Reliance Capital Asset Management has increased its investment in information technology, telecommunication and cement & construction space. However, it decreased it investment in the engineering & capital goods, automotive and oil & gas space.
Manappuram Finance, Orient Cement and Jayaswal Neco Industries were the top buys, while Triveni Engineering, Mahindra Satyam and Jaiprakash Associates were the top sells by the fund.The study of Reliance Capital Asset Management for the quarter of June-September 2013 shows that in the information technology segment, the fund has bought HCL Technologies, TCS and Infosys. It also introduced Tech Mahindra in its portfolio. Meanwhile, it sold exited MT Educare, Zee Learn, Mahindra Satyam and Financial Technologies from the same space.In the telecommunication space, it purchased Bharti Airtel, Reliance Communications, Honeywell Automation and Idea Cellular, while it sold Sterlite Technologies. (View - All Bulk Deals by Mutual Funds).The fund introduced Orient Cement, MBL Infrastructures, Gayatri Projects, NCC and Tantia Constructions in the cement & construction space. It also bought UltraTech Cement and ACC. However, it sold Madhucon Projects, Vesuvius India, Ramco Cements and exited from SPML Infra, Gammon India and Kajaria Ceramics.In the engineering & capital goods sector, the fund sold L&T, BHEL, Jaiprakash Associates and exited from Kirloskar Industries and Timken India. However, it purchased Crompton Greaves, KSB Pumps and introduced National Buildings Construction Corporation. (Check out - Which sectors are attracting Fund Managers?)The fund exited from Apollo Tyres and sold Tata Motors, Eicher Motors and Maruti Suzuki India in automotive space. But it introduced Exide Industries and bought Hero Motocorp, Motherson Sumi Systems and TVS Motor from the same space.In the oil & gas pack, the fund sold ONGC, BPCL & Oil India and exited from Petronet LNG and Shiv Vani Oil. However, it bought Reliance Industries, Cairn India and Gujarat State Petronet.Table of Stocks bought/ sold by Reliance Capital Asset Management...contd on Page 2Stock | Shares bought | Stock | Shares sold | |
Manappuram Finance | 100,920,742 | Triveni Engineering | 56,318,629 | |
Orient Cement | 17,567,436 | Mahindra Satyam | 12,681,329 | |
Jayaswal Neco Industries | 12,434,126 | Jaiprakash Associates | 9,883,328 | |
CCL Products India | 11,827,266 | Gujarat State Fertilizers | 8,600,851 | |
Sesa Sterlite | 10,025,236 | Tata Motors | 7,597,095 | |
Indiabulls Housing Finance | 8,780,708 | NMDC | 7,267,037 | |
Dish TV | 8,692,567 | ONGC | 6,778,551 | |
Voltas | 6,103,608 | Sterlite Industries (India) | 6,148,593 | |
Hindalco Industries | 5,502,895 | Zee Learn | 6,145,367 | |
Prestige Estates Projects | 5,085,502 | TVS Motor Company | 5,898,252 | |
Bharti Airtel | 3,687,700 | Ranbaxy Laboratories | 5,388,570 | |
HDFC Bank | 2,933,621 | Mahindra Forgings | 5,041,667 | |
PSL | 2,371,949 | Petronet LNG | 4,794,693 | |
UCO Bank | 2,366,354 | Everest Kanto Cylinder | 4,473,266 | |
Reliance Industries | 2,360,640 | Usha Martin | 3,585,893 | |
HDFC | 2,103,976 | Gammon India | 3,566,119 | |
Crompton Greaves | 2,048,708 | Bharat Heavy Electricals | 3,531,199 | |
Hindustan Zinc | 1,920,838 | Jindal Stainless | 3,229,917 | |
ITC | 1,900,638 | Torrent Power | 3,142,483 | |
Cairn India | 1,885,915 | BPCL | 3,067,742 | |
Reliance Power | 1,713,570 | Madhucon Projects | 3,008,386 | |
Power Finance Corporation | 1,631,932 | M & M Financial Services | 2,769,509 | |
Anant Raj | 1,559,911 | Sterlite Technologies | 2,695,540 | |
Texmaco Infrastructure | 1,545,099 | KEC International | 2,586,092 | |
Texmaco Rail and Engineering | 1,449,401 | Financial Technologies | 2,412,566 | |
