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HDFC Mutual Fund picks engg, telecom; drops bank, oil&gas

Bank Of Baroda, Tata Motors and Siti Cable Network were the top buys by the fund, while Petronet LNG, Motilal Oswal Financial and Oil India were the top sells.

April 22, 2015 / 08:53 AM IST
 
 
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HDFC Mutual Fund has increased its weightage in engineering & capital goods, telecommunication and chemicals space. However, it has decreased its investments in banking & financial services, oil & gas and manufacturing sector.

Bank Of BarodaTata Motors and Siti Cable Network were the top buys by the fund, while Petronet LNGMotilal Oswal Financial and Oil India were the top sells.

A study of the scheme for the quarter of January-March 2015 shows that in the engineering & capital goods space, it purchased Larsen and Toubro, Siemens and ABB. It also introduced Titagarh Wagons, Swelect Energy Systems and Cummins India. However, it sold Crompton Greaves, Bharat Heavy Electricals and KEC International.

In the telecommunication space, it bought Bharti Airtel, Astra Microwave Products and sold Idea Cellular. (View - All Bulk Deals by Mutual Funds).

The fund introduced UPL and bought Aarti Industries, Dhanuka Agritech and Asian Paints in the chemicals space. But it sold Savita Oil Technologies, Atul and Clariant Chemicals India in the same space.

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In the banking & financial services space, it sold SBI, Bank Of Baroda, Punjab National Bank and exited Motilal Oswal Financial Services. However, it bought HDFC Bank, Cholamandalam Investment, Karur Vysya Bank and introduced L&T Finance Holdings.

The fund sold Oil India, Reliance Industries and Petronet LNG in the oil & gas segment. However, it bought BPCL and introduced Gujarat Gas Company and Chennai Petroleum Corporation. (Check out - Which sectors are attracting Fund Managers?)

In the manufacturing sector, it sold Bharat Electronics, Ahmednagar Forgings and Sundram Fasteners, however, it bought Supreme Industries, Huhtamaki PPL and Max India.

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 January-March 2015.

