Birla Sun Life Asset Management has enhanced its exposure in information technology, metals & mining and pharmaceuticals sector, while it slashed its exposure in the banking & financial services, engineering & capital goods and utilities segment.
Sesa Sterlite, LIC Housing Finance and Orient Cement were the top buys, while Mahindra Satyam, Sterlite Industries (India) and Ashok Leyland were the top sells by the fund. The study of Birla Sun Life Asset Management for the quarter of June-September 2013 shows that in the information technology segment, it purchased Tech Mahindra, Infosys, HCL Technologies and introduced eClerx Services. The fund sold Hinduja Ventures and exited Mahindra Satyam and Financial Technologies from teh same segment. The fund bought Sesa Sterlite, Hindustan Zinc and NMDC in the metals & mining, while it exied Sterlite Industries (India) and also introduced JSW Steel. (View - All Bulk Deals by Mutual Funds). In the pharmaceuticals sector, it purchased Glenmark Pharma, Lupin and Dr Reddys Laboratories, while it sold Wyeth, Torrent Pharmaceuticals and exited Wockhardt from the same sector. The fund exited Bank Of India, United Bank of India, India Infoline and Maestros Mediline Systems from banking & financial services. It also sold Yes Bank, ICICI Bank and Canara Bank. However, it bought HDFC Bank, Axis Bank and IndusInd Bank. (Check out - Which sectors are attracting Fund Managers?) In the engineering & capital goods sector, the fund sold L&T, Jaiprakash Associates and Cummins India. It also exited from IRB Infrastructure Developers from the same sector. However, it bought Engineers India and ALSTOM India. The fund sold Power Grid Corporation, NTPC, Tata Power and Reliance Infrastructure in the utilities segment, while it bought JSW Energy. Table of Stocks bought/ sold by Birla Sun Life Asset Management...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 June-September 2013.| Stock | Shares bought | Stock | Shares sold | |
| Sesa Sterlite | 8,057,353 | Mahindra Satyam | 14,656,867 | |
| LIC Housing Finance | 3,542,690 | Sterlite Industries (India) | 10,795,768 | |
| Orient Cement | 3,488,772 | Ashok Leyland | 5,440,351 | |
| IndusInd Bank | 1,905,086 | Jaiprakash Associates | 3,580,036 | |
| Tech Mahindra | 1,857,288 | Power Grid Corporation | 3,547,722 | |
| Bharti Airtel | 1,749,484 | Yes Bank | 3,252,991 | |
| HDFC Bank | 1,631,256 | Dish TV | 2,872,108 | |
| ITC | 1,595,091 | Future Retail | 2,544,307 | |
| National Aluminium Company | 1,522,991 | NTPC | 2,316,438 | |
| Adani Enterprises | 1,068,372 | Canara Bank | 2,217,765 | |
| Cairn India | 1,035,417 | IDFC | 2,203,581 | |
| Sun Pharmaceutical Industries | 1,033,827 | Hindustan Unilever | 2,143,336 | |
| City Union Bank | 969,101 | Jaypee Infratech | 2,113,601 | |
| NMDC | 866,526 | United Bank of India | 2,015,054 | |
| Axis Bank | 822,751 | South Indian Bank | 1,853,960 | |
| Bajaj Corp | 822,194 | Tata Power Company | 1,675,873 | |
| Glenmark Pharma | 813,540 | Indian Bank | 1,674,618 | |
| Hindustan Zinc | 793,187 | Orient Paper and Industries | 1,293,890 | |
