Mutual Funds Exit Six Stocks Completely in May 2026; Navkar Corporation Tops the List

Mutual Funds Restructure Portfolios During May 2026

Mutual funds continued to realign their investment portfolios during May 2026 by completely exiting selected listed companies.

Portfolio disclosures released by Prime Database show that fund houses sold their remaining holdings in six companies during the month, resulting in a full exit from each of these investments.

Portfolio reshuffling is a regular exercise carried out by mutual funds as they review investment allocations based on fund objectives, sector exposure, liquidity requirements, and changing market conditions.

The latest disclosures indicate that six companies witnessed complete divestment by mutual fund investors.

Six Stocks Witness Complete Mutual Fund Exit

The companies from which mutual funds completely exited during May 2026 include:

• Navkar Corporation
• Garuda Construction & Engineering
• Shriram Properties
• Raymond Realty
• Capital Numbers Infotech
• Coffee Day Enterprises

The sale of the remaining holdings in these companies reduced mutual fund ownership in each stock to zero during the reporting period.

These exits covered businesses operating across a wide range of industries, reflecting diversified portfolio adjustments rather than concentration within a single sector.

Navkar Corporation Registers Highest Exit Value

Among all six companies, Navkar Corporation recorded the largest mutual fund exit by transaction value.

Fund houses collectively sold approximately 13.36 lakh shares during May 2026.

The market value of the shares sold stood at nearly ₹13.41 crore, making it the biggest complete exit among the stocks included in the latest portfolio disclosures.

The transaction represented the liquidation of the entire mutual fund holding in the company.

Garuda Construction & Engineering Records Significant Sale

Mutual funds also exited Garuda Construction & Engineering during the month.

The portfolio adjustment involved the sale of approximately 3.94 lakh shares.

The total value of the transaction was around ₹6.65 crore.

Following the sale, mutual funds no longer held investments in the company.

Shriram Properties Sees Complete Divestment

The real estate sector also witnessed portfolio adjustments during May.

Mutual funds sold approximately 6.43 lakh shares of Shriram Properties.

The transaction was valued at nearly ₹5.44 crore.

The sale resulted in the complete withdrawal of mutual fund ownership from the company’s shareholding pattern.

Raymond Realty Also Witnesses Full Exit

Raymond Realty was another company where mutual funds exited entirely.

Fund houses disposed of approximately 1.17 lakh shares during May 2026.

The total market value of the transaction stood at approximately ₹5.22 crore.

The divestment marked the complete exit of mutual fund investments from the company during the reporting month.

Capital Numbers Infotech Removed from Portfolios

Mutual funds also completed their exit from Capital Numbers Infotech.

The sale involved nearly 1.33 lakh shares.

The value of the transaction was approximately ₹1.25 crore.

The disposal resulted in mutual funds no longer holding any stake in the technology company.

Coffee Day Enterprises Records Smallest Exit Value

Among the six companies, Coffee Day Enterprises recorded the lowest transaction value.

Mutual funds sold approximately 1.63 lakh shares during May 2026.

The value of the sale amounted to nearly ₹0.43 crore.

Although relatively smaller in value, the transaction represented a complete exit from the company’s equity.

Portfolio Rebalancing Is a Regular Investment Activity

Mutual fund portfolio changes occur frequently as part of fund management.

Portfolio managers periodically review holdings to align investments with:

• Scheme objectives
• Sector allocation targets
• Risk management requirements
• Liquidity considerations
• Investment strategy changes

Complete exits may occur for several operational reasons, including portfolio restructuring, changes in fund mandates, asset allocation adjustments, or evolving investment priorities.

Monthly shareholding disclosures provide investors with visibility into these portfolio movements.

Multiple Sectors Represented in the Exit List

The six companies span different segments of the economy.

The exits included businesses operating in:

• Logistics
• Construction
• Real estate
• Information technology
• Consumer businesses

This indicates that the portfolio adjustments were spread across multiple industries rather than concentrated within any single sector.

Conclusion

Mutual funds completely exited six listed companies during May 2026 as part of their routine portfolio rebalancing exercise. Navkar Corporation recorded the highest transaction value at approximately ₹13.41 crore, followed by Garuda Construction & Engineering, Shriram Properties, Raymond Realty, Capital Numbers Infotech, and Coffee Day Enterprises. These transactions highlight the ongoing portfolio adjustments undertaken by mutual funds across diverse sectors while managing their investment allocations.

Summary

Mutual funds completely exited six listed companies during May 2026 as part of their portfolio rebalancing activities. According to Prime Database, the fund houses sold their entire holdings in Navkar Corporation, Garuda Construction & Engineering, Shriram Properties, Raymond Realty, Capital Numbers Infotech, and Coffee Day Enterprises. Among these, Navkar Corporation recorded the highest value of shares sold at approximately ₹13.41 crore. The transactions reflect routine portfolio adjustments undertaken by mutual funds across multiple sectors, including logistics, real estate, construction, technology, and consumer businesses.