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Feb 12, 2013 02:27 PM IST | Source:

HDFC MF buys IT, oil & gas; sells engineering, auto

HDFC Mutual Fund has enhanced its exposure in information technology, oil & gas and chemicals. However, it slashed its investments in engineering & capital goods, food & beverages and automotive.

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HDFC Mutual Fund has enhanced its exposure in information technology, oil & gas and chemicals. However, it slashed its investments in engineering & capital goods, food & beverages and automotive.

Gujarat State Fertilizers, Adani Ports and Pidilite Industries were the top buys by the fund, while NHPC, Jaiprakash Associates and Zee Entertainment were the top sells.

A study of the scheme for the month of January 2013 shows that in the information technology sector the fund purchased Infosys, TCS and NIIT Technologies, while it sold eClerx Services, Wipro and OnMobile Global.

In the oil & gas space it bought Oil India, BPCL and ONGC. However, it sold Reliance Industries, Petronet LNG and Gujarat State Petronet in the same space. (View - All Bulk Deals by Mutual Funds).

The fund bought Gujarat State Fertilizers, Pidilite Industries, Solar Industries and introduced Zuari Agro Chemicals in the chemicals space. But it sold Tata Chemicals.

In the engineering & capital goods segment, the fund sold JP Associates, L&T and Punj Lloyd, while it purchased Adani Ports, BHEL and Sanghvi Movers in the same space.

The fund sold United Spirits, GlaxoSmithKline Consumer Healthcare and Britannia Industries in the food & beverages pack. (Check out - Which sectors are attracting Fund Managers?).

In the automotive sector it sold Exide Industries, Motherson Sumi and M&M, while purchased Amara Raja Batteries and Maruti Suzuki India.

Table of Stocks bought/ sold by HDFC Mutual Fund...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 Dec 2012-Jan 2013.

Company NameShares BoughtStockShares sold
Gujarat State Fertilizers11,572,566NHPC20,397,000
Adani Ports and Special3,000,000Jaiprakash Associates12,584,716
Pidilite Industries1,837,000Zee Entertainment5,154,340
Whirlpool of India.1,584,047Punj Lloyd2,520,799
Jaiprakash Power Ventures1,200,000Indian Overseas Bank2,411,135
Oil India852,237Petronet LNG Ltd2,383,800
CESC844,194Tube Investments of India2,381,000
Rural Electrification Corpn.540,000ONGC1,509,160
Indian Oil Corporation500,000Ballarpur Industries1,454,057
Cipla499,230HT Media1,161,250
Punjab National Bank476,200Raymond1,132,489
Tata Steel473,993Reliance Industries1,032,561
Sanghvi Movers468,600Tata Power Company990,035
Infosys429,273Bharti Airtel976,889
Bharat Electronics396,310Aurobindo Pharma750,000
BPCL363,262Suprajit Engineering617,822
NMDC300,000Britannia Industries602,867
Power Grid Corporation 298,932OnMobile Global574,000
State Bank of Bikaner & Jaipur283,485Idea Cellular533,146
NIIT Technologies189,500ITC508,206
Century Textiles and Industries182,000Steel Authority of India500,000
Bata India180,000HDFC Bank402,780
State Bank of India168,606Exide Industries390,000
Bharat Heavy Electricals153,769Motherson Sumi Systems380,252
HPCL150,000Power Finance Corporation350,000
State Bank of Travancore140,000Federal Bank327,000
Divis Laboratories110,000Wipro307,753
GAIL India104,284Amara Raja Batteries302,282
Tata Elxsi101,372United Spirits280,000
Corporation Bank100,000Shriram Transport Finance278,195
Oriental Bank of Commerce100,000Tata Chemicals277,000
Zuari Agro Chemicals83,510Indo Rama Synthetic261,388
Blue Star76,366AIA Engineering251,000
Grasim Industries74,952ICICI Bank225,725
Birla Corporation61,155Yes Bank210,000
Persistent Systems54,177Jindal Steel & Power150,603
Greenply Industries39,475GlaxoSmithKline Consumer145,326
Bank Of Baroda34,873Sterlite Industries (India)101,123
Supreme Industries27,677Gujarat State Petronet100,000
Solar Industries India26,820Canara Bank82,144
Tata Consultancy Services24,180Ipca Laboratories82,000
VST Tillers Tractors24,000Union Bank of India63,000
TTK Prestige18,676Axis Bank54,599
P & G Hygiene and Health Care15,000Prestige Estates Projects12,724
eClerx Services12,900Tata Motors2,739
Dr Reddys Laboratories9,811HDFC2,303
FAG Bearings India7,703NTPC2,189
Torrent Pharmaceuticals6,603Hindalco Industries1,967
Carborundum Universal4,572Hindustan Unilever1,576
Grindwell Norton1,439Coal India944
Credit Analysis and Research1,300IDFC931
Larsen and Toubro816
Mahindra and Mahindra687
Sun Pharmaceutical592
Ambuja Cements574
Cairn India446
Oracle Financial Services442
Sesa Goa295
Kotak Mahindra Bank282
Bajaj Auto207
Maruti Suzuki India207
HCL Technologies198
Hero Motocorp146
Ranbaxy Laboratories116
Reliance Infrastructure103
UltraTech Cement74
Asian Paints34

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