Synopsis: In Q4FY26, mutual funds increased their stakes across these companies which are Jindal Saw, Pennar Industries, Dodla Dairy, and three more, reflecting growing investor confidence in sectors like steel, dairy, logistics, and manufacturing.
Mutual funds actively adjusted their portfolios in Q4FY26, showing increased confidence in select companies across diverse sectors. Investors focused on stocks demonstrating steady performance, growth potential, and strong fundamentals.
This quarter saw notable stake increases in six key companies, spanning industries such as steel, engineering, dairy, luggage, agribusiness, and logistics, highlighting trends in both manufacturing and consumer-focused businesses.
Jindal Saw Ltd
Jindal Saw is a leading Indian manufacturer of steel pipes and pipe products, serving industries like oil and gas, water, and infrastructure. The company focuses on high-quality, large-diameter, and precision-engineered steel solutions.
With a market capitalisation of Rs. 13,100 cr, the shares of Jindal Saw Ltd closed at Rs. 204.85 per share, up from its previous close of Rs. 202.10 per share. Mutual fund holdings rose from 3.19% in Q3FY26 to 5.40% in Q4FY26, reflecting an increase of 2.21%.
Pennar Industries Ltd
Pennar Industries operates in engineering and manufacturing, producing structures, components, and fabricated products for sectors such as construction, power, and automotive. It emphasises innovation and customized solutions.
With a market capitalisation of Rs. 2,310 cr, the shares of Pennar Industries Ltd closed at Rs. 162.55 per share, up from its previous close of Rs. 159.75 per share. Mutual fund holdings rose from 1.21% in Q3FY26 to 4.50% in Q4FY26, reflecting an increase of 3.29%.
Dodla Dairy Ltd
Dodla Dairy specializes in milk production and dairy products, emphasizing quality and distribution efficiency. The company works closely with local farmers to ensure a consistent supply of milk and dairy items.
With a market capitalisation of Rs. 6,515 cr, the shares of Dodla Dairy Ltd closed at Rs. 1080 per share, up from its previous close of Rs. 1032.25 per share. Mutual fund holdings rose from 22.12% in Q3FY26 to 23.53% in Q4FY26, reflecting an increase of 1.41%.
Safari Industries Ltd
Safari Industries is a prominent Indian company specializing in luggage, backpacks, and travel accessories. Known for durable and stylish products, it caters to both domestic and international markets, emphasizing innovation and quality in travel solutions.
With a market capitalisation of Rs. 7,667 cr, the shares of Safari Industries India Ltd closed at Rs. 1565 per share, up from its previous close of Rs. 1562.45 per share. Mutual fund holdings rose from 19.29% in Q3FY26 to 20.64% in Q4FY26, reflecting an increase of 1.35%.
Heritage Foods Ltd
Heritage Foods is an Indian dairy and agribusiness company, producing milk, milk products, and value-added items. It focuses on farmer empowerment, quality control, and supply chain efficiency.
With a market capitalisation of Rs. 3,150 cr, the shares of Heritage Foods Ltd closed at Rs. 339.50 per share, up from its previous close of Rs. 323.80 per share. Mutual fund holdings rose from 3.95% in Q3FY26 to 5.50% in Q4FY26, reflecting an increase of 1.55%.
VRL Logistics Ltd
VRL Logistics is one of India’s leading logistics and transportation companies, offering services in cargo, passenger transport, and supply chain solutions. It is known for its extensive fleet, pan-India network, and focus on timely and reliable delivery.
With a market capitalisation of Rs. 4,612 cr, the shares of VRL Logistics Ltd closed at Rs. 263.65 per share, up from its previous close of Rs. 258.35 per share. Mutual fund holdings rose from 22.79% in Q3FY26 to 24.34% in Q4FY26, reflecting an increase of 1.55%.
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