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The top 5 MF schemes with highest exposure to Adani Group stocks

Equity investors in Adani Group stocks are worried due to their sell-off, while mutual fund investors are concerned due to their indirect exposure to these stocks via mutual fund schemes. 


The three fund houses with the highest exposure to Adani stocks are Quant Mutual Fund, Taurus Mutual Fund and NJ Mutual Fund. 

Regular growth plans of Quant Infrastructure Fund, Taurus Largecap Equity Fund, Taurus Flexi Cap Fund-Reg, Quant Tax Plan and NJ Arbitrage Fund have the highest exposure to Adani stocks.


Investors should look into the price at which the holdings were built, and if the current exposures are merely a result of mark-to-market increase in valuations from the point at which it was bought.


Exposure through Taurus’ funds could be a cause of concern but the overall impact on NAV attributable to decline in Adani group stocks seems to be in the range of 3%-7%.

Passive MF investments should not be affected by the Adani episode as the two Adani companies constitute negligible weightage on Nifty50 index.

Investors should hold on to their investments if they trust their distributor/advisor for the fund selection and fund manager for the stock selection, else make way for a similar scheme by other fund houses.


Click here to know more about mutual funds with highest exposure to Adani stocks.

The top 5 MF schemes with highest exposure to Adani Group stocks; check here

NJ Mutual Fund, which had the highest exposure to Adani stocks as on December 31, 2022, sold most units in January. Adani holdings as percentage of overall equity AUM at NJ MF now stand at 3.8% as on January 31, 2023.

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The top 5 MF schemes with highest exposure to Adani Group stocks; check here

NJ Mutual Fund, which had the highest exposure to Adani stocks as on December 31, 2022, sold most units in January. Adani holdings as percentage of overall equity AUM at NJ MF now stand at 3.8% as on January 31, 2023.

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