Feb 12, 2013 02:27 PM IST | Source: Moneycontrol.com

HDFC MF buys IT, oil & gas; sells engineering, auto

HDFC Mutual Fund has enhanced its exposure in information technology, oil & gas and chemicals. However, it slashed its investments in engineering & capital goods, food & beverages and automotive.

HDFC MF buys IT, oil & gas; sells engineering, auto

HDFC Mutual Fund has enhanced its exposure in information technology, oil & gas and chemicals. However, it slashed its investments in engineering & capital goods, food & beverages and automotive.

Gujarat State Fertilizers, Adani Ports and Pidilite Industries were the top buys by the fund, while NHPC, Jaiprakash Associates and Zee Entertainment were the top sells.

A study of the scheme for the month of January 2013 shows that in the information technology sector the fund purchased Infosys, TCS and NIIT Technologies, while it sold eClerx Services, Wipro and OnMobile Global.

In the oil & gas space it bought Oil India, BPCL and ONGC. However, it sold Reliance Industries, Petronet LNG and Gujarat State Petronet in the same space. (View - All Bulk Deals by Mutual Funds).

The fund bought Gujarat State Fertilizers, Pidilite Industries, Solar Industries and introduced Zuari Agro Chemicals in the chemicals space. But it sold Tata Chemicals.

In the engineering & capital goods segment, the fund sold JP Associates, L&T and Punj Lloyd, while it purchased Adani Ports, BHEL and Sanghvi Movers in the same space.

The fund sold United Spirits, GlaxoSmithKline Consumer Healthcare and Britannia Industries in the food & beverages pack. (Check out - Which sectors are attracting Fund Managers?).

In the automotive sector it sold Exide Industries, Motherson Sumi and M&M, while purchased Amara Raja Batteries and Maruti Suzuki India.

Table of Stocks bought/ sold by HDFC 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 Dec 2012-Jan 2013.

Company Name Shares Bought Stock Shares sold
Gujarat State Fertilizers 11,572,566 NHPC 20,397,000
Adani Ports and Special 3,000,000 Jaiprakash Associates 12,584,716
Pidilite Industries 1,837,000 Zee Entertainment 5,154,340
Whirlpool of India. 1,584,047 Punj Lloyd 2,520,799
Jaiprakash Power Ventures 1,200,000 Indian Overseas Bank 2,411,135
Oil India 852,237 Petronet LNG Ltd 2,383,800
CESC 844,194 Tube Investments of India 2,381,000
Rural Electrification Corpn. 540,000 ONGC 1,509,160
Indian Oil Corporation 500,000 Ballarpur Industries 1,454,057
Cipla 499,230 HT Media 1,161,250
Punjab National Bank 476,200 Raymond 1,132,489
Tata Steel 473,993 Reliance Industries 1,032,561
Sanghvi Movers 468,600 Tata Power Company 990,035
Infosys 429,273 Bharti Airtel 976,889
Bharat Electronics 396,310 Aurobindo Pharma 750,000
BPCL 363,262 Suprajit Engineering 617,822
NMDC 300,000 Britannia Industries 602,867
Power Grid Corporation  298,932 OnMobile Global 574,000
State Bank of Bikaner & Jaipur 283,485 Idea Cellular 533,146
NIIT Technologies 189,500 ITC 508,206
Century Textiles and Industries 182,000 Steel Authority of India 500,000
Bata India 180,000 HDFC Bank 402,780
State Bank of India 168,606 Exide Industries 390,000
Bharat Heavy Electricals 153,769 Motherson Sumi Systems 380,252
HPCL 150,000 Power Finance Corporation 350,000
State Bank of Travancore 140,000 Federal Bank 327,000
Divis Laboratories 110,000 Wipro 307,753
GAIL India 104,284 Amara Raja Batteries 302,282
Tata Elxsi 101,372 United Spirits 280,000
Corporation Bank 100,000 Shriram Transport Finance 278,195
Oriental Bank of Commerce 100,000 Tata Chemicals 277,000
Zuari Agro Chemicals 83,510 Indo Rama Synthetic 261,388
Blue Star 76,366 AIA Engineering 251,000
Grasim Industries 74,952 ICICI Bank 225,725
Birla Corporation 61,155 Yes Bank 210,000
Persistent Systems 54,177 Jindal Steel & Power 150,603
Greenply Industries 39,475 GlaxoSmithKline Consumer 145,326
Bank Of Baroda 34,873 Sterlite Industries (India) 101,123
Supreme Industries 27,677 Gujarat State Petronet 100,000
Solar Industries India 26,820 Canara Bank 82,144
Tata Consultancy Services 24,180 Ipca Laboratories 82,000
VST Tillers Tractors 24,000 Union Bank of India 63,000
TTK Prestige 18,676 Axis Bank 54,599
P & G Hygiene and Health Care 15,000 Prestige Estates Projects 12,724
eClerx Services 12,900 Tata Motors 2,739
Dr Reddys Laboratories 9,811 HDFC 2,303
FAG Bearings India 7,703 NTPC 2,189
Torrent Pharmaceuticals 6,603 Hindalco Industries 1,967
Carborundum Universal 4,572 Hindustan Unilever 1,576
Grindwell Norton 1,439 Coal India 944
Credit Analysis and Research 1,300 IDFC 931
Larsen and Toubro 816
Mahindra and Mahindra 687
Sun Pharmaceutical 592
Ambuja Cements 574
Cairn India 446
Oracle Financial Services 442
Sesa Goa 295
Kotak Mahindra Bank 282
DLF 274
Bajaj Auto 207
Maruti Suzuki India 207
HCL Technologies 198
Lupin 179
Hero Motocorp 146
Ranbaxy Laboratories 116
Reliance Infrastructure 103
UltraTech Cement 74
ACC 71
Siemens 69
Asian Paints 34

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