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MF MOVERS & SHAKERS AUGUST 2020

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

September 11, 2020

September 11, 2020 2

Top Five Buys & Sells Top Ten MF's August 2020

3 Top Five Buys & Sells of Top MFs for the month of August 2020

No of Shares No of Shares Highest Increase in Exposure Names Bought in Highest Decrease in Exposure (by nos of shares) Bought in (by nos of shares) August 2020 August 2020

Ashok Leyland 13,619,448 NTPC 4,858,134 ICICI Bank 12,380,034 ITC 4,716,047 Birla SL MF 6,841,972 Vedanta 4,203,600 NMDC 5,961,171 3,854,681 4,764,505 Sun Pharmaceutical Industries 2,940,006

State Bank Of 8,200,191 Vedanta 4,823,600 ICICI Bank 7,598,792 Bharat Heavy Electricals 4,116,000 DSP BR MF NTPC 2,448,740 4,021,709 Petronet LNG 2,218,527 1,955,796 Bharat Electronics 2,092,075 India 1,511,879

The 12,416,155 155,458,262 Axis Bank 5,582,676 Spicejet 6,000,000 Franklin Templeton KPIT Technologies 3,733,993 4,450,000 MF Karur Vysya Bank 3,500,000 Arvind 4,276,538 Larsen & Toubro 2,666,919 The Indian Hotels 3,097,076

Tata Motors 24,049,638 153,000,000 Hindustan Aeronautics 7,075,000 Bharat Heavy Electricals 16,943,000 HDFC MF 5,202,332 ITC 12,336,931 5,074,140 11,894,940 5,000,000 10,334,615

ITC 19,702,867 Hindalco Industries 21,210,377 Axis Bank 18,830,704 16,374,703 ICICI Pru MF Bharti Airtel 12,035,052 15,259,680 Bandhan Bank 5,072,657 GMR Infrastructure 8,441,848 Mahindra & Mahindra Financial Servic 4,263,927 Oil & Natural Gas Corporation 8,066,602

ITC 9,044,639 NTPC 11,199,784 7,689,221 ICICI Bank 7,564,568 Kotak MF Punjab National Bank 6,350,597 GAIL (India) 6,186,556 Vodafone Idea 6,300,000 Tata Motors 2,996,560 Mahindra & Mahindra Financial Servic 6,012,376 Corporation 2,256,175

Tata Power 6,221,000 Engineers India 4,109,637 ICICI Bank 5,143,589 EIH 4,086,169 L&T MF Punjab National Bank 3,431,092 Manappuram Finance 2,978,200 Bharat Heavy Electricals 3,045,000 Gujarat Pipavav Port 2,456,118 Bank Of Baroda 2,329,796 Triveni Turbine 2,135,858

State 6,983,622 31,105,951 Mahindra & Mahindra Financial Servic 6,632,593 Bank Of Baroda 24,713,205 Nippon MF NTPC 6,598,252 Tata Motors 16,354,617 Zee Entertainment Enterprises 4,866,304 Ashok Leyland 11,955,039 NMDC 4,242,018 10,881,109

Bandhan Bank 31,446,431 Power Grid Corporation Of India 22,008,257 Mahindra & Mahindra Financial Servic 10,635,565 GAIL (India) 7,782,369 SBI MF VGuard Industries 10,200,000 NIIT 7,742,736 ICICI Bank 9,411,054 3,921,419 5,997,250 Vedanta 3,824,581

Alembic Pharmaceuticals 2,377,516 NMDC 2,266,600 Indian Oil Corporation 1,650,828 Container Corporation Of India 1,753,077 TATA MF Infosys 1,602,493 Tata Consumer Products 1,634,400 Tata Power 1,576,500 Power Finance Corporation 1,159,400 ITC 1,572,408 Vedanta 1,066,400

Axis Bank 2,377,706 Vedanta 5,808,531 Bank Of Baroda 2,117,556 4,041,628 UTI MF State Bank Of India 1,648,213 GMR Infrastructure 2,835,000 ICICI Bank 1,614,802 1,297,928 Mahindra & Mahindra Financial Servic 1,383,959 Container Corporation Of India 1,249,908

