and Three Wheelers
Motorcycles, scooters and electric two-wheelers — India largest vehicle segment.
6 stocks ₹54,034 Cr
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Water and Sanitation
Water treatment and purification companies backed by Jal Jeevan Mission spending.
2 stocks ₹1,309 Cr
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What does each investment theme page show?

Each theme page lists stocks in that theme alongside a four-month table showing how many active equity mutual funds held the stock each month. The percentage columns show month-on-month change — blue means more funds are buying, red means funds are exiting. The overall percentage shows total change from the base month to the latest month. For individual fund portfolios, visit the funds directory or see all holdings on the top stocks page.

How is a theme page different from a sector page?

Sector pages follow SEBI and exchange classification — a stock belongs to one sector based on its primary business. Theme pages cut across sectors based on an investment idea. The auto components theme includes stocks from both Auto Components and Electrical Equipment sectors. The AI infrastructure theme spans IT, telecom equipment, and electrical equipment. Themes capture how fund managers actually think about portfolio construction. For sector-based views visit our sectors directory or the market cap categories page.

Are index funds and ETFs included in the fund counts?

No — all theme pages exclude index funds, ETFs, and fund of funds. Only actively managed equity mutual funds are counted. This ensures fund counts reflect genuine active manager conviction rather than passive index replication. For regulatory context on mutual fund disclosures, refer to AMFI India and SEBI India. Use the SIP calculator to plan investments in funds that hold your preferred themes.

Data sourced from monthly portfolio disclosures published by mutual funds as required by SEBI. Only actively managed equity funds counted — index funds and ETFs excluded. Updated monthly when new portfolio data is published.