Moneycontrol
Feb 12, 2013 02:22 PM IST | Source: Moneycontrol.com

NMDC, Pidilite Ind, Power Finance Corp top picks: HDFC MF

HDFC Mutual Fund has increased its weightage in banking & financial services, metals & mining and pharmaceuticals. However, it decreased its investments in information technology, tobacco and telecommunication.

NMDC, Pidilite Ind, Power Finance Corp top picks: HDFC MF

HDFC Mutual Fund has increased its weightage in banking & financial services, metals & mining and pharmaceuticals. However, it decreased its investments in information technology, tobacco and telecommunication.

NMDC, Pidilite Industries and Power Finance Corporation were the top buys by the fund, while Jaiprakash Associates, Tata Power Company and Zee Entertainment were the top sells.

A study of the scheme for the month of December 2012 shows that in the Banking & Financial Services space, the fund bought State Bank of India, Bank of Baroda and ICICI Bank. However, it sold HDFC Bank and Housing Development Finance Corporation from the same space.

It purchased NMDC, Tata Steel and Sterlite Industries (India) in the Metals & Mining segment, however it sold Coal India, Jindal Steel & Power and ISMT in the same space. (View - All Bulk Deals by Mutual Funds).

In the Pharmaceuticals space, the fund bought Ipca Laboratories, Cadila Healthcare and Cipla, while it sold Aurobindo Pharma, Biocon and Dr Reddys Laboratories.

The fund sold Tata Consultancy Services, Infosys and Wipro in the Information Technology segment. However, it introduced Persistent Systems in the same segment.

In the Tobacco space, it sold ITC, while it bought VST Industries from the same space. (Check out - Which sectors are attracting Fund Managers?).

In the Telecommunication sector, the fund sold Bharti Airtel.

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 Nov-Dec 2012.

Company Name Shares bought Stock Shares sold
NMDC 10,135,000 Jaiprakash Associates 7,038,067
Pidilite Industries 1,945,581 Tata Power Company 2,578,638
Power Finance Corporation 1,773,000 Zee Entertainment 2,552,445
Persistent Systems 1,355,000 Ballarpur Industries 2,513,230
Tata Steel 1,183,777 Bharti Airtel 1,048,981
CESC 1,161,577 Raymond 957,014
Cipla 1,064,461 Tata Consultancy Services 818,681
Rural Electrification Corpn. 701,000 Tata Motors (DVR) 750,000
Indian Oil Corporation 533,971 Jet Airways 745,000
Adani Ports and Special 500,000 Hindalco Industries 714,230
Cadila Healthcare 456,000 Jagran Prakashan 669,703
ICICI Bank 437,571 Wipro 645,362
Greenply Industries 409,044 OnMobile Global 624,000
ITC 341,427 Hindustan Unilever 567,600
Sun Pharma Advanced 335,000 HT Media 428,163
NIIT Technologies 308,982 Petronet LNG Ltd 350,000
State Bank of India 256,498 ONGC 322,295
Ganesh Housing Corpn. 249,382 Sterlite Industries (India) 314,118
Credit Analysis & Research 244,352 HDFC Bank 230,539
Vardhman Textiles 188,800 Jindal Steel & Power 227,974
Canara Bank 175,000 Indo Rama Synthetics 167,943
Corporation Bank 140,000 AIA Engineering 166,083
Cairn India 99,223 Voltas 151,462
Union Bank of India 85,000 United Spirits 150,000
Oriental Bank of Commerce 79,011 Aurobindo Pharma 150,000
Torrent Pharmaceuticals 69,641 BPCL 148,340
Supreme Industries 62,727 Reliance Industries 121,456
Infosys 60,923 Emami 120,760
MindTree 60,286 Coal India 106,729
VST Tillers Tractors 54,000 GAIL India 101,131
Punjab National Bank 39,825 Motherson Sumi Systems 75,000
Ipca Laboratories 31,327 Biocon 21,710
P & G Hygiene and Health Care 31,000 Tata Motors 20,019
FAG Bearings India 27,000 NTPC 17,076
State Bank of Bikaner & Jaipur 25,000 HDFC 16,376
Grasim Industries 19,916 VST Industries 15,000
Grindwell Norton 18,532 ISMT 14,500
Lakshmi Machine Works 15,000 Bharat Heavy Electricals 9,039
Solar Industries India 15,000 Larsen and Toubro 5,873
Bharat Electronics 13,816 Mahindra and Mahindra 4,904
Carborundum Universal 13,492 Sun Pharmaceutical Industries 4,362
Axis Bank 9,645 Prestige Estates Projects 3,535
Tata Elxsi 7,020 Power Grid Corporation 1,863
IDFC 1,626
Bajaj Auto 1,527
Maruti Suzuki India 1,525
Dr Reddys Laboratories 1,357
Hero Motocorp 1,057
Ambuja Cements 1,000
Sesa Goa 514
Kotak Mahindra Bank 492
DLF 479
HCL Technologies 345
Lupin 312
Bank Of Baroda 222
Ranbaxy Laboratories 202
Reliance Infrastructure 178
UltraTech Cement 131
ACC 123
Siemens 122
Asian Paints 59

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