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 _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.| Company name | Shares bought | Company name | Shares sold | |
| Sesa Sterlite | 23,140,808 | Sterlite Industries (India) | 40,440,057 | |
| Jaiprakash Power Ventures | 19,307,727 | LIC Housing Finance | 18,405,326 | |
| Dish TV | 10,541,250 | Zee Entertainment Enterprises | 11,044,845 | |
| Reliance Industries | 7,852,099 | Coal India | 6,832,840 | |
| Bharti Airtel | 7,642,504 | Adani Ports and Special | 6,043,998 | |
| Larsen and Toubro | 6,452,138 | NTPC | 6,004,129 | |
| HDFC Bank | 4,766,237 | Jaiprakash Associates | 5,593,996 | |
| Wipro | 3,934,713 | Escorts | 5,066,065 | |
| Navneet Education | 3,383,759 | ICICI Bank | 5,053,795 | |
| KSK Energy Ventures | 3,057,953 | Hindustan Unilever | 4,582,677 | |
| HDFC | 2,742,052 | State Bank of India | 4,091,724 | |
| Tata Steel | 2,734,533 | IDFC | 3,182,313 | |
| Idea Cellular | 2,182,209 | Punj Lloyd | 3,169,736 | |
| Amara Raja Batteries | 1,772,195 | ONGC | 3,035,088 | |
| BPCL | 1,308,608 | Tata Power Company | 3,031,739 | |
| Axis Bank | 1,115,169 | Ashok Leyland | 2,741,025 | |
| Wockhardt | 1,055,618 | Pidilite Industries | 2,552,580 | |
| ITC | 1,041,846 | Cairn India | 2,465,063 | |
| Torrent Pharmaceuticals | 929,444 | ISMT | 2,382,400 | |
| Maruti Suzuki India | 911,473 | Tata Motors | 2,251,283 | |
| SKF India | 842,864 | Lupin | 2,174,848 | |
| Rural Electrification Corpn. | 768,237 | Dabur India | 2,073,550 | |
| Phoenix Mills | 658,273 | Dishman Pharmaceuticals | 2,059,600 | |
| Whirlpool of India. | 466,796 | GAIL India | 2,015,264 | |
| Blue Star | 411,192 | Sun Pharma Advanced | 2,015,206 | |
| IndusInd Bank | 364,498 | Cipla | 1,911,795 | |
| ING Vysya Bank | 303,051 | GVK Power & Infrastructure | 1,824,050 | |
| Grasim Industries | 282,529 | Petronet LNG | 1,667,922 | |
| Info Edge India | 278,329 | Ipca Laboratories | 1,544,480 | |
| Allahabad Bank | 246,554 | Tata Chemicals | 1,471,226 | |
| Jyothy Laboratories | 245,506 | Jain Irrigation Systems | 1,319,952 | |
| Aditya Birla Nuvo | 242,149 | Crompton Greaves | 1,281,238 | |
| Astral Poly Technik | 217,294 | Hindalco Industries | 1,276,933 | |
| Tata Consultancy Services | 211,186 | Emami | 1,273,898 | |
| Supreme Industries | 168,886 | Jagran Prakashan | 1,091,758 | |
| Carborundum Universal | 166,529 | HPCL | 1,062,427 | |
| Birla Corporation | 150,967 | Indian Overseas Bank | 1,046,588 | |
| Greenply Industries | 150,489 | Divis Laboratories | 958,532 | |
| Sun Pharmaceutical | 149,922 | Punjab National Bank | 839,548 | |
| Strides Arcolab | 138,491 | Motherson Sumi Systems | 754,519 | |
| MphasiS | 104,933 | AIA Engineering | 722,794 | |
| Suprajit Engineering | 96,875 | NMDC | 702,504 | |
| Canara Bank | 92,875 | Bank Of Baroda | 624,827 | |
| United Spirits | 79,900 | KEC International | 609,862 | |
| Time Technoplast | 75,945 | Cadila Healthcare | 600,709 | |
| NRB Bearings | 63,035 | Tube Investments of India | 593,586 | |
| Arvind | 57,682 | Glenmark Pharma | 546,801 | |
| Kotak Mahindra Bank | 43,253 | Tata Elxsi | 542,622 | |
| Century Textiles | 42,970 | Aurobindo Pharma | 524,416 | |
| Tamil Nadu Newsprint | 37,826 | Vardhman Textiles | 506,911 | |
| Yes Bank | 33,290 | HT Media | 407,785 | |
| Aarti Industries | 32,283 | Sadbhav Engineering | 382,199 | |
| Colgate Palmolive (India) | 27,270 | Natco Pharma | 376,016 | |
| Apollo Tyres | 25,095 | Zee Media Corporation | 362,288 | |
