Aug 11, 2012 03:48 PM IST | Source: Moneycontrol.com

DSP BlackRock picks IVRCL, Zee Ent; sells Tata Motors (DVR)

DSP BlackRock Mutual Fund has increased its weightage in cement & construction, services and media & entertainment space. However, it decreased its investments in banking & financial services, information technology and pharmaceuticals.

DSP BlackRock picks IVRCL, Zee Ent; sells Tata Motors (DVR)

DSP BlackRock Mutual Fund has increased its weightage in cement & construction, services and media & entertainment space. However, it decreased its investments in banking & financial services, information technology and pharmaceuticals.

IVRCL, Zee Entertainment and Jaiprakash Associates were the top buys by the fund, while Tata Motors (DVR), Apollo Tyres and Wipro were the top sells.

A study of the scheme for the month of June 2012 shows that in the Cement & Construction space, the fund bought Jaiprakash Associates, IVRCL and Sadbhav Engineering. However, it sold Kajaria Ceramics and exited from India Cements.

It purchased SpiceJet, PTC India and introduced Jet Airways in the Services segment. (View - All Bulk Deals by Mutual Funds).

In the Media & Entertainment space, the fund bought Dish TV and introduced Zee Entertainment Enterprises. While, it sold Sun TV Network, Hathway Cable and exited from Entertainment Network India.

The fund sold State Bank of India, Kotak Mahindra Bank and HDFC from the Banking & Financial services sector and exited from Allahabad Bank. However, it bought IDFC, GRUH Finance and City Union Bank. It also introduced Power Finance Corporation, Oriental Bank of Commerce, Bank Of India and LIC Housing Finance in the same sector.

In the Information Technology space, it sold Wipro, Tata Consultancy Services and Redington (India), while it purchased Infosys, Hexaware Technologies and introduced Polaris Financial Technology from the same space. (Check out - Which sectors are attracting Fund Managers?).

In the Pharmaceuticals pack, the fund sold Dr Reddys Labs, Lupin and Ranbaxy Labs.

 Table of Stocks bought/ sold by DSP BlackRock Mutual Fund...contd on Page 2

 

For more Mutual Fund Action in Market click here

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Note - The number of shares has been calculated based on the closing price of the stocks on the BSE/NSE as on the portfolio date for May-June 2012.

