Track how many active mutual funds hold AI infrastructure stocks in India. Monthly data shows where institutional conviction across E2E Networks, Netweb Technologies, HFCL, Sterlite Technologies and TD Power Systems is rising or falling.
📅 Updated Jun 2026 · Index funds and ETFs excluded
| # | Stock Name | Mar | Apr % | May % | Jun % | Jun 2026 Funds | Overall % | AUM (₹ Cr) |
|---|---|---|---|---|---|---|---|---|
| 1 | TD Power Systems LimitedElectrical Equipment | 46 | +6.5% | +22.4% | +1.7% | 61 | +32.6% | 3,906 |
| 2 | Sterlite Technologies LimitedTelecom - Equipment & Accessories | 12 | +25% | +33.3% | +35% | 27 | +125% | 2,614 |
| 3 | Netweb Technologies India LimitedIT - Services | 10 | +30% | +15.4% | 0% | 15 | +50% | 979 |
| 4 | HFCL LimitedTelecom - Services | 4 | +50% | +16.7% | +42.9% | 10 | +150% | 2,406 |
| 5 | E2E Networks LimitedIT - Services | 7 | 0% | 0% | -14.3% | 6 | -14.3% | 289 |
AI infrastructure stocks include companies building the physical and digital backbone required for artificial intelligence workloads — data centres, GPU servers, high-speed fibre networks, and power systems. E2E Networks is India first listed GPU cloud provider offering A100 and H100 GPU instances for AI training and inference. Netweb Technologies builds high-performance computing servers and storage systems. HFCL manufactures optical fibre cables for high-speed networks. Sterlite Technologies is a leading optical fibre and network solutions provider. TD Power Systems makes generators and motors used in data centre power backup. Together these companies represent India emerging AI infrastructure supply chain.
Rising fund counts over four months signal growing institutional conviction in the AI infrastructure theme. Cross-reference individual fund portfolios on our top stocks page or explore full holdings via the funds directory.
Global AI adoption is driving exponential demand for compute, storage, and networking infrastructure. India is emerging as a significant AI data centre destination driven by digital talent, growing domestic AI consumption, and data localisation requirements. E2E Networks has been one of the biggest beneficiaries — its GPU cloud revenue has grown sharply as Indian enterprises and startups seek affordable GPU access for AI development. Fund managers are positioning early in these names as the AI infrastructure buildout is expected to be a multi-year capex supercycle.
For context on SEBI disclosure requirements, refer to AMFI India. For regulatory guidelines, visit SEBI India. Explore broader holding trends using our market cap categories page.
No — all counts exclude index funds, ETFs, and fund of funds. Only actively managed equity mutual funds are counted. Index funds mechanically hold stocks in proportion to index weight — their holdings do not reflect active manager conviction. By excluding them, fund counts here more accurately represent where professional stock pickers are actively building early positions in India AI infrastructure sector.
To explore individual fund portfolios, visit the funds directory or use the SIP calculator to plan investments in funds with high technology sector exposure. For a broader market view, see our AAUM data page.