MF MOVERS & SHAKERS JANUARY 2021

DART Research Tel: +91 22 40969700 E-mail: [email protected]

January 12, 2021

January 12, 2021 2

Top Five Buys & Sells Top Ten MF's January 2021

3 Top Five Buys & Sells of Top MFs for the month of January 2021

No of Shares Highest Increase in Exposure No of Shares Names Bought in Jan Highest Decrease in Exposure (by nos of shares) (by nos of shares) Sold in Jan 2021 2021

Wipro 5,733,282 2,451,634 Narayana Hrudayalaya 2,817,755 2,174,800 Axis MF Cholamandalam & Finance 2,361,986 2,117,819 PNC Infratech 2,200,000 Aditya Birla Fashion and Retail 1,817,464 ITC 1,955,337 Vedanta 1,649,200

Vodafone Idea 32,970,000 8,499,253 10,194,800 Mahindra & Mahindra Financial Services 3,996,632 Birla SL MF GMR Infrastructure 9,180,000 3,565,373 State Bank Of 3,187,730 Crompton Greaves Consumer Electricals 3,112,807 3,152,700 NTPC 2,959,485

Vodafone Idea 10,500,000 National Aluminium 3,536,000 Max Financial Services 3,194,670 India 3,409,832 DSP BR MF Container Corporation Of India 2,806,690 Ahluwalia Contracts (India) 3,085,027 2,625,619 3,031,767 Oil & Natural Gas Corporation 1,780,389 2,123,252

Indian Railway Finance Corporation 165,773,222 Power Grid Corporation Of India 52,297,496 Tata Motors 24,739,102 State 14,958,473 HDFC MF NHPC 9,385,410 Infosys 9,666,752 Mahindra & Mahindra Financial Services 5,356,336 ICICI Bank 9,597,383 Sun Pharmaceutical Industries 3,892,441 GAIL (India) 9,530,888

State Bank Of India 7,518,653 Tata Power 31,298,023 Hindalco Industries 6,473,863 30,122,882 ICICI Pru MF HCL Technologies 5,417,752 Bharat Heavy Electricals 16,684,231 5,076,110 Motherson Sumi Systems 16,358,051 Punjab National Bank 4,163,019 Vedanta 8,951,754

Punjab National Bank 25,032,382 Rail Vikas Nigam 8,889,972 Vodafone Idea 21,700,000 National Aluminium 8,228,000 Kotak MF Steel Authority Of India 16,872,000 Tata Motors 4,648,293 Vedanta 7,514,400 3,296,000 5,747,903 3,191,200

Punjab National Bank 7,495,760 4,496,762 ICICI Bank 2,100,857 National Aluminium 2,142,000 L&T MF 1,874,000 Tata Motors 1,697,669 LIC Housing Finance 1,423,300 Power Grid Corporation Of India 1,659,098 916,481 Steel Authority Of India 1,653,000

Indian Railway Finance Corporation 115,379,500 ITC 9,401,243 Punjab National Bank 11,099,763 9,343,962 Reliance MF The 9,338,439 Schneider Electric Infrastructure 8,782,548 NTPC 5,182,435 State Bank Of India 7,693,362 Real Estate 5,051,856 Tata Motors 5,930,336

Steel Authority Of India 53,779,000 Bandhan Bank 3,703,541 NHPC 21,725,000 Adani Ports and Special Economic Zone 3,457,002 SBI MF Indian Oil Corporation 9,581,000 City Union Bank 2,815,168 Kirloskar Oil Engines 5,583,094 Burger King India 2,702,721 ICICI Bank 4,602,474 Sequent Scientific 2,543,387

IDFC First Bank 4,200,000 DCB Bank 2,467,100 Punjab National Bank 4,000,000 National Aluminium 2,324,040 TATA MF NTPC 3,411,420 1,475,250 ITC 3,128,115 Ashok Leyland 1,356,273 IDFC 3,120,000 Infosys 896,077

Vodafone Idea 23,940,000 Castrol India 1,548,000 The Federal Bank 1,894,042 ITC 1,376,311 UTI MF Techno Electric & Engineering 1,734,543 1,245,805 Punjab National Bank 1,685,440 Petronet LNG 1,155,314 Canara Bank 1,620,000 Bharat Heavy Electricals 945,000

4 Changes In Nifty MF Holding (Top 5) January 2021

5 Changes In Nifty MF's Holding (Top 5)

Adani Ports and Special Economic Zone No of shares No of shares Kotak Mahindra 839,987 ICICI Prudential 395,948 Tata 663,906 IDFC 388,439 BoughtAditya Birla 587,276 Bought Nippon 370,994 IDFC 128,091 Kotak Mahindra 336,971 Sundaram 77,654 HDFC 315,831 SBI 3,457,002 Aditya Birla 44,034 Edelweiss 1,990,000 DSP 42,123 SoldNippon 1,635,549 Sold Canara Robeco 30,220 HDFC 886,295 IDBI 29,537 ICICI Prudential 625,120 Sundaram 28,092

Axis Bank No of shares No of shares SBI 2,661,016 SBI 58,839 Tata 2,547,262 UTI 39,118 BoughtICICI Prudential 2,514,212 Bought L&T 35,845 Aditya Birla 1,956,759 HDFC 12,056 DSP 1,175,098 BOI AXA 10,293 Kotak Mahindra 3,191,200 Kotak Mahindra 98,664 Motilal Oswal 1,790,176 Tata 86,410 SoldFranklin Templeton 1,258,605 Sold ICICI Prudential 67,408 Principal 61,915 Franklin Templeton 50,000 JM Financial 51,375 IDFC 30,905

Bajaj Finance No of shares No of shares Nippon 334,820 DSP 183,546 Canara Robeco 226,675 SBI 27,067 BoughtDSP 201,958 Bought Axis 20,621 Kotak Mahindra 146,250 UTI 9,450 Edelweiss 116,819 ITI 3,275 Motilal Oswal 292,954 Kotak Mahindra 258,289 SBI 274,218 Nippon 25,381 SoldLIC Mutual Fund 21,317 Sold Aditya Birla 19,692 Axis 21,307 BNP Paribas 19,125 PGIM 15,375 L&T 16,979

Bharat Petroleum Corporation Bharti Airtel No of shares No of shares ICICI Prudential 1,524,236 Kotak Mahindra 1,592,585 L&T 804,882 Edelweiss 684,715 BoughtAditya Birla 699,554 Bought UTI 433,875 Invesco 575,531 Principal 350,624 Tata 199,201 IDFC 206,108 DSP 1,461,737 ICICI Prudential 7,174,625 Kotak Mahindra 1,037,840 Nippon 3,925,253 SoldMirae 401,557 Sold Franklin Templeton 3,286,832 UTI 397,492 DSP 3,031,767 HDFC 293,360 HDFC 1,985,201

Britannia No of shares Invesco 300,199 Kotak Mahindra 1,106,058 SBI 206,482 IDFC 293,831 BoughtPrincipal 57,851 Bought Aditya Birla 291,296 L&T 40,242 Axis 240,250 HDFC 31,342 Nippon 238,444 Kotak Mahindra 344,719 ICICI Prudential 2,715,388 ICICI Prudential 143,835 Tata 175,139 SoldNippon 118,325 Sold JM Financial 159,755 DSP 75,497 L&T 120,622 BNP Paribas 23,200 Principal 40,100

