May 11, 2012 11:04 AM IST | Source:

DSP BlackRock MF picks pharma, metals; sells oil & gas

DSP BlackRock Mutual Fund has increased its weightage in pharmaceuticals, metals & mining and consumer non-durables space. However, it decreased its investments in cement & construction, oil & gas and chemicals.

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DSP BlackRock Mutual Fund has increased its weightage in pharmaceuticals, metals & mining and consumer non-durables space. However, it decreased its investments in cement & construction, oil & gas and chemicals.

Crompton Greaves, GMR Infrastructure and Max India were the top buys by the fund, while Jaiprakash Associates, Ashok Leyland and GVK Power & Infras. were the top sells.

A study of the scheme for the month of April 2012 shows that in the pharmaceuticals space, the fund bought Lupin, Dr Reddys Labs, Ranbaxy Labs and introduced Glenmark Pharma. However, it sold Cipla, Strides Arcolab and Aurobindo Pharma from the same space. It also exited from Pfizer and Wockhardt.

It purchased Tata Steel, Coal India and GMDC in the metals & mining segment. However, it sold Sterlite Industries (India), Hindalco Industries and Jindal Steel & Power in the same space. (View - All Bulk Deals by Mutual Funds).

In the consumer non-durables space, the fund bought Hindustan Unilever, Bata India and Godrej Industries. It also introduced Marico in the same space.

The fund sold Jaiprakash Associates, Ambuja Cements and India Cements from the cement & construction sector and got exited from UltraTech Cement. However, it bought Ashoka Buildcon, GMR Infrastructure, Kajaria Ceramics and introduced Ramky Infrastructure in the same sector.

In the oil & gas space, it sold Cairn India, Petronet LNG Ltd and Gujarat Gas Company. It also exited from Indraprastha Gas and GSPL. While it purchased Reliance Industries, HPCL and BPCL from the same space. (Check out - Which sectors are attracting Fund Managers?).

In the chemicals pack, the fund sold Zuari Industries, Bayer Cropscience and Rallis India. However, it bought Solar Industries India, Coromandel International and introduced Asian Paints in the same pack.

Table of Stocks bought/ sold by DSP BalckRock 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 March-April 2012.


Company NameShares boughtStockShares sold
Crompton Greaves5,518,622Jaiprakash Associates13,855,825
GMR Infrastructure4,350,974Ashok Leyland4,766,343
Max India3,527,918GVK Power & Infras.3,940,922
Prestige Estates Projects2,990,333Idea Cellular3,735,523
Apollo Tyres2,846,555ICICI Bank3,592,429
Tata Steel2,525,727Tata Motors3,070,502
Power Grid Corporation1,973,301Sterlite Industries (India)2,615,488
HDFC Bank1,803,060Union Bank of India1,420,346
Coal India1,428,324Alstom T&D India1,364,757
Lupin1,283,306Cairn India1,344,460
Tata Motors (DVR)1,209,584L&T Finance Holdings1,199,211
Marico1,191,751Indraprastha Gas1,162,745
Karur Vysya Bank1,185,996Hindalco Industries1,117,323
Hindustan Unilever1,149,734Reliance Capital1,084,015
Yes Bank1,115,218Suzlon Energy1,046,750
HDFC1,060,186Ambuja Cements919,529
NCC948,584India Cements889,231
IndusInd Bank897,594Praj Industries816,260
Glenmark Pharma839,587Power Finance Corpn.726,825
State Bank of India728,326Aurobindo Pharma704,843
Tata Global Beverage588,041Reliance Industrial Infras.574,737
Piramal Glass574,387Dish TV570,895
Ranbaxy Laboratories540,389Allahabad Bank520,763
Dr Reddys Laboratories539,104Petronet LNG Ltd516,401
Orient Paper and Industries479,936Gujarat State Petronet513,758
Arvind478,661Alstom Projects472,706
Gujarat Pipavav Port467,104Timken India470,780
BPCL386,793JSW Energy432,920
Ashoka Buildcon353,997Rallis India405,573
IDFC351,095Hexaware Technologies325,126
Reliance Industries347,041M & M Financial Services297,916
Tata Consultancy Services291,585Bayer Cropscience286,926
NIIT289,012Sesa Goa276,095
ING Vysya Bank260,949Bombay Dyeing265,307
HCL Technologies256,838ITC259,153
Kotak Mahindra Bank240,578Gujarat Gas Company204,698
Ramky Infrastructure231,853Jindal Steel & Power199,884
KPIT Cummins Infosystems230,918Axis Bank163,937
Redington (India)228,769Infosys137,717
Tata Power Company193,164Chambal Fertilisers125,712
Cummins India189,818Dewan Housing Finance125,395
Lovable Lingerie188,325KEC International122,098
Gateway Distriparks184,175Strides Arcolab121,490
Voltas181,390Maruti Suzuki India121,116
Godrej Industries160,071ILandFS Transportation119,323
Jyothy Laboratories143,201Sobha Developers111,748
Indian Oil Corporation136,348Rane Madras111,616
EID Parry (India)133,899GAIL India108,138
Sadbhav Engineering127,281Sun TV Network107,852
IRB Infrastructure Dev.121,179GRUH Finance99,551
Tata Communications111,945Pfizer88,618
Solar Industries India99,588UltraTech Cement72,584
KSK Energy Ventures97,848Monsanto India68,287
Financial Technologies96,011Grasim Industries63,237
Radico Khaitan92,686Havells India62,033
Tata Chemicals92,570Bajaj Auto53,532
GMDC88,654Bharat Electronics50,321
SKS Microfinance68,232SpiceJet42,584
Bharti Airtel59,446PTC India40,957
Larsen and Toubro57,416Kennametal India37,261
City Union Bank57,082Century Textiles36,677
Bharat Forge54,445Cipla36,459
Godrej Properties50,635Bharat Bijlee32,691
GlaxoSmithKline Consumer49,698Shree Cements28,205
NIIT Technologies48,602Wockhardt26,872
Info Edge India47,889Mcleod Russel (India)25,892
Bata India43,460Mahindra and Mahindra22,093
Coromandel International38,409APL Apollo Tubes21,811
Siemens35,385Engineers India14,645
Bajaj Finserv29,704Torrent Power13,091
Zuari Industries29,291Hathway Cable11,654
Bajaj Finance25,862PTC India Financial Services10,997
CMC24,673Kajaria Ceramics7,307
ABB23,001Multi Commodity Exchange7,131
Monnet Ispat22,353CRISIL6,138
Bajaj Electricals19,653Ador Welding5,383
Asian Paints18,084Pidilite Industries5,250
Eicher Motors16,002Career Point3,152
Nestle India9,879CESC3,151
Lakshmi Machine Works9,545Sabero Organics Gujarat2,844
Tecpro Systems8,128AstraZeneca Pharma2,614
Ipca Laboratories6,341Unichem Laboratories2,448
Hero Motocorp3,733eClerx Services1,655
Kalpataru Power Trans.1,547Oil India1,218
Indoco Remedies1,306Nilkamal1,088
Chola Investment & Finance1,027Deep Industries673
Supreme Industries961Vivimed Labs636
JMC Projects (India)759Adhunik Metaliks486
Hindustan Zinc641Titagarh Wagons418
Kewal Kiran Clothing593Bosch321
Zydus Wellness564Shiv Vani Oil & Gas238
Binani Industries557Gujarat State Fertilizers164
Phillips Carbon Black513HT Media145
Steel Strips Wheels272Selan Exploration98
Castrol India239NMDC51
WABCO India226
Fresenius Kabi Oncology223
Gujarat Fluorochemicals143
Entertainment Network13


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