Nov 08, 2012 01:41 PM IST | Source: Moneycontrol.com

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.

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.

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

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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 September-October 2012.

Stock Shares bought Stock Shares sold
Tata Power Company 4,256,752 Dish TV 6,847,538
Tata Motors (DVR) 3,565,599 Tata Motors 5,215,896
Bharat Heavy Electricals 1,657,643 DLF 3,716,143
ICICI Bank 1,536,676 Tata Global Beverage 2,179,042
Lanco Infratech 1,342,880 NTPC 1,988,198
Jaypee Infratech 1,314,446 IVRCL 1,823,759
United Spirits 1,306,648 Zee Entertainment 1,578,328
Jaiprakash Associates 1,188,872 Reliance Industries 1,453,646
Adani Power 902,715 Marico 1,294,796
Axis Bank 853,327 Hindustan Unilever 1,265,921
Ranbaxy Laboratories 745,958 NHPC 1,174,519
Jaiprakash Power Ventures 737,195 KPIT Cummins Infosystems 1,054,891
Oriental Bank of Commerce 668,532 Cipla 1,012,221
Power Finance Corporation 559,026 Wipro 971,607
Gujarat Pipavav Port 538,233 Coal India 886,113
Infosys 526,440 HCL Technologies 881,407
State Bank of India 506,403 CESC 827,337
Kalpataru Power Transmission 500,000 City Union Bank 802,365
Pantaloon Retail 498,423 Fresenius Kabi Oncology 753,729
IndusInd Bank 482,842 HDFC Bank 751,478
Arvind 462,620 L&T Finance Holdings 750,000
Godrej Industries 415,741 GAIL India 670,609
Somany Ceramics 406,285 Kajaria Ceramics 660,000
Unichem Laboratories 406,224 Punjab National Bank 552,819
IDFC 399,038 Torrent Power 457,691
HDFC 388,389 Power Grid Corporation 371,739
Prestige Estates Projects 384,860 Bata India 312,277
Max India 331,024 Crompton Greaves 304,741
Manappuram Finance 313,240 Gateway Distriparks 290,925
NIIT 298,485 Larsen and Toubro 259,307
ING Vysya Bank 297,887 Hindalco Industries 252,789
PTC India 291,529 GRUH Finance 227,751
Bank Of Baroda 260,319 Kotak Mahindra Bank 211,333
Sadbhav Engineering 249,332 JM Financial 201,884
Godrej Properties 236,415 Orient Paper and Industries 200,983
Cairn India 235,290 IRB Infrastructure Developers 186,472
Voltas 233,206 ILandFS Transportation 181,916
TV18 Broadcast 209,620 Hexaware Technologies 180,483
United Breweries 206,864 Mahindra and Mahindra 179,998
SKS Microfinance 181,780 Bajaj Finserv 159,513
ONGC 179,359 KEC International 157,759
EID Parry (India) 161,707 Cadila Healthcare 154,953
HCL Infosystems 155,350 Jyothy Laboratories 153,000
SpiceJet 140,651 Rallis India 134,805
Shree Cements 131,626 Tata Chemicals 124,241
Wockhardt 128,104 Gujarat State Petronet 100,961
Maruti Suzuki India 117,360 Lupin 100,922
JK Lakshmi Cement 115,326 Sun Pharmaceutical 100,411
Glenmark Pharma 105,917 Apollo Tyres 100,000
Tecpro Systems 96,146 HPCL 99,330
Tube Investments of India 95,811 Engineers India 92,682
Ambuja Cements 93,418 Hathway Cable and Datacom 92,182
Info Edge India 90,005 Nilkamal 92,132
Jammu and Kashmir Bank 84,966 Exide Industries 88,531
Mangalore Refinery 82,533 Sun TV Network 88,370
Bharat Petroleum Corporation 76,988 KSK Energy Ventures 82,648
Union Bank of India 76,646 Reliance Industrial Infra. 80,320
Ashoka Buildcon 75,638 Siemens 77,392
Balrampur Chini Mills 71,871 Petronet LNG Ltd 73,218
Adani Enterprises 70,150 Idea Cellular 71,384
Reliance Power 65,982 Raymond 67,000
ABB 62,742 GlaxoSmithKline Consumer 61,451
Hindustan Zinc 60,872 Britannia Industries 60,715
Karur Vysya Bank 60,772 Tech Mahindra 57,632
SRF 59,005 Tata Steel 44,845
Tata Communications 55,981 Bajaj Finance 39,680
Oil India 44,131 Havells India 37,427
Zuari Global 38,047 J. K. Cement 34,476
Colgate Palmolive (India) 35,150 NCC 32,691
NIIT Technologies 35,000 ACC 30,987
Indian Oil Corporation 32,667 Bajaj Electricals 28,631
Ipca Laboratories 32,520 Atul 20,000
Century Textiles 30,000 Oracle Financial Services 19,107
Madras Cements 24,102 Grasim Industries 15,443
Cummins India 23,354 Multi Commodity Exchange 14,857
Eicher Motors 18,824 Bharat Electronics 12,555
Bharti Airtel 18,501 Nestle India 11,513
Sundaram Finance 17,466 Dr Reddys Laboratories 11,050
Bharat Forge 14,994 Asian Paints 7,032
Ador Welding 12,809 Sterlite Industries (India) 4,839
GMDC 12,468
Trent 12,173
TTK Prestige 10,040
CMC 9,796
Sobha Developers 9,606
Mah & Mah Financial Services 9,130
Lakshmi Machine Works 7,558
AstraZeneca Pharma 6,550
Persistent Systems 6,000
Bayer Cropscience 5,985
Shriram City Union Finance 5,512
Ramky Infrastructure 1,495
Bosch 1,333

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