1. In Dec-13, out of top 8 AMC, in case of 5 AMCs selling exceeded buying, while in case of 3 AMCs buying exceeded selling.
(Refer table Aggregate value of Top 10 Stocks Bought and, Top 10 Stocks Sold)
2. Alstom T&D, a new midcap, received maximum vote of confidence. Collectively, MF invested 144 crores in this company which has market cap around Rs 4000 crores. Stock posted 13% gain for the month.
3. Talk of the town is "Buy Cyclicals", so thought of checking MF's investment in large cap capital goods companies like BHEL, L&T. And it's shocking to realize that none of the mutual fund have significantly bought these stocks. BHEL was actually reduced by most Fund Managers. And selling in L&T is horrible.
(Refer "Mutual Fund Holding in BSE 200 Companies" for checking Company wise MFs investment activity. One should check for all the stocks in his portfolio)
4. NMDC was unanimously condemned by all the Fund Managers, though stock ended month with the gain of 7%.
5. Similarly, Idea was sold by all the Fund Managers, except UTI. In Bharti Arirtel there was significant selling from DSP Black Rock, HDFC and ICICI Pru.
6. Tech Mahindra was also on the selling radar, but stock comfortably ended with the gain of 8%.
http://quantspartner.com/MF_Invest_Dec_13.aspx
http://quantspartner.com/Mutual_Fund_Holding_in_BSE_200_Companies.aspx
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