6 Divis Laboratories No of shares No of shares HDFC 1,174,794 ICICI Prudential 277,082 SBI 437,759 Nippon 124,670 BoughtUTI 68,316 Bought Aditya Birla 96,019 Kotak Mahindra 49,426 IDFC 87,031 ITI 20,900 Edelweiss 67,820 ICICI Prudential 6,985,410 HDFC 1,206,308 Aditya Birla 1,682,164 SBI 362,729 SoldDSP 602,643 Sold DSP 53,436 Tata 534,463 Principal 37,378 Nippon 483,989 Canara Robeco 31,500

Dr Reddys No of shares No of shares Aditya Birla 226,580 Canara Robeco 185,000 Nippon 151,012 Aditya Birla 57,982 BoughtICICI Prudential 111,755 Bought Tata 46,659 Tata 59,196 SBI 27,748 SBI 58,400 Nippon 27,355 Axis 237,842 ICICI Prudential 347,989 DSP 112,592 Kotak Mahindra 107,149 SoldFranklin Templeton 50,011 Sold L&T 48,252 L&T 49,008 Motilal Oswal 35,610 IDFC 24,686 Mahindra Manulife 14,000

GAIL No of shares No of shares Mahindra Manulife 735,750 IDFC 416,720 UTI 139,566 Tata 96,070 BoughtNippon 93,135 Bought SBI 76,696 IDFC 49,795 Quant 32,300 Invesco 14,336 ITI 18,481 HDFC 9,530,888 ICICI Prudential 2,863,529 ICICI Prudential 7,364,015 Nippon 268,213 SoldSBI 1,989,431 Sold Franklin Templeton 257,452 Aditya Birla 1,944,860 Mahindra Manulife 168,800 ITI 345,144 L&T 132,364

HCL Tech HDFC Bank No of shares No of shares ICICI Prudential 5,417,752 SBI 2,661,228 PPFAS 1,927,536 UTI 1,027,545 BoughtSBI 1,150,630 Bought Mirae 824,436 Kotak Mahindra 801,598 IDFC 426,801 Canara Robeco 469,500 PGIM 261,200 Nippon 997,607 Nippon 1,238,028 HDFC 582,390 DSP 829,655 SoldL&T 277,119 Sold Franklin Templeton 808,149 BNP Paribas 263,900 HDFC 783,008 Franklin Templeton 210,948 Axis 722,636

HDFC Life Insurance Hero MotoCorp No of shares No of shares SBI 181,979 ICICI Prudential 9,556 PGIM 134,300 SBI 8,224 Bought DSP 13,630 Bought Tata 7,552 Union 7,700 Taurus 5,836 IDBI 7,697 HDFC 4,714 Axis 1,563,304 DSP 281,060 Mirae 1,202,374 Canara Robeco 165,500 Sold Nippon 824,589 Sold UTI 84,423 Kotak Mahindra 626,432 Motilal Oswal 60,977 IDFC 614,655 L&T 59,001

7 Hindalco Industries No of shares No of shares ICICI Prudential 6,473,863 Kotak Mahindra 577,085 Tata 218,085 SBI 405,650 Bought BNP Paribas 98,900 Bought HDFC 389,865 Invesco 24,221 Nippon 228,902 Taurus 13,809 UTI 190,263 HDFC 3,512,125 Invesco 764,676 Canara Robeco 3,150,000 Aditya Birla 364,098 Sold DSP 2,123,252 Sold Canara Robeco 293,000 SBI 1,506,233 Motilal Oswal 250,215 Aditya Birla 1,298,900 ICICI Prudential 219,843

Housing Development Finance Corporation ICICI Bank No of shares No of shares Axis 1,020,601 SBI 4,602,474 SBI 999,970 Kotak Mahindra 3,479,079 Bought Kotak Mahindra 737,943 Bought L&T 2,100,857 L&T 426,334 Mirae 1,226,735 UTI 369,600 UTI 1,042,241 IDFC 470,048 HDFC 9,597,383 Aditya Birla 440,081 Nippon 3,235,105 Sold DSP 399,113 Sold Franklin Templeton 2,125,703 ICICI Prudential 350,110 Motilal Oswal 2,102,127 Baroda India 156,300 Axis 1,209,101

IndusInd Bank Indian Oil Corporation No of shares No of shares Nippon 466,090 SBI 9,581,000 SBI 237,282 Tata 1,784,805 Bought Mahindra Manulife 135,400 Bought L&T 384,395 DSP 50,854 Edelweiss 325,000 PGIM 48,000 Invesco 234,205 ICICI Prudential 1,054,687 ICICI Prudential 30,122,882 Aditya Birla 578,011 Kotak Mahindra 3,167,682 Sold UTI 477,916 Sold Nippon 519,502 Baroda India 313,700 Shriram 135,100 Sundaram 203,976 Aditya Birla 122,060

ITC Infosys No of shares No of shares Tata 3,128,115 SBI 2,158,286 PPFAS 2,612,850 Mirae 967,781 Bought Axis 1,955,337 Bought Kotak Mahindra 527,331 Edelweiss 1,613,599 Canara Robeco 215,000 PGIM 945,000 ITI 116,546 Nippon 9,401,243 HDFC 9,666,752 Motilal Oswal 6,108,491 ICICI Prudential 2,693,663 Sold Mirae 5,262,120 Sold Axis 2,117,819 ICICI Prudential 2,472,168 Nippon 1,562,167 IDFC 1,911,972 Franklin Templeton 1,121,031

JSW Steel No of shares No of shares Kotak Mahindra 325,903 Mirae 1,253,703 ICICI Prudential 246,665 Axis 956,107 Bought Nippon 232,591 Bought IDFC 461,896 IDFC 191,268 Nippon 432,662 SBI 189,166 SBI 306,710 Aditya Birla 674,058 ICICI Prudential 1,103,310 HDFC 76,106 Aditya Birla 837,622 Sold JM Financial 26,125 Sold Principal 84,232 Edelweiss 10,120 Sundaram 82,233 LIC Mutual Fund 9,964 Canara Robeco 80,000

8 Larsen & Toubro Mahindra & Mahindra No of shares No of shares ICICI Prudential 1,755,312 Axis 899,650 Nippon 1,391,223 HDFC 603,527 Bought Canara Robeco 690,703 Bought UTI 173,828 SBI 528,209 IIFL Co. 170,000 Tata 425,796 SBI 129,213 HDFC 1,140,088 Franklin Templeton 2,050,000 Franklin Templeton 300,129 Nippon 422,035 Sold Motilal Oswal 290,741 Sold Aditya Birla 388,564 L&T 179,800 ICICI Prudential 344,790 Principal 169,339 Kotak Mahindra 333,479

Maruti Suzuki Nestle India No of shares No of shares Invesco 127,273 Kotak Mahindra 34,296 SBI 95,588 HDFC 19,530 Bought Tata 39,243 Bought Tata 11,128 Nippon 27,694 Nippon 9,990 Taurus 6,080 ICICI Prudential 7,323 DSP 134,130 SBI 33,377 Kotak Mahindra 85,093 Canara Robeco 11,000 Sold ICICI Prudential 68,308 Sold Principal 6,072 HDFC 52,332 Quant 2,540 Axis 47,690 BOI AXA 2,058