4 Changes In Nifty MF Holding (Top 5) August 2020

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

Adani Ports and Special Economic Zone No of shares No of shares Nippon 1,311,560 DSP 35,008 Aditya Birla 90,613 Principal 17,325 BoughtIDBI 31,727 Bought Edelweiss 15,009 Mahindra Manulife 15,000 Mahindra Manulife 7,200 Quant Money 3,450 Essel Finance 6,900 HDFC 3,469,675 Kotak Mahindra 939,438 Kotak Mahindra 521,039 ICICI Prudential 488,138 SoldL&T 402,407 Sold Motilal Oswal 330,277 Tata 401,324 Mirae 223,760 SBI 320,089 Aditya Birla 143,548

Axis Bank No of shares No of shares ICICI Prudential 18,686,704 ICICI Prudential 523,675 Franklin Templeton 5,582,676 Kotak Mahindra 28,568 BoughtHDFC 4,865,833 Bought UTI 13,178 Aditya Birla 4,764,505 Mirae 3,040 SBI 4,752,473 Edelweiss 1,000 Kotak Mahindra 1,793,563 Tata 189,885 IDFC 1,705,170 Nippon 98,461 SoldEdelweiss 608,545 Sold IDFC 54,752 DSP 185,960 Franklin Templeton 36,869 Canara Robeco 150,000 Aditya Birla 27,773

Bajaj Finance No of shares No of shares Axis 1,145,206 Kotak Mahindra 48,193 Canara Robeco 64,500 Nippon 25,064 BoughtHSBC 45,000 Bought Tata 16,841 PGIM 13,250 L&T 10,508 Taurus 9,100 LIC Mutual Fund 5,717 Mirae 413,558 ICICI Prudential 77,830 SBI 407,186 DSP 37,037 SoldAditya Birla 100,934 Sold Axis 36,475 ICICI Prudential 74,224 Principal 15,898 DSP 70,986 HDFC 13,335

Bharat Petroleum Corporation Bharti Airtel No of shares No of shares Mirae 9,235,559 Mirae 15,646,964 Edelweiss 318,432 ICICI Prudential 12,035,052 BoughtFranklin Templeton 226,121 Bought HDFC 5,202,332 Nippon 206,545 Nippon 2,736,310 Baroda India 100,800 DSP 1,748,801 HDFC 9,285,035 Axis 10,411,115 Kotak Mahindra 1,915,662 Canara Robeco 2,279,000 SoldICICI Prudential 1,149,091 Sold Aditya Birla 2,209,235 DSP 511,725 IDFC 1,611,614 Aditya Birla 313,847 Edelweiss 1,195,939

Bharti Infratel Britannia No of shares No of shares Kotak Mahindra 2,611,282 SBI 258,332 SBI 629,929 ICICI Prudential 213,798 BoughtMahindra Manulife 470,000 Bought IIFL Co. 47,900 Tata 211,272 DSP 25,288 L&T 117,704 ITI 24,195 HDFC 4,914,291 Kotak Mahindra 101,130 ICICI Prudential 227,676 IDFC 63,121 SoldDSP 102,250 Sold BNP Paribas 29,800 Nippon 45,575 Edelweiss 9,413 Aditya Birla 16,664 Aditya Birla 9,407

6 No of shares No of shares Axis 1,645,472 ICICI Prudential 2,431,464 Canara Robeco 845,000 Kotak Mahindra 2,303,242 BoughtIDFC 729,026 Bought Nippon 1,623,809 Tata 449,556 IDFC 378,614 Mirae 312,570 Tata 216,824 ICICI Prudential 2,877,180 Aditya Birla 2,654,407 Aditya Birla 1,985,027 DSP 487,423 SoldSBI 500,272 Sold HDFC 236,902 L&T 488,700 ITI 167,000 HDFC 252,093 JM Financial 148,800

Dr Reddys No of shares No of shares Aditya Birla 350,443 Nippon 14,192 DSP 281,121 Essel Finance 10,350 BoughtICICI Prudential 150,068 Bought Edelweiss 9,976 Mirae 131,774 Aditya Birla 4,298 Axis 105,810 Motilal Oswal 3,324 Nippon 59,950 SBI 1,202,557 IDFC 55,557 UTI 171,766 SoldCanara Robeco 43,000 Sold Mirae 115,854 Franklin Templeton 35,291 ICICI Prudential 63,953 Edelweiss 33,008 Kotak Mahindra 26,170

