{"id":122841,"date":"2026-06-18T15:24:00","date_gmt":"2026-06-18T09:54:00","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/?p=122841"},"modified":"2026-06-18T15:24:01","modified_gmt":"2026-06-18T09:54:01","slug":"oil-and-gas-most-under-owned-sector-mutual-funds-june-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/oil-and-gas-most-under-owned-sector-mutual-funds-june-2026\/","title":{"rendered":"Oil and Gas Is Most Under-Owned Sector in Indian Mutual Funds as Weight Falls to 5.2% After Iran Conflict Hit"},"content":{"rendered":"
<\/div>\n

Oil and Gas is now the most under-owned sector in Indian mutual funds, with sector weight at 5.2%. Brent crude fell from $107 to $79 after US-Iran truce. ONGC Rs 245.40, BPCL Rs 316.10, IOC Rs 145.82.<\/em><\/p>\n

The Oil and Gas sector<\/strong> has become the most under-owned sector in Indian mutual fund portfolios, with the aggregate sector weight declining to 5.2%, a significant discount to the sector’s 9-11% representation in broader indices like the Nifty 500. The sector’s fall from favour has been driven by the sharp uncertainty during the US-Iran conflict that pushed Brent crude to $107 per barrel, compressing downstream refiner margins through government-imposed retail price caps and creating earnings visibility concerns across the value chain. With Brent now near $79 per barrel, down approximately 28% from the conflict peak, the Oil and Gas sector’s under-ownership has become a contrarian data point that analysts say warrants close attention.<\/p>\n

Click Here – Get Free Investment Predictions<\/strong><\/a><\/p>\n

\n
\n

Table of Contents<\/p>\nToggle<\/span><\/path><\/svg><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n