NTPC Oil & Natural Gas Corporation No of shares No of shares Kotak Mahindra 5,234,513 DSP 1,780,389 Nippon 5,182,435 Kotak Mahindra 1,690,749 Bought Tata 3,411,420 Bought SBI 1,639,895 SBI 2,154,991 UTI 451,257 IDFC 1,422,524 Nippon 412,736 ICICI Prudential 7,346,828 ICICI Prudential 6,760,061 Aditya Birla 2,959,485 HDFC 5,382,264 Sold HDFC 658,515 Sold L&T 283,615 Sundaram 317,824 JM Financial 82,600 Shriram 305,183 Edelweiss 77,000

Power Grid Corporation Of India No of shares No of shares SBI 1,211,665 ICICI Prudential 1,172,895 Tata 626,765 UTI 461,483 Bought UTI 430,541 Bought Mahindra Manulife 90,700 Invesco 93,630 Quant 81,450 Edelweiss 73,046 Mirae 58,642 HDFC 52,297,496 Kotak Mahindra 2,552,852 Kotak Mahindra 1,808,640 Motilal Oswal 2,498,618 Sold L&T 1,659,098 Sold HDFC 1,265,814 ICICI Prudential 758,855 Aditya Birla 1,220,341 IDFC 691,073 Nippon 1,078,628

Shree Cement Sun Pharmaceutical Industries No of shares No of shares Axis 11,870 HDFC 3,892,441 Canara Robeco 5,200 Nippon 1,202,728 Bought Tata 1,725 Bought SBI 1,086,375 HDFC 1,486 DSP 594,339 IDFC 604 Mirae 350,788 SBI 22,337 ICICI Prudential 1,252,225 Kotak Mahindra 12,878 IDFC 1,222,458 Sold L&T 9,030 Sold UTI 831,888 PGIM 3,700 Kotak Mahindra 576,451 Principal 2,978 Edelweiss 525,369

9 State Bank Of India TCS No of shares No of shares ICICI Prudential 7,518,653 SBI 553,336 Kotak Mahindra 5,747,903 UTI 110,481 Bought Canara Robeco 3,762,500 Bought Motilal Oswal 84,749 Aditya Birla 3,187,730 Kotak Mahindra 56,206 L&T 741,551 ITI 43,998 HDFC 14,958,473 Axis 1,252,259 Nippon 7,693,362 ICICI Prudential 1,016,324 Sold Franklin Templeton 2,506,973 Sold Nippon 516,746 SBI 1,888,993 Mirae 300,386 DSP 1,850,624 HDFC 154,081

Tata Motors Tata Steel No of shares No of shares HDFC 24,739,102 ICICI Prudential 5,076,110 HSBC Global 1,529,000 Kotak Mahindra 1,749,344 BoughtBOI AXA 75,000 Bought Axis 1,587,128 Essel Finance AMC 13,530 DSP 1,371,246 LIC Mutual Fund 2,704 Mirae 621,382 Franklin Templeton 7,057,366 HDFC 3,857,561 Nippon 5,930,336 Aditya Birla 485,195 SoldKotak Mahindra 4,648,293 Sold Franklin Templeton 152,386 Axis 2,451,634 Edelweiss 126,198 SBI 2,388,887 PGIM 120,400

Tech Mahindra Titan No of shares No of shares SBI 853,083 Kotak Mahindra 760,870 HDFC 732,730 Tata 257,485 BoughtKotak Mahindra 659,474 Bought SBI 240,745 ICICI Prudential 441,282 Nippon 192,436 Aditya Birla 433,191 ICICI Prudential 173,785 Franklin Templeton 470,656 Invesco 765,840 Mirae 28,774 Franklin Templeton 199,808 SoldJM Financial 13,405 Sold Canara Robeco 160,000 Principal 3,374 Sundaram 42,640 IDBI 89 Baroda India 17,200

SBI Life Insurance Ultratech Cement No of shares No of shares DSP 536,046 SBI 449,894 Nippon 304,569 Axis 248,484 BoughtL&T 114,886 Bought Kotak Mahindra 113,584 ITI 90,581 Invesco 106,385 SBI 78,459 Canara Robeco 80,200 Kotak Mahindra 1,673,342 Aditya Birla 442,676 ICICI Prudential 648,737 Franklin Templeton 237,753 SoldInvesco 498,269 Sold DSP 57,312 Baroda India 457,500 Nippon 29,587 Aditya Birla 202,205 HDFC 27,865

UPL No of shares No of shares Kotak Mahindra 838,759 Axis 5,733,282 SBI 285,093 SBI 582,158 Bought UTI 135,160 Bought Aditya Birla 469,370 BNP Paribas 127,400 BNP Paribas 210,000 IDFC 61,389 Union 127,106 HDFC 2,301,706 HDFC 2,782,292 Axis 811,392 Nippon 2,678,686 Sold Aditya Birla 629,035 Sold ICICI Prudential 2,479,015 ICICI Prudential 565,588 Tata 713,484 Tata 282,978 IDFC 344,775

10 Changes In NiftyMidcaps MF Holdings (Top 5) January 2021

11 Changes in Nifty Midcaps Holdings (Top 5)

Aarti Industries Adani Enterprises No of shares No of shares Nippon 255,405 HDFC 46,000 ICICI Prudential 111,792 ICICI Prudential 39,665 BoughtKotak Mahindra 79,900 Bought Edelweiss 30,000 UTI 69,600 Axis 14,000 Tata 48,450 Motilal Oswal 6,285 L&T 224,127 Nippon 351,279 Baroda India 115,000 Kotak Mahindra 220,000 SoldSundaram 80,001 Sold Aditya Birla 166,000 Aditya Birla 60,039 Quant 144,920 Franklin Templeton 53,679 L&T 50,000

Adani Total Gas Aditya Birla Capital No of shares No of shares Nippon 16,721 Nippon 36,720 Motilal Oswal 6,285 Motilal Oswal 13,793 BoughtICICI Prudential 5,665 Bought ICICI Prudential 12,445

Tata 111,370 UTI 497,807

Sold Sold

Aditya Birla Fashion and Retail No of shares No of shares Franklin Templeton 1,650,000 SBI 111,492 IDFC 474,361 Invesco 56,075 BoughtICICI Prudential 206,351 Bought Edelweiss 5,457 Tata 200,000 Motilal Oswal 5,321 LIC Mutual Fund 99,359 Nippon 1,537 Mirae 3,367,847 Mirae 70,794 Axis 1,817,464 DSP 28,828 SoldNippon 1,701,063 Sold UTI 1,071 Canara Robeco 305,000 Taurus 989 Union 218,131 Shriram 352

Alembic Pharmaceuticals Amara Raja Batteries No of shares No of shares DSP 429,018 Kotak Mahindra 15,000 ITI 161,427 ITI 13,599 BoughtIDFC 10,945 Bought DSP 9,004 Edelweiss 10,251 Nippon 4,993 Nippon 3,586 Motilal Oswal 1,874 Axis 494,481 L&T 350,400 SBI 346,900 SBI 278,993 SoldTata 340,000 Sold IDFC 220,503 PGIM 169,931 UTI 191,364 Aditya Birla 125,101 ICICI Prudential 108,935

Apollo Hospitals Enterprise No of shares No of shares Aditya Birla 19,344 Kotak Mahindra 2,125,000 IDFC 4,000 Aditya Birla 465,000 BoughtMotilal Oswal 2,189 Bought L&T 350,000 ICICI Prudential 1,900 Edelweiss 335,000 Tata 309,463 Kotak Mahindra 189,400 HDFC 1,296,162 HDFC 92,279 Nippon 648,807 SoldSundaram 85,557 Sold JM Financial 442,300 Invesco 45,882 UTI 229,969 Tata 25,455 ICICI Prudential 40,158