GAIL No of shares No of shares ICICI Prudential 616,041 L&T 146,649 DSP 501,742 Quant Money 61,350 BoughtAditya Birla 365,552 Bought Taurus 19,000 L&T 58,486 HDFC 4,634 Tata 57,854 DSP 487 SBI 7,782,369 Mirae 1,796,031 HDFC 6,236,549 Aditya Birla 1,117,068 SoldKotak Mahindra 6,186,556 Sold Nippon 997,875 Nippon 5,327,008 IDFC 233,196 Mirae 622,344 Axis 69,295

HCL Tech HDFC Bank No of shares No of shares Edelweiss 531,201 Edelweiss 479,334,118 IDFC 232,615 BNP Paribas 149,891,000 BoughtHSBC 150,000 Bought Mirae 1,728,562 IDBI 59,891 DSP 1,699,491 HDFC 49,765 HDFC 980,904 Aditya Birla 1,340,750 ICICI Prudential 6,466,335 ICICI Prudential 853,451 Franklin Templeton 1,487,766 SoldUTI 828,490 Sold Kotak Mahindra 906,272 SBI 739,721 L&T 862,569 DSP 729,778 PPFAS 797,510

HDFC Life Insurance Hero MotoCorp No of shares No of shares Axis 683,799 Axis 323,016 Edelweiss 286,425 Motilal Oswal 250,016 BoughtIDFC 198,677 Bought HDFC 66,024 L&T 189,290 Canara Robeco 52,000 Tata 149,055 BNP Paribas 19,350 Aditya Birla 1,218,280 Nippon 828,386 SBI 748,612 Kotak Mahindra 86,567 SoldDSP 289,774 Sold DSP 80,134 Motilal Oswal 241,533 Franklin Templeton 50,068 Canara Robeco 240,000 Aditya Birla 7,756

7 Hindalco Industries Hindustan No of shares No of shares HDFC 5,074,140 Mirae 1,033,747 IDFC 1,477,189 ITI 40,120 BoughtBaroda India 839,500 Bought HSBC 25,000 Invesco 124,698 ICICI Prudential 13,977 DSP 88,129 HDFC 3,678 ICICI Prudential 21,360,877 SBI 645,177 Franklin Templeton 2,635,000 Kotak Mahindra 626,771 SoldKotak Mahindra 1,821,758 Sold Aditya Birla 543,742 Aditya Birla 1,751,648 Nippon 349,556 Nippon 1,287,480 IDFC 321,590

Housing Development Finance Corporation ICICI Bank No of shares No of shares ICICI Prudential 3,632,042 Aditya Birla 12,380,034 Nippon 2,164,446 SBI 9,411,054 BoughtAditya Birla 1,933,854 Bought DSP 7,598,792 DSP 1,606,131 Axis 6,039,358 Axis 926,673 L&T 5,143,589 Kotak Mahindra 1,544,697 HDFC 9,113,338 IDFC 597,718 Kotak Mahindra 7,564,568 SoldMirae 198,406 Sold Nippon 4,495,699 HDFC 154,866 IDFC 3,533,537 Baroda India 145,000 Edelweiss 1,964,321

Indian Oil Corporation IndusInd Bank No of shares No of shares Kotak Mahindra 5,865,113 UTI 360,980 Tata 1,650,828 Kotak Mahindra 287,305 BoughtInvesco 547,196 Bought Mahindra Manulife 199,200 L&T 222,611 ICICI Prudential 184,046 Edelweiss 180,670 IDFC 144,658 Nippon 31,105,951 Nippon 2,217,400 ICICI Prudential 4,289,886 Mirae 1,709,020 SoldSBI 2,389,272 Sold Edelweiss 86,613 Mirae 2,184,540 Tata 76,472 ITI 1,348,950 JM Financial 56,000

Infosys ITC No of shares No of shares Kotak Mahindra 7,689,221 ICICI Prudential 18,742,867 IDFC 2,556,623 Kotak Mahindra 9,044,639 BoughtTata 1,602,493 Bought PPFAS 6,472,043 DSP 1,299,891 IDFC 4,173,794 Axis 890,953 Nippon 3,750,793 Nippon 1,460,753 HDFC 12,336,931 Franklin Templeton 999,795 Aditya Birla 4,716,047 SoldL&T 342,791 Sold BNP Paribas 1,218,350 Baroda India 163,250 HSBC 802,500 BNP Paribas 143,150 Edelweiss 605,065