| Bank Of India | 16,613 | National Buildings Construction | 359,140 | |
| Asian Paints | 13,037 | Bharat Electronics | 334,287 | |
| NIIT Technologies | 11,846 | Federal Bank | 302,790 | |
| The Ramco Cements | 10,608 | Indian Oil Corporation | 296,037 | |
| Grindwell Norton | 10,221 | Gujarat State Petronet | 269,911 | |
| State Bank of Travancore | 7,040 | ILandFS Transportation Networks | 260,003 | |
| FAG Bearings India | 6,923 | Bayer CropScience | 255,039 | |
| VST Industries | 4,473 | Gujarat Industries Power Co. | 248,007 | |
| Clariant Chemicals India | 4,220 | Just Dial | 227,851 | |
| Exide Industries | 2,802 | Oil India | 215,121 | |
| Nucleus Software | 2,057 | Infosys | 210,896 | |
| VST Tillers Tractors | 1,706 | Ambuja Cements | 205,079 | |
| Maharashtra Seamless | 1,686 | Power Grid Corporation of India | 182,136 | |
| Bosch | 289 | Sundram Fasteners | 177,712 | |
| HCL Technologies | 38 | Union Bank of India | 177,059 | |
| Oriental Bank of Commerce | 168,226 | |||
| Motilal Oswal Financial Services | 167,981 | |||
| India Glycols | 164,728 | |||
| Orient Paper and Industries | 148,617 | |||
| OnMobile Global | 143,084 | |||
| Balkrishna Industries | 135,910 | |||
| Power Finance Corporation | 135,781 | |||
| Gujarat State Fertilizers | 133,670 | |||
| Coromandel International | 125,476 | |||
| Britannia Industries | 121,537 | |||
| Himatsingka Seide | 115,513 | |||
| C & C Constructions | 114,841 | |||
| Ballarpur Industries | 110,771 | |||
| Steel Authority of India | 108,745 | |||
| CESC | 100,560 | |||
| MindTree | 99,999 | |||
| Page Industries | 82,299 | |||
| Indo Rama Synthetics (India) | 73,515 | |||
| JBF Industries | 71,223 | |||
| Dr Reddys Laboratories | 71,046 | |||
| CRISIL | 67,788 | |||
| Simplex Infrastructures | 64,382 | |||
| Sanghvi Movers | 53,648 | |||
| Puravankara Projects | 53,514 | |||
| Vascon Engineers | 52,640 | |||
| Amtek Auto | 51,001 | |||
| Ahmednagar Forgings | 50,604 | |||
| Ador Welding | 50,467 | |||
| TTK Prestige | 47,917 | |||
| Oracle Financial Services | 43,165 | |||
| Texmaco Rail and Engineering | 43,066 | |||
| P & G Hygiene and Health Care | 36,001 | |||
| KCP | 34,620 | |||
| Hero Motocorp | 34,518 | |||
| CMC | 34,321 | |||
| State Bank of Bikaner & Jaipur | 33,602 | |||
| Kirloskar Pneumatic | 31,107 | |||
| Corporation Bank | 30,442 | |||
| Jet Airways | 27,724 | |||
| BEML | 25,925 | |||
| Banco Products (India) | 21,421 | |||
| Solar Industries India | 20,369 | |||
| Adani Power | 20,363 | |||
| Bata India | 20,159 | |||
| Eimco Elecon (India) | 19,991 | |||
| Savita Oil Technologies | 17,787 | |||
| eClerx Services | 17,497 | |||
| Paper Products | 17,007 | |||
| Indian Bank | 16,872 | |||
| WABCO India | 16,575 | |||
| Bharat Heavy Electricals | 13,532 | |||
| NCC | 11,214 | |||
| Reliance Infrastructure | 9,752 | |||
| Gateway Distriparks | 9,458 | |||
| KNR Constructions | 8,987 | |||
| Gulf Oil Corporation | 8,655 | |||
| Voltas | 5,749 | |||
| Lakshmi Machine Works | 5,195 | |||
| Vesuvius India | 3,051 | |||
| Elantas Beck India | 2,975 | |||
| Jaypee Infratech | 2,209 | |||
| Persistent Systems | 1,659 | |||
| Ganesh Housing Corpn. | 1,484 | |||
| Elgi Equipments | 1,370 | |||
| Blue Dart Express | 906 | |||
| Wyeth | 724 | |||
| UltraTech Cement | 612 | |||
| Mahindra and Mahindra | 430 | |||
| Jindal Steel & Power | 324 | |||
| DLF | 263 | |||
| Bajaj Auto | 134 | |||
| Ranbaxy Laboratories | 112 | |||
| ACC | 16 |
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