Federal Bank, SJVN, Sesa Sterlite top buys: Kotak MF

Written By Unknown on Selasa, 14 Januari 2014 | 10.54

Jan 14, 2014, 09.11 AM IST

In the automotive segment, Kotak Mahindra Mutual Fund purchased Mahindra and Mahindra, Hero Motocorp, Tata Motors and also introduced Apollo Tyres, while it sold Exide Industries, Bajaj Auto and SML Isuzu

Tags  Federal Bank, SJVN, Sesa Sterlite, Idea Cellular, NMDC, Hindalco Industries, Kotak Mahindra Mutual Fund

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Federal Bank, SJVN, Sesa Sterlite top buys: Kotak MF

In the automotive segment, Kotak Mahindra Mutual Fund purchased Mahindra and Mahindra, Hero Motocorp, Tata Motors and also introduced Apollo Tyres, while it sold Exide Industries, Bajaj Auto and SML Isuzu

Like this story, share it with millions of investors on M3

Federal Bank, SJVN, Sesa Sterlite top buys: Kotak MF

In the automotive segment, Kotak Mahindra Mutual Fund purchased Mahindra and Mahindra, Hero Motocorp, Tata Motors and also introduced Apollo Tyres, while it sold Exide Industries, Bajaj Auto and SML Isuzu

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Kotak Mahindra Mutual Fund has enhanced its exposure in banking & financial services, automotive and utilities space. However, it decreased its weightage in the oil & gas, telecommunication and engineering & capital goods space.

Federal Bank, SJVN and Sesa Sterlite were the top buys, while Idea Cellular, NMDC and Hindalco Industries were the top sells by the fund.

The study of Kotak Mahindra Mutual Fund for the quarter of October-December 2013 shows that in the banking & financial services, the fund has bought HDFC Bank, ICICI Bank and Axis Bank. It also introduced Mahindra & Mahindra Financial Services and Shriram City Union Finance in the same sector. However, it sold State Bank of India, Jammu and Kashmir Bank, Punjab National Bank and exited from Karnataka Bank, Karur Vysya Bank and Repco Home Finance.

In the automotive segment, it purchased Mahindra and Mahindra, Hero Motocorp, Tata Motors and also introduced Apollo Tyres, while it sold Exide Industries, Bajaj Auto and SML Isuzu. (View - All Bulk Deals by Mutual Funds).

The fund has bought Power Grid Corporation of India, Tata Power Company and introduced SJVN in the utilities space.

In the oil & gas pack, the fund sold Cairn India, Oil and Natural Gas Corporation and Hindustan Petroleum Corporation. However, it bought Chennai Petroleum Corporation and Indian Oil Corporation from the same pack.

The fund sold Idea Cellular in the telecommunication space. (Check out - Which sectors are attracting Fund Managers?)

In the engineering & capital goods sector, it sold Larsen and Toubro, SKF India and Graphite India. It also exited from Havells India, FAG Bearings India, Voltamp Transformers and Sadbhav Engineering.  While, it bought Cummins India, Bharat Heavy Electricals and Crompton Greaves in the same sector.

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

 For more Mutual Fund Action in Market click here



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