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Feb 12, 2013 02:22 PM IST | Source:

NMDC, Pidilite Ind, Power Finance Corp top picks: HDFC MF

HDFC Mutual Fund has increased its weightage in banking & financial services, metals & mining and pharmaceuticals. However, it decreased its investments in information technology, tobacco and telecommunication.

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HDFC Mutual Fund has increased its weightage in banking & financial services, metals & mining and pharmaceuticals. However, it decreased its investments in information technology, tobacco and telecommunication.

NMDC, Pidilite Industries and Power Finance Corporation were the top buys by the fund, while Jaiprakash Associates, Tata Power Company and Zee Entertainment were the top sells.

A study of the scheme for the month of December 2012 shows that in the Banking & Financial Services space, the fund bought State Bank of India, Bank of Baroda and ICICI Bank. However, it sold HDFC Bank and Housing Development Finance Corporation from the same space.

It purchased NMDC, Tata Steel and Sterlite Industries (India) in the Metals & Mining segment, however it sold Coal India, Jindal Steel & Power and ISMT in the same space. (View - All Bulk Deals by Mutual Funds).

In the Pharmaceuticals space, the fund bought Ipca Laboratories, Cadila Healthcare and Cipla, while it sold Aurobindo Pharma, Biocon and Dr Reddys Laboratories.

The fund sold Tata Consultancy Services, Infosys and Wipro in the Information Technology segment. However, it introduced Persistent Systems in the same segment.

In the Tobacco space, it sold ITC, while it bought VST Industries from the same space. (Check out - Which sectors are attracting Fund Managers?).

In the Telecommunication sector, the fund sold Bharti Airtel.

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 Nov-Dec 2012.

Company NameShares boughtStockShares sold
NMDC10,135,000Jaiprakash Associates7,038,067
Pidilite Industries1,945,581Tata Power Company2,578,638
Power Finance Corporation1,773,000Zee Entertainment2,552,445
Persistent Systems1,355,000Ballarpur Industries2,513,230
Tata Steel1,183,777Bharti Airtel1,048,981
Cipla1,064,461Tata Consultancy Services818,681
Rural Electrification Corpn.701,000Tata Motors (DVR)750,000
Indian Oil Corporation533,971Jet Airways745,000
Adani Ports and Special500,000Hindalco Industries714,230
Cadila Healthcare456,000Jagran Prakashan669,703
ICICI Bank437,571Wipro645,362
Greenply Industries409,044OnMobile Global624,000
ITC341,427Hindustan Unilever567,600
Sun Pharma Advanced335,000HT Media428,163
NIIT Technologies308,982Petronet LNG Ltd350,000
State Bank of India256,498ONGC322,295
Ganesh Housing Corpn.249,382Sterlite Industries (India)314,118
Credit Analysis & Research244,352HDFC Bank230,539
Vardhman Textiles188,800Jindal Steel & Power227,974
Canara Bank175,000Indo Rama Synthetics167,943
Corporation Bank140,000AIA Engineering166,083
Cairn India99,223Voltas151,462
Union Bank of India85,000United Spirits150,000
Oriental Bank of Commerce79,011Aurobindo Pharma150,000
Torrent Pharmaceuticals69,641BPCL148,340
Supreme Industries62,727Reliance Industries121,456
MindTree60,286Coal India106,729
VST Tillers Tractors54,000GAIL India101,131
Punjab National Bank39,825Motherson Sumi Systems75,000
Ipca Laboratories31,327Biocon21,710
P & G Hygiene and Health Care31,000Tata Motors20,019
FAG Bearings India27,000NTPC17,076
State Bank of Bikaner & Jaipur25,000HDFC16,376
Grasim Industries19,916VST Industries15,000
Grindwell Norton18,532ISMT14,500
Lakshmi Machine Works15,000Bharat Heavy Electricals9,039
Solar Industries India15,000Larsen and Toubro5,873
Bharat Electronics13,816Mahindra and Mahindra4,904
Carborundum Universal13,492Sun Pharmaceutical Industries4,362
Axis Bank9,645Prestige Estates Projects3,535
Tata Elxsi7,020Power Grid Corporation1,863
Bajaj Auto1,527
Maruti Suzuki India1,525
Dr Reddys Laboratories1,357
Hero Motocorp1,057
Ambuja Cements1,000
Sesa Goa514
Kotak Mahindra Bank492
HCL Technologies345
Bank Of Baroda222
Ranbaxy Laboratories202
Reliance Infrastructure178
UltraTech Cement131
Asian Paints59

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