12 Ashok Leyland AU Small Finance Bank No of shares No of shares Sundaram 1,643,380 Kotak Mahindra 729,084 PGIM 500,000 Motilal Oswal 559,660 BoughtICICI Prudential 373,155 Bought UTI 392,576 UTI 260,475 Aditya Birla 146,768 HSBC Global 125,000 Edelweiss 14,290 Nippon 9,343,962 Sundaram 75,504 Mirae 4,250,440 Essel Finance AMC 6,295 SoldHDFC 1,890,000 Sold IDBI 1,490 Axis 1,458,000 BOI AXA 207 Canara Robeco 1,400,000 Bank Of India No of shares No of shares Edelweiss 37,324 Kotak Mahindra 299,617 BOI AXA 12,110 Nippon 55,207 BoughtL&T 6,400 Bought Motilal Oswal 8,238 Tata 2,400 ICICI Prudential 7,381 DSP 2,194 Kotak Mahindra 484,600 Nippon 329,456 SoldFranklin Templeton 100,000 Sold UTI 51,047 Canara Robeco 50,000

Bata India Bharat Electronics No of shares No of shares Motilal Oswal 297,374 SBI 943,800 Kotak Mahindra 133,800 Invesco 410,392 BoughtAditya Birla 65,842 Bought IDBI 325,000 Mirae 60,000 Sundaram 216,876 ICICI Prudential 32,104 DSP 146,247 Mahindra Manulife 71,342 ICICI Prudential 8,825,151 Tata 66,850 Mirae 5,915,823 SoldCanara Robeco 25,000 Sold Kotak Mahindra 3,296,000 IDBI 25,000 Nippon 2,528,350 BNP Paribas 18,150 Franklin Templeton 1,000,000

Bharat Forge Bharat Heavy Electricals No of shares No of shares UTI 220,494 HDFC 3,885,000 PGIM 164,000 Aditya Birla 1,680,000 BoughtHDFC 24,000 Bought Axis 168,000 ITI 16,700 Nippon 57,354 IDBI 15,000 Motilal Oswal 29,441 Canara Robeco 459,500 ICICI Prudential 16,684,231 Kotak Mahindra 246,000 L&T 1,407,000 SoldSBI 218,627 Sold Kotak Mahindra 1,176,000 ICICI Prudential 188,342 UTI 945,000 Edelweiss 111,000 DSP 462,000

Bombay Burmah Trading Corporation Canara Bank No of shares No of shares Nippon 1,103 ICICI Prudential 3,628,703 Motilal Oswal 406 Kotak Mahindra 2,237,208 BoughtICICI Prudential 387 Bought L&T 1,874,000 UTI 1,620,000 DSP 1,490,400 Kotak Mahindra 11,891 HDFC 1,412,415 Nippon Life 144 ITI 1,387,582 Sold Sold Nippon 692,843 Baroda India 170,048 Mahindra Manulife 35,358

13 Castrol India CESC No of shares No of shares ITI 943,002 ICICI Prudential 522,005 Quant 87,500 Kotak Mahindra 56,000 BoughtNippon 29,472 Bought ITI 40,000 Axis 19,208 Quant 2,200 Motilal Oswal 11,078 Motilal Oswal 1,511 L&T 4,496,762 Franklin Templeton 1,215,701 UTI 1,548,000 Nippon 628,084 SoldKotak Mahindra 31,512 Sold DSP 533,499 Aditya Birla 70,000 UTI 23,603

Cholamandalam & Finance City Union Bank No of shares No of shares Axis 2,361,986 ICICI Prudential 3,596,642 Canara Robeco 1,336,000 Franklin Templeton 3,000,000 BoughtHDFC 350,000 Bought DSP 2,625,619 IDFC 150,000 Axis 1,917,315 BNP Paribas 74,000 UTI 864,004 SBI 2,231,324 SBI 2,815,168 Aditya Birla 1,303,483 HSBC Global 1,100,000 SoldICICI Prudential 761,228 Sold Sundaram 1,032,488 Franklin Templeton 700,000 Principal 336,525 Nippon 508,568 Essel Finance AMC 66,785

Coforge No of shares No of shares ICICI Prudential 121,779 Axis 220,236 Axis 82,165 Franklin Templeton 200,000 BoughtMirae 56,172 Bought Motilal Oswal 187,615 UTI 20,000 Kotak Mahindra 184,004 IDFC 13,500 Invesco 46,903 HDFC 579,878 DSP 1,060,576 Aditya Birla 30,036 Sundaram 187,345 SoldTaurus 9,324 Sold Aditya Birla 118,899 Kotak Mahindra 8,625 L&T 85,400 Mahindra Manulife 7,952 Mahindra Manulife 65,000

Crompton Greaves Consumer Electricals India No of shares No of shares Mirae 1,053,303 Aditya Birla 690,071 Invesco 333,878 Edelweiss 149,973 BoughtTata 249,000 Bought PGIM 130,000 Axis 220,000 Canara Robeco 125,000 Nippon 128,362 ICICI Prudential 123,780 Aditya Birla 3,112,807 Franklin Templeton 1,200,000 SBI 1,135,368 SBI 1,072,279 SoldIDFC 745,431 Sold Sundaram 463,776 Sundaram 617,028 Kotak Mahindra 233,086 ICICI Prudential 230,050 IDFC 148,543

Dalmia Bharat Dhani Services No of shares No of shares Nippon 98,218 Nippon 15,386 HSBC Global 50,000 Motilal Oswal 5,827 BoughtMahindra Manulife 47,325 Bought ICICI Prudential 5,236 BNP Paribas 35,000 Quant 17,270 Aditya Birla 104,091

Sold Sold

14 Dr. Lal Pathlabs Edelweiss Financial Services No of shares No of shares Kotak Mahindra 115,250 Taurus 200,000 Tata 20,000 Nippon 30,710 BoughtL&T 4,500 Bought Motilal Oswal 11,634 ICICI Prudential 2,901 ICICI Prudential 10,385 HDFC 2,500 UTI 45,213 BOI AXA 3,726 SoldHSBC Global 1,000 Sold Edelweiss 715

Emami Endurance Technologies No of shares No of shares Baroda India 743,000 Invesco 155,228 Kotak Mahindra 390,589 Aditya Birla 132,244 BoughtNippon 257,304 Bought Principal 92,564 L&T 147,334 Mirae 80,000 Principal 122,235 IDFC 15,000 Mirae 1,373,966 UTI 67,000 UTI 574,626 Union 11,037 SoldSundaram 534,626 Sold Mahindra Manulife 10,100 DSP 469,873 Franklin Templeton 200,000

Escorts No of shares No of shares SBI 59,300 Nippon 1,570,964 HDFC 52,800 Taurus 22,316 BoughtNippon 41,971 Bought Motilal Oswal 10,489 Shriram 10,040 ICICI Prudential 2,562 Invesco 426,893 L&T 1,444,300 L&T 122,400 ICICI Prudential 1,410,620 SoldAditya Birla 111,092 Sold Kotak Mahindra 1,043,747 Edelweiss 90,450 Sundaram 294,858 UTI 60,034 BNP Paribas 275,000

Fortis Healthcare Future Retail No of shares No of shares Aditya Birla 2,547,220 Nippon 17,051 Mahindra Manulife 560,000 Motilal Oswal 5,940 BoughtQuant 532,000 Bought ICICI Prudential 5,059 UTI 409,992 JM Financial 97,000 ICICI Prudential 759,230 Nippon 740,617 Sold Sold

