HDFC Mutual Fund has increased its weightage in the Pharmaceuticals, Tobacco and Cement & Construction sectors, while slashed its exposure in the Oil & Gas, Banking & Financial Services and Miscellaneous space.
Jaiprakash Associates,ITC and NTPC were the top buys, while NCC Blue Water Products, ONGC and Dabur India were the top sells.
A study of the HDFC Mutual Fund portfolio for the month of May 2011 showed that in the Pharmaceuticals space, the fund purchased Cipla, Divis Labs and Aurobindo Pharma. However, it sold Dr Reddys Labs. (View - All Bulk Deals by Mutual Funds)
In the Tobacco segment, it bought ITC. It bought Jaiprakash Associates, Birla Corporation, Sadbhav Engineering and KNR Constructions in the Cement & Construction sector. The fund introduced NCC in the space.
The selling was seen in the Oil & Gas pack, where it sold ONGC, GAIL, BPCL and Oil India. However, it bought Reliance Industries and IOC.
In the Banking & Financial Services sector, the fund sold State Bank of India, Bank Of Baroda, ICICI Bank and HDFC. But it purchased LIC Housing Finance, Power Finance Corporation and Axis Bank. (Check out - Which sectors are attracting Fund Managers?)
The fund exited from NCC Blue Water Products, Vimta Labs and Jubilant Foodworks in the Miscellaneous space. It sold Titan Industries and Tube Investments of India in the space. However, it bought Info Edge India and introduced Agro Tech Foods in it.
Table of Stocks bought/ sold by Franklin Templeton Asset Management ...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 Apr-May 2011.
|
|
Shares Bought
|
|
Stock |
Shares Sold |
| Jaiprakash Associates |
11,142,067 |
|
NCC Blue Water Products |
10,232,219 |
| ITC |
10,273,670 |
|
ONGC |
7,596,291 |
| NTPC |
5,935,581 |
|
Dabur India |
6,284,420 |
| NCC |
5,040,286 |
|
Punj Lloyd |
5,826,028 |
| Aurobindo Pharma |
4,225,451 |
|
Motherson Sumi Systems |
999,645 |
| Steel Authority of India |
3,956,015 |
|
Coromandel International |
909,179 |
| LIC Housing Finance |
3,270,230 |
|
Pidilite Industries |
750,000 |
| Time Technoplast |
2,978,991 |
|
Shanthi Gears |
584,742 |
| Cipla |
2,263,725 |
|
Amtek Auto |
500,000 |
| Sundram Fasteners |
1,843,918 |
|
GAIL India |
399,577 |
| Power Finance Corpn. |
1,725,886 |
|
Titan Industries |
362,403 |
| Jaiprakash Power |
1,668,156 |
|
Amara Raja Batteries |
354,000 |
| Supreme Industries |
1,259,527 |
|
Britannia Industries |
313,945 |
| Tata Motors (DVR) |
1,110,538 |
|
BPCL |
277,878 |
| Bharti Airtel |
1,094,063 |
|
Larsen and Toubro |
270,228 |
| Sterlite Industries (India) |
893,610 |
|
Jet Airways |
245,735 |
| State Bank of India |
842,448 |
|
Castrol India |
200,000 |
| Reliance Industries |
837,318 |
|
Jubilant Foodworks |
175,000 |
| Crompton Greaves |
727,841 |
|
Indo Rama Synthetics |
158,089 |
| JBF Industries |
658,153 |
|
Lupin |
156,965 |
| Indian Oil Corporation |
643,388 |
|
Bata India |
108,593 |
| Divis Laboratories |
528,600 |
|
Thermax |
100,000 |
| Power Grid Corporation |
516,846 |
|
Voltas |
90,000 |
| Tata Chemicals |
516,651 |
|
Asian Paints |
87,819 |
| Tata Power Company |
426,644 |
|
Vimta Labs |
80,015 |
| Axis Bank |
396,134 |
|
Sun Pharmaceutical |
77,520 |
| Birla Corporation |
347,855 |
|
Nestle India |
65,000 |
| Oil India |
324,764 |
|
3M India |
49,692 |
| Punjab National Bank |
260,127 |
|
GlaxoSmithKline Consumer |
40,000 |
| ISMT |
199,365 |
|
Elgi Equipments |
7,499 |
| Bank Of Baroda |
189,700 |
|
Siemens |
1,811 |
| Info Edge India |
176,403 |
|
|
|
| Bharat Heavy Electricals |
151,168 |
|
|
|
| Oracle Financial Services |
146,121 |
|
|
|
| Raymond |
133,524 |
|
|
|
| eClerx Services |
123,216 |
|
|
|
| Agro Tech Foods |
120,000 |
|
|
|
| ICICI Bank |
117,951 |
|
|
|
| Torrent Pharmaceuticals |
110,576 |
|
|
|
| Mcleod Russel (India) |
100,000 |
|
|
|
| Tamil Nadu Newsprint |
100,000 |
|
|
|
| Elecon Engineering Co. |
85,000 |
|
|
|
| TTK Prestige |
72,589 |
|
|
|
| Infosys Technologies |
53,364 |
|
|
|
| Carborundum Universal |
46,009 |
|
|
|
| Titagarh Wagons |
43,864 |
|
|
|
| Manugraph Industries |
35,944 |
|
|
|
| Grindwell Norton |
33,219 |
|
|
|
| KEC International |
22,394 |
|
|
|
| Sadbhav Engineering |
11,011 |
|
|
|
| Tube Investments of India |
10,282 |
|
|
|
| Hindalco Industries |
9,218 |
|
|
|
| HDFC |
9,079 |
|
|
|
| Hindustan Unilever |
7,418 |
|
|
|
| NRB Bearings |
5,409 |
|
|
|
| Reliance Communications |
4,933 |
|
|
|
| KNR Constructions |
4,625 |
|
|
|
| Tata Steel |
4,613 |
|
|
|
| Wipro |
4,136 |
|
|
|
| Tata Consultancy |
3,980 |
|
|
|
| Mahindra and Mahindra |
3,385 |
|
|
|
| Jindal Steel & Power |
2,874 |
|
|
|
| DLF |
2,873 |
|
|
|
| Tata Motors |
2,573 |
|
|
|
| HDFC Bank |
2,557 |
|
|
|
| MM Forgings |
2,175 |
|
|
|
| Clariant Chemicals India |
2,144 |
|
|
|
| FAG Bearings India |
1,454 |
|
|
|
| Reliance Infrastructure |
1,007 |
|
|
|
| Bajaj Auto |
992 |
|
|
|
| Maruti Suzuki India |
989 |
|
|
|
| IDFC |
909 |
|
|
|
| Ambuja Cements |
775 |
|
|
|
| Hero Honda Motors |
685 |
|
|
|
| Reliance Power |
517 |
|
|
|
| Cairn India |
453 |
|
|
|
| Sesa Goa |
353 |
|
|
|
| Kotak Mahindra Bank |
333 |
|
|
|
| HCL Technologies |
226 |
|
|
|
| Ranbaxy Laboratories |
145 |
|
|
|
| Dr Reddys Laboratories |
119 |
|
|
|
| Reliance Capital |
107 |
|
|
|
| ACC |
94 |
|
|
|
| Grasim Industries |
61 |
|
|
|
