What Fund Manager Bought: Oct-13
http://quantspartner.com/MFInvestments.aspx
1. MF seeing redemption??? : Nifty monthly gain is 9% for Oct-13. Against which AMC's fund size has increased by just 6%. It's possible that MF are seeing redemption. If we analyze HDFC's and UTI's, largest 10 buys and sells, we will notice that total selling is more than 2 times of total buying.
2. Big chunk of ICICI Bank was bought in by DSP Blackrock and HDFC. Ironically, except ICICI Pru AMC, all other AMCs invested in ICICI Bank.
3. Similarly, most AMC were interested in buying Maruti Suzuki, HDFC bought the biggest chunk.
4. DSP black rock also bought a big chunk of Axis Bank, which was not there in Sep-13. UTI and Reliance AMC bought relatively smaller chunk of Axis bank.
5. Unbelievable but it's True. All of the 8 AMC's sold Reliance Industries, DSP led the selling by Rs 201 cr, followed by ICICI Pru (Rs 64 cr), Reliance AMC (Rs 44 cr), FT (Rs 40 cr). Other index heavy weights had similar fate.(Namely, ITC, TCS, Techm, HDFC). Last month, TCS (in particular) and other IT stocks (in general) had mad buying rush.
6. HDFC sold ~50% of its Zee entertainment, and 30% of Lupin.
7. SBI's new midcap pick is Westlife Development, bought Rs 39 cr worth of shares.
8. FT's new midcap pick is Bharti Infra and Titan, bought Rs 28 and Rs 25 cr of shares.
9. NMDC was condemned by all the AMC, except UTI and BSP.
10. Over the past few months, HDFC steadily exited from LIC hsg finance.
http://quantspartner.com/MFInvestments.aspx
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