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Last Updated : Oct 21, 2013 08:43 AM IST | Source: Moneycontrol.com

HDFC MF drops banks, engg, oil&gas, pharma

In the banking & financial services space, the fund sold State Bank of India, ICICI Bank, LIC Housing Finance and exited from Indian Overseas Bank.

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HDFC Mutual Fund has decreased its weightage in banking & financial services, engineering & capital goods, oil & gas and pharmaceuticals. However, it increased its investments in telecommunication.

Sterlite Industries (India), LIC Housing Finance and Zee Entertainment Enterprises were the top sells by the fund, while Sesa Sterlite, Jaiprakash Power Ventures and Dish TV were the top buys.

A study of the scheme for the quarter of June-September 2013 shows that in the banking & financial services space, the fund sold State Bank of India, ICICI Bank, LIC Housing Finance and exited from Indian Overseas Bank. However, it bought HDFC Bank, ING Vysya Bank and HDFC in the same space.

It sold Larsen and Toubro, Jaiprakash Associates, Adani Ports and exited from National Buildings Construction Corporation in the engineering & capital goods segment, while it purchased SKF India in the same segment. (View - All Bulk Deals by Mutual Funds).

In the oil & gas space, the fund sold Oil India, ONGC and BPCL. While, it bought Reliance Industries.

It sold Lupin, Ipca Laboratories, Divis Laboratories and Cipla from pharmaceuticals pack but it purchased Wockhardt and Strides Arcolab from the same pack.

The fund purchased Bharti Airtel and introduced Idea Cellular in the telecommunication segment. (Check out - Which sectors are attracting Fund Managers?).

Table of Stocks bought/ sold by HDFC Mutual Fund...contd on Page 2

 For more Mutual Fund Action in Market click here


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.

