Mutual Funds with exposure to Adani group companies

Feb 01, 2023
 

Adani group companies that mutual funds have invested in:

  1. Adani Enterprises
  2. Adani Green Energy
  3. Adani Ports & Special Economic Zone
  4. Adani Power
  5. Adani Total Gas
  6. Adani Transmission
  7. Adani Wilmar

DEBT FUNDS (click on image to enlarge)

EQUITY FUNDS

A total of 172 funds have exposure to any of the above companies; 64 active funds and 108 index or Exchange Traded Funds (ETFs).

When it comes to the portfolios of active funds, only four companies found a place - Adani Enterprises, Adani Green Energy, Adani Total Gas and Adani Ports (the latter being the most popular).

Funds where exposure to Adani stocks exceeds 5% of the portfolio weight.

Portfolio data as on December 31, 2022/ Source: Morningstar Direct

Detailed list of all Adani stocks held by active and passive funds.

Add a Comment
Please login or register to post a comment.
© Copyright 2024 Morningstar, Inc. All rights reserved.
Terms of Use    Privacy Policy
© Copyright 2024 Morningstar, Inc. All rights reserved. Please read our Terms of Use above. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
As of December 1st, 2023, the ESG-related information, methodologies, tools, ratings, data and opinions contained or reflected herein are not directed to or intended for use or distribution to India-based clients or users and their distribution to Indian resident individuals or entities is not permitted, and Morningstar/Sustainalytics accepts no responsibility or liability whatsoever for the actions of third parties in this respect.
Company: Morningstar India Private Limited; Regd. Office: 9th floor, Platinum Technopark, Plot No. 17/18, Sector 30A, Vashi, Navi Mumbai – 400705, Maharashtra, India; CIN: U72300MH2004PTC245103; Telephone No.: +91-22-61217100; Fax No.: +91-22-61217200; Contact: Morningstar India Help Desk (e-mail: helpdesk.in@morningstar.com) in case of queries or grievances.
Top