Glenmark Pharmaceuticals GMR Infrastructure No of shares No of shares Edelweiss 117,664 Aditya Birla 9,180,000 UTI 41,400 Nippon 57,304 BoughtPGIM 14,950 Bought Motilal Oswal 46,897 Nippon 13,694 Motilal Oswal 3,424 Kotak Mahindra 556,600 Edelweiss 4,185,000 Axis 85,100 Kotak Mahindra 2,655,000 SoldICICI Prudential 48,644 Sold BNP Paribas 967,500 Aditya Birla 46,000 DSP 315,000 Taurus 37,674 ICICI Prudential 205,002

15 Godrej Industries No of shares No of shares BOI AXA 31,000 Nippon 229,509 Nippon 1,869 Motilal Oswal 1,698 BoughtMotilal Oswal 696 Bought ICICI Prudential 1,459 ICICI Prudential 601

Tata 121,300 Quant 49,300 SoldEdelweiss 18,000 Sold Union 5,314

Godrej Properties Gas No of shares No of shares Kotak Mahindra 161,200 Kotak Mahindra 405,175 Aditya Birla 60,450 DSP 109,039 BoughtPrincipal 42,368 Bought Canara Robeco 92,000 ICICI Prudential 40,888 BOI AXA 11,116 Sundaram 32,000 Motilal Oswal 3,925 DSP 207,058 Invesco 554,982 SBI 199,435 UTI 417,646 SoldNippon 109,124 Sold BNP Paribas 267,500 L&T 68,800 Nippon 64,528 Principal 52,434

Gujarat State Petronet Housing & Urban Development Corporation

SBI 350,000 Nippon 12,173 Franklin Templeton 150,000 Motilal Oswal 4,574 BoughtDSP 29,964 Bought ICICI Prudential 4,120 Nippon 17,155 Motilal Oswal 6,445 Axis 934,000 Aditya Birla 543,652 SoldKotak Mahindra 502,075 Sold UTI 306,688 BNP Paribas 209,000

ICICI Securities IDFC First Bank

HDFC 167,000 Tata 4,200,000 Tata 140,000 Nippon 723,958 BoughtICICI Prudential 91,869 Bought Sundaram 300,000 UTI 80,000 Kotak Mahindra 195,793 Edelweiss 11,671 Motilal Oswal 30,531 Axis 1,474,535 ICICI Prudential 1,067,019 L&T 827,505 SBI 58,319 SoldSundaram 220,000 Sold Axis 40,179 Aditya Birla 124,193 UTI 34,316 HSBC Global 100,000 HDFC 1,617

Indiabulls Housing Finance IRCTC

HDFC 660,300 Nippon 641,759 L&T 96,100 ICICI Prudential 167,998 BoughtNippon 79,994 Bought Kotak Mahindra 157,731 Edelweiss 68,200 Canara Robeco 100,000 Motilal Oswal 7,975 Axis 60,883 Aditya Birla 198,400 HDFC 801,474 PGIM 62,000 Mahindra Manulife 11,003 SoldUnion 31,000 Sold BOI AXA 900 L&T 813 IDBI 689

16 Ipca Laboritories Jindal Steel & Power

Franklin Templeton 246,546 Invesco 2,293,409 ICICI Prudential 230,036 HDFC 1,811,686 BoughtMirae 194,021 Bought Nippon 1,502,881 Nippon 87,601 Kotak Mahindra 1,010,000 PGIM 45,000 Axis 666,646 IDFC 369,173 BNP Paribas 1,146,778 Edelweiss 111,778 IDFC 357,176 SoldMotilal Oswal 93,821 Sold UTI 235,000 Canara Robeco 87,000 IDBI 105,201 Baroda India 58,000 Edelweiss 90,000

JSW Energy Jubilant Fireworks

Nippon 24,974 Aditya Birla 12,250 Motilal Oswal 9,381 IDFC 5,750 Bought Bought ICICI Prudential 5,292 Union 5,250

ICICI Prudential 310,563 Kotak Mahindra 442,500 Invesco 139,380 Sold Sold Baroda India 108,000 UTI 75,659 Nippon 55,081

L&T Finance Holdings L&T Technology Services

Aditya Birla 746,552 Axis 416,330 Principal 466,768 SBI 100,000 BoughtSundaram 117,811 Bought Tata 27,000 Nippon 30,335 DSP 2,734 Motilal Oswal 24,624 Motilal Oswal 579 HDFC 338,385 Invesco 164,335 Sold Sold Nippon 130,429 Mirae 109,220 Sundaram 60,511 LIC Housing Finance

Canara Robeco 1,623,939 Nippon 125,291 L&T 1,423,300 IIFL Co. 76,882 BoughtICICI Prudential 1,125,101 Bought IDFC 27,600 Kotak Mahindra 1,104,000 Aditya Birla 24,000 Mirae 590,000 Union 23,400 Aditya Birla 574,423 L&T 547,100 Mahindra Manulife 25,000 Tata 237,000 SoldPGIM 20,000 Sold Kotak Mahindra 47,400 Edelweiss 7,509 Baroda India 32,400 IDFC 2,000 DSP 25,200

Mahindra & Mahindra Finance Services Mannapuram Finance

HDFC 5,356,336 Nippon 230,939 Canara Robeco 1,620,000 Aditya Birla 60,000 BoughtNippon 388,065 Bought ICICI Prudential 53,280 Union 136,000 Motilal Oswal 12,420 PGIM 125,000 Aditya Birla 3,996,632 L&T 1,533,922 ICICI Prudential 2,870,423 Axis 426,000 SoldITI 1,283,338 Sold Tata 384,000 Axis 745,882 Kotak Mahindra 330,000 Edelweiss 655,327 BNP Paribas 288,000

17 Max Financial Services

DSP 3,194,670 Kotak Mahindra 347,200 Canara Robeco 820,000 ICICI Prudential 101,638 BoughtKotak Mahindra 262,755 Bought Invesco 30,400 Motilal Oswal 227,237 L&T 25,600 Tata 84,500 SBI 17,560 Mirae 1,075,300 Canara Robeco 309,479 L&T 687,700 Mirae 220,803 SoldNippon 478,119 Sold Aditya Birla 105,019 Sundaram 202,853 Edelweiss 32,500 BNP Paribas 172,400 Taurus 12,727

Mphasis MRF

Mirae 1,121,063 Invesco 15,403 Franklin Templeton 100,112 Kotak Mahindra 8,240 BoughtCanara Robeco 40,500 Bought L&T 1,607 SBI 28,226 PGIM 1,400 Sundaram 15,761 Nippon 867 Axis 250,000 IDFC 7,074 UTI 208,129 ICICI Prudential 5,260 SoldNippon 192,947 Sold Tata 3,210 PPFAS 100,000 Aditya Birla 3,060 HDFC 50,000 Mirae 1,000

Natco Pharma National Aluminium

Mirae 1,008,700 Aditya Birla 327,823 Motilal Oswal 103,517 Essel Finance AMC 94,550 BoughtNippon 5,659 Bought Motilal Oswal 20,893 Edelweiss 2,236 ICICI Prudential 1,888 Principal 20,787 Kotak Mahindra 8,228,000 Sundaram 17,864 DSP 3,536,000 SoldBaroda India 15,858 Sold Nippon 2,834,403 Shriram 1,724 Tata 2,324,040 BOI AXA 1,500 L&T 2,142,000

