Dena Bank, IDBI Bank, GVK Power top buys: Kotak Asset Mgmt
Published on Thu, Oct 08, 2009 at 17:36 | Source : Moneycontrol.com
Updated at Fri, Oct 09, 2009 at 14:03
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Dena Bank, IDBI Bank, GVK Power top buys: Kotak Asset Mgmt
Kotak Mahindra Asset Mgmt Co. Ltd. increased its exposure to sectors like banking & financial Services, real estate and pharmaceuticals. However, it reduced its investment in metals & mining, oil & gas and food & beverages.
The number of shares have been calculated based on the closing price of the stocks on the BSE/NSE as on the portfolio date for Aug and Sept 2009.
Company Name
Qty
Stock
Shares sold
Dena Bank
1,913,500
Apollo Tyres
2,928,869
IDBI Bank
1,900,000
NHPC
1,870,709
GVK Power & Infra
1,750,000
Hindalco Industries
1,548,000
India Infoline
1,470,000
Rural Electrification Corpn.
1,246,810
IDFC
1,456,822
IVRCL Infrastructure
989,720
Orchid Chemicals & Pharma
1,050,000
Yes Bank
954,647
Nagarjuna Construction
800,000
Canara Bank
947,025
Oriental Bank of Commerce
771,000
Power Finance Corporation
794,500
Federal Bank
676,500
Shree Renuka Sugars
645,000
Amara Raja Batteries
661,000
Idea Cellular
600,000
HDFC
568,000
Marico
500,000
Sobha Developers
530,000
PTC India
500,000
IndusInd Bank
527,400
Network 18 Media
500,000
Puravankara Projects
509,230
Exide Industries
500,000
Indian Overseas Bank
492,100
Bharti Airtel
495,200
ABG Shipyard
415,000
Punj Lloyd
485,000
Suzlon Energy
402,000
Andhra Bank
414,000
Allahabad Bank
392,000
United Phosphorous
370,000
Axis Bank
375,431
NIIT Technologies
350,000
Hindustan Construction
351,500
Sterlite Industries (India)
345,200
JK Tyre and Industries
325,000
Zee Entertainment Enter
325,000
Godrej Consumer Products
309,703
Piramal Healthcare
314,998
Bank Of Baroda
300,000
Balrampur Chini Mills
299,500
Sterlite Technologies
281,837
Lanco Infratech
282,400
Torrent Power
278,000
Hindustan Unilever
257,000
Century Textiles
242,500
HPCL
250,000
Indian Bank
242,400
Sesa Goa
240,000
DLF
223,730
Hexaware Technologies
236,000
Jindal Steel & Power
212,925
NTPC
210,500
Godrej Industries
205,000
Tata Motors
175,550
Deepak Fertilizers & Petro
200,000
Aban Offshore
168,000
Indian Oil Corporation
192,700
Mundra Port and Special
155,000
Indiabulls Real Estate
184,073
Dhampur Sugar Mills
150,000
Shriram Transport Finance
182,500
Wipro
148,500
MindTree
151,266
United Spirits
139,181
Dr Reddys Laboratories
145,000
Mphasis
129,977
Crompton Greaves
133,990
Reliance Industries
126,900
Mahindra and Mahindra
130,000
IRB Infrastructure
125,000
Bajaj Auto
126,596
Steel Authority of India
116,000
Orbit Corporation
115,000
Bajaj Hindusthan
115,000
LIC Housing Finance
110,500
Monnet Ispat
111,400
BPCL
102,950
Biocon
100,000
Unitech
102,000
Voltas
97,000
Lupin
100,700
Aurobindo Pharma
95,000
Thermax
100,000
Cairn India
90,000
Welspun Gujarat Stahl Roh
100,000
Corporation Bank
85,500
Bata India
97,500
India Cements
75,000
PSL Limited
97,500
Financial Technologies
66,000
ICICI Bank
95,800
HDFC Bank
65,000
OnMobile Global
76,097
ONGC
62,500
Torrent Pharmaceuticals
75,000
Great Eastern Shipping
50,000
Tata Consultancy Services
66,500
GAIL India
50,000
Jubilant Organosys
65,000
Tata Power Company
48,710
Reliance Infrastructure
64,158
Jindal Saw
46,250
ICSA India
60,000
BGR Energy Systems
45,000
Maharashtra Seamless
60,000
Aditya Birla Nuvo
43,719
Hero Honda Motors
52,849
ABG Infralogistics
43,041
Eicher Motors
48,445
State Bank of India
42,700
Nava Bharat Ventures
48,141
Colgate Palmolive (India)
40,000
Anant Raj Industries
40,000
National Aluminium
38,000
ITC
38,000
ING Vysya Bank
30,000
Dabur India
37,776
Polaris Software Lab
25,000
Jaiprakash Associates
33,750
Hindustan Zinc
23,000
Tata Steel
33,328
Reliance Communications
22,500
Bharat Forge
25,000
Emami
20,000
UTV Software Comm
25,000
Union Bank of India
20,000
Divis Laboratories
25,000
Maruti Suzuki India
19,196
Larsen and Toubro
25,000
Sadbhav Engineering
17,868
GlaxoSmithKline Consumer
21,184
UltraTech Cement
15,000
Cummins India
13,000
HCL Technologies
15,000
HDFC
10,400
Britannia Industries
11,769
Patni Computer Systems
4,500
Patel Engineering
11,268
Oil India
1,718
Tata Tea
6,000
Reliance Capital
520
Infotech Enterprises
6,000
Alstom Projects
5,500
Infosys Technologies
5,400
Asian Paints
3,071
Educomp Solutions
3,000
Bharat Heavy Electricals
1,000
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Tags: Kotak Mahindra Asset Mgmt Co. Ltd ,
Dena Bank ,
IDBI Bank ,
GVK Power & Infra ,
Apollo Tyres ,
NHPC ,
Hindalco ,
banking & financial Services ,
real estate ,
pharmaceuticals ,
metals & mining ,
oil & gas ,
food & beverages
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