JSW Steel No of shares No of shares Aditya Birla 1,411,003 UTI 220,525 SBI 206,441 HSBC 104,000 BoughtBaroda India 143,100 Bought Axis 30,221 PGIM 42,000 Taurus 10,250 Taurus 2,128 Edelweiss 57 Nippon 850,924 Mirae 1,390,623 Tata 722,088 SBI 850,083 SoldIDFC 594,192 Sold Aditya Birla 595,131 UTI 527,190 Motilal Oswal 511,794 L&T 461,575 DSP 507,784

8 Larsen & Toubro Mahindra & Mahindra No of shares No of shares Franklin Templeton 2,666,919 Nippon 1,616,377 IDFC 213,418 HDFC 1,287,581 BoughtDSP 195,626 Bought Kotak Mahindra 897,815 HSBC 150,000 BNP Paribas 195,800 Aditya Birla 118,052 Axis 173,932 HDFC 1,424,247 ICICI Prudential 1,011,231 ICICI Prudential 1,207,341 Franklin Templeton 570,689 SoldNippon 661,154 Sold SBI 161,583 Kotak Mahindra 313,076 JM Financial 19,625 Mirae 131,080 Baroda India 18,000

Maruti Suzuki Nestle India No of shares No of shares Axis 190,609 Kotak Mahindra 25,937 Nippon 121,988 Principal 6,732 BoughtHDFC 103,843 Bought LIC Mutual Fund 6,091 SBI 75,651 Mirae 4,288 HSBC 32,500 Canara Robeco 3,050 ICICI Prudential 602,692 Tata 35,698 Aditya Birla 298,717 Aditya Birla 28,934 SoldKotak Mahindra 295,603 Sold SBI 25,250 Invesco 61,656 Baroda India 16,575 L&T 12,811 IDFC 14,398

NTPC Oil & Natural Gas Corporation No of shares No of shares Nippon 6,598,252 Kotak Mahindra 678,196 IDFC 2,924,964 Mirae 82,270 BoughtDSP 2,448,740 Bought Aditya Birla 52,335 Franklin Templeton 809,591 Motilal Oswal 396 Tata 742,230 Axis 347 Kotak Mahindra 11,199,784 ICICI Prudential 9,991,602 Invesco 6,869,153 Nippon 1,298,448 SoldAditya Birla 4,858,134 Sold HDFC 347,557 HDFC 3,641,774 Tata 341,763 ICICI Prudential 2,839,703 L&T 207,453

Power Grid Corporation Of India No of shares No of shares Kotak Mahindra 2,007,237 Kotak Mahindra 805,235 Invesco 719,938 Edelweiss 452,763 BoughtEdelweiss 310,121 Bought UTI 318,446 IDFC 296,374 BNP Paribas 79,820 L&T 232,314 DSP 42,513 SBI 22,008,257 Aditya Birla 2,827,674 ICICI Prudential 2,036,225 HDFC 1,332,746 SoldHDFC 848,006 Sold SBI 600,881 Mahindra Manulife 200,000 ICICI Prudential 510,796 Nippon 94,355 Mirae 455,980

Shree Cement State Bank Of India No of shares No of shares Axis 66,146 DSP 8,200,191 SBI 19,910 Nippon 6,983,622 Bought HSBC 2,000 Bought HDFC 2,030,725 ITI 612 IDFC 1,933,960 Mirae 401 UTI 1,648,213 L&T 15,319 SBI 3,921,419 Motilal Oswal 13,161 ICICI Prudential 2,700,061 SoldAditya Birla 7,618 Sold Aditya Birla 2,345,998 DSP 5,179 Axis 449,366 UTI 3,576 Principal 160,148

