In July 2025, mutual funds reshaped portfolios with fresh buys across segments. Large-cap picks included SBI (₹10,519 Cr), Infosys (₹5,616 Cr), TCS, Reliance, and Axis Bank. Mid-caps saw inflows into Ashok Leyland (₹4,093 Cr), HDB Financial (₹3,871 Cr), Anthem Biosciences, Oberoi Realty, and Swiggy.