| JSW Energy | 789,380 | Oriental Bank of Commerce | 1,275,730 | |
| Marico | 647,906 | Adani Ports and Special | 1,165,537 | |
| Tata Global Beverage | 557,628 | Financial Technologies | 1,108,198 | |
| Wipro | 549,859 | PTC India | 887,875 | |
| Coal India | 507,838 | Hexaware Technologies | 867,211 | |
| ING Vysya Bank | 485,913 | ICICI Bank | 819,174 | |
| HDFC | 384,251 | Jet Airways | 802,834 | |
| Akzo Nobel India | 334,790 | Kalpataru Power Trans | 761,526 | |
| Voltas | 309,966 | Union Bank of India | 741,842 | |
| Jindal Steel & Power | 284,209 | Tata Motors | 722,075 | |
| Prestige Estates Projects | 272,638 | Bank Of India | 716,397 | |
| Emami | 230,270 | Reliance Capital | 680,843 | |
| Lupin | 223,141 | Castrol India | 628,172 | |
| NIIT Technologies | 213,117 | Motherson Sumi Systems | 622,285 | |
| Sobha Developers | 204,286 | HPCL | 569,976 | |
| Torrent Pharmaceuticals | 204,107 | Gateway Distriparks | 566,636 | |
| Kotak Mahindra Bank | 198,229 | Deepak Fertilizers | 562,477 | |
| Asian Paints | 193,149 | Unitech | 547,941 | |
| Radico Khaitan | 165,723 | Crompton Greaves | 536,930 | |
| Mahindra and Mahindra | 159,782 | Jain Irrigation Systems | 417,076 | |
| Hero Motocorp | 155,301 | India Infoline | 405,985 | |
| Maruti Suzuki India | 151,727 | State Bank of India | 388,046 | |
| Mcleod Russel (India) | 149,862 | Dhanlaxmi Bank | 363,132 | |
| Infosys | 148,746 | Gujarat State Fertilizers | 360,448 | |
| Petronet LNG | 146,579 | Dishman Pharmaceuticals | 350,513 | |
| Berger Paints India | 99,853 | Sun TV Network | 327,005 | |
| Raymond | 97,321 | Repco Home Finance | 320,884 | |
| Federal Bank | 94,998 | Aurobindo Pharma | 315,110 | |
| Megasoft | 90,913 | M & M Financial Services | 297,393 | |
| Supreme Industries | 87,788 | KEC International | 278,859 | |
| Jyothy Laboratories | 70,863 | Shriram City Union Finance | 276,941 | |
| Bata India | 70,046 | Lanco Infratech | 271,718 | |
| Hathway Cable and Datacom | 68,826 | SundaramClayton | 270,939 | |
| Exide Industries | 66,705 | Zee Entertainment | 249,096 | |
| Biocon | 62,398 | Karur Vysya Bank | 241,724 | |
| Pidilite Industries | 60,475 | Dabur India | 241,653 | |
| Nestle India | 60,301 | Indian Oil Corporation | 240,588 | |
| Tata Consultancy Services | 58,984 | Oil India | 212,313 | |
| Credit Analysis and Research | 56,074 | The Ramco Cements | 195,309 | |
| MindTree | 54,536 | Reliance Industries | 183,973 | |
| Colgate Palmolive (India) | 53,151 | Balrampur Chini Mills | 175,462 | |
| JSW Steel | 51,960 | Cipla | 169,806 | |
| United Phosphorous | 51,053 | IRB Infrastructure | 161,821 | |
| Pfizer | 42,874 | DQ Entertainment | 158,489 | |
| Divis Laboratories | 41,650 | Jyoti Structures | 149,564 | |
| Britannia Industries | 41,101 | Power Finance Corporation | 146,651 | |
| United Spirits | 40,295 | Oberoi Realty | 141,592 | |
| Sundaram Finance | 33,526 | ONGC | 129,394 | |
| Sadbhav Engineering | 30,553 | Coromandel International | 129,055 | |
| Ipca Laboratories | 29,777 | Greaves Cotton | 123,331 | |
| UltraTech Cement | 28,677 | Cummins India | 119,065 | |
| Shoppers Stop | 26,854 | Havells India | 113,482 | |
