Jul 27, 2015 11:03 AM IST | Source: Moneycontrol.com

Reliance Mutual Fund buys banks, engg goods, manufacturing

Federal Bank, Hindustan Construction Co. and Indian Hotels Company were the top buys, while Steel Authority of India, National Aluminium Co. and Rain Industries were the top sells by the Reliance Mutual Fund.

Reliance Mutual Fund buys banks, engg goods, manufacturing

Reliance Mutual Fund has enhanced its exposure in banking & financial services, engineering & capital goods and manufacturing. However, it decreased its weightage in the information technology, services and automotive space.

Federal BankHindustan Construction Co. and Indian Hotels Company were the top buys, while Steel Authority of IndiaNational Aluminium Co. and Rain Industries were the top sells by the fund.

The study of Reliance Mutual Fund for the quarter of April-June 2015 shows that in the banking & financial services, the fund has bought Rural Electrification Corp, Axis Bank, HDFC Bank and introduced City Union Bank. However, it sold Oriental Bank of Commerce, Yes Bank, Andhra Bank and exited from ING Vysya Bank.

In the engineering & capital goods segment, it purchased Larsen and Toubro, Crompton Greaves, BEML and introduced Sanghvi Movers, Suzlon Energy, MEP Infrastructure Developers and Kirloskar Industries. While it sold Alstom T&D India, Greaves Cotton, Texmaco Rail & Engg and exited from Elgi Equipments. (View - All Bulk Deals by Mutual Funds).

The fund has bought Bharat Electronics, Arvind and Welspun India in the manufacturing space. On the other hand, it sold Bharat Forge, Nilkamal, Pearl Global Industries and exited from Mahindra CIE Automotive.

In the information technology pack, the fund sold Wipro, Tech Mahindra, KPIT Technologies and HCL Technologies. However, it bought MphasiS and eClerx Services from the same pack. (Check out - Which sectors are attracting Fund Managers?)

The fund sold Jet Airways, Indian Hotels Company and PTC India in the services space, while it purchased EIH and introduced VRL Logistics in the same space.

In the automotive sector, it sold Bajaj Auto, Eicher Motors, SML Isuzu and exited from Tata Motors (DVR) and Apollo Tyres. While, it bought Tata Motors, TVS Motor Company and Wheels India from the same sector.

Table of Stocks bought/ sold by Reliance Mutual Fund...contd on Page 2

 For more Mutual Fund Action in Market click here

_PAGEBREAK_

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 April-June 2015.

