Birla Sun Life Asset Management Company has increased its weightage in oil and gas, food & beverages and cement & construction sector. However, it decreased its weightage in the banking & financial services, information technology and automotive space.
Jaiprakash Power Ventures, Tech Mahindra and Jindal Steel & Power were the top buys, while Tata Power Company, Hindalco Industries and Andhra Bank were the top sells by the fund.
The study of Birla Sun Life Asset Management Company for the quarter of January-March 2015 shows that in the oil and gas space the fund purchased Reliance Industries, Indian Oil Corporation, Hindustan Petroleum Corporation and introduced Mangalore Refinery and Chennai Petroleum Corporation. However, it sold Bharat Petroleum Corporation, Cairn India and exited from Petronet LNG and Indraprastha Gas.
In the food & beverages pack, the fund bought United Spirits and introduced GlaxoSmithKline Consumer Healthcare and Tata Coffee. While, it sold Britannia Industries, Nestle India and Heritage Foods in the same pack and exited from Tata Global Beverage.
In the cement & construction space the fund bought HSIL, UltraTech Cement, ACC and introduced Sanghi Industries and Ashoka Buildcon. However it sold Shree Cements, J. K. Cement and Ambuja Cements. (View - All Bulk Deals by Mutual Funds)
In the banking & financial services segment, the fund sold ICICI Bank, HDFC and Kotak Mahindra Bank. It also exited from Andhra Bank, Power Finance Corporation and Syndicate Bank. Meanwhile it purchased Axis Bank, HDFC Bank and Cholamandalam Investment and introduced Dewan Housing Finance Corporation and Capital First.
In the information technology pack the house sold Tata Consultancy Services, Tech Mahindra and HCL Technologies, while on the buy side the fund only bought Wipro.
In the automotive space, the fund sold Sundaram-Clayton, Bosch and Tata Motors. However the house bought Eicher Motors, Maruti Suzuki India and Hero Motocorp.
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 Jan-Mar 2015.
| Company Name | Shares bought | Stock | Shares sold | |
| Jaiprakash Power Ventures | 5,543,916 | Tata Power Company | 4,324,053 | |
| Tech Mahindra | 3,971,579 | Hindalco Industries | 3,297,311 | |
| Jindal Steel & Power | 3,793,952 | Andhra Bank | 2,951,937 | |
| Crompton Greaves | 3,760,803 | Idea Cellular | 2,593,560 | |
| Reliance Industries | 3,535,073 | KEC International | 2,312,839 | |
| Sanghi Industries | 3,306,412 | Karnataka Bank | 2,207,850 | |
| Axis Bank | 3,185,406 | GMR Infrastructure | 2,048,402 | |
| Bank Of Baroda | 2,834,336 | Sterling Holiday Resorts | 1,601,922 | |
| IRB Infrastructure Developers | 2,780,118 | PTC India | 1,442,145 | |
| Kansai Nerolac Paints | 2,489,986 | United Breweries Holdings | 1,337,543 | |
| Federal Bank | 2,486,715 | Ashok Leyland | 1,225,006 | |
| Capital First | 2,414,600 | Shoppers Stop | 1,034,135 | |
| Coromandel International | 2,256,497 | Tata Motors | 940,173 | |
| Marico | 2,118,767 | Biocon | 931,565 | |
| HDFC Bank | 2,089,857 | Punjab National Bank | 902,332 | |
| National Aluminium Co. | 1,847,959 | Cairn India | 865,607 | |
| Zee Entertainment Enterprises | 1,789,535 | HDFC | 841,074 | |
| Apollo Tyres | 1,785,489 | Kotak Mahindra Bank | 781,421 | |
| Dewan Housing Finance Corpn. | 1,774,142 | Tata Steel | 773,735 | |
| RattanIndia Power | 1,675,306 | Bharti Airtel | 715,595 | |
| Oberoi Realty | 1,573,295 | CESC | 700,842 | |
| HCL Technologies | 1,557,466 | BPCL | 697,275 | |
| Tata Chemicals | 1,548,652 | Jain Irrigation Systems | 695,235 | |
| ICICI Bank | 1,533,270 | Sadbhav Engineering | 667,604 | |
| Muthoot Finance | 1,489,492 | Sun Pharmaceutical | 655,593 | |
| ONGC | 1,430,336 | ING Vysya Bank | 627,369 | |