| ICRA | 25,354 | Bajaj Electricals | 110,183 | |
| Tata Coffee | 24,659 | Idea Cellular | 107,508 | |
| Wyeth | 22,922 | DLF | 106,210 | |
| Great Eastern Shipping Co | 20,493 | Jammu and Kashmir Bank | 86,439 | |
| Eicher Motors | 18,259 | J. K. Cement | 70,684 | |
| HT Media | 12,748 | Chennai Petroleum Corpn. | 69,873 | |
| Bajaj Finance | 12,463 | Corporation Bank | 67,002 | |
| Jagran Prakashan | 12,412 | Gujarat Industries Power Co. | 66,100 | |
| PVR | 12,273 | Bayer CropScience | 64,701 | |
| Persistent Systems | 10,272 | VMart Retail | 61,926 | |
| Honeywell Automation | 9,870 | Phillips Carbon Black | 58,608 | |
| MT Educare | 9,730 | Larsen and Toubro | 55,750 | |
| Titan Industries | 8,942 | Simplex Infrastructures | 53,942 | |
| Astral Poly Technik | 8,636 | Maestros Mediline Systems | 50,263 | |
| MphasiS | 7,906 | United Breweries Holdings | 45,996 | |
| Phoenix Mills | 7,353 | Indraprastha Gas | 45,992 | |
| Bharat Heavy Electricals | 7,188 | Chola Investment & Finance Co | 45,354 | |
| Ambuja Cements | 6,714 | Jubilant Foodworks | 41,847 | |
| Schneider Electric Infra | 4,031 | NCC | 39,553 | |
| Styrolution ABS (India) | 3,625 | Engineers India | 36,796 | |
| Whirlpool of India. | 3,368 | United Breweries | 36,480 | |
| MRF | 3,121 | Thermax | 35,254 | |
| Federal-Mogul Goetze | 2,538 | ACC | 34,615 | |
| eClerx Services | 2,536 | Century Textiles | 34,445 | |
| Oracle Financial Services | 1,798 | HCL Technologies | 32,711 | |
| Balkrishna Industries | 1,411 | AIA Engineering | 32,531 | |
| ITD Cementation India | 1,388 | Dr Reddys Laboratories | 32,494 | |
| GlaxoSmithKline Pharma | 961 | DB Corp | 29,545 | |
| ABB | 574 | Tata Steel | 28,507 | |
| Fulford (India) | 505 | Bajaj Auto | 28,481 | |
| GAIL India | 430 | Solar Industries India | 26,681 | |
| Ranbaxy Laboratories | 334 | Cox & Kings | 25,485 | |
| Sanofi India | 298 | Siemens | 25,115 | |
| Grasim Industries | 25,104 | |||
| Bank Of Baroda | 24,812 | |||
| BPCL | 21,718 | |||
| Kewal Kiran Clothing | 21,562 | |||
| Multi Commodity Exchange | 19,917 | |||
| Shree Cements | 19,534 | |||
| FAG Bearings India | 19,450 | |||
| ILandFS Transportation | 19,327 | |||
| Reliance Infrastructure | 18,890 | |||
| VST Industries | 18,674 | |||
| Max India | 17,571 | |||
| CRISIL | 14,609 | |||
| Apar Industries | 14,602 | |||
| Wockhardt | 13,775 | |||
| Info Edge India | 13,353 | |||
| Va Tech Wabag | 13,321 | |||
| Bharat Bijlee | 11,952 | |||
| Zuari Agro Chemicals | 10,166 | |||
| Godrej Consumer Products | 8,818 | |||
| ALSTOM India | 7,905 | |||
| WABCO India | 6,609 | |||
| Alstom T&D India | 6,546 | |||
| Kansai Nerolac Paints | 4,892 | |||
| Just Dial | 4,843 | |||
| Punjab National Bank | 4,777 | |||
| Cadila Healthcare | 3,928 | |||
| Trent | 3,449 | |||
| Hinduja Ventures | 3,054 | |||
| Strides Arcolab | 1,885 | |||
| Bosch | 1,772 | |||
| Page Industries | 1,396 | |||
| P & G Hygiene & Health Care | 1,373 | |||
| Hindalco Industries | 953 | |||
| Blue Dart Express | 492 | |||
| Zydus Wellness | 477 | |||
| Disa India | 248 | |||
| CMC | 74 |
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