Lenskart among top fresh additions<\/strong><\/p> Among fresh portfolio additions, unlisted eyewear retailer Lenskart Solutions was the most popular choice, with three fund houses introducing the stock into their portfolios.<\/p> Bharti Airtel and Marico were added by two AMCs each, while Adani Enterprises, Bharat Heavy Electricals, JSW Energy, Asian Paints, Cipla and SRF also found favour with fund managers.<\/p> SBI tops the sell list<\/strong><\/p> On the other hand, State Bank of India emerged as the stock witnessing the biggest reduction in exposure, with six AMCs lowering their holdings.<\/p> ITC, Infosys, Bharat Electronics and PB Fintech were among the other stocks that saw selling by three fund houses each.<\/p> MUST READ:\u00a0Quant vs Bandhan, HDFC vs Edelweiss: How top midcap and small-cap funds shifted in May<\/strong><\/p> The top five stocks witnessing reduced exposure were:<\/p> State Bank of India (6 AMCs) State Bank of India also figured among the complete exits, with two fund houses exiting the stock altogether.<\/p> ABB India recorded the highest number of complete exits, with three AMCs selling out of the stock. Hero MotoCorp was another major exit, with two fund houses fully exiting their positions.<\/p> MUST READ:\u00a0Flexicap funds in May: PPFAS bets on Alphabet and Amazon, Motilal chases India’s manufacturing boom<\/strong><\/p> FMCG and energy face selling pressure<\/strong><\/p> Sector-wise, fast-moving consumer goods and oil, gas and consumable fuels witnessed the heaviest selling pressure.<\/p> Aerospace and defence, cement, industrial manufacturing and transport services were among the other sectors where fund managers reduced exposure.<\/p> The portfolio changes indicate that India’s top flexicap funds continue to favour financials and growth-oriented sectors while booking profits in select defensive and consumption-related stocks as they reposition portfolios for the next phase of market growth.<\/p> <\/div> Disclaimer: Business Today provides market and personal news for informational purposes only and should not be construed as investment advice. All mutual fund investments are subject to market risks. Readers are encouraged to consult with a qualified financial advisor before making any investment decisions.<\/i><\/p> Flexicap funds may 2026, Mahindra & Mahindra stock, HDFC Bank stock, ICICI Bank stock, State Bank of India stock, SBI share price, ITC stock, PB Fintech stock, mutual fund portfolio changes, top flexicap funds India, May 2026 portfolio changes, FinAlpha, fund manager stock picks, mutual fund stock holdings, best stocks bought by mutual funds#Flexicap #funds #MampM #HDFC #Bank #ICICI #Bank #lead #buying #SBI #tops #sell #list1781333252<\/p> ","protected":false},"excerpt":{"rendered":" Despite a sharp slowdown in investor inflows into flexi-cap funds in May, fund managers continued to bet on banks and domestic cyclicals, increasing exposure to stocks such as Mahindra & Mahindra, HDFC Bank and ICICI Bank while trimming holdings in State Bank of India, ITC and Infosys. According to AMFI data, net inflows into flexi-cap […]<\/p>\n","protected":false},"author":1,"featured_media":9935,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[37],"tags":[1525,39435,337,39432,39436,39423,39433,11103,7586,39425,2908,39426,12494,9012,3140,39424,6257,39431,39429,39434,39428,1514,27158,2394,39427,39430,3522],"class_list":["post-9934","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-content-marketing","tag-bank","tag-best-stocks-bought-by-mutual-funds","tag-buying","tag-finalpha","tag-flexicap","tag-flexicap-funds-may-2026","tag-fund-manager-stock-picks","tag-funds","tag-hdfc","tag-hdfc-bank-stock","tag-icici","tag-icici-bank-stock","tag-itc-stock","tag-lead","tag-list","tag-mahindra-mahindra-stock","tag-mampm","tag-may-2026-portfolio-changes","tag-mutual-fund-portfolio-changes","tag-mutual-fund-stock-holdings","tag-pb-fintech-stock","tag-sbi","tag-sbi-share-price","tag-sell","tag-state-bank-of-india-stock","tag-top-flexicap-funds-india","tag-tops"],"acf":[],"_links":{"self":[{"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=\/wp\/v2\/posts\/9934","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=9934"}],"version-history":[{"count":0,"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=\/wp\/v2\/posts\/9934\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=\/wp\/v2\/media\/9935"}],"wp:attachment":[{"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=9934"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=9934"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/longzhuplatform.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=9934"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
ITC Ltd (3 AMCs)
Infosys Ltd (3 AMCs)
Bharat Electronics Ltd (3 AMCs)
PB Fintech Ltd (3 AMCs)<\/p>