ICICI Prudential AMC, a leading asset management company, has seen increased allocation from Helios Capital, benefiting from strong AUM growth and a long-term runway in India's expanding mutual fund market, despite high valuations and temporary restrictions on mid/small-cap inflows.
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3 stocks best performing mutual funds are buying?
GrowwMar 24, 2026
The video analyzes three stocks that mutual funds are buying: ZF Commercial Vehicle, Bharat Electronics, and ICICI Prudential AMC. It delves into their business models, financial performance, growth outlook, and associated risks, highlighting that domestic institutional investors are increasing their ownership in the Indian market.
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Bharat Electronics, a leading PSU in defense electronics, has seen increased allocation from Nippon India Mutual Fund, driven by strong financials and a robust order book, but faces risks from supply chain disruptions and high valuations.
ZF Commercial Vehicle, a manufacturer of advanced braking systems, is seeing increased allocation from SBI Small Cap Fund, with a focus on regulatory tailwinds like ESC adoption and expansion into LCV segments, though valuation and working capital are key risks.
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