Moneycontrol
Feb 05, 2013 04:00 PM IST | Source: Moneycontrol.com

DSP BlackRock MF sells banking, auto; buys IT, telecom

DSP BlackRock Mutual Fund has decreased its weightage in banking & financial services, automotive and food & beverages, while enhanced its exposure in oil & gas, information technology and telecommunication space.

 
 
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DSP BlackRock Mutual Fund has decreased its weightage in banking & financial services, automotive and food & beverages, while enhanced its exposure in oil & gas, information technology and telecommunication space.


Lanco Infratech, Manappuram Finance and Zee Entertainment were the top sells, while Jaiprakash Associates, Power Finance Corporation and Adani Ports were the top buys.


A study of the DSP BlackRock Mutual Fund portfolio for the month of January 2013 showed that in the banking & financial services sector it sold HDFC Bank, M&M Financial Services, IndusInd Bank and Bank Of Baroda. The fund also exited Kotak Mahindra Bank, GRUH Finance, Manappuram Finance and PTC India Financial Services. However, it purchased Power Finance Corporation, ICICI Bank, Axis Bank and introduced Indian Bank in the same sector.


It sold Maruti Suzuki, Bajaj Auto, Bosch and exited Apollo Tyres and Tata Motors in the automotive pack, while it bought Tata Motors (DVR) and Eicher Motors. (View - All Bulk Deals by Mutual Funds).


In the food & beverages pack, the fund sold United Spirits, United Breweries, EID Parry (India) and Tata Global Beverage.


In the oil & gas segment it bought BPCL, Reliance Industries, Gail India and introduced HPCL and Cairn India. However, it sold Oil India, Petronet LNG and exited Shiv Vani Oil & Gas Exploration Services.


The fund purchased Wipro, Tech Mahindra and Mahindra Satyam in the information technology space. It also introduced Polaris Financial Technology in the same space. However, it sold Infosys and Oracle Financial Services Software. (Check out - Which sectors are attracting Fund Managers?)


It the telecommunication sector it bought Bharti Airtel, Idea Cellular and Tata Communication.


Table of Stocks bought/ sold by DSP BlackRock 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 December 2012-January 2013.



Company NameShares BoughtStockShares Sold
Jaiprakash Associates8,613,459Lanco Infratech5,591,473
Power Finance Corporation5,503,499Manappuram Finance3,675,319
Adani Ports and Special5,454,260Zee Entertainment3,593,911
Reliance Power4,653,499HDFC Bank3,326,211
Wipro4,266,320Voltas3,087,958
Tata Power Company3,530,261Kotak Mahindra Bank2,636,379
Mahindra Satyam3,409,693PTC India Financial Services2,283,090
Idea Cellular2,684,810Pantaloon Retail2,064,079
Cipla2,077,556GRUH Finance1,304,476
BPCL1,850,947Maruti Suzuki India1,273,806
Bharti Airtel1,714,986IndusInd Bank1,269,602
Siti Cable Network1,520,248GMR Infrastructure956,769
Prestige Estates Projects1,382,287NCC923,736
HPCL1,369,956Union Bank of India897,231
JSW Energy1,302,878DLF887,125
GAIL India1,254,226IRB Infrastructure Dev.857,441
Tata Motors (DVR)1,171,396Apollo Tyres761,991
Aurobindo Pharma1,161,770Indoco Remedies667,754
Tata Chemicals1,104,463Kajaria Ceramics622,766
Dish TV1,033,945IVRCL550,611
Reliance Industries974,690Crompton Greaves492,521
Polaris Financial Technology785,391ING Vysya Bank483,997
ICICI Bank700,439Infosys472,715
Puravankara Projects602,790APL Apollo Tubes468,888
PTC India558,854Lupin461,243
Tech Mahindra554,639Mah & Mah Financial Services448,403
Aditya Birla Nuvo506,844Gateway Distriparks441,428
Max India462,446Bharat Forge432,496
SpiceJet452,511Bank Of Baroda416,925
Sintex Industries396,061Ranbaxy Laboratories409,321
Indian Bank354,401Gujarat Pipavav Port400,499
Arvind348,784Madras Cements341,551
Tata Communications323,645NMDC333,544
NTPC304,822Bajaj Auto319,308
Sadbhav Engineering303,068Mcleod Russel (India)265,000
NIIT285,215Hindustan Zinc257,545
SKS Microfinance269,283JM Financial250,000
JK Lakshmi Cement251,783GMDC225,666
KEC International246,440Colgate Palmolive (India)225,441
Reliance Capital225,374United Spirits209,691
Cairn India219,859Rallis India201,143
Shalimar Paints219,093Supreme Industries193,481
Power Grid Corporation215,445Sterlite Industries (India)188,407
Chola Investment and Finance213,425Karur Vysya Bank172,330
Adhunik Metaliks174,769Oriental Bank of Commerce156,593
Tata Steel173,606HDFC154,356
Canara Bank171,775State Bank of India149,885
United Phosphorous170,000Balrampur Chini Mills143,530
Godrej Industries163,383Tata Global Beverage140,442
Jaypee Infratech154,845Zuari Global133,345
Axis Bank139,197Lakshmi Machine Works131,088
Ambuja Cements131,567Hathway Cable and Datacom128,019
Bombay Dyeing119,135Oil India121,235
Godrej Properties118,791Zydus Wellness120,824
Adani Power114,107ONGC90,144
HCL Technologies84,171Larsen and Toubro89,355
ILandFS Transportation80,814Shriram City Union Finance86,144
Tube Investments of India75,000Cummins India83,315
Sobha Developers73,610Petronet LNG Ltd81,197
Somany Ceramics69,766Havells India73,644
Mangalore Refinery69,211TTK Prestige68,474
United Breweries67,820Grasim Industries64,629
Engineers India64,026Pfizer52,891
Orient Paper and Industries64,010Adani Enterprises51,205
Ashoka Buildcon60,677Shiv Vani Oil & Gas 48,891
Trent58,490IDFC45,526
UltraTech Cement55,611Tata Coffee40,000
Century Textiles54,529Tata Motors39,418
Tecpro Systems51,292Titagarh Wagons38,612
SRF50,148Mangalore Chemicals35,000
Unichem Laboratories49,483Timken India31,525
Oberoi Realty39,344Bajaj Finserv28,790
Zuari Agro Chemicals36,080Sabero Organics Gujarat26,798
Bayer Cropscience28,282Info Edge India25,739
Strides Arcolab26,500Sundaram Finance24,150
Wockhardt25,762Shree Cements24,079
Persistent Systems25,632Cadila Healthcare24,024
Lovable Lingerie25,512Castrol India17,799
CMC24,525CESC16,995
Eicher Motors21,591Hindalco Industries16,564
NIIT Technologies17,978EID Parry (India)15,031
Punjab National Bank15,000Multi Commodity Exchange13,300
ABB13,025Coal India11,868
AstraZeneca Pharma10,721Oracle Financial Services 11,827
J. K. Cement10,674Jaiprakash Power Ventures9,856
Kaveri Seed Company9,643Glenmark Pharma7,577
Bharat Electronics8,434Gujarat State Petronet7,080
Blue Dart Express4,752Tata Consultancy Services6,541
Reliance Industrial Infrast.6,184
Atul5,000
Kennametal India3,842
Bosch625

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