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Tata Power, Hindalco, Andhra Bank top buys: Birla Sun Life

Jaiprakash Power Ventures, Tech Mahindra and Jindal Steel & Power were the top buys by Birla Sun Life Asset Management Company.

May 11, 2015 / 01:48 PM IST
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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 VenturesTech Mahindra and Jindal Steel & Power were the top buys, while Tata Power CompanyHindalco 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


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 NameShares bought StockShares sold
Jaiprakash Power Ventures5,543,916 Tata Power Company4,324,053
Tech Mahindra3,971,579 Hindalco Industries3,297,311
Jindal Steel & Power3,793,952 Andhra Bank2,951,937
Crompton Greaves3,760,803 Idea Cellular2,593,560
Reliance Industries3,535,073 KEC International2,312,839
Sanghi Industries3,306,412 Karnataka Bank2,207,850
Axis Bank3,185,406 GMR Infrastructure2,048,402
Bank Of Baroda2,834,336 Sterling Holiday Resorts1,601,922
IRB Infrastructure Developers2,780,118 PTC India1,442,145
Kansai Nerolac Paints2,489,986 United Breweries Holdings1,337,543
Federal Bank2,486,715 Ashok Leyland1,225,006
Capital First2,414,600 Shoppers Stop1,034,135
Coromandel International2,256,497 Tata Motors940,173
Marico2,118,767 Biocon931,565
HDFC Bank2,089,857 Punjab National Bank902,332
National Aluminium Co.1,847,959 Cairn India865,607
Zee Entertainment Enterprises1,789,535 HDFC841,074
Apollo Tyres1,785,489 Kotak Mahindra Bank781,421
Dewan Housing Finance Corpn.1,774,142 Tata Steel773,735
RattanIndia Power1,675,306 Bharti Airtel715,595
Oberoi Realty1,573,295 CESC700,842
HCL Technologies1,557,466 BPCL697,275
Tata Chemicals1,548,652 Jain Irrigation Systems695,235
ICICI Bank1,533,270 Sadbhav Engineering667,604
Muthoot Finance1,489,492 Sun Pharmaceutical655,593
ONGC1,430,336 ING Vysya Bank627,369
ITC1,393,010 Sundaram-Clayton565,407
Gujarat State Petronet1,349,467 Sun TV Network480,554
Indian Oil Corporation1,347,382 Texmaco Rail & Engineering479,135
Magma Fincorp1,097,967 Shriram Transport Finance465,885
Glenmark Pharma1,021,823 Engineers India436,891
Tata Coffee1,017,836 Havells India430,761
Ashoka Buildcon975,595 IndusInd Bank366,889
Mangalore Refinery and Petro925,701 Pfizer330,454
Cipla907,153 Jet Airways320,820
Chennai Petroleum Corporation882,174 Hindustan Unilever314,522
HSIL874,690 Bank Of India292,322
Tourism Finance Corp of India871,657 Prestige Estates Projects290,523
State Bank of India849,504 Reliance Capital288,118
Finolex Cables786,390 Oriental Bank of Commerce288,068
India Cements773,612 Century Textiles261,381
HPCL676,428 Tata Consultancy Services254,101
Exide Industries659,586 Indian Bank242,443
LIC Housing Finance638,247 Edelweiss Financial Services229,139
Orient Cement625,000 Larsen and Toubro226,592
Cholamandalam Investment & Fin.596,143 Petronet LNG222,929
Titan Company595,985 Pidilite Industries215,732
Corporation Bank555,370 Ranbaxy Laboratories206,600
Torrent Power550,560 Bayer CropScience202,897
Greaves Cotton505,953 Syndicate Bank189,994
Firstsource Solutions492,184 Power Finance Corporation187,073
Union Bank of India485,530 Ambuja Cements184,688
Tata Communications449,237 Container Corporation177,642
Motherson Sumi Systems445,976 Dabur India173,505
Dish TV India412,397 Lupin172,117
Jammu and Kashmir Bank412,157 ICRA166,316
Jagran Prakashan400,706 Godrej Industries151,273
KPIT Technologies388,677 Infosys145,774
Va Tech Wabag384,914 ILandFS Transportation141,406
Wipro374,585 Shemaroo Entertainment135,818
Power Grid Corporation365,565 VIP Industries135,521
Voltas360,674 Honeywell Automation127,477
Dishman Pharmaceuticals322,829 Ipca Laboratories124,423
Repco Home Finance303,267 Indraprastha Gas120,463
Gujarat Industries Power Co.302,591 Reliance Infrastructure115,229
