Birla Sun Life Asset Management Company has increased its weightage in pharmaceuticals, engineering & capital goods and automotive sector. However, it decreased its weightage in the information technology, food & beverages and oil & gas space.
Federal Bank, IDFC and Kotak Mahindra Bank were the top buys, while RattanIndia Power, ING Vysya Bank and Jindal Steel & Power were the top sells by the fund.
The study of Birla Sun Life Asset Management Company for the quarter of April-June 2015 shows that in the pharmaceuticals space the fund purchased Sun Pharmaceutical Industries, Glenmark Pharma and Pfizer. However, it sold Lupin and Strides Arcolab and exited from Ranbaxy Laboratories and Unichem Laboratories.
In the engineering & capital goods pack, the fund bought Larsen and Toubro, Cummins India and IRB Infrastructure Developers and introduced MEP Infrastructure Developers. While, it sold Adani Ports, Sadbhav Engineering and Va Tech Wabag in the same pack and exited from KEC International, GMR Infrastructure and Praj Industries.
In the automotive space the fund bought Sundaram-Clayton, Maruti Suzuki India and MRF. However, it sold Tata Motors, Motherson Sumi Systems and Hero Motocorp. (View - All Bulk Deals by Mutual Funds)
In the information technology segment, the fund sold Wipro, Tech Mahindra and KPIT Technologies. Meanwhile it purchased Oracle Financial Services Software, HCL Technologies and Tata Consultancy Services.
In the food & beverages pack the house sold United Spirits, Nestle India and Radico Khaitan, while on the buy side the fund bought Britannia Industries and Tata Coffee.
In the oil & gas space space, the fund sold Hindustan Petroleum Corporation, Oil and Natural Gas Corporation and Cairn India. However, the house bought Chennai Petroleum Corporation, Reliance Industries and Indian Oil Corporation.
Table of Stocks bought/ sold by Birla Sun Life Asset Management...contd on Page 2
For more Mutual Fund Action in Market click here
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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 April-June 2015.
| Company Name | Shares bought | Stock | Shares sold |
| Federal Bank | 2,78,57,302 | RattanIndia Power | -55,70,463 |
| IDFC | 67,74,371 | ING Vysya Bank | -49,22,620 |
| Kotak Mahindra Bank | 67,03,422 | Jindal Steel & Power | -38,72,753 |
| Zee Entertainment | 59,91,138 | Marico | -38,36,551 |
| Power Grid Corporation | 48,45,740 | State Bank of India | -35,10,096 |
| Sun Pharmaceutical Ind. | 43,45,656 | NTPC | -34,75,736 |
| Bank Of Baroda | 42,20,193 | Bharti Airtel | -32,55,438 |
| Infosys | 32,23,026 | National Aluminium Co. | -28,35,219 |
| Sterling Holiday Resorts | 29,18,391 | Jagran Prakashan | -28,01,435 |
| Coal India | 21,98,446 | KEC International | -16,38,072 |
| PTC India | 20,92,633 | Gujarat State Petronet | -14,38,737 |
| MEP Infrastructure | 20,51,404 | Cairn India | -13,55,015 |
| ICICI Bank | 20,11,158 | Torrent Power | -13,24,372 |
| Crompton Greaves | 18,68,170 | India Cements | -13,12,932 |
| Tata Motors | 15,89,674 | Karnataka Bank | -12,82,891 |
| Axis Bank | 14,90,066 | GMR Infrastructure | -10,17,412 |
| Larsen and Toubro | 14,61,636 | Adani Ports and Special | -9,54,688 |
| United Breweries Holdings | 14,09,067 | Sadbhav Engineering | -7,91,772 |
| ITC | 13,87,234 | Wipro | -7,90,181 |
| Ashoka Buildcon | 13,60,928 | ONGC | -7,34,904 |
| IRB Infrastructure Developers | 13,06,112 | Reliance Industries | -7,20,341 |
| Greaves Cotton | 13,00,254 | Sun TV Network | -7,10,932 |
| Ashok Leyland | 12,12,922 | Union Bank of India | -6,83,275 |
