HDFC Mutual Fund has slashed its exposure in the banking & financial services, consumer non-durables and food & beverages sectors, while increased its weightage in information technology, cement & construction and oil & gas space.
Marico, Britannia Industries and Rural Electrification Corp were the top sells, while Coal India, Tube Investments and Punj Lloyd were the top buys. A study of the HDFC Mutual Fund portfolio for the month of December 2010 showed that in the banking & financial services space, it sold SBI, Bank Of Baroda and Rural Electrification Corporation. However, it bought HDFC Bank, HDFC and Federal Bank. It also introduced Punjab & Sind Bank in the same space. (View - All Bulk Deals by Mutual Funds). In the consumer non-durables segment the fund sold Marico, Emami and Colgate Palmolive. It sold Britannia Industries and GlaxoSmithKline Consumer Healthcare in the food & beverages sector. The buying was seen in the information technology pack, where it purchased Infosys Technologies, TCS and introduced Zee Learn. (Check out - Which sectors are attracting Fund Managers?). In the cement & construction space, it introduced KCP and Ashoka Buildcon. It also bought Simplex Infrastructures, Nagarjuna Construction and ILandFS Transportation Networks. It purchased Reliance Industries, GAIL India and ONGC in the oil & gas space. Table of Stocks bought/ sold by HDFC 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 Nov-Dec 2010.| Company Name | Shares Bought | Stock | Shares Sold | |
| Coal India | 6,982,236 | Marico | 1,184,076 | |
| Tube Investments | 6,683,757 | Britannia Industries | 1,082,038 | |
| Punj Lloyd | 5,640,000 | Rural Electrification Corpn. | 750,000 | |
| NTPC | 4,338,408 | Indo Rama Synthetics | 451,080 | |
| KCP | 3,751,500 | Power Grid Corporation | 288,511 | |
| Crompton Greaves | 3,705,457 | Emami | 200,000 | |
| Nagarjuna Construction | 2,791,361 | Kalindee Rail Nirman | 179,443 | |
| ITC | 2,787,068 | GlaxoSmithKline Consumer | 135,385 | |
| Motherson Sumi Systems | 2,570,000 | Pidilite Industries | 130,000 | |
| Aarti Industries | 2,454,351 | Bata India | 115,630 | |
| Cipla | 2,378,753 | Bharat Heavy Electricals | 55,401 | |
| Reliance Industries | 2,377,388 | Colgate Palmolive (India) | 42,374 | |
| Gujarat Industries Power | 2,364,779 | Hero Honda Motors | 40,235 | |
| Elecon Engineering Co | 2,007,331 | Jet Airways | 25,059 | |
| Shanthi Gears | 1,992,915 | ACC | 5,507 | |
| Zee Entertainment | 1,982,937 | Ranbaxy Laboratories | 5,305 | |
| HT Media | 1,931,860 | Hindalco Industries | 3,209 | |
| GAIL India | 1,843,735 | Hindustan Unilever | 2,593 | |
| Bharti Airtel | 1,827,905 | Sterlite Industries (India) | 1,964 | |
| BPCL | 1,647,290 | Reliance Communications | 1,686 | |
| ICICI Bank | 1,636,737 | IDFC | 1,272 | |
| ISMT | 1,512,701 | Mahindra and Mahindra | 1,081 | |
| Petronet LNG Ltd | 1,485,011 | Jindal Steel & Power | 985 | |
| Simplex Infrastructures | 1,478,536 | Ambuja Cements | 981 | |
| Suven Life Sciences | 1,477,612 | DLF | 954 | |
| Bank Of Baroda | 1,276,000 | Suzlon Energy | 876 | |
| Jagran Prakashan | 1,152,516 | Tata Motors | 803 | |
| Tata Steel | 1,148,493 | Steel Authority of India | 702 | |
| Ipca Laboratories | 1,125,680 | Cairn India | 518 | |
| Federal Bank | 1,100,000 | Sesa Goa | 456 | |
| Sundram Fasteners | 1,066,867 | Kotak Mahindra Bank | 421 | |
| Tata Consultancy | 1,044,109 | Tata Power Company | 398 | |
| ILandFS Transportation | 1,016,657 | Reliance Infrastructure | 350 | |
| Jaiprakash Associates | 997,188 | Maruti Suzuki India | 337 | |
| State Bank of India | 920,623 | HCL Technologies | 285 | |
| Sun Pharmaceutical | 908,354 | Siemens | 181 | |
| C and C Constuctions | 876,000 | Dr Reddys Laboratories | 141 | |
| ONGC | 848,871 | Reliance Capital | 136 | |
| Maytas Infra | 804,184 | |||
| Vesuvius India | 774,950 | |||
| Vimta Labs | 700,000 | |||
| Zee Learn | 689,589 | |||
| NRB Bearings | 686,435 | |||
| Tata Motors (DVR) | 651,459 | |||
| KNR Constructions | 647,410 | |||
| Blue Star | 628,645 | |||
| Timken India | 624,551 | |||
| Vascon Engineers | 591,880 | |||
| Prestige Estates Projects | 545,850 | |||
| Jubilant Foodworks | 527,943 | |||
| Infosys Technologies | 526,221 | |||
| Time Technoplast | 488,000 | |||
| Biocon | 473,988 | |||
| Ashoka Buildcon | 463,931 | |||
| HDFC | 434,735 | |||
| HDFC Bank | 399,649 | |||
| Punjab National Bank | 349,841 | |||
| Divis Laboratories | 313,392 | |||
| AIA Engineering | 263,635 | |||
| Axis Bank | 258,695 | |||
| Motilal Oswal Financial | 250,376 | |||
| Oil India | 216,992 | |||
| Atlas Copco (India) | 213,444 | |||
| HPCL | 200,000 | |||
| Thermax | 155,900 | |||
| Carborundum Universal | 114,924 | |||
| Gujarat Pipavav Port | 87,929 | |||
| Manugraph Industries | 84,189 | |||
| MOIL | 83,536 | |||
| Bharat Electronics | 71,000 | |||
| Clariant Chemicals India | 68,565 | |||
| GlaxoSmithKline Pharma | 60,638 | |||
| MM Forgings | 51,354 | |||
| Ahmednagar Forgings | 50,000 | |||
| Nucleus Software | 43,659 | |||
| Larsen and Toubro | 41,809 | |||
| Punjab & Sind Bank | 33,039 | |||
| Tata Chemicals | 29,000 | |||
| Grindwell Norton | 28,384 | |||
| Va Tech Wabag | 20,000 | |||
| Kirloskar Pneumatic Co | 5,118 | |||
| Reliance Power | 4,340 | |||
| Bajaj Auto | 3,936 | |||
| Wipro | 1,643 |
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