Tech Mahindra | 1,339,069 | Kirloskar Brothers | 2,213,447 | |
MBL Infrastructures | 1,221,822 | United Phosphorous | 2,133,777 | |
NCC | 1,193,153 | Apollo Tyres | 2,100,534 | |
Cipla | 997,033 | GMDC | 2,091,022 | |
KSB Pumps | 974,727 | Bharat Forge | 1,913,806 | |
TV18 Broadcast | 929,315 | Tata Steel | 1,861,051 | |
Marg | 926,973 | Reliance Communications | 1,841,255 | |
IRB Infrastructure Developers | 882,727 | Divis Laboratories | 1,780,043 | |
Shoppers Stop | 860,429 | Hathway Cable and Datacom | 1,773,007 | |
National Buildings Construction | 815,440 | Coal India | 1,679,138 | |
Gayatri Projects | 777,820 | Indoco Remedies | 1,643,526 | |
Federal Bank | 768,494 | Larsen and Toubro | 1,611,047 | |
HCL Technologies | 762,528 | Shiv Vani Oil & Gas | 1,595,781 | |
SpiceJet | 751,948 | State Bank of India | 1,590,887 | |
Gujarat Pipavav Port | 723,099 | Jyoti Structures | 1,562,753 | |
Cadila Healthcare | 707,254 | HPCL | 1,547,582 | |
Sun Pharmaceutical Industries | 653,690 | Tamil Nadu Newsprint | 1,387,115 | |
Torrent Pharmaceuticals | 641,241 | Info Edge India | 1,317,865 | |
LIC Housing Finance | 631,911 | Kirloskar Industries | 1,312,391 | |
Yes Bank | 583,675 | Tata Global Beverage | 1,208,830 | |
Idea Cellular | 509,171 | Oil India | 1,173,531 | |
Zee Entertainment Enterprises | 491,981 | ICICI Bank | 1,170,375 | |
Tilaknagar Industries | 421,312 | PTC India | 1,164,039 | |
ING Vysya Bank | 370,784 | Orient Paper and Industries | 1,132,684 | |
Supreme Infrastructure India | 365,421 | Schneider Electric Infra | 1,097,726 | |
Tata Consultancy Services | 349,935 | Maharashtra Seamless | 1,078,714 | |
Hindustan Media Ventures | 349,873 | Prakash Industries | 1,068,657 | |
CESC | 346,609 | Emco | 1,063,665 | |
Jindal Saw | 343,376 | DLF | 1,043,825 | |
Ceat | 337,636 | OM Metals Infraprojects | 1,013,606 | |
Arvind | 309,883 | Oriental Hotels | 993,248 | |
Biocon | 309,688 | Greaves Cotton | 949,487 | |
Hero Motocorp | 309,634 | Arshiya International | 920,920 | |
J. K. Cement | 306,547 | Navneet Education | 916,968 | |
ACC | 273,865 | Bombay Dyeing | 873,433 | |
Punjab National Bank | 271,694 | Sun TV Network | 867,784 | |
Wipro | 231,345 | SKF India | 831,546 | |
Axis Bank | 209,870 | Gulf Oil Corporation | 803,404 | |
INOX Leisure | 207,872 | SPML Infra | 769,719 | |
UltraTech Cement | 191,916 | Cummins India | 734,326 | |
Colgate Palmolive (India) | 160,449 | Sun Pharma Advanced | 733,257 | |
Rain Industries | 153,909 | Infosys | 724,787 | |
Exide Industries | 150,973 | Jindal Steel & Power | 708,525 | |
OnMobile Global | 143,098 | Alstom T&D India | 702,732 | |
Tantia Constructions | 115,570 | Multi Commodity Exchange | 682,920 | |
Jammu and Kashmir Bank | 108,009 | Linde India | 626,070 | |
Bombay Burmah Trading | 106,725 | Rallis India | 617,905 | |
Power Grid Corporation | 104,681 | Titan Industries | 602,352 | |
Grasim Industries | 103,485 | NTPC | 587,787 | |
Sundaram-Clayton | 97,627 | Eicher Motors | 586,254 | |
Apollo Hospitals Enterprises | 92,445 | Shriram EPC | 582,765 | |
Trent | 75,413 | PVR | 577,601 | |
Mahindra and Mahindra | 62,238 | Bajaj Electricals | 574,406 | |
Dr Reddys Laboratories | 61,552 | Engineers India | 518,930 | |
Speciality Restaurants | 49,044 | BEML | 502,289 | |
Agro Tech Foods | 49,004 | Radico Khaitan | 488,560 | |
Abbott India | 46,349 | Apar Industries | 477,950 | |
Hinduja Ventures | 43,381 | The Ramco Cements | 442,284 | |
Kennametal India | 42,700 | FederalMogul Goetze | 442,068 | |
Welspun India | 34,050 | Automotive Axles | 431,147 | |
Jagran Prakashan | 32,905 | Motilal Oswal Financial | 421,872 | |
Britannia Industries | 25,818 | HT Media | 410,835 | |
