Aug 11, 2012 03:48 PM IST | Source:

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.

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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


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.

StockShares BoughtStockShares Sold
IVRCL8,000,987Tata Motors (DVR)11,892,582
Zee Entertainment Enter.7,645,115Apollo Tyres9,059,578
Jaiprakash Associates5,800,966Wipro8,336,710
Tata Motors5,701,913Gujarat Pipavav Port6,786,698
GMR Infrastructure5,473,648Arvind5,975,874
Jaiprakash Power Ventures4,768,276GVK Power & Infra.5,945,970
SpiceJet4,576,588Tata Power Company5,611,189
Power Finance Corporation3,382,273Hindustan Unilever5,253,647
Sterlite Industries (India)2,356,670Kotak Mahindra Bank5,065,702
Bharat Heavy Electricals2,349,665BPCL4,315,009
NTPC2,317,592Redington (India)4,287,986
IDFC1,996,167L&T Finance Holdings4,111,103
Pantaloon Retail1,937,003HDFC4,061,407
Reliance Power1,728,601Crompton Greaves3,853,603
Jindal Steel & Power1,543,587Reliance Industries3,620,914
Coal India1,420,531NIIT3,615,820
Sadbhav Engineering1,335,855Lupin3,570,565
Polaris Financial Technology1,100,000Voltas3,567,001
Dish TV990,795HDFC Bank3,470,381
Hindustan Oil Exploration850,000Tata Steel3,447,574
Jet Airways835,321Tata Global Beverage2,850,400
Sesa Goa757,029Godrej Industries2,782,181
Bharti Airtel711,371KPIT Cummins Infosystems2,731,660
Hindustan Zinc668,039Hindalco Industries2,699,601
Oriental Bank of Commerce637,461Sun TV Network2,630,225
JSW Energy469,505Yes Bank2,582,800
Hero Motocorp299,234Tata Consultancy Services2,367,751
Gateway Distriparks273,195Chambal Fertilisers2,139,447
KEC International245,437Max India1,903,443
Tata Communications244,152EID Parry (India)1,842,333
Exide Industries232,577GMDC1,753,845
Indraprastha Gas231,462State Bank of India1,728,667
Kalpataru Power Trans.204,884Tata Chemicals1,709,513
Mcleod Russel (India)200,022Maruti Suzuki India1,596,481
Titagarh Wagons185,867ONGC1,554,737
Bank Of India180,003Dr Reddys Laboratories1,514,261
GAIL India178,676Siemens1,455,204
Hexaware Technologies166,075IndusInd Bank1,433,682
Oil India126,863Hathway Cable1,414,994
Prestige Estates Projects124,922Praj Industries1,410,133
LIC Housing Finance117,785ICICI Bank1,401,314
GRUH Finance113,224Radico Khaitan1,326,910
KSK Energy Ventures100,604Cummins India1,311,023
HPCL82,687ING Vysya Bank1,009,728
Ashoka Buildcon80,764Ranbaxy Laboratories968,985
CESC74,988Power Grid Corporation968,746
NHPC61,080Bata India904,054
Thermax56,184Larsen and Toubro868,126
Lovable Lingerie49,745SRF820,638
Sobha Developers44,509SKS Microfinance779,740
ACC38,921Bharat Forge727,502
Infosys31,223Karur Vysya Bank726,724
Mount Everest Mineral30,003Marico726,096
Gujarat Gas Company15,297India Cements721,995
PTC India Financial Services15,135NCC680,872
Shree Cements14,981ABB665,436
Piramal Glass14,932Godrej Properties660,006
Bharat Bijlee11,814Idea Cellular658,790
APL Apollo Tubes9,624Glenmark Pharma644,748
IRB Infrastructure Dev.8,897Zuari Industries562,353
Multi Commodity Exchange7,000Bombay Dyeing436,413
Unichem Laboratories6,636HCL Technologies432,063
Tecpro Systems6,597Bajaj Finserv390,740
Engineers India6,412Bajaj Finance348,394
City Union Bank5,630M & M Financial Services336,594
PTC India4,214Allahabad Bank320,784
Ramky Infrastructure3,906Bayer Cropscience319,164
Sabero Organics Gujarat2,936CMC311,674
Binani Industries2,678Grasim Industries311,214
Nilkamal1,459Fresenius Kabi Oncology307,220
Solar Industries India1,394Eicher Motors305,315
Ador Welding1,356Monnet Ispat296,727
Castrol India1,287Timken India245,256
Indian Oil Corporation878Nestle India133,624
Zydus Wellness783Bajaj Electricals124,848
Gujarat State Fertilizers Co.445Lakshmi Machine Works97,010
Gujarat Fluorochemicals124Torrent Power91,642
NMDC46Reliance Industrial Infra.81,494
Bosch24Aurobindo Pharma66,001
Orient Paper and Industries18Bajaj Auto55,304
Cairn India51,014
Kajaria Ceramics49,998
Strides Arcolab42,245
Jyothy Laboratories42,083
Rallis India40,454
Indoco Remedies29,044
Havells India27,182
Vivimed Labs26,722
GlaxoSmithKline Consumer25,000
Financial Technologies18,503
ILandFS Transportation18,124
Monsanto India11,096
Ashok Leyland9,242
NIIT Technologies7,301
Entertainment Network6,810
Asian Paints5,750
Bharat Electronics4,676
JMC Projects (India)4,138
Pidilite Industries3,129
Phillips Carbon Black2,562
Kennametal India2,500
Chola Investment & Finance1,878
AstraZeneca Pharma950
Deep Industries938
Kewal Kiran Clothing889
Supreme Industries576
Shiv Vani Oil & Gas515
Petronet LNG Ltd430
Coromandel International415
Adhunik Metaliks321
WABCO India196
Career Point130
HT Media88
Selan Exploration Tech.82
Steel Strips Wheels76
Oracle Financial Services51

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