MTF Insights — January 2022
India's combined NSE + BSE MTF book rose ₹2,313 crore (9.5%) in January 2022 to ₹26,595 crore on 31 Jan 2022 — the 4th-largest monthly rise since tracking began, and 170.5% higher than a year earlier. The book grew on 13 of 20 sessions. Wipro added the most, ₹319 crore.
IndiaMTF · 31 Dec 2021 to 31 Jan 2022 · Tracking MTF data and analytics since 01 Jan 2021
Stocks
Largest changes in funded value over the month, among stocks present in both month-end files. The share column is the change in shares under margin, adjusted for splits and bonuses — it shows whether more stock was genuinely borrowed against, rather than a price move.
| Biggest additions | Book (₹ Cr) | Change | Shares |
|---|---|---|---|
 WiproWIPRO | ₹409 | +₹319 | +392.6% |
 Tata Consultancy ServicesTCS | ₹582 | +₹232 | +60.1% |
 Tech MahindraTECHM | ₹214 | +₹172 | +377.6% |
 InfosysINFY | ₹294 | +₹163 | +115.1% |
 HCL TechnologiesHCLTECH | ₹261 | +₹144 | +125.1% |
| Biggest unwinds | Book (₹ Cr) | Change | Shares |
|---|---|---|---|
 Vodafone IdeaIDEA | ₹160 | −₹230 | −56.8% |
 State Bank of IndiaSBIN | ₹243 | −₹184 | −44.1% |
 Steel Authority of IndiaSAIL | ₹553 | −₹106 | −18.1% |
 Aurobindo PharmaAUROPHARMA | ₹141 | −₹95 | −26.4% |
 Axis BankAXISBANK | ₹161 | −₹84 | −36.6% |
New to the top 500 (37)
PCBL Chemical₹32
Latent View Analytics₹12GAGati₹10
Time Technoplast₹10
Praj Industries₹10
OnMobile Global₹10SUSuven Pharmaceuticals₹10
Pricol₹9
Hindustan Oil Exploration Company₹9
Alkem Laboratories₹9
Capacit'e Infraprojects₹9
UTI Asset Management Company₹8+25 moreLeft the top 500 (37)
Cholamandalam Investment and Finance Company₹20
Asian Granito India₹17
Vishwaraj Sugar Industries₹13
Kajaria Ceramics₹13
Aavas Financiers₹12SVSvp Global Textiles₹11JSJindal Stainless (H)₹10
Bayer Cropscience₹8
Indigo Paints₹8
ABB India₹8
Happiest Minds Technologies₹8+25 moreDay by day
Change in the combined book on each trading day. The largest single-day addition was +₹1,585 Cr on 20 Jan 2022; the largest fall was −₹998 Cr on 19 Jan 2022.
Sectors
Technology Services supplied 56% of the month's increase on its own. 5 sectors shrank while the book grew 9.5%, led by Communications.
| Largest additions | Book (₹ Cr) | Change | % |
|---|---|---|---|
| Technology Services | ₹2,627 | +₹1,292 | +96.7% |
| Unclassified | ₹2,870 | +₹546 | +23.5% |
| Process Industries | ₹1,874 | +₹180 | +10.6% |
| Commercial Services | ₹323 | +₹100 | +44.6% |
| Electronic Technology | ₹359 | +₹94 | +35.5% |
| Sectors that shrank | Book (₹ Cr) | Change | % |
|---|---|---|---|
| Communications | ₹412 | −₹190 | −31.6% |
| Consumer Durables | ₹716 | −₹85 | −10.6% |
| Health Technology | ₹1,323 | −₹52 | −3.8% |
| Producer Manufacturing | ₹1,047 | −₹49 | −4.4% |
| Non-Energy Minerals | ₹3,044 | −₹48 | −1.6% |
NSE, BSE and concentration
NSE’s book moved +9.6% to ₹26,021 Cr and BSE’s +5.3% to ₹574 Cr, so BSE held 2.2% of the combined book. The ten largest positions held 18.0% of the whole book at month-end, 1.1 points less than a month earlier.
January in context
| Month | Book at month-end (₹ Cr) | Change |
|---|---|---|
| January 2022 | ₹26,595 | +9.5% |
| December 2021 | ₹24,282 | −6.8% |
| November 2021 | ₹26,060 | +13.0% |
| October 2021 | ₹23,059 | +11.9% |
| September 2021 | ₹20,601 | +12.7% |
| August 2021 | ₹18,276 | −0.9% |
Month-end is the last trading day in the archive for the month; changes compare 31 Dec 2021 with 31 Jan 2022. Sector figures sum each day’s largest positions on a fixed basis. See the methodology for every definition.