DIIs are going ‘all in’ on these 3 stocks, pushing their stake above 50% – Stock Insights News

Domestic Institutional Investors (DIIs) are steadily investing in Indian equities. During Q1FY26, the net equity purchased by DIIs was worth ₹1,16,970 crore. This is a marginal increase from the March quarter’s number ₹1,16,082. (Source: SEBI) 

While there are many new stocks that DIIs added to their portfolio during the quarter, they held a few stocks closely and even raised their stakes in them. 

Here in this article, we will try to explore three such stocks where DIIs, which include mutual funds, have more than 50% stake in the company at the end of the June quarter. We will try to understand the factors that make DIIs hold on to these stocks so strongly. 

So, let’s start. 

#1 UTI Asset Management Company Limited (UTIAMC)

UTI Asset Management Company Ltd. is a Securities and Exchange Board of India (SEBI) registered investment management service provider. It manages the schemes available with UTI Mutual Funds. UTI is the first from the financial services sector to introduce mutual funds in the country. Today, it has an asset under management (AUM) of ₹21.93 lakh crore (at the end of June 2025). It has presence across 699 districts in India, and in 35 different nations, along with a solid network of over 75,000 Mutual fund distributors. 

DIIs hold a whopping 59.47% stake in this company, and during Q1FY26, they decreased their holding by a nominal 0.24% point. Even after that, UTI AMC tops the list of companies with the highest DII holding. 

So, what is keeping DIIs hooked to this stock? Let’s see…

Even being the oldest AMC in the country, UTI has been delivering continuous growth, and this can be one of the reasons DIIs are holding on to this stock so strongly. During Q1FY26, the total group AUM of the company increased to ₹21,93,215 crore, up from ₹19,36,107 crore recorded in Q1FY25. This is also a growth over the Q4FY25 AUM (₹21,05,349 crore). 

The quarterly average asset under management (QAAUM) from the mutual fund segment of UTI AMC witnessed a 16.15% YoY growth from ₹3,10,697 crore in Q1FY25 to ₹3,60,867 crore in Q1FY26. 

The pension segment of UTI also touched new heights during the quarter. The AUM under UTI Pension Fund Ltd. also increased from ₹3,17,657 crore in Q1FY25 to ₹3,81,383 crore in Q1FY26. 

Coming to the financials …

During the June 2025 quarter, the revenue of the company increased by 3.34%, from ₹529 crore in Q1FY25 to ₹547 crore in Q1FY26. However, the net profit of the AMC declined by 7% during the quarter, from ₹274 crore in Q1FY25 to ₹254 crore in Q1FY26. Consequently, the Earnings per share (EPS) also decreased from ₹19.97 per share in Q1FY25 to ₹18.50 per share in Q1FY26. 

Financial snapshot

Particulars	Q1FY25 (₹ Cr.)	Q1FY26 (₹ Cr.)
Revenue	529	547
Net Profit	274	254
EPS	19.97	18.50

(Source: Screener)

UTI AMC is trading at a Price Earnings (PE) Ratio of 23.8x, marginally lower than the industry median of 25.5x. The 10-year median PE of the company is also trading lower at 19.9x compared to the industry median of 29.4x. The Price Earnings to Growth ratio (PEG) is at par with the industry figure of 2.16. 

The top three DIIs holding stakes in UTI AMC at the end of Q1FY26 are – 

• Punjab National Bank holds 15.09% stake
• Bank of Baroda holds 9.89% stake
• State Bank of India also holds 9.89% stake

#2 Multi Commodity Exchange of India Limited (MCX)

Multi Commodity Exchange of India Ltd., commonly known as MCX, is a commodity exchange itself, where commodities are traded. It is a capital market participant registered under SEBI and offers price risk management in the commodity market, and helps in fair price discovery too. MCX controls over 95% of the commodity futures market and has complete control of the precious metals and stones market. For the energy market, it has 99.61% hold, while for base metals, it has 99.8%. It is only for agri-commodities, where MCX has a bare minimum control of 2.65%. 

DIIs held 59.09% stake in MCX at the end of Q1FY26. During the quarter, DIIs increased their stake by 0.99% point. 

This massive holding by DIIs is perhaps due to extensive growth at the MCX. During Q4FY25, the average daily turnover (ADT) of options contracts at the exchange jumped to ₹2,20,936 crore from ₹1,13,672 crore a year back in Q4FY24. Even if you look at the ADT of options for the whole of FY25, it increased to ₹1,91,910 crore from ₹89,244 crore recorded in FY24. 