| PNC Infratech | 12,10,767 | Yes Bank | -6,82,641 |
| Tech Mahindra | 11,33,344 | Ranbaxy Laboratories | -6,24,070 |
| Hindustan Unilever | 11,12,236 | HPCL | -5,76,117 |
| Shoppers Stop | 11,01,356 | Motherson Sumi Systems | -5,64,374 |
| Chennai Petroleum Corpn. | 10,75,498 | Punjab National Bank | -5,42,789 |
| HCL Technologies | 10,54,619 | Great Eastern Shipping | -4,26,340 |
| Cipla | 9,73,154 | KPIT Technologies | -4,16,177 |
| Inox Wind | 9,67,637 | Dish TV India | -4,12,397 |
| Firstsource Solutions | 9,27,771 | Vedanta | -3,66,792 |
| Blue Star | 8,70,867 | Kalpataru Power Trans. | -3,26,888 |
| IndusInd Bank | 8,63,938 | Bank Of India | -3,12,341 |
| LIC Housing Finance | 8,51,078 | Hinduja Global Solutions | -3,02,549 |
| Muthoot Finance | 7,56,310 | Shemaroo Entertainment | -2,88,020 |
| Dewan Housing Finance | 7,55,803 | Tata Power Company | -2,58,075 |
| Mangalore Refinery | 7,38,216 | The Ramco Cements | -2,19,028 |
| Biocon | 7,09,076 | Oriental Bank of Commerce | -1,98,217 |
| Capital First | 6,79,180 | Hindalco Industries | -1,83,554 |
| Exide Industries | 6,73,073 | South Indian Bank | -1,80,463 |
| Cummins India | 6,53,902 | NMDC | -1,49,923 |
| Sundaram-Clayton | 6,45,021 | Simplex Infrastructures | -1,35,216 |
| Glenmark Pharma | 6,44,409 | Bharat Heavy Electricals | -1,28,866 |
| HDFC Bank | 6,35,546 | Titan Company | -1,15,545 |
| Tata Coffee | 6,21,477 | Tata Steel | -1,03,999 |
| Kansai Nerolac Paints | 6,20,821 | NIIT Technologies | -1,03,131 |
| Tata Chemicals | 5,55,733 | Ambuja Cements | -1,01,161 |
| Idea Cellular | 5,48,014 | Praj Industries | -99,759 |
| NCC | 5,43,425 | United Spirits | -98,281 |
| Pfizer | 5,33,998 | HDFC | -98,191 |
| Sanghi Industries | 5,20,815 | Megasoft | -96,039 |
| Indian Oil Corporation | 5,19,301 | Gujarat Gas Company | -95,685 |
| Hitachi Home & Life Solutions | 4,90,331 | Max India | -90,124 |
| Mahindra CIE Automotive | 4,55,253 | Jain Irrigation Systems | -86,585 |
| Bayer CropScience | 4,23,614 | Sasken Communication | -84,451 |
| Apollo Tyres | 3,84,617 | Edelweiss Financial Services | -82,706 |
| Tourism Finance Corp of India | 3,58,643 | Hero Motocorp | -80,322 |
| Bharat Forge | 3,55,974 | Va Tech Wabag | -75,527 |
| VRL Logistics | 3,44,216 | Lupin | -74,763 |
| Jaiprakash Power Ventures | 3,36,574 | Oriental Hotels | -74,741 |
| ICRA | 3,03,375 | VST Industries | -72,433 |
| Century Textiles & Industries | 2,88,286 | Orient Cement | -72,292 |
| UltraTech Cement | 2,86,252 | Karur Vysya Bank | -71,979 |
| Dalmia Bharat | 2,79,826 | Persistent Systems | -68,021 |
| Tata Communications | 2,79,284 | GAIL India | -66,417 |
| Arvind | 2,70,438 | Hinduja Ventures | -65,848 |
| Hindustan Zinc | 2,52,484 | Banco Products (India) | -62,405 |
| Maruti Suzuki India | 2,49,365 | Jammu and Kashmir Bank | -59,271 |
| GlaxoSmithKline Pharma | 2,44,345 | MT Educare | -58,208 |
| SKS Microfinance | 2,18,971 | Bajaj Auto | -51,854 |
| Rallis India | 1,99,312 | Unichem Laboratories | -49,814 |
| Dishman Pharmaceuticals | 1,92,452 | Atul Auto | -48,436 |
| Tata Consultancy Services | 1,83,833 | Solar Industries India | -44,717 |
| Finolex Cables | 1,77,034 | Magma Fincorp | -44,369 |
| AIA Engineering | 1,71,796 | BPCL | -42,485 |
| Honeywell Automation | 1,66,219 | Phoenix Mills | -42,298 |
| Grasim Industries | 1,49,821 | Orient Refractories | -39,193 |
| Dr Reddys Laboratories | 1,36,070 | J Kumar Infraprojects | -38,771 |
| Oracle Financial Services | 1,34,028 | City Union Bank | -37,489 |