| ITC | 1,393,010 | Sundaram-Clayton | 565,407 | |
| Gujarat State Petronet | 1,349,467 | Sun TV Network | 480,554 | |
| Indian Oil Corporation | 1,347,382 | Texmaco Rail & Engineering | 479,135 | |
| Magma Fincorp | 1,097,967 | Shriram Transport Finance | 465,885 | |
| Glenmark Pharma | 1,021,823 | Engineers India | 436,891 | |
| Tata Coffee | 1,017,836 | Havells India | 430,761 | |
| Ashoka Buildcon | 975,595 | IndusInd Bank | 366,889 | |
| Mangalore Refinery and Petro | 925,701 | Pfizer | 330,454 | |
| Cipla | 907,153 | Jet Airways | 320,820 | |
| Chennai Petroleum Corporation | 882,174 | Hindustan Unilever | 314,522 | |
| HSIL | 874,690 | Bank Of India | 292,322 | |
| Tourism Finance Corp of India | 871,657 | Prestige Estates Projects | 290,523 | |
| State Bank of India | 849,504 | Reliance Capital | 288,118 | |
| Finolex Cables | 786,390 | Oriental Bank of Commerce | 288,068 | |
| India Cements | 773,612 | Century Textiles | 261,381 | |
| HPCL | 676,428 | Tata Consultancy Services | 254,101 | |
| Exide Industries | 659,586 | Indian Bank | 242,443 | |
| LIC Housing Finance | 638,247 | Edelweiss Financial Services | 229,139 | |
| Orient Cement | 625,000 | Larsen and Toubro | 226,592 | |
| Cholamandalam Investment & Fin. | 596,143 | Petronet LNG | 222,929 | |
| Titan Company | 595,985 | Pidilite Industries | 215,732 | |
| Corporation Bank | 555,370 | Ranbaxy Laboratories | 206,600 | |
| Torrent Power | 550,560 | Bayer CropScience | 202,897 | |
| Greaves Cotton | 505,953 | Syndicate Bank | 189,994 | |
| Firstsource Solutions | 492,184 | Power Finance Corporation | 187,073 | |
| Union Bank of India | 485,530 | Ambuja Cements | 184,688 | |
| Tata Communications | 449,237 | Container Corporation | 177,642 | |
| Motherson Sumi Systems | 445,976 | Dabur India | 173,505 | |
| Dish TV India | 412,397 | Lupin | 172,117 | |
| Jammu and Kashmir Bank | 412,157 | ICRA | 166,316 | |
| Jagran Prakashan | 400,706 | Godrej Industries | 151,273 | |
| KPIT Technologies | 388,677 | Infosys | 145,774 | |
| Va Tech Wabag | 384,914 | ILandFS Transportation | 141,406 | |
| Wipro | 374,585 | Shemaroo Entertainment | 135,818 | |
| Power Grid Corporation | 365,565 | VIP Industries | 135,521 | |
| Voltas | 360,674 | Honeywell Automation | 127,477 | |
| Dishman Pharmaceuticals | 322,829 | Ipca Laboratories | 124,423 | |
| Repco Home Finance | 303,267 | Indraprastha Gas | 120,463 | |
| Gujarat Industries Power Co. | 302,591 | Reliance Infrastructure | 115,229 | |
| Dr Reddys Laboratories | 294,493 | Rallis India | 106,509 | |
| Hindustan Zinc | 283,039 | Castrol India | 104,446 | |
| NTPC | 281,898 | Max India | 102,334 | |
| Bharat Forge | 265,117 | Bombay Dyeing | 100,983 | |
| City Union Bank | 247,528 | Yes Bank | 98,608 | |
| Hitachi Home & Life Solutions | 234,760 | DLF | 96,703 | |
| Thomas Cook (India) | 232,888 | Mindtree | 95,506 | |
| Orient Refractories | 230,426 | Jubilant Life Sciences | 95,184 | |
| Orbit Exports | 229,886 | DQ Entertainment | 91,352 | |
| Persistent Systems | 229,053 | Aurobindo Pharma | 86,722 | |
| Birla Corporation | 228,559 | GlaxoSmithKline Pharma | 79,675 | |
| Hero Motocorp | 225,782 | Bajaj Auto | 79,173 | |
| Tube Investments of India | 215,286 | Gulf Oil Corporation | 73,300 | |
| Maruti Suzuki India | 198,075 | J. K. Cement | 71,416 | |
| Strides Arcolab | 196,414 | Raymond | 68,243 | |
| Vedanta | 190,134 | INOX Leisure | 59,456 | |
| Oil India | 188,297 | Bosch | 56,251 | |
| Kalpataru Power Transmission | 187,451 | Megasoft | 53,194 | |
| Oriental Hotels | 184,601 | Atul Auto | 50,515 | |
| South Indian Bank | 183,756 | Natco Pharma | 43,817 | |
| GlaxoSmithKline Consumer Health | 177,906 | Bharat Bijlee | 36,106 | |
| Great Eastern Shipping Company | 167,001 | Shree Cements | 32,643 | |
