ss than 10 days are left for the end of 2025, and this year has been quite rewarding for stock market investors.
While many stocks have delivered strong returns during the year, there are some companies where investor confidence—especially from mutual funds—has improved notably in the second half of 2025.
Interestingly, the stocks discussed below share a common trend. In all these cases, mutual funds had reduced their stake for two consecutive quarters earlier.
However, in the September 2025 quarter, mutual funds once again increased their holdings, showing renewed confidence.
At the same time, these stocks have also generated impressive returns for investors in the calendar year 2025 (CY25).
Below are five such stocks explained in simple terms.
Mutual Funds Show Renewed Interest in Select Stocks
Mutual funds often adjust their holdings based on long-term outlook, valuations, and company performance.
A rise in mutual fund shareholding after continuous reductions can be seen as a positive signal, as it reflects improving confidence in the company’s future prospects.
TVS Motor Company
TVS Motor Company shares have performed strongly in 2025, registering a growth of 57% during the calendar year.
In terms of mutual fund holding, their stake in the company increased to 14.45% in the September 2025 quarter, up from 13.99% in June 2025.
However, this increase came after a period of decline. Mutual fund holding stood at 15.72% in December 2024, which fell to 15.16% in March 2025 and then dropped further to 13.99% in June 2025.
After two consecutive quarters of reduction, mutual funds increased their stake again in September, indicating renewed confidence in the stock.
CreditAccess Grameen
CreditAccess Grameen shares delivered a solid return of 47% in CY25.
Mutual fund shareholding in the company rose to 10.97% in the September 2025 quarter, compared to 10.54% in June 2025.
Earlier, mutual funds held 11.95% stake in December 2024, which declined to 10.64% in March 2025 and then further reduced to 10.54% in June 2025.
After these continuous cuts, the increase in September suggests a positive shift in sentiment toward the company.
Bank of India
Bank of India shares gained 40% in the calendar year 2025, making it another strong performer.
Mutual fund holding increased to 4.65% in the September 2025 quarter, up from 4.32% in June 2025.
Before this, the stake was 4.58% in December 2024, which slipped to 4.37% in March 2025 and then to 4.32% in June 2025.
The fresh increase in September highlights growing confidence among mutual funds in the bank’s performance and outlook.
Redington
Redington shares delivered a return of 38% in CY25, rewarding investors well.
Mutual fund holdings in the company rose to 11.54% in the September quarter, from 11.18% in June 2025.
Earlier, the mutual fund stake stood at 12.54% in December 2024, which declined to 12.10% in March 2025 and then further dropped to 11.18% in June 2025.
After two quarters of decline, the September increase indicates renewed interest from institutional investors.
Bharat Electronics
Bharat Electronics shares gained 36% during CY25, reflecting steady performance.
Mutual fund holding increased to 15.12% in the September 2025 quarter, compared to 14.60% in June 2025.
Previously, mutual funds held 16.17% stake in December 2024, which fell to 15.02% in March 2025 and then to 14.60% in June 2025. The rise in September once again signals improved confidence in the company.
