Mutual Funds Investing in Adani Group Companies: A Comprehensive Guide

The Adani Group, one of India’s largest conglomerates, has made its mark in a variety of sectors including energy, infrastructure, logistics, and agribusiness. Over the years, several mutual funds, including those under the Adani Mutual Fund umbrella, have invested in Adani Group companies such as Adani Power, Adani Enterprises, Adani Total Gas, Adani Green Energy, and others, recognizing their growth potential in India’s expanding economy. If you’re an investor looking to tap into the growth story of Adani Group, here’s a list of mutual funds with substantial investments in these stocks.

1. SBI Small Cap Fund

• Adani Group Holdings: Adani Power, Adani Enterprises, Adani Transmission
• Investment Strategy: Primarily invests in small-cap stocks. Adani Power and Adani Transmission, part of Adani Group’s smaller companies, are part of this fund’s portfolio.
• Why Invest?: Small-cap stocks can offer higher growth potential, and with the rising demand for power and infrastructure, Adani Group’s smaller entities present great opportunities for growth.

2. ICICI Prudential Focused Bluechip Fund

• Adani Group Holdings: Adani Ports & SEZ, Adani Enterprises, Adani Green Energy
• Investment Strategy: Focuses on large-cap stocks and aims to invest in high-quality companies that have the potential for strong growth. Adani Ports & SEZ and Adani Enterprises are key holdings.
• Why Invest?: This fund’s large-cap focus helps mitigate risk while still offering exposure to Adani’s rapidly growing ventures in renewable energy and logistics.

3. HDFC Equity Fund

• Adani Group Holdings: Adani Green Energy, Adani Power, Adani Transmission
• Investment Strategy: A diversified equity fund that focuses on stocks across sectors. It has significant investments in Adani Group companies involved in energy and infrastructure.
• Why Invest?: HDFC Equity Fund offers a balanced approach by investing in both growth sectors and stable performers, making it ideal for investors looking to invest in a mix of growth and stability.

4. Nippon India Growth Fund

• Adani Group Holdings: Adani Power, Adani Enterprises, Adani Total Gas
• Investment Strategy: Focuses on growth-oriented companies, with a strong emphasis on sectors such as energy, utilities, and infrastructure. The Adani Group’s energy and infrastructure companies are integral to this fund’s holdings.
• Why Invest?: The growth strategy of this fund makes it appealing for those looking to benefit from the rise of India’s infrastructure and energy sectors, where Adani Group plays a pivotal role.

5. Franklin India High Growth Companies Fund

• Adani Group Holdings: Adani Enterprises, Adani Ports & SEZ, Adani Green Energy
• Investment Strategy: Focuses on high-growth companies, especially in emerging sectors like infrastructure and renewable energy. Adani Group’s presence in these sectors is key to the fund’s portfolio.
• Why Invest?: For investors seeking exposure to fast-growing sectors, Franklin India High Growth Companies Fund offers significant exposure to Adani’s rapidly expanding companies in green energy and infrastructure.

6. Axis Long Term Equity Fund (ELSS)

• Adani Group Holdings: Adani Ports & SEZ, Adani Enterprises
• Investment Strategy: An ELSS (Equity Linked Savings Scheme) fund that focuses on tax-saving investments while investing in high-quality companies. The Adani Group’s infrastructure and energy stocks are part of the portfolio.
• Why Invest?: Ideal for long-term investors seeking to save taxes while benefiting from exposure to Adani Group companies, especially in the infrastructure and energy sectors.

7. Kotak Standard Multicap Fund

• Adani Group Holdings: Adani Power, Adani Transmission, Adani Enterprises
• Investment Strategy: A multi-cap fund that invests in companies of various sizes, including large and mid-cap stocks. Adani Group’s stocks in power and transmission sectors are part of this fund.
• Why Invest?: A multi-cap strategy gives investors a balanced approach by offering exposure to a range of companies across market caps, while still investing in high-growth Adani stocks.

8. UTI Nifty Index Fund

• Adani Group Holdings: Adani Ports & SEZ, Adani Green Energy, Adani Enterprises
• Investment Strategy: An index fund that tracks the performance of the Nifty 50 index, which includes some of the key Adani Group companies.
• Why Invest?: Investors who prefer passive investment strategies can benefit from this index fund, which includes Adani companies like Adani Ports & SEZ, offering diversification within the Nifty 50.

9. Mirae Asset Large Cap Fund

• Adani Group Holdings: Adani Enterprises, Adani Green Energy
• Investment Strategy: Focuses on large-cap stocks with strong potential for long-term growth. Adani Group’s flagship companies like Adani Enterprises and Adani Green Energy are integral to the portfolio.
• Why Invest?: This fund’s large-cap focus reduces risk while still offering exposure to Adani’s high-potential companies, particularly in the renewable energy sector.

10. L&T Midcap Fund

• Adani Group Holdings: Adani Power, Adani Enterprises
• Investment Strategy: A mid-cap fund that targets high-growth companies in the mid-cap space. Adani Power and Adani Enterprises are key investments.
• Why Invest?: Mid-cap stocks offer the potential for higher returns, and investing in Adani Group’s mid-market companies could offer significant growth opportunities.

Why Invest in Mutual Funds with Adani Group Exposure?

Investing in mutual funds, particularly those in the Adani Mutual Fund range, that have exposure to Adani Group companies offers several benefits, including:

• Growth Potential: Adani Group companies are at the forefront of India’s infrastructure and renewable energy development, offering strong growth prospects.
• Diversification: Many of these funds invest in a diversified portfolio of stocks, reducing individual stock risk while providing exposure to the booming sectors where Adani is a key player.
• Government Support: With ongoing government initiatives in infrastructure and clean energy, Adani Group companies stand to benefit from supportive policies and investments.
• Long-Term Focus: Many of these funds have a long-term growth strategy, making them ideal for investors with a similar investment horizon who want to participate in the growth of India’s economy.

Mutual Funds Having Highest Exposure to Adani Group Stocks

Data as of October 31, 2024. 

Reference: https://www.angelone.in/blog/mutual-funds-with-high-exposure-to-adani-group-stocks

How to Invest in These Mutual Funds?

Investing in any of these funds, including Adani Mutual Fund schemes, is easy through various online platforms, such as Groww, Zerodha, or the respective fund houses’ websites. You can either invest via SIP (Systematic Investment Plan) for regular contributions or make a lump sum investment.

Conclusion

The Adani Group’s rapid growth in sectors like power, infrastructure, and renewable energy presents a compelling investment opportunity. Mutual funds with exposure to Adani Group companies provide a way for investors to tap into this growth, while also diversifying their portfolios across multiple sectors and market caps.

Whether you’re looking for Adani Mutual Fund options or other funds with Adani exposure, always remember to carefully assess your risk tolerance and investment goals before choosing a mutual fund. Whether you’re a long-term investor seeking growth or a tax saver looking for an ELSS, mutual funds with Adani Group exposure offer a diverse range of options to suit your needs.