9 Sun Pharmaceutical Industries TCS No of shares No of shares Nippon 1,980,467 Kotak Mahindra 1,679,698 HDFC 1,002,979 Nippon 735,404 Bought UTI 784,906 Bought HDFC 420,288 Canara Robeco 760,000 Motilal Oswal 319,943 ICICI Prudential 586,191 Tata 248,363 Aditya Birla 2,940,006 SBI 1,179,487 Mirae 2,046,393 Axis 400,738 Sold L&T 289,167 Sold ICICI Prudential 77,949 SBI 143,553 Union 56,765 Union 35,053 ITI 48,285 Tata Motors No of shares No of shares HDFC 24,049,638 Nippon 2,108,758 Axis 735,541 Edelweiss 900,091 Bought BNP Paribas 96,900 Bought IDFC 680,738 Mirae 40,280 L&T 343,192 Motilal Oswal 195 UTI 298,689 Nippon 16,354,617 HDFC 3,489,551 ICICI Prudential 15,259,680 ICICI Prudential 3,198,001 Sold Kotak Mahindra 2,996,560 Sold Mirae 2,720,269 Tata 652,788 Axis 334,795 DSP 476,196 Aditya Birla 250,562

Tech Mahindra Titan No of shares No of shares SBI 5,997,250 HSBC 105,000 Axis 1,424,623 Axis 87,919 Bought Aditya Birla 481,105 Bought Tata 70,324 BNP Paribas 379,400 Edelweiss 54,749 Tata 54,810 SBI 3,235 Nippon 1,612,766 Motilal Oswal 923,444 ICICI Prudential 1,093,027 DSP 550,686 Sold DSP 1,003,102 Sold IDFC 517,110 UTI 481,642 Canara Robeco 335,000 Kotak Mahindra 459,863 ICICI Prudential 311,566

Ultratech Cement UPL No of shares No of shares Motilal Oswal 75,705 Aditya Birla 2,084,032 Axis 62,130 L&T 185,492 Bought IDFC 29,675 Bought IDFC 31,242 IDBI 11,088 Mirae 12,849 LIC Mutual Fund 8,762 Quant Money 9,095 Aditya Birla 325,779 Kotak Mahindra 2,075,801 HDFC 176,901 Edelweiss 570,863 Sold Kotak Mahindra 154,794 Sold Tata 476,272 ICICI Prudential 154,626 SBI 422,930 Tata 62,131 ICICI Prudential 328,247

Wipro Zee Entertainment No of shares No of shares Axis 4,722,181 Nippon 4,866,304 SBI 2,690,958 Aditya Birla 3,203,540 Bought Kotak Mahindra 1,334,555 Bought Kotak Mahindra 856,025 ICICI Prudential 1,292,632 SBI 516,142 IDFC 1,216,226 BOI AXA 72,207 ITI 141,855 DSP 499,318 Edelweiss 70,402 ICICI Prudential 412,067 Sold Quantum 67,693 Sold Edelweiss 399,002 DSP 37,149 Axis 218,865 JM Financial 36,700 UTI 138,487

10 Changes In NiftyMidcaps MF Holdings (Top 5) August 2020

11 Changes in Nifty Midcaps Holdings (Top 5)

Aarti Industries Adani Power No of shares No of shares Bought Aditya Birla 227,489 Bought NA Edelweiss 66,208 Principal 49,590 DSP 15,717 BOI AXA 8,000 Sold HDFC 897,967 Sold Nippon 32,028 L&T 101,700 ICICI Prudential 9,260 Canara Robeco 50,000 Motilal Oswal 7,750 PGIM 17,000 Axis 16,282

Adani Gas Aditya Birla Fashion and Retail No of shares No of shares Bought NA Bought Canara Robeco 435,948 ICICI Prudential 396,112

Sold Quant Money 214,360 Sold Nippon 2,072,523 Tata 29,489 Axis 1,436,312 Nippon 12,014 IDFC 510,975 ICICI Prudential 3,471 Invesco 432,681 Motilal Oswal 2,912 UTI 328,803

Aditya Birla Capital No of shares No of shares Bought UTI 1,127,064 Bought Motilal Oswal 264,569 L&T 207,826 ICICI Prudential 174,301 Edelweiss 39,020 Axis 37,528 Sold Nippon 23,214 Sold Nippon 217,897 ICICI Prudential 6,690 DSP 162,745 Motilal Oswal 5,619 SBI 129,465 Canara Robeco 66,179 Aditya Birla 35,941

