HDFC Asset Management has enhanced its exposure in banking & financial services, automotive and information technology space, while slashed its exposure in oil & gas, engineering & capital goods and metals & mining.
CESC, Ashok Leyland and IndusInd Bank were the top buys, while Shanthi Gears, ITC and Tata Motors (DVR) were the top sells.
A study of the HDFC Asset Management portfolio for the month of November 2012 showed that in the banking & financial services space, it purchased ICICI Bank, Canara Bank, Union Bank of India and introduced IndusInd Bank. However, it sold Shriram Transport Finance Corporation.
In the automotive pack, it bought Maruti Suzuki, Mahindra and Mahindra and Motherson Sumi Systems and also introduced Ashok Leyland, while it sold Tata Motors (DVR) in the same space. (View - All Bulk Deals by Mutual Funds).
It bought Infosys, eClerx Services and MindTree in the information technology sector, while it sold Tata Consultancy Services.
The fund sold Oil India, ONGC and HPCL from oil & gas space.
In the engineering & capital goods it sold AIA Engineering, Shanthi Gears and Larsen and Toubro, while it bought Punj Lloyd and Lakshmi Machine Works. (Check out - Which sectors are attracting Fund Managers?)
It sold Tata Steel, Coal India and Hindalco Industries in metals & mining segment. But it purchased Sterlite Industries (India). Table of Stocks bought/ sold by HDFC 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 October-November 2012.
| Company Name | Shares Bought | Stock | Shares Sold | |
| CESC | 3,180,600 | Shanthi Gears | 4,768,451 | |
| Ashok Leyland | 2,500,000 | ITC | 3,713,446 | |
| IndusInd Bank | 2,085,000 | Tata Motors (DVR) | 3,208,239 | |
| Allahabad Bank | 1,572,300 | Coal India | 2,101,230 | |
| Torrent Pharmaceuticals | 875,933 | Tata Power Company | 1,996,200 | |
| Idea Cellular | 533,146 | Jaiprakash Associates | 1,456,186 | |
| Sanghvi Movers | 496,357 | Tata Steel | 841,448 | |
| Maruti Suzuki India | 472,410 | Zee Entertainment Enter. | 659,879 | |
| Mahindra and Mahindra | 427,356 | Supreme Industries | 571,774 | |
| Corporation Bank | 425,340 | Petronet LNG Ltd | 499,175 | |
| Canara Bank | 398,155 | ONGC | 469,019 | |
| Punj Lloyd | 300,000 | Divis Laboratories | 454,939 | |
| Pidilite Industries | 279,294 | Raymond | 451,577 | |
| Union Bank of India | 260,000 | Biocon | 422,560 | |
| Oriental Bank of Commerce | 255,000 | Britannia Industries | 407,742 | |
| Infosys | 247,169 | Titan Industries | 400,000 | |
| OnMobile Global | 225,000 | Jagran Prakashan | 393,000 | |
| Lakshmi Machine Works | 200,000 | HT Media | 361,348 | |
| Century Textiles | 174,000 | Hindustan Unilever | 300,522 | |
| NIIT Technologies | 157,900 | Sun TV Network | 300,000 | |
| Cadila Healthcare | 120,000 | Bharat Electronics | 271,941 | |
| MindTree | 109,714 | BPCL | 232,339 | |
| eClerx Services | 100,000 | Emami | 207,635 | |
| Bayer Cropscience | 87,529 | Bharti Airtel | 207,392 | |
| State Bank of India | 80,077 | Jet Airways | 200,000 | |
| Tata Elxsi | 73,455 | Sterlite Industries (India) | 196,294 | |
| Bajaj Auto | 68,618 | GlaxoSmithKline Pharma | 103,307 | |
| Sun Pharma Advanced | 61,737 | Dr Reddys Laboratories | 100,286 | |
| Axis Bank | 50,695 | Tata Chemicals | 61,241 | |
| Yes Bank | 50,000 | HPCL | 57,000 | |
| P & GHygiene and Health Care | 50,000 | Shriram Transport Finance | 50,322 | |
| State Bank of Bikaner & Jaipur | 47,092 | Oil India | 50,000 | |
| CRISIL | 21,500 | Cipla | 49,204 | |
| Ipca Laboratories | 20,000 | Larsen and Toubro | 48,145 | |
| Bajaj Corp | 11,000 | Motherson Sumi Systems | 46,888 | |
| Cairn India | 6,183 | Indo Rama Synthetics | 41,214 | |
| Tata Motors | 4,351 | AIA Engineering | 20,300 | |
| Reliance Industries | 4,086 | Bank Of Baroda | 20,028 | |
| NTPC | 3,829 | Rural Electrification Corpn. | 20,000 | |
| Jindal Steel & Power | 3,565 | TTK Prestige | 12,500 | |
| HDFC | 3,505 | ICICI Bank | 6,442 | |
| Hindalco Industries | 3,082 | HDFC Bank | 328 | |
| Tata Consultancy Services | 2,103 | Power Grid Corporation | 232 | |
| Bharat Heavy Electricals | 1,968 | IDFC | 202 | |
| Wipro | 1,418 | Ambuja Cements | 125 | |
| GAIL India | 1,169 | Sesa Goa | 64 | |
| Sun Pharmaceutical Industries | 951 | Kotak Mahindra Bank | 62 | |
| Hero Motocorp | 231 | DLF | 60 | |
| HCL Technologies | 43 | |||
| Lupin | 39 | |||
| Ranbaxy Laboratories | 26 | |||
| Reliance Infrastructure | 23 | |||
| Punjab National Bank | 22 | |||
| Siemens | 16 | |||
| UltraTech Cement | 16 | |||
| ACC | 15 | |||
| Grasim Industries | 11 |
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