Kotak Mahindra Mutual Fund has enhanced its exposure in tobacco, cement & construction and media & entertainment space, while slashed its exposure in pharmaceuticals, utilities and information technology space.
ITC, Exide Industries and Zee Entertainment were top buys, while United Phosphorous, HDFC Warrants and Tata Power Company were top sells by the fund.The study of Kotak Mahindra Mutual Fund for the month of March 2012 showed that in the tobacco pack, it introduced VST Industries and bought ITC.
In the cement & construction space, it introduced Ambuja Cements, ACC and purchased India Cements and ILandFS Transportation Networks. However, it sold IRB Infrastructure Developers. (View - All Bulk Deals by Mutual Funds).
The fund bought Sun TV Network, Zee Entertainment Enterprises and DB Corp in the media & entertainment segment. It also introduced Dish TV. But fund sold Hathway Cable and Hindustan Media Ventures in the same segment.
The selling was seen in the pharmaceuticals, utilities and information technology sector. In the pharmaceuticals pack, it exited Biocon and sold Torrent Pharmaceuticals, Sun Pharmaceutical and Lupin. However, it bought Cipla, Dr Reddys Laboratories and Divis Laboratories. It also introduced Natco Pharma in the same pack.
In the utilities space, it sold NTPC, Tata Power Company, Power Grid Corporation of India and CESC. (Check out - Which sectors are attracting Fund Managers?)
The fund sold Infosys, Tata Consultancy Services and MphasiS in the information technology space, while purchased Oracle Financial Services Software. Table of Stocks bought/ sold by Kotak Mahindra Mutual Fund...contd on Page 2 For more Mutual Fund Action in Market click here _PAGEBREAK_ 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 Feb-Mar.
| Stock | Shares Bought |
| Stock | Shares Sold |
| ITC | 1,525,000 |
| United Phosphorous | 849,871 |
| Exide Industries | 1,000,000 |
| HDFC Warrants | 658,600 |
| Zee Entertainment | 751,700 |
| Tata Power Company | 592,184 |
| Gujarat State Petronet | 700,200 |
| NTPC | 580,000 |
| Chambal Fertilisers | 664,117 |
| Mahindra and Mahindra | 505,000 |
| Dish TV | 650,000 |
| GAIL India | 475,000 |
| Sun TV Network | 467,589 |
| Bharti Airtel | 413,600 |
| HPCL | 411,600 |
| Torrent Pharmaceuticals | 393,850 |
| Voltas | 397,654 |
| Power Grid Corporation | 358,994 |
| HDFC | 343,350 |
| Hathway Cable | 310,691 |
| Cipla | 289,000 |
| Cairn India | 309,117 |
| Sterlite Industries (India) | 275,000 |
| Sun Pharmaceutical | 295,616 |
| Ambuja Cements | 261,283 |
| Hindustan Zinc | 275,000 |
| ONGC | 255,000 |
| Gujarat Pipavav Port | 267,375 |
| Jain Irrigation Systems | 250,000 |
| Lupin | 244,890 |
| ACC | 232,500 |
| Ipca Laboratories | 220,329 |
| Graphite India | 230,598 |
| ICICI Bank | 216,750 |
| Tata Motors | 225,000 |
| Indian Oil Corporation | 200,000 |
| Crompton Greaves | 223,200 |
| Hindustan Media Ventures | 198,859 |
| Bharat Heavy Electricals | 222,000 |
| Standard Chartered PLC | 175,000 |
| India Cements | 200,000 |
| Britannia Industries | 166,000 |
| Apollo Tyres | 195,000 |
| HDFC Bank | 165,000 |
| Development Credit Bank | 185,000 |
| CESC | 158,143 |
| Jindal Steel & Power | 171,250 |
| BPCL | 140,000 |
| IndusInd Bank | 150,000 |
| MphasiS | 101,018 |
| Max India | 140,000 |
| Tata Consultancy | 92,500 |
| Century Textiles | 130,408 |
| Sobha Developers | 87,029 |
| Texmaco Rail and Engine. | 129,107 |
| Infosys | 75,000 |
| Pantaloon Retail | 128,749 |
| Marico | 72,521 |
| Hindustan Unilever | 118,783 |
| Supreme Industries | 64,323 |
| Adani Ports and Special | 114,397 |
| Cadila Healthcare | 60,310 |
| LIC Housing Finance | 100,000 |
| IRB Infrastructure | 50,000 |
| Reliance Industries | 95,799 |
| Zodiac Clothing Company | 49,103 |
| Whirlpool of India. | 93,030 |
| Jammu and Kashmir Bank | 46,935 |
| Yes Bank | 82,900 |
| State Bank of India | 45,000 |
| Motherson Sumi Systems | 78,326 |
| Gujarat Gas Company | 42,000 |
| Natco Pharma | 76,405 |
| Jain Irrigation Sys (DVR) | 35,000 |
| Engineers India | 69,478 |
| Biocon | 27,500 |
| DB Corp | 66,162 |
| GlaxoSmithKline Consumer | 27,192 |
| Tata Motors (DVR) | 60,500 |
| Maruti Suzuki India | 25,000 |
| Oriental Bank of Commerce | 56,823 |
| EID Parry (India) | 20,395 |
| Emami | 56,702 |
| Aditya Birla Nuvo | 20,104 |
| Chennai Petroleum Corpn. | 54,000 |
| Grasim Industries | 19,657 |
| Hero Motocorp | 50,000 |
| Raymond | 19,168 |
| Bank Of Baroda | 48,734 |
| Union Bank of India | 18,447 |
| Bajaj Auto | 45,000 |
| Federal Bank | 15,000 |
| ING Vysya Bank | 43,015 |
| Bata India | 10,000 |
| Punjab National Bank | 37,500 |
| Strides Arcolab | 10,000 |
| Navneet Publications | 33,866 |
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| ILandFS Transportation | 33,858 |
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| Power Finance Corporation | 30,000 |
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| United Spirits | 25,000 |
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| Larsen and Toubro | 25,000 |
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| Divis Laboratories | 25,000 |
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| Allahabad Bank | 21,120 |
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| Oracle Financial Services | 19,217 |
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| Zuari Industries | 11,371 |
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| Dr Reddys Laboratories | 10,844 |
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| Arvind | 10,100 |
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| HT Media | 9,000 |
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| VST Industries | 7,298 |
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| Solar Industries India | 2,909 |
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| Hawkins Cooker | 2,493 |
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