Company Name Shares bought   Company Name Shares sold
Federal Bank 38,454,390   Steel Authority of India 9,923,966
Hindustan Construction Co. 23,113,558   National Aluminium Co. 8,939,398
Indian Hotels Company 6,644,704   Rain Industries 5,677,801
Bank Of Baroda 6,568,970   Siti Cable Network 3,188,612
Crompton Greaves 5,962,103   Andhra Bank 2,877,430
Suzlon Energy 5,925,272   KPIT Technologies 2,727,067
Tata Motors 5,880,512   Wipro 2,508,301
Infosys 5,675,291   UPL 2,362,723
TVS Motor Company 5,428,593   Tata Motors (DVR) 2,091,464
Rural Electrification Corpn. 4,902,858   Anant Raj 2,047,901
Inox Wind 3,886,371   Manappuram Finance 1,949,289
Reliance Communications 3,563,527   GMDC 1,942,838
ICICI Bank 3,295,561   Greaves Cotton 1,934,847
Tata Steel 2,964,486   Engineers India 1,798,730
Sun Pharmaceutical 2,833,299   Prakash Industries 1,787,414
Axis Bank 2,796,789   CCL Products India 1,498,765
Punjab National Bank 2,642,085   Hindalco Industries 1,450,000
Canara Bank 2,538,005   Tech Mahindra 1,378,526
Reliance Power 2,487,543   Vedanta 1,248,608
MEP Infrastructure Dev. 2,371,802   Dish TV India 1,246,715
Arvind 2,162,568   Cyient 1,164,174
EIH 2,118,568   Orient Cement 1,077,184
Titagarh Wagons 2,079,805   Indiabulls Housing Finance 1,076,095
IDFC 1,930,213   ONGC 991,321
State Bank of India 1,910,819   FDC 943,174
Redington (India) 1,897,869   KEC International 911,378
Zee Entertainment 1,802,462   Jindal Stainless 899,689
Sterlite Technologies 1,720,174   BPCL 858,421
Hathway Cable & Datacom 1,676,304   Bharti Airtel 845,844
Larsen and Toubro 1,428,953   HPCL 842,650
INOX Leisure 1,244,670   Ranbaxy Laboratories 827,597
Prestige Estates Projects 1,178,059   Sarda Energy and Minerals 792,903
Cipla 1,157,024   Jayaswal Neco Industries 762,312
Jindal Saw 1,099,563   Lupin 671,683
Adlabs Entertainment 1,038,810   Castrol India 647,676
Exide Industries 1,027,422   NTPC 641,468
The Ramco Cements 994,003   Apollo Tyres 625,552
PNC Infratech 851,396   Power Grid Corporation 608,667
Schneider Electric Infrast. 833,840   Alstom T&D India 607,391
Mangalore Refinery 826,589   Cadila Healthcare 603,594
UFO Moviez India 814,133   Yes Bank 576,246
Sanghvi Movers 758,097   Tata Power Company 534,217
West Coast Paper Mills 740,046   Magma Fincorp 506,101
Indian Oil Corporation 709,893   Voltas 502,445
Reliance Capital 670,195   Karur Vysya Bank 487,884
Gulf Oil Corporation 621,363   PTC India 486,549
M & M Financial Services 620,596   Oil India 478,283
Jet Airways 616,290   Elgi Equipments 459,908
Raymond 559,300   ACC 421,689
Rico Auto 556,381   ING Vysya Bank 393,435
Titan Company 511,205   Marico Kaya Enterprises 384,833
Blue Star 508,603   Orient Paper and Industries 383,205
Radico Khaitan 477,002   Idea Cellular 356,411
India Cements 468,109   Max India 328,130
Muthoot Finance 416,239   SML Isuzu 321,982
BEML 410,712   Bank Of India 319,397
Simplex Infrastructures 405,098   Bajaj Auto 318,763
PVR 395,811   Bombay Dyeing 313,948
HDFC Bank 384,186   Capital First 303,451
VRL Logistics 384,170   Bharat Heavy Electricals 272,495
Aditya Birla Nuvo 370,969   Venkys 268,793
City Union Bank 369,136   Maruti Suzuki India 266,263
Adani Ports & Special Eco 356,206   Pratibha Industries 253,366
Siemens 329,918   Welspun India 249,463
Rallis India 297,453   Torrent Power 240,447
Dabur India 289,783   Nilkamal 223,206
Gujarat State Fertilizers 288,614   Tata Consultancy Services 220,465
JK Lakshmi Cement 276,231   Alembic Pharmaceuticals 209,123
Federal-Mogul Goetze 273,340   Jubilant Foodworks 207,641
HDFC 267,841   Hikal 201,379
Reliance Industries 262,062   Bharat Forge 195,461
Asian Paints 250,931   Biocon 189,636
TV18 Broadcast 246,131   ALSTOM India 184,810
Bharat Electronics 244,986   Oriental Bank of Commerce 178,841
Coal India 233,343   OM Metals Infraprojects 175,139
Shoppers Stop 225,908   MBL Infrastructures 166,877
Ipca Laboratories 218,015   Jammu and Kashmir Bank 151,832
Texmaco Rail and Engin. 217,778   Tata Chemicals 149,791
HSIL 208,233   Cox & Kings 146,247
ITC 197,996   Hitachi Home & Life Solutions 141,414
Sundaram Finance 186,144   Intellect Design Arena 139,886
Britannia Industries 175,295   Jagran Prakashan 135,049
Agro Tech Foods 160,681   Sun TV Network 119,813
Chambal Fertilisers 159,847   Phoenix Mills 118,924
Navin Fluorine International 155,460   Century Textiles and Industries 117,346
Styrolution ABS (India) 149,029   Credit Analysis and Research 115,775