Navin Flourine International Nippon

Union 78,921 Tata 104,556 UTI 32,992 ICICI Prudential 3,004 BoughtAxis 22,500 Bought Motilal Oswal 774 ICICI Prudential 687 L&T 269,100 Motilal Oswal 1,106,669 Sundaram 73,066 HDFC 126,000 SoldNippon 50,078 Sold Union 3,533 Edelweiss 43,130 BOI AXA 12,080

Oberoi Realty

Aditya Birla 148,352 Motilal Oswal 8,175 Kotak Mahindra 132,358 BoughtPGIM 90,000 Bought Sundaram 82,256 Motilal Oswal 2,651 Nippon 393,500 ICICI Prudential 1,518,607 ICICI Prudential 184,403 Nippon 42,084 SoldUTI 4,204 Sold UTI 16,895

Nippon 11,286 Nippon 938 ICICI Prudential 5,694 Motilal Oswal 359 BoughtAditya Birla 2,592 Bought ICICI Prudential 348 Mirae 2,396 L&T 1,440 Sundaram 6,084 SBI 25,947 Kotak Mahindra 5,476 Aditya Birla 18,924 SoldIDFC 2,520 Sold BNP Paribas 8,782 Edelweiss 1,428 Edelweiss 7,379 SBI 1,261 Taurus 3,425

PI Industries Polycab

Axis 184,338 DSP 932,144 Canara Robeco 103,858 Tata 387,800 BoughtDSP 57,857 Bought Canara Robeco 220,000 Mirae 30,800 Aditya Birla 160,918 PGIM 15,000 BNP Paribas 102,800 ICICI Prudential 658,913 Sundaram 47,695 Invesco 255,236 PGIM 33,252 SoldEdelweiss 136,494 Sold Mahindra Manulife 19,500 IDFC 90,626 HSBC Global 15,000 Aditya Birla 83,037

Prestige Estate Projects

HDFC 800,000 Nippon 8,267 Union 86,366 Motilal Oswal 3,098 BoughtNippon 7,564 Bought ICICI Prudential 2,746 Motilal Oswal 2,842 ICICI Prudential 2,489 Sundaram 139,829 L&T 89,412 Sold Sold

RBL Bank REC

Nippon 3,153,685 Invesco 500,000 DSP 650,632 Motilal Oswal 21,208 BoughtSundaram 504,529 Bought Taurus 2,400 Principal 140,049 IDFC 100,000 Aditya Birla 1,936,633 HDFC 2,308,246 Kotak Mahindra 1,337,072 Kotak Mahindra 1,002,000 SoldPGIM 300,000 Sold ICICI Prudential 727,032 Mahindra Manulife 250,000 L&T 714,000 ICICI Prudential 152,378 Tata 510,000

Sanofi India Shriram Transport Finance

ICICI Prudential 25,321 Edelweiss 135,200 Nippon 12,302 Axis 77,600 BoughtBaroda India 5,050 Bought Mirae 70,600 DSP 241 Nippon 69,787 Edelweiss 226 SBI 65,507 L&T 63,875 Aditya Birla 430,077 SBI 41,810 L&T 211,200 SoldAxis 38,787 Sold ICICI Prudential 97,882 Mirae 9,956 Kotak Mahindra 57,600 UTI 7,735 Tata 45,548

19 SRF Steel Authority of India

Mirae 28,900 SBI 53,779,000 IDBI 11,700 Kotak Mahindra 16,872,000 BoughtAditya Birla 9,427 Bought Aditya Birla 3,152,700 IDFC 9,250 Mahindra Manulife 2,097,700 PGIM 4,200 Invesco 1,751,099 Kotak Mahindra 100,000 Nippon 3,596,198 ICICI Prudential 25,185 Edelweiss 2,990,000 SoldTata 20,250 Sold ICICI Prudential 2,275,025 HDFC 14,375 L&T 1,653,000 Edelweiss 7,306 IDFC 95,000

Sun TV Network Syngene International

Aditya Birla 776,066 Aditya Birla 146,158 Invesco 153,000 PGIM 40,000 BoughtAxis 42,000 Bought Edelweiss 2,948 IDFC 39,000 Motilal Oswal 2,645 BNP Paribas 18,000 ICICI Prudential 2,419 Nippon 1,048,343 Nippon 375,601 ICICI Prudential 806,110 Canara Robeco 150,000 SoldL&T 325,500 Sold Tata 148,894 DSP 156,975 UTI 96,000 Edelweiss 94,500 Mirae 74,765

Tata Chemicals Tata Power

Nippon 362,076 Kotak Mahindra 3,037,500 Kotak Mahindra 216,000 Edelweiss 2,511,000 BoughtEdelweiss 128,000 Bought DSP 1,161,000 HDFC 80,000 PGIM 578,500 L&T 58,000 BNP Paribas 526,500 ICICI Prudential 1,514,858 ICICI Prudential 31,298,023 Franklin Templeton 403,735 Nippon 3,842,011 SoldBNP Paribas 300,000 Sold Aditya Birla 3,565,373 Tata 130,000 Baroda India 2,160,500 LIC Mutual Fund 87,695 L&T 1,093,500

The Federal Bank The Indian Hotels

Nippon 9,338,439 Franklin Templeton 1,500,000 Kotak Mahindra 3,976,266 ICICI Prudential 668,022 BoughtAditya Birla 2,377,323 Bought Axis 51,403 UTI 1,894,042 Motilal Oswal 16,011 IDFC 701,294 ITI 4,863,410 HDFC 1,990,180 ICICI Prudential 4,437,960 Nippon 1,074,833 SoldSundaram 3,033,651 Sold SBI 600,000 BNP Paribas 630,000 IDFC 393,112 L&T 610,000 LIC Mutual Fund 1,730

The Torrent Power

Nippon 424,141 SBI 2,647,865 Canara Robeco 175,000 Nippon 408,454 BoughtHDFC 105,400 Bought Quant 58,000 Principal 84,900 ICICI Prudential 7,925 Franklin Templeton 41,154 Motilal Oswal 3,839 DSP 643,702 UTI 1,245,805 Sundaram 125,000 Kotak Mahindra 453,000 SoldEdelweiss 118,019 Sold Tata 366,000 Aditya Birla 76,699 IDFC 291,000 L&T 66,800 BNP Paribas 230,000

20 TVS Motor

Nippon 676,181 Kotak Mahindra 1,275,400 BNP Paribas 100,000 Aditya Birla 446,793 Bought Principal 25,158 SBI 296,087 Motilal Oswal 5,112 L&T 236,600 BNP Paribas 137,200 Sundaram 628,998 Franklin Templeton 1,891,043 L&T 493,747 Invesco 1,460,241 Sold HDFC 141,600 Mirae 961,293 ICICI Prudential 100,483 Nippon 256,666 Axis 45,159 UTI 74,041

Union Bank of India

Tata 761,211 Principal 78,202 Kotak Mahindra 585,800 BOI AXA 46,000 BoughtNippon 107,956 Bought ITI 11,812 Motilal Oswal 16,105 Motilal Oswal 2,177 ICICI Prudential 14,482 ICICI Prudential 1,981 HDFC 1,981,310 Sundaram 261,705 L&T 26,622 Sold Sold Nippon 23,607 Union 22,833 Tata 21,817

