MFs’ June Picks: 12 smallcap stocks rally up to 75% in just over a month

In June 2025, mutual funds pumped cash in several smallcap stocks. Many of these stocks not only saw a large number of shares being bought but also showed strong price spikes. According to data sourced from ACE Equity and ACE MF, some of the popular picks included Jaiprakash Power Ventures, Gabriel India, PC Jeweller, Anand Rathi Wealth, and VIP Industries.

We looked at smallcap stocks where mutual funds added more than 1 lakh shares in June compared to May. This analysis showed that 183 smallcap companies saw heavy buying from mutual funds.

Out of these, 126 stocks delivered positive returns since the beginning of June — showing overall strength in the smallcap segment. From this list, we further shortlisted 12 stocks that rallied more than 25% between June 1 to present day, indicating strong upward momentum and high confidence from fund managers.

Jaiprakash Power Ventures led the pack with a stellar rally of 75%, followed closely by Gabriel India, which jumped 65% over the same period.

As of the end of June: Mutual funds held 2 crore shares of Jaiprakash Power Ventures across 29 schemes, worth around Rs 38 crore. For Gabriel India, 36 mutual fund schemes held 2.1 crore shares, valued at Rs 1,457 crore, showing stronger institutional interest.

However, in terms of the highest number of shares added by mutual funds in June, Niva Bupa Health Insurance Company topped the list. Around 45 MF schemes added over 10 crore shares, taking the total holding to 15 crore shares, valued at approximately Rs 1,225 crore. Despite this heavy institutional interest, the stock has underperformed, falling by around 2% since the start of June.

The data suggests mutual funds are actively positioning themselves in select smallcap names, particularly those showing early signs of momentum — although not all high-ownership plays have translated into immediate gains.