| Jyothy Laboratories | 164,287 | VST Industries | 30,976 | |
| Omkar Speciality Chemicals | 163,255 | J Kumar Infraprojects | 26,988 | |
| PVR | 150,213 | Bharat Heavy Electricals | 25,987 | |
| Monte Carlo Fashions | 140,856 | Shasun Pharmaceuticals | 24,972 | |
| SKS Microfinance | 132,911 | Clariant Chemicals India | 24,968 | |
| UltraTech Cement | 130,568 | Tata Global Beverage | 24,943 | |
| Asian Paints | 129,826 | NMDC | 23,294 | |
| AIA Engineering | 129,197 | Bajaj Finserv | 22,434 | |
| Bharat Electronics | 124,197 | Gulf Oil Lubricants | 18,421 | |
| Cyient | 120,709 | MRF | 14,906 | |
| NIIT Technologies | 119,620 | State Bank of Bikaner & Jaipur | 13,309 | |
| ALSTOM India | 111,271 | GAIL India | 13,045 | |
| Mahindra and Mahindra | 109,021 | ITD Cementation India | 12,186 | |
| Banco Products (India) | 107,579 | Gillette India | 11,669 | |
| Coal India | 89,035 | Bajaj Finance | 11,608 | |
| Eicher Motors | 82,239 | Gujarat Gas Company | 7,796 | |
| Cox & Kings | 79,377 | Grasim Industries | 6,603 | |
| Sanofi India | 69,681 | Britannia Industries | 5,604 | |
| Radico Khaitan | 68,228 | Trent | 5,524 | |
| ACC | 66,041 | Hinduja Ventures | 754 | |
| Torrent Pharmaceuticals | 65,470 | Multi Commodity Exchange | 681 | |
| Berger Paints India | 64,514 | Divis Laboratories | 125 | |
| Dalmia Bharat | 63,702 | |||
| Karur Vysya Bank | 62,575 | |||
| IDFC | 62,175 | |||
| Gujarat Fluorochemicals | 59,444 | |||
| DB Corp | 58,470 | |||
| Adani Ports & Special Economic | 56,751 | |||
| Sundaram Finance | 53,866 | |||
| Colgate Palmolive (India) | 52,487 | |||
| Godrej Consumer Products | 52,419 | |||
| Balkrishna Industries | 50,844 | |||
| V-Mart Retail | 49,452 | |||
| Cummins India | 49,071 | |||
| TVS Motor Company | 48,859 | |||
| HT Media | 43,517 | |||
| Cadila Healthcare | 38,470 | |||
| Gateway Distriparks | 36,746 | |||
| Hinduja Global Solutions | 35,397 | |||
| Bajaj Corp | 33,522 | |||
| Hexaware Technologies | 30,073 | |||
| Shriram City Union Finance | 28,901 | |||
| WABCO India | 26,696 | |||
| Simplex Infrastructures | 26,651 | |||
| MT Educare | 26,548 | |||
| Akzo Nobel India | 25,217 | |||
| Bata India | 24,134 | |||
| Alstom T&D India | 23,657 | |||
| The Ramco Cements | 22,679 | |||
| Heritage Foods | 20,495 | |||
| Kewal Kiran Clothing | 20,425 | |||
| Sasken Communication | 20,330 | |||
| Whirlpool of India. | 18,880 | |||
| Apar Industries | 17,703 | |||
| Just Dial | 15,369 | |||
| Automotive Axles | 13,704 | |||
| Sobha | 13,249 | |||
| Credit Analysis and Research | 12,968 | |||
| Emami | 12,658 | |||
| Info Edge India | 11,262 | |||
| Phoenix Mills | 10,914 | |||
| V-Guard Industries | 10,230 | |||
| FAG Bearings India | 9,622 | |||
| Jubilant Foodworks | 7,902 | |||
| Finolex Industries | 6,581 | |||
| Alembic Pharmaceuticals | 6,000 | |||
| Relaxo Footwears | 5,739 | |||
| CRISIL | 5,355 | |||
| Federal-Mogul Goetze | 4,734 | |||
| Procter and Gamble Hygiene | 4,099 | |||
| SML Isuzu | 3,666 | |||
| Solar Industries India | 3,621 | |||
| Schneider Electric Infrastructure | 3,564 | |||
| Amara Raja Batteries | 3,359 | |||
| Praj Industries | 2,905 | |||
| Astral Poly Technik | 2,812 | |||
| UPL | 2,480 | |||
| Siemens | 2,465 | |||
| MphasiS | 2,323 | |||
| Marico Kaya Enterprises | 2,160 | |||
| Fulford (India) | 1,903 | |||
| Oracle Financial Services | 1,883 | |||
| Nestle India | 1,608 | |||
| Disa India | 1,470 | |||
| Unichem Laboratories | 1,202 | |||
| ABB | 1,130 | |||
| Page Industries | 852 | |||
| Talwalkars Better value Fitness | 751 | |||
| Blue Dart Express | 482 | |||
| Sonata Software | 469 | |||
| United Spirits | 205 |
Posted by Haresh Gala
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