VGuard Industries Vodafone Idea

Axis 601,288 Aditya Birla 32,970,000 Essel Finance AMC 210,420 UTI 23,940,000 BoughtAditya Birla 111,738 Bought Kotak Mahindra 21,700,000 Kotak Mahindra 48,998 DSP 10,500,000 Nippon 9,650 Edelweiss 6,440,000 SBI 130,000 Sundaram 5,110,000 Sundaram 100,000 ICICI Prudential 1,833,460 Sold Sold Mahindra Manulife 1,120,000 Mirae 420,000

Voltas Whirlpool of India

Axis 392,935 Invesco 60,929 Mirae 222,228 PGIM 28,000 BoughtKotak Mahindra 100,500 Bought UTI 25,357 PGIM 80,000 ITI 5,804 ICICI Prudential 79,194 Nippon 1,928 Invesco 554,146 HDFC 226,000 Franklin Templeton 415,000 Mirae 72,520 SoldCanara Robeco 385,180 Sold Aditya Birla 30,290 Tata 207,950 HSBC Global 10,000 Sundaram 179,718 Canara Robeco 9,184 Zee Entertainment

Nippon 777,144 Kotak Mahindra 441,000 Motilal Oswal 274,899 Sundaram 311,350 BoughtICICI Prudential 267,102 Bought L&T 159,000 Mahindra Manulife 57,000 PGIM 42,000 Sundaram 1,692,698 Aditya Birla 1,371,341 Indiabulls 400,000 Nippon 879,634 Sold Sold ICICI Prudential 527,699 HDFC 495,000 Edelweiss 405,000

21 22 Dolat Preferred Picks (Top 5) MF Buy and Sell January 2021

23 MF Activity in Dolat Preferred Picks (Top 5)

ACC No of shares No of shares DSP 192,307 ICICI Prudential 389,754 Franklin Templeton 100,000 Axis 53,000 BoughtNippon 87,914 Bought SBI 50,081 IDFC 54,110 DSP 20,801 Union 21,000 Edelweiss 7,381 SBI 209,400 Canara Robeco 108,290 Aditya Birla 147,710 Nippon 88,316 SoldICICI Prudential 87,060 Sold PGIM 47,200 Tata 73,524 Principal 19,875 Axis 67,523 BNP Paribas 18,000

Asahi India Glass Asian Paints No of shares No of shares UTI 172,263 ICICI Prudential 395,948 IDFC 388,439 Bought Bought Nippon 370,994 Kotak Mahindra 336,971 HDFC 315,831 Axis 34,775 Union 48,990 IDFC 13,596 Aditya Birla 44,034 Sold Sold DSP 42,123 Canara Robeco 30,220 IDBI 29,537

Bharti Airtel No of shares No of shares Kotak Mahindra 1,592,585 ICICI Prudential 493,569 Edelweiss 684,715 HDFC 320,495 BoughtUTI 433,875 Bought Invesco 57,251 Principal 350,624 ITI 55,705 IDFC 206,108 Sundaram 37,191 ICICI Prudential 7,174,625 HSBC Global 45,000 Nippon 3,925,253 Nippon 24,325 SoldFranklin Templeton 3,286,832 Sold DSP 3,031,767 HDFC 1,985,201

Cipla Crompton Greaves Consumer Electricals No of shares No of shares Kotak Mahindra 1,106,058 Mirae 1,053,303 IDFC 293,831 Invesco 333,878 BoughtAditya Birla 291,296 Bought Tata 249,000 Axis 240,250 Axis 220,000 Nippon 238,444 Nippon 128,362 ICICI Prudential 2,715,388 Aditya Birla 3,112,807 Tata 175,139 SBI 1,135,368 SoldJM Financial 159,755 Sold IDFC 745,431 L&T 120,622 Sundaram 617,028 Union 55,767 ICICI Prudential 230,050

DCB Bank No of shares No of shares Invesco 1,377,551 Kotak Mahindra 405,175 Canara Robeco 535,000 DSP 109,039 BoughtBaroda India 445,000 Bought Canara Robeco 92,000 Nippon 248,763 BOI AXA 11,116 IDBI 37,500 Motilal Oswal 3,925 Tata 2,467,100 Invesco 554,982 ITI 871,449 UTI 417,646 SoldSundaram 316,200 Sold BNP Paribas 267,500 Taurus 11,748 Nippon 64,528 Principal 52,434

24 HCL Technologies No of shares No of shares Kotak Mahindra 609,000 ICICI Prudential 5,417,752 Nippon 429,290 PPFAS 1,927,536 BoughtCanara Robeco 325,000 Bought SBI 1,150,630 IDFC 244,000 Kotak Mahindra 801,598 L&T 106,142 Canara Robeco 469,500 DSP 995,649 Nippon 997,607 Mirae 299,899 HDFC 582,390 SoldMahindra Manulife 78,900 Sold L&T 277,119 HDFC 78,000 BNP Paribas 263,900 UTI 15,682 Franklin Templeton 210,948

HDFC Bank HDFC Life Insurance No of shares No of shares SBI 2,661,228 SBI 181,979 UTI 1,027,545 PGIM 134,300 BoughtMirae 824,436 Bought DSP 13,630 IDFC 426,801 Union 7,700 PGIM 261,200 IDBI 7,697 Nippon 1,238,028 Axis 1,563,304 DSP 829,655 Mirae 1,202,374 SoldFranklin Templeton 808,149 Sold Nippon 824,589 HDFC 783,008 Kotak Mahindra 626,432 Axis 722,636 IDFC 614,655

Hero MotoCorp Hindustan Unilever No of shares No of shares ICICI Prudential 9,556 Kotak Mahindra 577,085 SBI 8,224 SBI 405,650 BoughtTata 7,552 Bought HDFC 389,865 Taurus 5,836 Nippon 228,902 HDFC 4,714 UTI 190,263 DSP 281,060 Invesco 764,676 Canara Robeco 165,500 Aditya Birla 364,098 SoldUTI 84,423 Sold Canara Robeco 293,000 Motilal Oswal 60,977 Motilal Oswal 250,215 L&T 59,001 ICICI Prudential 219,843

ICICI Bank ICICI Prudential Life Insurance No of shares No of shares SBI 4,602,474 Invesco 168,164 Kotak Mahindra 3,479,079 DSP 109,895 BoughtL&T 2,100,857 Bought Canara Robeco 100,000 Mirae 1,226,735 L&T 30,173 UTI 1,042,241 ICICI Prudential 24,757 HDFC 9,597,383 Franklin Templeton 700,000 Nippon 3,235,105 Nippon 619,864 SoldFranklin Templeton 2,125,703 Sold Aditya Birla 470,619 Motilal Oswal 2,102,127 Sundaram 369,723 Axis 1,209,101 Kotak Mahindra 301,500

Indraprastha Gas KEC International No of shares No of shares Aditya Birla 470,477 Tata 141,000 Nippon 143,863 Edelweiss 91,852 BoughtICICI Prudential 75,610 Bought UTI 60,303 Union 39,875 ITI 36,740 SBI 34,924 Mahindra Manulife 10,800 DSP 1,126,656 Aditya Birla 209,754 Baroda India 625,000 IDFC 166,741 SoldKotak Mahindra 469,000 Sold Nippon 69,223 Canara Robeco 386,000 ICICI Prudential 4,076 Sundaram 317,744

26 KEI Industries Lupin No of shares No of shares Invesco 199,959 HDFC 2,686,255 Principal 73,300 Kotak Mahindra 233,300 BoughtDSP 44,056 Bought Axis 138,468 Edelweiss 29,259 DSP 109,431 Nippon 9,912 L&T 75,168 HSBC Global 137,776 ICICI Prudential 880,886 Franklin Templeton 100,000 Nippon 847,664 SoldMahindra Manulife 60,540 Sold IDFC 482,819 Sundaram 27,030 Mirae 369,359 ICICI Prudential 14,205 ITI 112,298

