Explore major mutual fund trades in May 2025, including key buys by SBI, Kotak, and Axis Mutual Funds that impacted stock market trends.
Article Content
Top Mutual Fund Deals of May 2025 That Shook the Market
In May 2025, several of the most important mutual fund deals indicated robust institutional belief in a handful of Indian stocks. Prominent fund managers such as SBI Mutual Fund, Kotak Mahindra Mutual Fund, and Axis Mutual Fund made huge deals, indicating strategic investment changes against a volatile market scenario.
These trades, made on the National Stock Exchange (NSE), not only indicate mutual fund managers’ hopes but also indicate sectors and industries taking roots in institutional holdings. Let us discuss a few of the most influential mutual fund trades made during May 2025.
1. SBI Mutual Fund Buys Navin Fluorine Shares
- Date: May 14, 2025
- Symbol: NAVINFLUOR
- Security Name: Navin Fluorine International
- Trade Type: BUY
- Quantity Traded: 210,000
- Trade Price: ₹4,287.00
SBI Mutual Fund put in a big order of 2.1 lakh shares of Navin Fluorine International, a specialty chemicals firm well known for its fluorochemicals and refrigerant gases. The transaction valued at more than ₹899 crore is an indicator of rising faith in the chemicals industry.
This action is consistent with the broader industry directions where defensive sectors such as pharma and chemicals have maintained their resilience irrespective of volatilities at the global level. SBI Mutual Fund’s investment could be a long-term wager on stability of the portfolio and growth prospects in export industries.
2. Kotak Mahindra Mutual Fund Invests in KFin Technologies
- Date: May 13, 2025
- Symbol: KFINTECH
- Security Name: KFin Technologies Limited
- Trade Type: BUY
- Quantity Traded: 1,932,367
- Trade Price: ₹1,040.00
Kotak Mahindra Mutual Fund purchased close to 1.93 million shares in KFin Technologies, a leading name in the fintech and registrar services industry. The aggregate deal value exceeds ₹201 crore, reflecting Kotak’s positive sentiments around the capital markets’ digitalization.
KFin has registered steady growth in acquiring clients and embracing technology, becoming a darling among institutional investors. Kotak’s interest is likely to give more impetus to investor sentiment towards the fintech space.
3. Axis Mutual Fund Adds PNB Housing Finance
- Date: May 2, 2025
- Symbol: PNBHOUSING
- Security Name: PNB Housing Finance Ltd.
- Trade Type: BUY
- Quantity Traded: 600,041
- Trade Price: ₹1,000.20
Axis Mutual Fund purchased more than 6 lakh shares of PNB Housing Finance, affirming its confidence in the recovery of the housing finance space. This trade of around ₹60 crore indicates that Axis is setting itself up to gain from the continued rebound in real estate lending and demand for affordable housing.
With interest rates steadying and government schemes favouring ownership, NBFCs such as PNB Housing can be expected to gain, and Axis’s entry is likely to be followed by more sectoral inflows.
4. 360 ONE Sells Stake in Northern Arc Capital
More Read
- Date: May 12, 2025
- Symbol: NORTHARC
- Security Name: Northern Arc Capital Ltd
- Trade Type: SELL
- Quantity Traded: 3,547,587
- Trade Price: ₹194.64
As against the significant purchases, 360 ONE Special Opportunities Fund – Series 2 sold over 3.54 million shares of Northern Arc Capital. The transaction was done at an average cost of ₹194.64, i.e., an approximate value of ₹69 crore.
This may be a part of reallocation or profit-booking strategies since the fund is shifting out of debt-financing NBFCs to other emerging areas.
Key Takeaways from May 2025 Mutual Fund Activity
- SBI Mutual Fund and Kotak Mahindra MF showcased strong buying interest in specialty chemicals and fintech firms respectively.
- Axis Mutual Fund is betting on housing finance recovery, aligning with macroeconomic tailwinds.
- 360 ONE‘s large-scale divestment in Northern Arc may reflect a shifting view on NBFC exposure.
These trades highlight the evolving strategies of India’s top mutual funds, driven by market dynamics, sectoral trends, and valuation plays.
Conclusion
The mutual fund deals of May 2025 indicate a balanced mix of growth-focused accumulation and profit-oriented exits. Institutional players are clearly recalibrating portfolios to align with both global headwinds and domestic opportunities.
For retail investors and market watchers, these trades offer key insights into sectors gaining momentum and the institutional logic backing them. As the fiscal year progresses, continued monitoring of mutual fund activity will remain essential for spotting early trends and investment cues.