Company NameShares bought StockShares sold
Bank Of Baroda80,966,699 Petronet LNG8,932,210
Tata Motors35,704,305 Motilal Oswal Financial7,930,168
Siti Cable Network32,360,248 Oil India6,697,217
ICICI Bank20,091,184 Steel Authority of India4,840,544
Corporation Bank13,153,100 Ashoka Buildcon4,534,435
Bharti Airtel12,405,401 ONGC4,231,349
Power Grid Corporation11,865,626 Bharat Heavy Electricals3,008,104
L&T Finance Holdings10,243,513 Idea Cellular2,512,950
Jaiprakash Power Ventures7,672,603 GAIL India1,864,104
HBL Power Systems7,042,483 HPCL1,662,164
UPL6,178,375 BPCL1,599,218
Gammon Infrastructure5,080,227 GVK Power & Infrastructure1,567,584
Hexaware Technologies4,742,425 Cipla1,390,070
Kalpataru Power Trans4,014,870 Aurobindo Pharma1,244,915
Crompton Greaves3,610,707 Shemaroo Entertainment1,003,911
Punjab National Bank3,526,859 Gujarat State Petronet925,584
Larsen and Toubro3,402,292 Century Textiles & Industries908,591
HDFC Bank2,879,198 Info Edge India792,306
Cholamandalam Investment2,874,460 Bharat Electronics767,717
VIP Industries2,633,848 Tata Power Company665,001
Navneet Education2,477,829 Dish TV India493,935
Reliance Industries2,474,477 Lupin477,694
Sesa Sterlite2,468,584 Adani Ports and Special428,365
Federal Bank2,432,095 Indian Oil Corporation377,511
Karur Vysya Bank2,372,046 Infosys371,655
KSK Energy Ventures2,360,883 Wonderla Holidays304,460
State Bank of India2,318,163 Bharat Forge247,623
Allahabad Bank2,269,664 Solar Industries India199,021
Indian Bank2,100,514 Emami173,857
Coal India2,053,620 Procter & Gamble Hygiene133,441
TV18 Broadcast1,944,325 Clariant Chemicals India123,575
Texmaco Rail & Engineering1,880,202 Voltas103,152
Jaiprakash Associates1,845,601 Whirlpool of India.102,822
Greenlam Industries1,791,076 Hero Motocorp100,523
Axis Bank1,776,067 Gateway Distriparks94,053
Rural Electrification Corpn.1,767,076 V-Mart Retail72,339
Tech Mahindra1,606,966 Tata Consultancy Services70,420
HSIL1,600,669 Dr Reddys Laboratories66,588
Union Bank of India1,594,007 Gujarat Pipavav Port63,201
Sundram Fasteners1,455,492 Techno Electric and Engin.63,020
Time Technoplast1,391,653 Bosch48,702
Sadbhav Engineering1,389,793 Atul43,478
Exide Industries1,338,918 BEML41,485
Carborundum Universal1,331,567 Bajaj Corp39,774
KEC International1,306,578 Aditya Birla Nuvo25,538
Ambuja Cements1,134,863 Container Corporation21,850
Zee Media Corporation1,129,201 Puravankara Projects13,655
ABB1,101,496 Jindal Steel & Power12,781
Titagarh Wagons1,065,070 DLF12,780
Praj Industries1,051,388 Kajaria Ceramics9,341
APL Apollo Tubes992,252 Kotak Mahindra Bank575
Divis Laboratories975,128 Shree Cements58
Siemens966,499   
Prism Cement960,166   
Jagran Prakashan957,889   
MPS917,592   
Tata Steel903,464   
BL Kashyap & Sons895,902   
Persistent Systems862,757   
NIIT Technologies856,621   
ACC844,468   
Maruti Suzuki India841,097   
Rallis India835,110   
Gammon India831,610   
Redington (India)830,741   
Ipca Laboratories822,859   
Jyoti Structures787,393   
Oriental Bank of Commerce743,247   
CESC735,578   
Canara Bank705,529   
HCL Technologies699,084   
Grasim Industries668,346   
Balkrishna Industries660,031   
Aarti Industries606,436   
City Union Bank596,693   
Ballarpur Industries589,624   
Blue Star552,336   
Max India540,073   
Balrampur Chini Mills536,798   
Astra Microwave Products535,188   
IDFC533,341   
Huhtamaki PPL527,384   
Dhanuka Agritech524,843   
Tube Investments of India510,128   
HDFC480,746   
Oracle Financial Services470,398   
Suven Life Sciences465,246   
Bajaj Electricals435,952   
ITC425,181   
Den Networks395,307   
DB Corp391,688   
Gujarat Gas Company371,584   
Great Eastern Shipping354,444   
Chennai Petroleum Corpn.330,906   
Simplex Infrastructures310,067   
Zee Entertainment305,393   
Tamil Nadu Newsprint292,616   
Unichem Laboratories287,066   
Amara Raja Batteries274,591   
Apollo Tyres267,171   
AIA Engineering254,236   
Yes Bank250,746   
Ahmednagar Forgings250,663   
Torrent Pharmaceuticals247,989   
Supreme Industries246,964   
Mcleod Russel (India)243,844   
Mindtree240,378   
KNR Constructions229,871   
State Bank of Bikaner & Jaipur228,446   
ING Vysya Bank223,481   
Pidilite Industries218,653   
Cadila Healthcare206,373   
Asian Paints204,640   
Sharda Cropchem201,964   
Sanghvi Movers190,441   
Tata Chemicals189,292   
Greenply Industries183,078   
Dynamatic Technologies179,294   
JMC Projects (India)171,080   
Indiabulls Real Estate169,651   
Apar Industries167,530   
Grindwell Norton165,612   
CCL Products India162,682   
Elgi Equipments158,694   
Centum Electronics150,698   
CMC146,858   
Motherson Sumi Systems143,726   
Amtek Auto138,342   
Vesuvius India137,913   
Swelect Energy Systems136,880   
IndusInd Bank127,364   
Savita Oil Technologies125,042   
C & C Constructions121,388   
ITD Cementation India119,491   
Hindustan Media Ventures110,797   
Strides Arcolab102,381   
MphasiS90,042   
Thermax88,605   
KCP83,678   
eClerx Services75,161   
Bajaj Finance70,015   
Bata India68,045   
NTPC67,151   
Bank Of India65,542   
Tata Communications65,374   
UltraTech Cement64,078   
VST Industries61,803   
TD Power Systems60,541   
Everest Industries59,585   
Birla Corporation54,641   
Sarla Performance Fibers54,518   
Atul Auto50,768   
Banco Products (India)49,846   
Kirloskar Pneumatic Company49,841   
Wipro47,737   
Glenmark Pharma46,654   
Transformers and Rectifiers39,443   
Power Finance Corporation36,591   
Shriram Transport Finance36,413   
Emkay Global Financial35,606   
Easun Reyrolle34,605   
Vascon Engineers33,293   
Cox & Kings32,899   
SKF India31,933   
State Bank of Travancore31,890   
Bayer CropScience29,238   
FAG Bearings India24,830   
Insecticides India23,381   
Wockhardt21,733   
Sun Pharmaceutical16,434   
Swaraj Engines14,942   
Hindalco Industries14,764   
Lakshmi Machine Works14,696   
Eimco Elecon (India)14,295   
VST Tillers Tractors12,785   
HT Media12,207   
Mahindra and Mahindra11,107   
Britannia Industries10,641   
Prestige Estates Projects10,478   
Ador Welding9,328   
Finolex Industries8,314   
TTK Prestige8,180   
IFGL Refractories7,020   
Coromandel International5,803   
Pantaloons Fashion & Retail5,170   
WABCO India4,387   
Nestle India4,182   
Elantas Beck India3,520   
Astral Poly Technik3,302   
Cummins India2,929   
Rane Madras2,406   
NRB Bearings1,961   
Wim Plast1,763   
CRISIL1,567   
ISGEC Heavy Engineering1,312   
Bajaj Auto830   
LIC Housing Finance700   
Honeywell Automation599   
Hindustan Unilever561   
Colgate Palmolive (India)493   
NMDC252   
Cairn India103   

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