Union Bank of India | 7,907 | Dwarikesh Sugar Industries | 395,798 | |
Asian Paints | 7,227 | VMart Retail | 391,766 | |
Oracle Financial Services | 6,835 | PC Jeweller | 384,541 | |
Max India | 6,717 | Hexa Tradex | 382,053 | |
Zuari Agro Chemicals | 3,131 | ABB | 374,512 | |
Repco Home Finance | 2,249 | Motherson Sumi Systems | 371,921 | |
Merck | 1,223 | Strides Arcolab | 346,193 | |
Reliance Capital | 968 | BGR Energy Systems | 341,313 | |
Bank Of India | 699 | GIC Housing Finance | 337,890 | |
IndusInd Bank | 464 | Aditya Birla Nuvo | 332,028 | |
Fulford (India) | 184 | Thermax | 331,357 | |
Finolex Cables | 322,940 | |||
Kirloskar Pneumatic | 317,313 | |||
Kajaria Ceramics | 316,218 | |||
Gujarat Fluorochemicals | 308,413 | |||
Vimta Labs | 302,694 | |||
Va Tech Wabag | 298,410 | |||
Vardhman Special Steels | 281,423 | |||
United Spirits | 280,350 | |||
Vesuvius India | 275,473 | |||
Bank Of Baroda | 270,262 | |||
KPIT Technologies | 259,266 | |||
MT Educare | 250,902 | |||
Swaraj Engines | 246,896 | |||
Lupin | 240,758 | |||
Timken India | 234,889 | |||
ALSTOM India | 214,254 | |||
Astra Microwave Products | 211,147 | |||
Tata Power Company | 209,126 | |||
Manugraph Industries | 203,508 | |||
aurionPro Solutions | 196,958 | |||
Reliance Infrastructure | 196,035 | |||
Titagarh Wagons | 186,206 | |||
NIIT | 184,354 | |||
Bajaj Finance | 176,559 | |||
Sanofi India | 172,497 | |||
Indian Metals & Ferro Alloys | 169,637 | |||
Ramkrishna Forgings | 155,685 | |||
BASF India | 151,311 | |||
Puravankara Projects | 148,391 | |||
Sundaram Finance | 147,391 | |||
Gujarat Narmada Valley | 145,223 | |||
Maruti Suzuki India | 139,788 | |||
IDFC | 136,721 | |||
Ganesh Housing Corporation | 136,229 | |||
Unichem Laboratories | 129,841 | |||
Infotech Enterprises | 122,444 | |||
Persistent Systems | 119,960 | |||
Themis Medicare | 116,546 | |||
Pratibha Industries | 112,369 | |||
Cox & Kings | 108,096 | |||
Oriental Bank of Commerce | 99,824 | |||
Zydus Wellness | 96,534 | |||
Ipca Laboratories | 94,824 | |||
Canara Bank | 88,216 | |||
Siemens | 76,545 | |||
Everest Industries | 60,521 | |||
Pearl Global Industries | 58,123 | |||
Seamec | 55,519 | |||
Atul | 50,704 | |||
Elecon Engineering Company | 49,946 | |||
Ador Welding | 47,706 | |||
Corporation Bank | 47,376 | |||
Sarda Energy and Minerals | 45,595 | |||
FDC | 45,294 | |||
Phoenix Mills | 44,358 | |||
Innoventive Industries | 43,448 | |||
Lakshmi Machine Works | 41,286 | |||
Talwalkars Better value | 37,980 | |||
KCP | 32,290 | |||
Honeywell Automation | 32,186 | |||
Styrolution ABS (India) | 30,919 | |||
Nilkamal | 30,072 | |||
Reliance Broadcast Network | 27,597 | |||
Ashoka Buildcon | 27,081 | |||
Tube Investments of India | 24,075 | |||
GlaxoSmithKline Pharmaceuticals | 21,994 | |||
Hindustan Oil Exploration | 21,536 | |||
Rajshree Sugars | 20,901 | |||
West Coast Paper Mills | 20,435 | |||
Century Enka | 19,785 | |||
Navin Fluorine International | 18,090 | |||
Zuari Global | 17,551 | |||
Future Retail | 17,302 | |||
Polyplex Corporation | 13,446 | |||
Gujarat Apollo Industries | 13,239 | |||
Career Point | 12,861 | |||
Tree House Education | 12,057 | |||
Gujarat State Petronet | 10,760 | |||
Tata Coffee | 10,341 | |||
Tata Sponge Iron | 8,471 | |||
Hindustan Unilever | 7,839 | |||
Venkys | 6,281 | |||
Hitech Plast | 6,136 | |||
Elantas Beck India | 4,779 | |||
Clariant Chemicals India | 4,718 | |||
SML Isuzu | 3,683 | |||
Hikal | 3,042 | |||
Ambuja Cements | 1,551 | |||
GAIL India | 911 | |||
Kotak Mahindra Bank | 883 | |||
Glenmark Pharma | 722 | |||
Bajaj Auto | 283 | |||
Karur Vysya Bank | 261 |
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