Ajanta Pharma Enterprise No of shares No of shares Bought BOI AXA 21,000 Bought Franklin Templeton 432,299 SBI 20,000 Nippon 130,309 Taurus 750 IDFC 61,000 DSP 54,397 Kotak Mahindra 50,000 Sold Nippon 66,016 Sold HDFC 40,082 Tata 18,642 Tata 27,900 UTI 16,564 Aditya Birla 15,039 Mirae 13,076 Invesco 10,406 Union 8,995 UTI 9,575

Amara Raja Batteries Ashok Leyland No of shares No of shares Bought PGIM 35,000 Bought Aditya Birla 13,619,448 Mirae 7,060,040 HDFC 5,000,000 Canara Robeco 3,075,000 ICICI Prudential 2,197,645 Sold Kotak Mahindra 496,000 Sold Nippon 11,955,039 ICICI Prudential 395,557 Edelweiss 513,000 L&T 160,390 BNP Paribas 156,000 Tata 73,117 DSP 17,227 IDFC 68,000 Motilal Oswal 15,216

12 Apollo Tyres AU Small Finance Bank No of shares No of shares Bought HDFC 1,594,000 Bought Nippon 383,836 L&T 425,000 BOI AXA 1,281 UTI 280,000 Mahindra Manulife 35,000 BOI AXA 10,000 Sold Franklin Templeton 4,450,000 Sold Motilal Oswal 306,109 ICICI Prudential 776,062 Tata 49,859 Nippon 659,735 BNP Paribas 35,000 Tata 575,000 Kotak Mahindra 17,000 Edelweiss 555,000 Edelweiss 6,649

Balkrishna Industries Bata No of shares No of shares Bought Axis 150,000 Bought DSP 86,152 UTI 41,799 Kotak Mahindra 51,350 Kotak Mahindra 25,000 Canara Robeco 40,500 PGIM 10,000 Mahindra Manulife 19,800 Invesco 6,352 Union 8,250 Sold L&T 150,400 Sold Invesco 511,726 Nippon 143,350 IDFC 264,000 IDFC 124,028 Aditya Birla 231,784 Mirae 92,190 Tata 214,200 Tata 70,810 Axis 197,774

Bank Of India No of shares No of shares Bought Taurus 50,000 Bought SBI 2,218,897 Kotak Mahindra 7,352 ICICI Prudential 245,782 Edelweiss 196,500 Mirae 100,000 JM Financial 40,815 Sold HDFC 1,015,000 Sold Nippon 2,085,888 Nippon 6,386 Franklin Templeton 1,950,000 ICICI Prudential 4,494 Aditya Birla 469,921 Motilal Oswal 3,816 IDFC 266,856 Canara Robeco 200,000

Bharat Electronics Bombay Burmah Trading Corporation No of shares No of shares Bought Edelweiss 2,152,213 Bought Kotak Mahindra 14,000 DSP 2,092,075 BNP Paribas 1,461,500 Nippon 664,991 PGIM 450,000 Sold Mirae 5,401,089 Sold Nippon 804 Aditya Birla 3,854,681 ICICI Prudential 236 ICICI Prudential 913,240 Motilal Oswal 194 UTI 425,714 Union 93,757

Bharat Heavy Electricals No of shares No of shares Bought Kotak Mahindra 5,019,000 Bought DSP 20,838 L&T 3,045,000 UTI 18,595 Nippon 1,749,710 Quant Money 959,800 UTI 441,000 Sold HDFC 16,943,000 Sold Tata 450,944 DSP 4,116,000 Mahindra Manulife 331,930 Axis 189,000 Aditya Birla 100,005 Edelweiss 168,000 Kotak Mahindra 62,135 IDFC 147,000 Axis 58,814

13 Cholamandalam & Finance No of shares No of shares Bought Kotak Mahindra 1,036,226 Bought Axis 3,455,676 IDFC 90,000 Canara Robeco 1,649,865 Nippon 1,615,730 DSP 831,310 Edelweiss 701,408 Sold HDFC 1,433,000 Sold Mirae 1,743,241 Nippon 5,405 ICICI Prudential 1,304,146 ICICI Prudential 3,819 Aditya Birla 898,651 Motilal Oswal 3,227 L&T 531,700 IDFC 90,000 Baroda India 300,000