Mahindra & Mahindra Navin Fluorine International No of shares No of shares Axis 899,650 Union 44,366 HDFC 603,527 UTI 32,992 BoughtUTI 173,828 Bought Axis 22,500 IIFL Co. 170,000 Motilal Oswal 774 SBI 129,213 ICICI Prudential 687 Franklin Templeton 2,050,000 L&T 269,100 Nippon 422,035 Sundaram 73,066 SoldAditya Birla 388,564 Sold Nippon 50,078 ICICI Prudential 344,790 Edelweiss 43,130 Kotak Mahindra 333,479 BOI AXA 12,080

NTPC Oracle Financial Services Software No of shares No of shares Kotak Mahindra 5,234,513 Quant 55,930 Nippon 5,182,435 SBI 30,237 BoughtTata 3,411,420 Bought ICICI Prudential 17,975 SBI 2,154,991 ITI 4,959 IDFC 1,422,524 DSP 2,548 ICICI Prudential 7,346,828 UTI 152,243 Aditya Birla 2,959,485 HDFC 78,200 SoldUnion 886,043 Sold Tata 37,000 HDFC 658,515 IDBI 22 Sundaram 317,824 Axis 7

PI Industries PNC Infratech No of shares No of shares Axis 184,338 Nippon 3,928,301 Canara Robeco 103,858 Axis 2,200,000 BoughtDSP 57,857 Bought HDFC 896,000 Mirae 30,800 Principal 522,185 PGIM 15,000 ITI 347,164 ICICI Prudential 658,913 Aditya Birla 231,414 Invesco 255,236 ICICI Prudential 89,829 SoldEdelweiss 136,494 Sold Union 111,823 IDFC 90,626

Radico Khaitan Relaxo Footwears No of shares No of shares HDFC 137,200 Nippon 4,388 Baroda India 112,000 Motilal Oswal 1,295 BoughtUTI 110,365 Bought SBI 793 Sundaram 51,885 Tata 41,600 NA ICICI Prudential 171,410 BOI AXA 35,660 Sold Sold Aditya Birla 20,000 DSP 14,545 UTI 13,500

26 SRF Sun Pharmaceutical Industries No of shares No of shares Mirae 28,900 HDFC 3,892,441 IDBI 11,700 Nippon 1,202,728 BoughtAditya Birla 9,427 Bought SBI 1,086,375 IDFC 9,250 DSP 594,339 PGIM 4,200 Mirae 350,788 Kotak Mahindra 100,000 ICICI Prudential 1,252,225 ICICI Prudential 25,185 IDFC 1,222,458 SoldTata 20,250 Sold UTI 831,888 HDFC 14,375 Kotak Mahindra 576,451 Edelweiss 7,306 Edelweiss 525,369

The Indian Hotels Titan No of shares No of shares Franklin Templeton 1,500,000 Kotak Mahindra 760,870 ICICI Prudential 668,022 Tata 257,485 BoughtAxis 51,403 Bought SBI 240,745 Motilal Oswal 16,011 Nippon 192,436 ICICI Prudential 173,785 HDFC 1,990,180 Invesco 765,840 Nippon 1,074,833 Franklin Templeton 199,808 SoldSBI 600,000 Sold Canara Robeco 160,000 IDFC 393,112 Union 63,277 LIC Mutual Fund 1,730 Sundaram 42,640

United Breweries United Spirits No of shares No of shares UTI 412,127 Aditya Birla 947,312 Nippon 305,468 Invesco 397,806 BoughtFranklin Templeton 150,000 Bought Franklin Templeton 206,229 HDFC 27,147 Kotak Mahindra 103,750 Principal 16,657 SBI 68,045 ICICI Prudential 434,028 Tata 1,475,250 Kotak Mahindra 312,869 Nippon 682,064 SoldUnion 62,156 Sold Axis 432,601 Mirae 5,005 Union 196,382 LIC Mutual Fund 666 IDFC 186,250

UPL No of shares Kotak Mahindra 838,759 SBI 285,093 Bought UTI 135,160 BNP Paribas 127,400 IDFC 61,389 HDFC 2,301,706 Axis 811,392 Sold Aditya Birla 629,035 ICICI Prudential 565,588 Tata 282,978

27 28 New Entry & Complete Exits January 2021

27 New Entry & Complete Exits

Market Value No of Market Value (Rs No of New Entry Bought Complete Exit Sold (Rs Crs) Shares Cr) Shares Balaji Amines 4.10 36500 Quant MF Acrysil 3.16 169083 ITI MF

Aditya Birla SL Home First Finance MF, ICICI Pru MF, 117.82 2274431 BL Kashyap & Sons 0.15 141154 HDFC MF India Nippon India MF, Sundaram MF, BOI AXA MF, Motilal Oswal MF

Indian Railway Finance HDFC MF, Invesco 927.03 373803542 NR Agarwal Industries 0.51 23216 BNP Paribas MF Corporation MF, Nippon India MF

Aditya Birla SL MF, Baroda MF, HDFC MF, ICICI Pru MF, Kotak MF, Invesco MF, Principal MF, Nippon India MF, Technocraft Industries Indigo Paints 143.28 961600 SBI MF, IDFC MF, 0.18 5180 HDFC MF (India) Sundaram MF, Mirae MF, BOI AXA MF, Edelweiss MF, Axis MF, Motilal Oswal MF, PGIM India MF, Union MF Kanchi Karpooram 3.70 73200 Quant MF Kirloskar Industries 0.66 7896 ITI MF Mangalore Chemicals 3.27 574980 & Fertilizers Essel MF SIRCA Paints India 10.04 279372 PGIM India MF MF,Sundaram Stove Kraft 50.00 1298688 MF,Mirae MF Wendt (India) 16.55 52339 SBI MF

28

DART RATING MATRIX Total Return Expectation (12 Months)

Buy > 20% Accumulate 10 to 20% Reduce 0 to 10% Sell < 0%

DART Team

Purvag Shah Managing Director [email protected] +9122 4096 9747

Amit Khurana, CFA Head of Equities [email protected] +9122 4096 9745 CONTACT DETAILS Equity Sales Designation E-mail Direct Lines Dinesh Bajaj VP - Equity Sales [email protected] +9122 4096 9709 Kapil Yadav VP - Equity Sales [email protected] +9122 4096 9735 Yomika Agarwal VP - Equity Sales [email protected] +9122 4096 9772 Jubbin Shah VP - Derivatives Sales [email protected] +9122 4096 9779 Ashwani Kandoi AVP - Equity Sales [email protected] +9122 4096 9725 Lekha Nahar AVP - Equity Sales [email protected] +9122 4096 9740 Equity Trading Designation E-mail P. Sridhar SVP and Head of Sales Trading [email protected] +9122 4096 9728 Chandrakant Ware VP - Sales Trading [email protected] +9122 4096 9707 Shirish Thakkar VP - Head Domestic Derivatives Sales Trading [email protected] +9122 4096 9702 Kartik Mehta Asia Head Derivatives [email protected] +9122 4096 9715 Dinesh Mehta Co- Head Asia Derivatives [email protected] +9122 4096 9765 Bhavin Mehta VP - Derivatives Strategist [email protected] +9122 4096 9705

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