Yatırım Fonları Eylül’de 5 Hisseye 1 Crore+ Pay Eklemiş; Hisse Fiyatları En Fazla %43 Düşüş Gösterdi

Kısaca

Eylül 2026’da MFS’ler beş hisseye net 1 crore+ pay ekledi; hisseler en fazla %43 düştü. NZ: Vodafone Idea ve Swiggy, net eklemede öne çıktı; sırasıyla 18,34 crore ve 13,67 crore pay elde edildi. Veri ACE MF/ACE Equity kaynaklı; yatırım fonları yoğunlaşırken hisseler arasındaki performans ayrıştı.

Ana mesele

Kullanılan verilere göre Eylül 2026’da mutual fonlar beş hisseye net olarak 1 crore+ hisse ekledi.

Ne değişti?

Eylül ayındaki net eklemeler, hisse performansındaki zıt hareketlerle dikkat çekti.

Beni nasıl etkiler?

Yatırım kararlarını hızlı güncelleme ve portföy yeniden dengeleme ihtiyacı doğurabilir.

Ne oldu?

ETMarkets raporuna göre mutual fundler Eylül 2026’da beş hisseye net olarak 1 crore+ pay ekledi.

Neden şimdi?

Piyasa dalgalanmaları ve kurumsal ilgideki bu net alımlar güncel dönemde belirginleşti.

Neden önemli?

Kurumsal talep ve fiyat hareketleri arasındaki ayrışma, portföy yönetimi kararlarını etkileyebilir.

Kimler etkileniyor?

• İnstitutional yatırımcılar
• Orta ve uzun vadeli yatırım fonu portföy yöneticileri
• Hisse senedi yatırımcıları

Sektör ve piyasa etkisi

Küresel piyasalarda kurumsal alımların yoğunlaştığı dönemde volatilite artabilir

Riskler

• Hisse senedi fiyatlarında kısa vadeli düşüş baskısı
• Portföy çeşitlendirmesinin bozulması riski
• Güçlü hareketlerin düzeltmeye ihtiyacı doğurması

Takip edilmesi gerekenler

• Bir sonraki aylık MF raporları
• Hisse başına net alımların sürdürülüp sürdürülmediği
• Piyasa tepkisinin likiditeye olan etkisi

Haberin tamamı

Home ETPrime Markets Market Data Masterclass News Industry SME Politics Wealth MF Tech AI World Opinion NRI Panache More Menu Business News › Markets › Stocks › News Volume Shocker: MFs add 1 crore+ shares to 5 stocks in September; shares tumble up to 43% Written by Ritesh Presswala , ET Online | Oct 15, 2026, 01:42:58 PM IST 1 / 9 Institutional accumulation In its latest mutual fund analysis, ETMarkets identified stocks that saw the sharpest increase in mutual fund holdings in September 2026 compared with August. The analysis found that mutual fund houses collectively added more than 1 crore shares each in 45 stocks, highlighting significant institutional accumulation during the month.

To dig deeper, an additional filter was applied to identify stocks that combined strong mutual fund accumulation with positive price momentum. This screening focused on stocks that gained 10% to 20% from the beginning of September through the latest available date, throwing up three standout performers. On the other hand, five major laggards whose shares tumbled between 15% and 43% over the same period were also spotlighted, underscoring the divergence between institutional buying activity and stock price performance.

Interestingly, Vodafone Idea and Swiggy topped the list of stocks that witnessed the biggest net additions to mutual fund holdings in September 2026. Mutual funds added a net 18.34 crore shares of Vodafone Idea and 13.67 crore shares of Swiggy. However, despite this substantial accumulation, both stocks remained under pressure, declining by more than 10% each since the beginning of September. (Data Source: ACE MF, ACE Equity)

The stock has rallied 21% since the beginning of September 2026, climbing from Rs 116 to Rs 141. The rally coincided with increased mutual fund interest, with holdings rising to 20.35 crore shares in September from 18.04 crore shares in August. The stock is now part of 101 mutual fund schemes, with the total value of their holdings amounting to Rs 2,513 crore.

The stock has gained 11% since the beginning of September 2026, rising from Rs 205 to Rs 228. Mutual fund ownership also increased during the period, with holdings climbing to 54.10 crore shares in September from 50.27 crore shares in August. The stock is now held across 180 mutual fund schemes, with their combined holdings valued at Rs 12,321 crore.

The stock has advanced 11% since the beginning of September 2026, moving up from Rs 400 to Rs 443. Meanwhile, mutual fund holdings increased to 32.77 crore shares in September from 31.53 crore shares in August. The stock features in 326 mutual fund schemes, with the combined value of their holdings standing at Rs 14,158 crore.

The stock has declined 16% since the beginning of September 2026, falling from Rs 435 to Rs 368. Despite the price correction, mutual fund holdings increased to 35.87 crore shares in September from 32.02 crore shares in August. The stock is held across 280 mutual fund schemes, with the combined value of their holdings at Rs 14,812 crore.

The stock has fallen 18% since the beginning of September 2026, dropping from Rs 282 to Rs 231. However, mutual funds increased their exposure, with holdings rising to 80.35 crore shares in September from 66.67 crore shares in August. Swiggy is now held across 283 mutual fund schemes, with the combined value of these holdings standing at Rs 20,095 crore.

The stock has slipped 19% since the beginning of September 2026, declining from Rs 321 to Rs 259. In contrast, mutual fund holdings rose to 32.59 crore shares in September from 31.20 crore shares in August. The stock is held across 199 mutual fund schemes, with their combined holdings valued at Rs 8,635 crore.

The stock has shed 19% since the beginning of September 2026, falling from Rs 88 to Rs 71. Despite the decline, mutual fund holdings increased to 58.63 crore shares in September from 56.47 crore shares in August. NMDC is held across 205 mutual fund schemes, with the combined value of their holdings amounting to Rs 4,487 crore.

The stock has plunged 43% since the beginning of September 2026, tumbling from Rs 1,875 to Rs 1,060. Despite the steep correction, mutual fund holdings rose to 16.53 crore shares in September from 15.15 crore shares in August. The stock features in 341 mutual fund schemes, with the total value of their holdings standing at Rs 17,590 crore.

Kaynaklar

• Economic Times - Markets