Dr Reddys Laboratories294,493 Rallis India106,509
Hindustan Zinc283,039 Castrol India104,446
NTPC281,898 Max India102,334
Bharat Forge265,117 Bombay Dyeing100,983
City Union Bank247,528 Yes Bank98,608
Hitachi Home & Life Solutions234,760 DLF96,703
Thomas Cook (India)232,888 Mindtree95,506
Orient Refractories230,426 Jubilant Life Sciences95,184
Orbit Exports229,886 DQ Entertainment91,352
Persistent Systems229,053 Aurobindo Pharma86,722
Birla Corporation228,559 GlaxoSmithKline Pharma79,675
Hero Motocorp225,782 Bajaj Auto79,173
Tube Investments of India215,286 Gulf Oil Corporation73,300
Maruti Suzuki India198,075 J. K. Cement71,416
Strides Arcolab196,414 Raymond68,243
Vedanta190,134 INOX Leisure59,456
Oil India188,297 Bosch56,251
Kalpataru Power Transmission187,451 Megasoft53,194
Oriental Hotels184,601 Atul Auto50,515
South Indian Bank183,756 Natco Pharma43,817
GlaxoSmithKline Consumer Health177,906 Bharat Bijlee36,106
Great Eastern Shipping Company167,001 Shree Cements32,643
Jyothy Laboratories164,287 VST Industries30,976
Omkar Speciality Chemicals163,255 J Kumar Infraprojects26,988
PVR150,213 Bharat Heavy Electricals25,987
Monte Carlo Fashions140,856 Shasun Pharmaceuticals24,972
SKS Microfinance132,911 Clariant Chemicals India24,968
UltraTech Cement130,568 Tata Global Beverage24,943
Asian Paints129,826 NMDC23,294
AIA Engineering129,197 Bajaj Finserv22,434
Bharat Electronics124,197 Gulf Oil Lubricants18,421
Cyient120,709 MRF14,906
NIIT Technologies119,620 State Bank of Bikaner & Jaipur13,309
ALSTOM India111,271 GAIL India13,045
Mahindra and Mahindra109,021 ITD Cementation India12,186
Banco Products (India)107,579 Gillette India11,669
Coal India89,035 Bajaj Finance11,608
Eicher Motors82,239 Gujarat Gas Company7,796
Cox & Kings79,377 Grasim Industries6,603
Sanofi India69,681 Britannia Industries5,604
Radico Khaitan68,228 Trent5,524
ACC66,041 Hinduja Ventures754
Torrent Pharmaceuticals65,470 Multi Commodity Exchange681
Berger Paints India64,514 Divis Laboratories125
Dalmia Bharat63,702   
Karur Vysya Bank62,575   
Gujarat Fluorochemicals59,444   
DB Corp58,470   
Adani Ports & Special Economic56,751   
Sundaram Finance53,866   
Colgate Palmolive (India)52,487   
Godrej Consumer Products52,419   
Balkrishna Industries50,844   
V-Mart Retail49,452   
Cummins India49,071   
TVS Motor Company48,859   
HT Media43,517   
Cadila Healthcare38,470   
Gateway Distriparks36,746   
Hinduja Global Solutions35,397   
Bajaj Corp33,522   
Hexaware Technologies30,073   
Shriram City Union Finance28,901   
WABCO India26,696   
Simplex Infrastructures26,651   
MT Educare26,548   
Akzo Nobel India25,217   
Bata India24,134   
Alstom T&D India23,657   
The Ramco Cements22,679   
Heritage Foods20,495   
Kewal Kiran Clothing20,425   
Sasken Communication20,330   
Whirlpool of India.18,880   
Apar Industries17,703   
Just Dial15,369   
Automotive Axles13,704   
Credit Analysis and Research12,968   
Info Edge India11,262   
Phoenix Mills10,914   
V-Guard Industries10,230   
FAG Bearings India9,622   
Jubilant Foodworks7,902   
Finolex Industries6,581   
Alembic Pharmaceuticals6,000   
Relaxo Footwears5,739   
Federal-Mogul Goetze4,734   
Procter and Gamble Hygiene4,099   
SML Isuzu3,666   
Solar Industries India3,621   
Schneider Electric Infrastructure3,564   
Amara Raja Batteries3,359   
Praj Industries2,905   
Astral Poly Technik2,812   
Marico Kaya Enterprises2,160   
Fulford (India)1,903   
Oracle Financial Services1,883   
Nestle India1,608   
Disa India1,470   
Unichem Laboratories1,202   
Page Industries852   
Talwalkars Better value Fitness751   
Blue Dart Express482   
Sonata Software469   
United Spirits205   

Posted by Haresh Gala

Disclosure: Reliance Industries has acquired management control of Network18, which owns TV18 Broadcast and

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