| Coromandel International | 1,33,664 | Marico Kaya Enterprises | -37,387 |
| Indian Bank | 1,33,157 | Thomas Cook (India) | -35,747 |
| Jet Airways | 1,30,902 | Nestle India | -35,697 |
| Gillette India | 1,27,957 | Shriram Transport Finance | -32,914 |
| Bata India | 1,26,094 | Jyothy Laboratories | -32,790 |
| Oil India | 1,18,701 | Britannia Industries | -32,152 |
| Gujarat Fluorochemicals | 1,15,397 | Repco Home Finance | -30,669 |
| Bajaj Corp | 1,13,636 | Astral Poly Technik | -30,464 |
| Bharat Electronics | 96,250 | Corporation Bank | -30,304 |
| PI Industries | 96,060 | Multi Commodity Exchange | -29,700 |
| Voltas | 95,653 | Reliance Infrastructure | -29,245 |
| Godrej Consumer Products | 89,602 | DQ Entertainment | -28,029 |
| Colgate Palmolive (India) | 84,906 | Monte Carlo Fashions | -26,926 |
| Adlabs Entertainment | 71,865 | Eicher Motors | -26,723 |
| Asian Paints | 68,147 | Bharat Bijlee | -25,054 |
| Cholamandalam Investment | 64,156 | Cyient | -19,761 |
| Container Corporation of India | 61,107 | Prestige Estates Projects | -17,716 |
| FAG Bearings India | 58,558 | Sundaram Finance | -17,705 |
| Torrent Pharmaceuticals | 54,859 | Emami | -15,495 |
| Texmaco Rail & Engineering | 53,744 | Gateway Distriparks | -14,261 |
| Just Dial | 51,179 | Raymond | -13,895 |
| Bajaj Finserv | 46,639 | PVR | -13,782 |
| M&M Financial Services | 45,111 | ALSTOM India | -13,573 |
| Natco Pharma | 45,004 | Shree Cements | -12,842 |
| Bosch | 44,224 | DB Corp | -12,833 |
| Birla Corporation | 44,194 | ILandFS Transportation | -11,553 |
| Cox & Kings | 43,276 | ACC | -11,509 |
| HSIL | 35,732 | HT Media | -10,611 |
| Gujarat Industries Power Co. | 35,173 | Berger Paints India | -10,410 |
| Tube Investments of India | 31,826 | Automotive Axles | -8,711 |
| Divis Laboratories | 30,983 | Balkrishna Industries | -8,497 |
| Strides Arcolab | 29,529 | Castrol India | -7,452 |
| Jubilant Foodworks | 28,446 | Reliance Capital | -6,773 |
| Hexaware Technologies | 27,893 | Oberoi Realty | -6,442 |
| MRF | 24,408 | Whirlpool of India. | -6,088 |
| Shasun Pharmaceuticals | 20,830 | Akzo Nobel India | -5,945 |
| Clariant Chemicals India | 19,237 | Orbit Exports | -5,027 |
| Sanofi India | 15,133 | Mindtree | -4,787 |
| Bajaj Finance | 14,203 | Ipca Laboratories | -4,516 |
| GlaxoSmithKline Consumer | 14,089 | Apar Industries | -3,604 |
| Alstom T&D India | 13,239 | WABCO India | -3,523 |
| Credit Analysis & Research | 13,072 | V-Guard Industries | -2,355 |
| Relaxo Footwears | 12,855 | MphasiS | -2,201 |
| Shriram City Union Finance | 11,700 | Sobha | -1,804 |
| Gulf Oil Lubricants | 10,290 | V-Mart Retail | -1,788 |
| Mahindra and Mahindra | 8,263 | Alembic Pharmaceuticals | -1,700 |
| Siemens | 7,998 | TVS Motor Company | -1,419 |
| Amara Raja Batteries | 7,765 | Finolex Industries | -1,403 |
| Cadila Healthcare | 6,832 | Procter and Gamble Hygiene | -1,250 |
| Heritage Foods | 5,666 | State Bank of Bikaner | -1,107 |
| Indo Count Industries | 5,122 | Radico Khaitan | -1,104 |
| Schneider Electric Infra. | 4,141 | J. K. Cement | -1,020 |
| Federal-Mogul Goetze | 3,799 | Info Edge India | -860 |
| Omkar Speciality Chemicals | 3,210 | Aurobindo Pharma | -847 |
| CRISIL | 1,726 | Havells India | -820 |
| ITD Cementation India | 1,425 | Kewal Kiran Clothing | -764 |
| Godrej Industries | 1,314 | Page Industries | -472 |
| Sonata Software | 1,158 | Pidilite Industries | -420 |
| ABB | 907 | Trent | -197 |
| SML Isuzu | 769 | UPL | -71 |
| INOX Leisure | 173 | ||
| Disa India | 137 |
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