Stock Shares Bought Stock Shares Sold
IVRCL 8,000,987 Tata Motors (DVR) 11,892,582
Zee Entertainment Enter. 7,645,115 Apollo Tyres 9,059,578
Jaiprakash Associates 5,800,966 Wipro 8,336,710
Tata Motors 5,701,913 Gujarat Pipavav Port 6,786,698
GMR Infrastructure 5,473,648 Arvind 5,975,874
Jaiprakash Power Ventures 4,768,276 GVK Power & Infra. 5,945,970
SpiceJet 4,576,588 Tata Power Company 5,611,189
Power Finance Corporation 3,382,273 Hindustan Unilever 5,253,647
Sterlite Industries (India) 2,356,670 Kotak Mahindra Bank 5,065,702
Bharat Heavy Electricals 2,349,665 BPCL 4,315,009
NTPC 2,317,592 Redington (India) 4,287,986
IDFC 1,996,167 L&T Finance Holdings 4,111,103
Pantaloon Retail 1,937,003 HDFC 4,061,407
Reliance Power 1,728,601 Crompton Greaves 3,853,603
Jindal Steel & Power 1,543,587 Reliance Industries 3,620,914
Coal India 1,420,531 NIIT 3,615,820
Sadbhav Engineering 1,335,855 Lupin 3,570,565
Polaris Financial Technology 1,100,000 Voltas 3,567,001
Dish TV 990,795 HDFC Bank 3,470,381
Hindustan Oil Exploration 850,000 Tata Steel 3,447,574
Jet Airways 835,321 Tata Global Beverage 2,850,400
Sesa Goa 757,029 Godrej Industries 2,782,181
Bharti Airtel 711,371 KPIT Cummins Infosystems 2,731,660
Hindustan Zinc 668,039 Hindalco Industries 2,699,601
Oriental Bank of Commerce 637,461 Sun TV Network 2,630,225
JSW Energy 469,505 Yes Bank 2,582,800
Hero Motocorp 299,234 Tata Consultancy Services 2,367,751
Gateway Distriparks 273,195 Chambal Fertilisers 2,139,447
KEC International 245,437 Max India 1,903,443
Tata Communications 244,152 EID Parry (India) 1,842,333
Exide Industries 232,577 GMDC 1,753,845
Indraprastha Gas 231,462 State Bank of India 1,728,667
Kalpataru Power Trans. 204,884 Tata Chemicals 1,709,513
Mcleod Russel (India) 200,022 Maruti Suzuki India 1,596,481
Titagarh Wagons 185,867 ONGC 1,554,737
Bank Of India 180,003 Dr Reddys Laboratories 1,514,261
GAIL India 178,676 Siemens 1,455,204
Hexaware Technologies 166,075 IndusInd Bank 1,433,682
Oil India 126,863 Hathway Cable 1,414,994
Prestige Estates Projects 124,922 Praj Industries 1,410,133
LIC Housing Finance 117,785 ICICI Bank 1,401,314
GRUH Finance 113,224 Radico Khaitan 1,326,910
KSK Energy Ventures 100,604 Cummins India 1,311,023
HPCL 82,687 ING Vysya Bank 1,009,728
Ashoka Buildcon 80,764 Ranbaxy Laboratories 968,985
CESC 74,988 Power Grid Corporation 968,746
NHPC 61,080 Bata India 904,054
Thermax 56,184 Larsen and Toubro 868,126
Lovable Lingerie 49,745 SRF 820,638
Sobha Developers 44,509 SKS Microfinance 779,740
ACC 38,921 Bharat Forge 727,502
Infosys 31,223 Karur Vysya Bank 726,724
Mount Everest Mineral 30,003 Marico 726,096
Gujarat Gas Company 15,297 India Cements 721,995
PTC India Financial Services 15,135 NCC 680,872
Shree Cements 14,981 ABB 665,436
Piramal Glass 14,932 Godrej Properties 660,006
Bharat Bijlee 11,814 Idea Cellular 658,790
APL Apollo Tubes 9,624 Glenmark Pharma 644,748
IRB Infrastructure Dev. 8,897 Zuari Industries 562,353
Multi Commodity Exchange 7,000 Bombay Dyeing 436,413
Unichem Laboratories 6,636 HCL Technologies 432,063
Tecpro Systems 6,597 Bajaj Finserv 390,740
Engineers India 6,412 Bajaj Finance 348,394
City Union Bank 5,630 M & M Financial Services 336,594
PTC India 4,214 Allahabad Bank 320,784
Ramky Infrastructure 3,906 Bayer Cropscience 319,164
Sabero Organics Gujarat 2,936 CMC 311,674
Binani Industries 2,678 Grasim Industries 311,214
Nilkamal 1,459 Fresenius Kabi Oncology 307,220
Solar Industries India 1,394 Eicher Motors 305,315
Ador Welding 1,356 Monnet Ispat 296,727
Castrol India 1,287 Timken India 245,256
Indian Oil Corporation 878 Nestle India 133,624
Zydus Wellness 783 Bajaj Electricals 124,848
Gujarat State Fertilizers Co. 445 Lakshmi Machine Works 97,010
Gujarat Fluorochemicals 124 Torrent Power 91,642
NMDC 46 Reliance Industrial Infra. 81,494
Bosch 24 Aurobindo Pharma 66,001
Orient Paper and Industries 18 Bajaj Auto 55,304
Cairn India 51,014
Kajaria Ceramics 49,998
Strides Arcolab 42,245
Jyothy Laboratories 42,083
Rallis India 40,454
Indoco Remedies 29,044
Havells India 27,182
Vivimed Labs 26,722
GlaxoSmithKline Consumer 25,000
Cipla 22,703
Financial Technologies 18,503
ILandFS Transportation 18,124
Monsanto India 11,096
Ashok Leyland 9,242
NIIT Technologies 7,301
Entertainment Network 6,810
Asian Paints 5,750
Bharat Electronics 4,676
JMC Projects (India) 4,138
Pidilite Industries 3,129
Phillips Carbon Black 2,562
Kennametal India 2,500
Chola Investment & Finance 1,878
AstraZeneca Pharma 950
Deep Industries 938
Kewal Kiran Clothing 889
Supreme Industries 576
Shiv Vani Oil & Gas 515
Petronet LNG Ltd 430
Coromandel International 415
Adhunik Metaliks 321
WABCO India 196
Career Point 130
HT Media 88
Selan Exploration Tech. 82
Steel Strips Wheels 76
Raymond 54
Oracle Financial Services 51

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