CESC No of shares No of shares Bought Nippon 818,704 Bought BOI AXA 23,981 UTI 348,274 PGIM 22,500 Axis 22,000 Kotak Mahindra 10,875 ICICI Prudential 9,150 Sold DSP 35,957 Sold Aditya Birla 25,425 IDBI 28,000 HDFC 19,300 ICICI Prudential 8,255 Edelweiss 9,000 Kotak Mahindra 5,300 Union 1,152 HDFC 4,274 UTI 1,111

City Union Bank No of shares No of shares Bought Axis 3,139,829 Bought Axis 300,000 SBI 2,000,000 Edelweiss 36,243 Canara Robeco 1,863,633 BNP Paribas 25,000 Nippon 1,720,541 Taurus 2,750 Franklin Templeton 1,450,000 Sold UTI 4,041,628 Sold DSP 1,217,557 IDFC 2,105,490 Invesco 328,336 Tata 1,000,000 Franklin Templeton 200,000 Aditya Birla 529,836 Kotak Mahindra 162,594 Shriram 75,870 L&T 153,900

Cummins India Crompton Greaves Consumer Electricals No of shares No of shares Bought SBI 1,839,214 Bought HDFC 491,200 ICICI Prudential 569,204 Axis 259,987 Aditya Birla 100,000 UTI 246,615 JM Financial 18,640 Baroda India 101,500 Edelweiss 16,800 Union 58,300 Sold DSP 1,511,879 Sold ICICI Prudential 875,120 Kotak Mahindra 109,800 Motilal Oswal 741,912 Nippon 55,926 DSP 648,554 Quantum 32,540 Mirae 210,000 Motilal Oswal 1,435 IDFC 151,014

Dr. Lal Pathlabs Dalmia Bharat No of shares No of shares Bought LIC Mutual Fund 42,000 Bought Baroda India 20,000 DSP 39,116 Mirae 38,000

Sold Motilal Oswal 65,319 Sold Aditya Birla 40,391 Canara Robeco 50,000 Kotak Mahindra 17,288 Baroda India 14,000 Nippon 3,791 Edelweiss 11,111 ICICI Prudential 1,071 HSBC 9,500 Motilal Oswal 923

14 Emami Edelweiss Financial Services No of shares No of shares Bought Mirae 1,872,232 Bought NA L&T 1,369,589 Nippon 742,917 IDFC 405,176 UTI 228,620 Sold DSP 4,021,709 Sold Nippon 22,853 SBI 3,743,939 ICICI Prudential 6,600 Aditya Birla 330,244 Motilal Oswal 5,262 HDFC 151,001 Kotak Mahindra 6,168

Escorts Endurance Technologies No of shares No of shares Bought Kotak Mahindra 183,700 Bought Axis 348,140 HDFC 101,664 SBI 40,883 Edelweiss 95,700 Motilal Oswal 24,629 L&T 27,500 BOI AXA 7,035 Tata 11,000 LIC Mutual Fund 6,155 Sold Nippon 207,919 Sold UTI 25,000 Invesco 117,728 L&T 19,521 Baroda India 85,950 Union 14,317 UTI 64,355 ICICI Prudential 6,784 Canara Robeco 45,000 BNP Paribas 6,750

Fortis Healthcare No of shares No of shares Bought Aditya Birla 822,590 Bought SBI 2,000,009 ICICI Prudential 630,564 IDFC 262,400 Mahindra Manulife 156,168 Union 76,749 Shriram 13,740 Sold Nippon 1,159,341 Sold ICICI Prudential 2,023,692 Motilal Oswal 5,512 Nippon 1,582,001 Kotak Mahindra 745,400 Tata 388,800 BNP Paribas 378,000

Glenmark Pharmaceuticals Future Retail No of shares No of shares Bought Edelweiss 365,700 Bought NA IDFC 75,900 Taurus 36,724 Quant Money 30,500 L&T 13,800 Sold ICICI Prudential 312,390 Sold IDFC 3,350,961 UTI 282,900 L&T 795,700 Nippon 165,235 Nippon 9,713 HDFC 46,000 ICICI Prudential 2,814 Tata 34,500 Motilal Oswal 2,404

Godrej Agrovet GMR Infrastructure No of shares No of shares Bought BOI AXA 7,500 Bought Kotak Mahindra 2,430,000 Invesco 225,000

