Kotak Mahindra Mutual Fund has enhanced its exposure in automotive, telecommunication and food & beverages. However, it decreased its weightage in metals & mining, banking & financial services and information technology.
LIC Housing Finance, Zuari Agro Chemicals and Radico Khaitan were top buys, while Power Grid Corporation, Sterlite Industries (India) and Ashok Leyland were top sells by the fund. The study of Kotak Mahindra Mutual Fund for the month of November 2012 showed that in the automotive sector, the fund bought Maruti Suzuki, Tata Motors and Eicher Motors, while it sold Exide Industries, Ashok Leyland, Hero Motocorp and exited from Apollo Tyres. In the telecommunication space, it purchased Bharti Airtel. (View - All Bulk Deals by Mutual Funds). In food & beverages pack, the fund bought GSK Consumer Healthcare and intorduced Radico Khaitan and United Spirits. While it sold Britannia Industries from the same space. On the selling side, the fund sold Tata Steel, Sterlite Industries (India) and Jindal Steel & Power from the metals & mining sector. (Check out - Which sectors are attracting Fund Managers?) In the banking & financial services space, it sold Housing Development Finance Corporation, State Bank of India and Canara Bank. However, it bought LIC Housing Finance, IndusInd Bank and Jammu and Kashmir Bank in the same space. In the information technology sector, the fund sold HCL Technologies, Infosys and KPIT Cummins Infosystems, while it bought TCS and Oracle Financial from the same sector. Table of Stocks bought/ sold by Kotak Mahindra Mutual Funds...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 October-November 2012.| Company Name | Shares bought | Stock | Shares sold | |
| LIC Housing Finance | 750,000 | Power Grid Corporation | 2,122,139 | |
| Zuari Agro Chemicals | 537,810 | Sterlite Industries (India) | 1,549,996 | |
| Radico Khaitan | 388,609 | Ashok Leyland | 960,000 | |
| DB Corp | 363,394 | HDFC | 695,242 | |
| Bharti Airtel | 281,292 | Tata Steel | 636,691 | |
| Pantaloon Retail | 148,066 | Jaiprakash Associates | 542,714 | |
| Tata Motors | 122,349 | Chambal Fertilisers | 493,444 | |
| Reliance Industries | 116,698 | HCL Technologies | 426,565 | |
| Maruti Suzuki India | 105,932 | Arvind | 340,378 | |
| Carborundum Universal | 101,262 | BPCL | 334,041 | |
| Navneet Publications | 77,979 | GMR Infrastructure | 297,576 | |
| Madras Cements | 70,000 | Cipla | 257,934 | |
| NTPC | 59,015 | Zuari Global | 251,419 | |
| SKF India | 55,545 | Bharat Forge | 235,000 | |
| Indian Bank | 55,450 | Canara Bank | 225,000 | |
| Voltas | 55,000 | KPIT Cummins Infosystems | 215,471 | |
| Crompton Greaves | 50,000 | Jindal Steel & Power | 206,006 | |
| Whirlpool of India. | 47,456 | Zodiac Clothing Company | 194,983 | |
| Graphite India | 37,000 | Exide Industries | 175,000 | |
| Sun TV Network | 31,121 | Union Bank of India | 173,700 | |
| Century Textiles | 30,000 | Rallis India | 172,500 | |
| Texmaco Rail and Engin. | 24,000 | Apollo Tyres | 160,000 | |
| Torrent Pharmaceuticals | 22,514 | Motherson Sumi Systems | 142,698 | |
| Sadbhav Engineering | 22,276 | HDFC Bank | 136,317 | |
| ING Vysya Bank | 20,000 | IDFC | 119,215 | |
| Sun Pharmaceutical | 19,129 | Wipro | 108,070 | |
| Federal Bank | 16,000 | Yes Bank | 105,000 | |
| United Spirits | 13,500 | Jet Airways | 96,500 | |
| Kewal Kiran Clothing | 12,580 | State Bank of India | 94,030 | |
| Tata Consultancy Services | 10,542 | Andhra Bank | 90,000 | |
| Shriram Transport Fin. Corp. | 10,384 | ICICI Bank | 75,023 | |
| Jammu and Kashmir Bank | 7,924 | Allahabad Bank | 75,000 | |
| Eicher Motors | 6,334 | Redington (India) | 69,576 | |
| Hindustan Media Ventures | 6,190 | Coal India | 59,877 | |
| ILandFS Transportation | 4,000 | CESC | 52,138 | |
| Oracle Financial Services | 3,960 | Oriental Bank of Commerce | 45,700 | |
| Mahindra and Mahindra | 1,851 | Hindustan Unilever | 41,266 | |
| Solar Industries India | 1,550 | Axis Bank | 36,415 | |
| GMDC | 893 | Hathway Cable and Datacom | 31,567 | |
| Voltamp Transformers | 547 | Infosys | 28,538 | |
| Clariant Chemicals India | 500 | ONGC | 27,666 | |
| MRF | 50 | Punjab National Bank | 26,081 | |
| Tata Power Company | 25,324 | |||
| Infotech Enterprises | 20,395 | |||
| Hindalco Industries | 20,112 | |||
| West Coast Paper Mills | 20,000 | |||
| Glenmark Pharma | 20,000 | |||
| IndusInd Bank | 20,000 | |||
| GlaxoSmithKline Consumer | 17,182 | |||
| Gillette India | 15,619 | |||
| Emami | 13,934 | |||
| Bharat Heavy Electricals | 12,353 | |||
| Ambuja Cements | 11,847 | |||
| M & M Financial Services | 11,664 | |||
| Britannia Industries | 11,000 | |||
| Dr Reddys Laboratories | 9,977 | |||
| ACC | 8,509 | |||
| Ipca Laboratories | 7,500 | |||
| GAIL India | 7,022 | |||
| Karnataka Bank | 7,000 | |||
| Larsen and Toubro | 6,431 | |||
| Cadila Healthcare | 6,321 | |||
| Sesa Goa | 6,099 | |||
| Kotak Mahindra Bank | 5,863 | |||
| DLF | 5,685 | |||
| Divis Laboratories | 5,000 | |||
| Raymond | 5,000 | |||
| ITC | 4,489 | |||
| Cairn India | 4,401 | |||
| Grasim Industries | 3,995 | |||
| Hawkins Cooker | 3,838 | |||
| Lupin | 3,709 | |||
| Bank Of Baroda | 2,631 | |||
| Shriram City Union Finance | 2,496 | |||
| Ranbaxy Laboratories | 2,397 | |||
| Reliance Infrastructure | 2,116 | |||
| Bajaj Auto | 2,096 | |||
| Shree Cements | 1,630 | |||
| UltraTech Cement | 1,504 | |||
| Styrolution ABS (India) | 1,500 | |||
| Hero Motocorp | 1,492 | |||
| Siemens | 1,219 | |||
| Goodyear India | 911 | |||
| Asian Paints | 708 |
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