Raamdeo Agrawal's auto stock picks: Know MF schemes with the biggest exposure in these

Kolkata: The auto sector could move into a fast lane. With GST rejig and RBI reducing the Repo Rate, sales of the auto sector could move up. Motilal Oswal's Raamdeo Agrawal has picked his favourite auto stocks. According to Agarwal, the country is rapidly shifting from two wheelers to four wheelers. Besides improved rural demand and easy financing are creating tailwinds for the auto sector.

Raamdeo Agrawal has listed four auto stocks which are his favourite and these are Maruti Suzuki, Eicher Motors, Hero MotoCorp and M&M. A lot of people will also be interested in knowing which mutual fund schemes allow investors to benefit from the gains these stocks can generate. Let's have a look. The following data is based on portfolio as on November 30, 2025.

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Eicher Motors is benefitting from strong sales of Royal Enfield motorcycles, while Hero MotoCorp is gaining from premium bikes in its stable and focus on electric vehicles. The plus points of Mahindra & Mahindra are the robust SUV line up, export performance and tractor portfolio. Agarwal thinks the country's largest passenger carmaker Maruti Suzuki is going for record sales driven by the big GST cuts.

ICICI Pru Flexicap: 7.6%

Kotak Multicap: 5.7%

Old Bridge Focused: 5.4%

HDFC ELSS Tax Saver: 5.1%

Parag Parikh ELSS: 4.3%

NJ Flexicap: 4.9%

JM Focused: 4.8%

Axis Focused: 4.1%

Franklin India Focused Equity: 3.8%

Axis Flexicap: 3.8%

NJ ELSS Tax Saver: 5.6%

Kotak Multicap: 4.6%

BOI Multicap: 4.4%

JM Midcap: 4.2%

Quantum Value: 4.1%

DSP Large Cap: 6.3%

Franklin India Large Cap: 5.7%

Taurus Flexicap: 5.1%

Franklin India Multicap: 4.4%

Baroda BNP Focused: 4.4%

A few facts become conspicuous from the above data. Kotak Multicap has top exposure to two distinct stocks: Maruti and Hero MotoCorp. Second, focused funds dominate, as these funds select only up to 30 stocks, leading to a larger stake where there is strong confidence. Third, several ELSS funds are also listed, as they adopt a long-term approach, thanks to the three-year lock-in period.