HCL Technologies 146,228   Edelweiss Financial Services 107,789
Gujarat State Petronet 139,139   Ganesh Housing Corporation 107,392
Glenmark Pharma 137,114   Kalpataru Power Transmission 103,109
Linde India 112,664   Oriental Hotels 101,344
Petronet LNG 111,790   CESC 100,996
Indian Metals & Ferro Alloys 108,259   Puravankara Projects 86,927
Neuland Laboratories 105,245   HT Media 86,481
MphasiS 104,763   Indoco Remedies 81,260
Kirloskar Industries 101,978   Zuari Global 72,520
Gujarat Fluorochemicals 97,097   Balkrishna Industries 70,355
Vesuvius India 96,741   Union Bank of India 67,384
Ramkrishna Forgings 94,783   NIIT 67,369
Sanofi India 86,796   Emco 66,983
eClerx Services 85,866   Hexaware Technologies 59,994
Wheels India 85,547   BGR Energy Systems 58,980
Speciality Restaurants 82,458   Apar Industries 58,762
ABB 79,298   GIC Housing Finance 55,422
Just Dial 75,123   Birla Corporation 51,325
Vardhman Textiles 72,494   Finolex Cables 50,575
Trent 67,758   Bombay Burmah Trading 49,819
Ador Welding 67,538   KCP 48,972
Kennametal India 57,790   Fulford (India) 44,833
Dr Reddys Laboratories 57,647   Motherson Sumi Systems 42,734
Abbott India 57,182   Kirloskar Pneumatic Co. 41,237
United Spirits 55,791   Kirloskar Brothers 37,643
Corporation Bank 54,656   Ashoka Buildcon 36,792
KSB Pumps 53,374   VIP Industries 34,805
Divis Laboratories 43,625   Mahindra and Mahindra 32,990
Lakshmi Machine Works 39,977   Maharashtra Seamless 32,832
DB Corp 34,310   Eicher Motors 31,311
Gujarat Narmada Valley Fert. 31,992   Sanghi Industries 29,450
Innoventive Industries 25,317   Advanta 28,865
Honeywell Automation 23,145   Vindhya Telelink 28,164
Gulf Oil Lubricants 22,702   Tube Investments of India 27,560
Future Lifestyle Fashions 21,721   Zuari Agro Chemicals 26,885
UltraTech Cement 21,608   Torrent Pharmaceuticals 25,883
Unichem Laboratories 21,405   Polyplex Corporation 24,364
Sundaram-Clayton 19,690   Mahindra CIE Automotive 20,699
Manugraph Industries 18,971   Hinduja Global Solutions 18,068
United Breweries 18,481   Astra Microwave Products 17,921
Thermax 16,707   JSW Steel 17,012
Info Edge India 16,660   LG Balakrishnan & Brothers 15,564
Siyaram Silk Mills 16,560   Cummins India 12,784
Indraprastha Medical Corpn. 15,955   Kotak Mahindra Bank 12,437
Hindustan Media Ventures 14,782   Multi Commodity Exchange 12,331
Gulshan Polyols 13,589   NMDC 10,544
Everest Industries 10,704   GAIL India 8,483
Automotive Axles 10,295   Bajaj Finance 8,117
Balaji Telefilms 9,819   Ambuja Cements 8,059
Merck 9,448   Cairn India 7,660
Walchandnagar Industries 8,776   WPIL 6,396
Kalyani Steels 7,986   Power Finance Corporation 5,084
Pfizer 7,895   Bharti Infratel 4,661
Mcleod Russel (India) 7,207   Tata Global Beverage 4,490
TV Today Network 7,079   South Indian Bank 3,938
Hindustan Unilever 7,020   State Bank of Mysore 3,812
Suven Life Sciences 6,552   State Bank of Travancore 3,705
Pearl Global Industries 6,070   Elantas Beck India 3,511
Jyothy Laboratories 5,766   Apollo Hospitals Enterprises 3,434
Marico 5,732   Adani Enterprises 3,414
Cosmo Films 5,568   LIC Housing Finance 3,368
PDS Multinational Fashions 5,482   Strides Arcolab 2,484
Technocraft Industries 5,358   IFCI 2,008
Havells India 5,333   Shriram Transport Finance 1,875
BF Investment 5,215   State Bank of Bikaner 1,403
Atul 4,088   Coromandel International 1,289
IndusInd Bank 3,422   JSW Energy 1,215
SKF India 2,632   IDBI Bank 1,117
Aurobindo Pharma 1,505   Indian Overseas Bank 959
Reliance Infrastructure 1,503   Container Corporation 832
Godrej Consumer Products 1,387   UCO Bank 686
Hero Motocorp 1,120   Bajaj Holdings & Investment 677
BASF India 1,081   Grasim Industries 676
Akzo Nobel India 931   Bajaj Finserv 664
Sharda Cropchem 864   Allahabad Bank 663
Bata India 675   Indiabulls Real Estate 629
Colgate Palmolive (India) 545   Syndicate Bank 603
ISGEC Heavy Engineering 466   Karnataka Bank 558
GlaxoSmithKline Pharma 236   Indian Bank 254
GlaxoSmithKline Consumer 127   Oracle Financial Services 239
Bosch 90   Dewan Housing Finance 232
IRB Infrastructure Developers 76   Gateway Distriparks 215
      SRF 80






















































































































































































































































Posted by Haresh Gala

Sections
Follow us on
Available On