Moneycontrol
Feb 09, 2013 10:58 AM IST | Source: Moneycontrol.com

Idea, Jain Irrigation, NHPC top buys: Kotak Mahindra MF

Kotak Mahindra Mutual Fund has increased its exposure in the oil & gas, telecommunication and pharmaceuticals sector. However, it decreased its weightage in the cement & construction, information technology and banking & financial services sector.

Idea, Jain Irrigation, NHPC top buys: Kotak Mahindra MF

Kotak Mahindra Mutual Fund has increased its exposure in the oil & gas, telecommunication and pharmaceuticals sector. However, it decreased its weightage in the cement & construction, information technology and banking & financial services sector.

Idea Cellular, Jain Irrigation Systems and NHPC were top buys, while India Cements, Jaiprakash Associates and Voltas were top sells by the fund.

The study of Kotak Mahindra Mutual Fund for the month of January 2013 showed that in the oil & gas segment, the fund bought ONGC, Reliance Industries and BPCL, but it sold Chennai Petroleum Corporation.

In the telecommunication pack, it purchased Bharti Airtel and Idea Cellular. (View - All Bulk Deals by Mutual Funds).

The fund introduced Alembic Pharmaceuticals, Wyeth and bought Dr Reddys Laboratories and Cipla in the pharmaceuticals space. But it sold Cadila Healthcare, Lupin and Sun Pharmaceutical Industries in the same space.

In the cement & construction pack it sold Jaiprakash Associates, India Cements, Madras Cements, while bought Sadbhav Engineering, UltraTech Cement and introduced JK Lakshmi Cement.

It sold Infosys, Wipro, KPIT Cummins Infosystems and also exited Redington (India) from information technology sector. However, it purchased TCS and HCL Technologies.(Check out - Which sectors are attracting Fund Managers?)

In the banking & financial services sector, it sold Axis Bank, Allahabad Bank, ING Vysya Bank and exited Manappuram Finance. However, it purchased Federal Bank, SBI and introduced Karur Vysya Bank, Rural Electrification Corporation and Power Finance Corporation.

Table of Stocks bought/ sold by Kotak Mahindra Mutual Funds...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
Idea Cellular 1,698,000 India Cements 2,067,000
Jain Irrigation Systems 1,086,904 Jaiprakash Associates 1,939,228
NHPC 800,000 Voltas 1,339,000
Jagran Prakashan 729,166 Ashok Leyland 1,087,834
SpiceJet 613,075 Crompton Greaves 905,302
Oil and Natural Gas Corporation 606,308 Allahabad Bank 873,419
Prestige Estates Projects 543,442 Dish TV 518,636
Bharti Airtel 481,024 Manappuram Finance 502,474
Dena Bank 443,616 Pantaloon Retail 489,040
Ballarpur Industries 405,480 Arvind 440,000
Power Finance Corporation 295,914 Wipro 418,715
Tata Global Beverage 290,000 ITC 379,540
Federal Bank 287,768 NMDC 300,181
Syndicate Bank 236,268 Hindustan Unilever 290,543
Bharat Petroleum Corporation 201,027 ING Vysya Bank 284,898
DB Corp 165,411 Axis Bank 280,488
Alembic Pharmaceuticals 163,915 KPIT Cummins Infosystems 273,085
IDFC 155,386 Zee Entertainment 260,000
Navneet Publications 139,795 NTPC 208,226
Cipla 139,675 Union Bank of India 203,056
Repro India 119,018 Infosys 196,508
HPCL 117,181 Texmaco Rail and Engin. 164,756
Rural Electrification Corpn. 94,000 Madras Cements 134,215
Standard Chartered PLC 92,864 Tata Motors (DVR) 133,121
Whirlpool of India. 90,076 Yes Bank 128,200
Graphite India 87,142 Motherson Sumi Systems 122,079
Dr Reddys Laboratories 82,666 Engineers India 120,474
Reliance Industries 75,079 Amara Raja Batteries 119,000
Zuari Agro Chemicals 71,759 Indian Bank 105,609
HDFC Bank 70,835 Redington (India) 81,462
Tata Consultancy Services 66,690 Oriental Bank of Commerce 81,008
Coal India 65,819 EID Parry (India) 60,458
Dabur India 58,000 Rallis India 50,775
Zuari Global 58,000 Persistent Systems 45,000
Karnataka Bank 53,500 Hindustan Media Ventures 43,944
HT Media 50,834 Cadila Healthcare 42,187
Sadbhav Engineering 50,000 ICICI Bank 31,062
Infotech Enterprises 47,366 Chennai Petroleum Corpn. 28,183
State Bank of India 47,059 Lupin 27,822
Radico Khaitan 45,897 Colgate Palmolive (India) 26,230
SKF India 43,713 HDFC 20,795
Century Textiles 41,548 Zodiac Clothing Company 20,546
Britannia Industries 34,000 IndusInd Bank 20,000
Karur Vysya Bank 31,529 Corporation Bank 19,522
Bharat Forge 29,856 Mah & Mah Financial Services 19,268
Torrent Pharmaceuticals 29,368 Hathway Cable and Datacom 15,016
Bata India 29,070 Bank Of Baroda 7,458
HCL Technologies 27,425 ILandFS Transportation 6,573
Emami 25,000 Jammu and Kashmir Bank 4,000
Carborundum Universal 25,000 Gillette India 3,392
GlaxoSmithKline Consumer 24,958 West Coast Paper Mills 2,212
Max India 23,242 Goodyear India 1,500
Raymond 22,833 MRF 968
Wyeth 22,500 Punjab National Bank 782
SML Isuzu 22,267
CESC 22,000
Bayer Cropscience 17,418
Tata Motors 16,282
Kewal Kiran Clothing 16,026
Exide Industries 16,000
Aditya Birla Nuvo 15,000
Tata Power Company 14,918
Power Grid Corporation 13,050
Divis Laboratories 13,000
Hero Motocorp 11,918
Hindalco Industries 11,850
Bharat Bijlee 11,596
Dalmia Bharat 10,686
United Spirits 10,565
Shriram Transport Finance 10,000
GMDC 8,453
Bharat Heavy Electricals 7,278
Eicher Motors 7,233
Ambuja Cements 7,008
Styrolution ABS (India) 6,172
Tata Steel 6,140
JK Lakshmi Cement 5,450
Cairn India 5,440
Larsen and Toubro 4,981
Bosch 4,600
Shriram City Union Finance 4,539
Solar Industries India 4,264
Mahindra and Mahindra 4,224
GAIL India 4,138
Maruti Suzuki India 3,956
Oracle Financial Services 3,793
Clariant Chemicals India 3,665
Sesa Goa 3,596
Jindal Steel & Power 3,528
Sun Pharmaceutical Industries 3,464
Kotak Mahindra Bank 3,447
United Breweries 3,399
DLF 3,351
LIC Housing Finance 2,832
Nestle India 1,634
Ranbaxy Laboratories 1,420
Reliance Infrastructure 1,247
Bajaj Auto 1,232
Shree Cements 1,000
UltraTech Cement 902
ACC 862
Siemens 848
Grasim Industries 586
Asian Paints 420
Birla Corporation 306
Godfrey Phillips India 279
Hawkins Cooker 139

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