The ADT of future contracts also jumped from ₹19,636 crore in FY24 to ₹21,153 crore in FY25, and from ₹17,558 crore in Q4FY24 to ₹27,315 crore in Q4FY25. The number of clients trading on the platform has also increased from 9.3 lakh in FY24 to 13 lakh in FY25. 

Coming to the financials …

MCX witnessed a 61% jump in its revenue during Q4FY25, from ₹181 crore in Q4FY24 to ₹291 crore in Q4FY25. The net profit also increased from ₹88 crore in Q4FY24 to ₹ 135 crore in Q4FY25. The EPS went up from ₹17.23 per share in Q4FY24 to ₹26.56 in Q4FY25. The strong growth of the exchange might be a solid reason for DIIs holding on to this stock so strongly. 

Financial snapshot

Particulars	Q4FY24 (₹ Cr.)	Q4FY25 (₹ Cr.)
Revenue	181	291
Net Profit	88	135
EPS	17.23	26.56

(Source: Screener)

The latest financials for the June quarter are yet to be announced…

MCX is trading at a PE of 69.9x, which is at par with the industry median; however, its 10-year median PE at 43.6x is slightly higher than the industry figure of 40.7x. The PEG ratio stands at par with the industry median, as well at 1.35.

The top three DIIs holding stakes in MCX at the end of the June 2025 quarter are – 

• Kotak Mahindra Bank Limited holds 15% stake
• Nippon Life India Trustee Ltd. holds 4.07% stake
• Tata AIA Life Insurance Company Ltd. has 4.20% stake

#3 Crompton Greaves Consumer Electrical Limited (CROMPTON)

Crompton Greaves Consumer Electrical Ltd. is one of the leading consumer durables businesses in India with a legacy of over 75 years. It offers a wide range of electrical goods such as fans, pumps, electrical appliances, and lighting products. 

DIIs have increased their shareholding in Crompton by 1.88% points during Q1FY26, taking the overall holding to 58.93%. 

This increased interest from the DIIs is probably due to Compton’s continuous effort to expand and grow. Currently, the company is targeting the solar pump, solar rooftop market, where the total addressable market (TAM) is over ₹50,000 Crore. 

Crompton’s leadership is also growing at a good pace in the kitchen appliance segment, where the TAM is over ₹25,000 crore. Crompton is also witnessing growth in the large domestic appliances, agriculture pumps, and lighting segments. 

Coming to the financials …

The sales of Crompton grew from ₹1,961 crore in Q4FY24 to ₹2,061 crore in Q4FY25, registering a 5.08% growth YoY. The net profit went up from ₹133 crore in Q4FY24 to ₹172 crore in Q4FY25, logging a 27% growth YoY. Similarly, the EPS also increased from ₹2.15 per share to ₹2.63 per share during the period. 

Financial snapshot

Particulars	Q4FY24 (₹ Cr.)	Q4FY25 (₹ Cr.)
Revenue	1,961	2,061
Net Profit	133	172
EPS	2.15	2.63

(Source: Screener)

The latest financials for the June quarter are yet to be announced…

The stock is currently trading at a PE of 37.4x, cheaper than the industry median of 53x. Its 10-year median PE also stands at 40.1x, lower than industry median of 52x. 

The top three DIIs holding stakes in Crompton Greaves at the end of the Q1FY26 are – 

• HDFC Flexi Cap Fund holds 9.77% stake
• Nippon Life India Trustee Ltd. holds a 7.31% stake 
• Mirae Asset Nifty India Manufacturing ETF holds 6.15% stake

Other Two Stocks with DII Holding Above 50% at the End of Q1FY26

• Coforge Ltd.: Here, DIIs hold 52.32% stake, and increased their holding by 2.39% points during the quarter.
• Team Lease Services Ltd.: Here, DIIs hold 50.25% stake, and increased their holding by 2.60% points during the quarter. 

Wrapping up 

These select stocks’ strong growth potential and solid fundamentals perhaps caught the eyes of the DIIs. Even amidst a volatile market, DIIs didn’t offload these stocks, rather added more of these stocks to their portfolio. As the market dynamics change soon, it will be interesting to see whether DIIs keep on investing in these stocks in the future.  

Disclaimer

We have relied on data from www.Screener.in throughout this article. Only in cases where the data was not available, have we used an alternate, but widely used and accepted source of information. 

The purpose of this article is only to share interesting charts, data points and thought-provoking opinions. It is NOT a recommendation. If you wish to consider an investment, you are strongly advised to consult your advisor. This article is strictly for educative purposes only. 

Maumita Mitra is a seasoned writer specializing in demystifying the world of investment for a broad audience. She has a keen eye for detail and a knack for explaining complex financial concepts in the simplest manner possible. 

Disclosure: The writer and her dependents do not hold the stocks discussed in this article. 

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