Nov 08, 2012 01:41 PM IST | Source:

Dish TV, Tata Motors, DLF top sells: DSP BlackRock MF

DSP BlackRock Mutual Fund has decreased its investments from oil & gas, consumer non-durables and media & entertainment space, while enhanced its exposure in banking & financial services, food & beverages and cement & construction.

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DSP BlackRock Mutual Fund has decreased its investments from oil & gas, consumer non-durables and media & entertainment space, while enhanced its exposure in banking & financial services, food & beverages and cement & construction.

Dish TV, Tata Motors and DLF were the top sells, while Tata Power Company, Tata Motors (DVR) and Bharat Heavy Electricals were the top buys.

A study of the DSP BlackRock Mutual Fund portfolio for the month of October 2012 showed that in the oil & gas space, the fund sold Reliance Industries, GAIL India, BPCL and exited from HPCL. However, it bought Cairn India, ONGC and Oil India from the same space.

In the consumer non-durables segment, it sold Hindustan Unilever, Bata India and Marico, while it bought Godrej Industries and Colgate Palmolive (India) in the same space.

The fund sold Dish TV, Zee Entertainment Enterprises, Hathway Cable & Datacom and exited from Sun TV Network in the media & entertainment space, however it introduced TV18 Broadcast. (View - All Bulk Deals by Mutual Funds).

In the banking & financial services space, the fund bought ICICI Bank, Axis Bank, State Bank of India and introduced Jammu and Kashmir Bank. While, it sold HDFC Bank, Kotak Mahindra Bank, Bajaj Finserv and exited from Punjab National Bank.

The fund purchased United Spirits, United Breweries, EID Parry (India) and introduced Balrampur Chini Mills in the food & beverages space. However, it sold Tata Global Beverage, Nestle India and exited from GlaxoSmithKline Consumer Healthcare and Britannia Industries. (Check out - Which sectors are attracting Fund Managers?)

In the cement & construction pack, the fund bought Shree Cements, Jaiprakash Associates, JK Lakshmi Cement and introduced Jaypee Infratech and Somany Ceramics. While, it sold IVRCL, Kajaria Ceramics, IRB Infra and exited from ACC from the same pack.

Table of Stocks bought/ sold by DSP BlackRock Mutual Funds...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 September-October 2012.

StockShares boughtStockShares sold
Tata Power Company4,256,752Dish TV6,847,538
Tata Motors (DVR)3,565,599Tata Motors5,215,896
Bharat Heavy Electricals1,657,643DLF3,716,143
ICICI Bank1,536,676Tata Global Beverage2,179,042
Lanco Infratech1,342,880NTPC1,988,198
Jaypee Infratech1,314,446IVRCL1,823,759
United Spirits1,306,648Zee Entertainment1,578,328
Jaiprakash Associates1,188,872Reliance Industries1,453,646
Adani Power902,715Marico1,294,796
Axis Bank853,327Hindustan Unilever1,265,921
Ranbaxy Laboratories745,958NHPC1,174,519
Jaiprakash Power Ventures737,195KPIT Cummins Infosystems1,054,891
Oriental Bank of Commerce668,532Cipla1,012,221
Power Finance Corporation559,026Wipro971,607
Gujarat Pipavav Port538,233Coal India886,113
Infosys526,440HCL Technologies881,407
State Bank of India506,403CESC827,337
Kalpataru Power Transmission500,000City Union Bank802,365
Pantaloon Retail498,423Fresenius Kabi Oncology753,729
IndusInd Bank482,842HDFC Bank751,478
Arvind462,620L&T Finance Holdings750,000
Godrej Industries415,741GAIL India670,609
Somany Ceramics406,285Kajaria Ceramics660,000
Unichem Laboratories406,224Punjab National Bank552,819
IDFC399,038Torrent Power457,691
HDFC388,389Power Grid Corporation371,739
Prestige Estates Projects384,860Bata India312,277
Max India331,024Crompton Greaves304,741
Manappuram Finance313,240Gateway Distriparks290,925
NIIT298,485Larsen and Toubro259,307
ING Vysya Bank297,887Hindalco Industries252,789
PTC India291,529GRUH Finance227,751
Bank Of Baroda260,319Kotak Mahindra Bank211,333
Sadbhav Engineering249,332JM Financial201,884
Godrej Properties236,415Orient Paper and Industries200,983
Cairn India235,290IRB Infrastructure Developers186,472
Voltas233,206ILandFS Transportation181,916
TV18 Broadcast209,620Hexaware Technologies180,483
United Breweries206,864Mahindra and Mahindra179,998
SKS Microfinance181,780Bajaj Finserv159,513
ONGC179,359KEC International157,759
EID Parry (India)161,707Cadila Healthcare154,953
HCL Infosystems155,350Jyothy Laboratories153,000
SpiceJet140,651Rallis India134,805
Shree Cements131,626Tata Chemicals124,241
Wockhardt128,104Gujarat State Petronet100,961
Maruti Suzuki India117,360Lupin100,922
JK Lakshmi Cement115,326Sun Pharmaceutical100,411
Glenmark Pharma105,917Apollo Tyres100,000
Tecpro Systems96,146HPCL99,330
Tube Investments of India95,811Engineers India92,682
Ambuja Cements93,418Hathway Cable and Datacom92,182
Info Edge India90,005Nilkamal92,132
Jammu and Kashmir Bank84,966Exide Industries88,531
Mangalore Refinery82,533Sun TV Network88,370
Bharat Petroleum Corporation76,988KSK Energy Ventures82,648
Union Bank of India76,646Reliance Industrial Infra.80,320
Ashoka Buildcon75,638Siemens77,392
Balrampur Chini Mills71,871Petronet LNG Ltd73,218
Adani Enterprises70,150Idea Cellular71,384
Reliance Power65,982Raymond67,000
ABB62,742GlaxoSmithKline Consumer61,451
Hindustan Zinc60,872Britannia Industries60,715
Karur Vysya Bank60,772Tech Mahindra57,632
SRF59,005Tata Steel44,845
Tata Communications55,981Bajaj Finance39,680
Oil India44,131Havells India37,427
Zuari Global38,047J. K. Cement34,476
Colgate Palmolive (India)35,150NCC32,691
NIIT Technologies35,000ACC30,987
Indian Oil Corporation32,667Bajaj Electricals28,631
Ipca Laboratories32,520Atul20,000
Century Textiles30,000Oracle Financial Services19,107
Madras Cements24,102Grasim Industries15,443
Cummins India23,354Multi Commodity Exchange14,857
Eicher Motors18,824Bharat Electronics12,555
Bharti Airtel18,501Nestle India11,513
Sundaram Finance17,466Dr Reddys Laboratories11,050
Bharat Forge14,994Asian Paints7,032
Ador Welding12,809Sterlite Industries (India)4,839
TTK Prestige10,040
Sobha Developers9,606
Mah & Mah Financial Services9,130
Lakshmi Machine Works7,558
AstraZeneca Pharma6,550
Persistent Systems6,000
Bayer Cropscience5,985
Shriram City Union Finance5,512
Ramky Infrastructure1,495

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