Company nameShares boughtCompany nameShares sold
Sesa Sterlite23,140,808Sterlite Industries (India)40,440,057
Jaiprakash Power Ventures19,307,727LIC Housing Finance18,405,326
Dish TV10,541,250Zee Entertainment Enterprises11,044,845
Reliance Industries7,852,099Coal India6,832,840
Bharti Airtel7,642,504Adani Ports and Special6,043,998
Larsen and Toubro6,452,138NTPC6,004,129
HDFC Bank4,766,237Jaiprakash Associates5,593,996
Navneet Education3,383,759ICICI Bank5,053,795
KSK Energy Ventures3,057,953Hindustan Unilever4,582,677
HDFC2,742,052State Bank of India4,091,724
Tata Steel2,734,533IDFC3,182,313
Idea Cellular2,182,209Punj Lloyd3,169,736
Amara Raja Batteries1,772,195ONGC3,035,088
BPCL1,308,608Tata Power Company3,031,739
Axis Bank1,115,169Ashok Leyland2,741,025
Wockhardt1,055,618Pidilite Industries2,552,580
ITC1,041,846Cairn India2,465,063
Torrent Pharmaceuticals929,444ISMT2,382,400
Maruti Suzuki India911,473Tata Motors2,251,283
SKF India842,864Lupin2,174,848
Rural Electrification Corpn.768,237Dabur India2,073,550
Phoenix Mills658,273Dishman Pharmaceuticals2,059,600
Whirlpool of India.466,796GAIL India2,015,264
Blue Star411,192Sun Pharma Advanced 2,015,206
IndusInd Bank364,498Cipla1,911,795
ING Vysya Bank303,051GVK Power & Infrastructure1,824,050
Grasim Industries282,529Petronet LNG1,667,922
Info Edge India278,329Ipca Laboratories1,544,480
Allahabad Bank246,554Tata Chemicals1,471,226
Jyothy Laboratories245,506Jain Irrigation Systems1,319,952
Aditya Birla Nuvo242,149Crompton Greaves1,281,238
Astral Poly Technik217,294Hindalco Industries1,276,933
Tata Consultancy Services211,186Emami1,273,898
Supreme Industries168,886Jagran Prakashan1,091,758
Carborundum Universal166,529HPCL1,062,427
Birla Corporation150,967Indian Overseas Bank1,046,588
Greenply Industries150,489Divis Laboratories958,532
Sun Pharmaceutical 149,922Punjab National Bank839,548
Strides Arcolab138,491Motherson Sumi Systems754,519
MphasiS104,933AIA Engineering722,794
Suprajit Engineering96,875NMDC702,504
Canara Bank92,875Bank Of Baroda624,827
United Spirits79,900KEC International609,862
Time Technoplast75,945Cadila Healthcare600,709
NRB Bearings63,035Tube Investments of India593,586
Arvind57,682Glenmark Pharma546,801
Kotak Mahindra Bank43,253Tata Elxsi542,622
Century Textiles42,970Aurobindo Pharma524,416
Tamil Nadu Newsprint37,826Vardhman Textiles506,911
Yes Bank33,290HT Media407,785
Aarti Industries32,283Sadbhav Engineering382,199
Colgate Palmolive (India)27,270Natco Pharma376,016
Apollo Tyres25,095Zee Media Corporation362,288
Bank Of India16,613National Buildings Construction359,140
Asian Paints13,037Bharat Electronics334,287
NIIT Technologies11,846Federal Bank302,790
The Ramco Cements10,608Indian Oil Corporation296,037
Grindwell Norton10,221Gujarat State Petronet269,911
State Bank of Travancore7,040ILandFS Transportation Networks260,003
FAG Bearings India6,923Bayer CropScience255,039
VST Industries4,473Gujarat Industries Power Co.248,007
Clariant Chemicals India4,220Just Dial227,851
Exide Industries2,802Oil India215,121
Nucleus Software2,057Infosys210,896
VST Tillers Tractors1,706Ambuja Cements205,079
Maharashtra Seamless1,686Power Grid Corporation of India182,136
Bosch289Sundram Fasteners177,712
HCL Technologies38Union Bank of India177,059
Oriental Bank of Commerce168,226
Motilal Oswal Financial Services167,981
India Glycols164,728
Orient Paper and Industries148,617
OnMobile Global143,084
Balkrishna Industries135,910
Power Finance Corporation135,781
Gujarat State Fertilizers133,670
Coromandel International125,476
Britannia Industries121,537
Himatsingka Seide115,513
C & C Constructions114,841
Ballarpur Industries110,771
Steel Authority of India108,745
Page Industries82,299
Indo Rama Synthetics (India)73,515
JBF Industries71,223
Dr Reddys Laboratories71,046
Simplex Infrastructures64,382
Sanghvi Movers53,648
Puravankara Projects53,514
Vascon Engineers52,640
Amtek Auto51,001
Ahmednagar Forgings50,604
Ador Welding50,467
TTK Prestige47,917
Oracle Financial Services 43,165
Texmaco Rail and Engineering43,066
P & G Hygiene and Health Care36,001
Hero Motocorp34,518
State Bank of Bikaner & Jaipur33,602
Kirloskar Pneumatic 31,107
Corporation Bank30,442
Jet Airways27,724
Banco Products (India)21,421
Solar Industries India20,369
Adani Power20,363
Bata India20,159
Eimco Elecon (India)19,991
Savita Oil Technologies17,787
eClerx Services17,497
Paper Products17,007
Indian Bank16,872
WABCO India16,575
Bharat Heavy Electricals13,532
Reliance Infrastructure9,752
Gateway Distriparks9,458
KNR Constructions8,987
Gulf Oil Corporation8,655
Lakshmi Machine Works5,195
Vesuvius India3,051
Elantas Beck India2,975
Jaypee Infratech2,209
Persistent Systems1,659
Ganesh Housing Corpn.1,484
Elgi Equipments1,370
Blue Dart Express906
UltraTech Cement612
Mahindra and Mahindra430
Jindal Steel & Power324
Bajaj Auto134
Ranbaxy Laboratories112

First Published on Oct 21, 2013 08:43 am