Sold Quant Money 25,397 Sold ICICI Prudential 8,441,848 Nippon 1,334 Edelweiss 3,375,000 ICICI Prudential 363 UTI 2,835,000 Motilal Oswal 326 IDFC 2,025,000 Aditya Birla 720,000

15 Godrej Properties Godrej Industries No of shares No of shares Bought Kotak Mahindra 261,300 Bought Taurus 1,200 Nippon 146,025 Axis 105,000 Edelweiss 55,900 UTI 19,500 Sold L&T 308,600 Sold Nippon 3,528 DSP 253,846 ICICI Prudential 1,023 Mahindra Manulife 15,000 Motilal Oswal 857 ICICI Prudential 1,113 Motilal Oswal 960

Gujarat State Petronet No of shares No of shares Bought Mirae 2,215,265 Bought DSP 734,889 Axis 2,027,768 Motilal Oswal 308,178 DSP 1,479,439 Edelweiss 263,936 Kotak Mahindra 422,017 Nippon 167,051 UTI 339,279 BOI AXA 161,150 Sold SBI 2,059,487 Sold UTI 513,687 BNP Paribas 624,736 Kotak Mahindra 98,223 Quantum 109,230 BNP Paribas 87,000 Taurus 82,141 Aditya Birla 45,999 Franklin Templeton 50,000 Taurus 17,194

Housing & Urban Development Corporation Hexaware Technologies No of shares No of shares Bought NA Bought Principal 178,100 SBI 177,086 HDFC 98,000 ITI 16,177 Taurus 4,000 Sold Nippon 8,736 Sold Franklin Templeton 400,000 ICICI Prudential 2,502 Aditya Birla 113,000 Motilal Oswal 2,120 ICICI Prudential 66,894 Invesco 20,696 Nippon 4,965

IDFC First Bank IDBI Bank No of shares No of shares Bought ICICI Prudential 1,100,786 Bought NA HDFC 138,688 Aditya Birla 106,606 Kotak Mahindra 22,903 Tata 8,849 Sold Nippon 498,125 Sold Nippon 9,080 SBI 169,687 ICICI Prudential 2,604 Motilal Oswal 5,972 Motilal Oswal 2,041

Indiabulls Ventures Housing Finance No of shares No of shares Bought NA Bought ICICI Prudential 392,739 UTI 182,900 Aditya Birla 31,000 SBI 8

Sold Nippon 8,259 Sold Kotak Mahindra 502,200 ICICI Prudential 2,520 Nippon 348,830 Motilal Oswal 1,574 Edelweiss 77,500 Motilal Oswal 3,389

16 Indian Railway Catering & Tourism Corp. No of shares No of shares Bought Tata 254,782 Bought Tata 31,000 Mirae 248,125 Edelweiss 44 ICICI Prudential 192,488 Axis 112,124 Nippon 100,613 Sold L&T 332,413 Sold Principal 30,176 Motilal Oswal 100,722 IDBI 10,648 UTI 29,120 Taurus 1,349 Union 18,996 Nippon 912 HDFC 15,000 ICICI Prudential 255

JSW Energy Jindal Steel & Power No of shares No of shares Bought Essel Finance 1,073,310 Bought Axis 6,179,275 ICICI Prudential 494,843 Mirae 2,000,000 Quant Money 62,000 BNP Paribas 1,767,000 Nippon 1,207,487 L&T 552,200 Sold Nippon 1,417,930 Sold HDFC 9,782,798 Tata 650,292 IDFC 1,283,180 Union 5,420 DSP 585,366 Motilal Oswal 4,346 Baroda India 400,000 Kotak Mahindra 305,000

Jubilant Life Sciences Jubilant FoodWorks No of shares No of shares Bought Shriram 2,643 Bought BOI AXA 17,494 Essel Finance 15,675 Taurus 1,000 BNP Paribas ‐ HDFC ‐ Sold DSP 99,321 Sold ICICI Prudential 573,066 Nippon 3,418 Canara Robeco 153,000 ICICI Prudential 969 Motilal Oswal 109,808 Motilal Oswal 826 UTI 94,842 Kotak Mahindra 89,150

L&T Technology Services L&T Finance Holdings No of shares No of shares Bought Nippon 80,564 Bought Aditya Birla 457,788 Invesco 72,895 Kotak Mahindra 428,400 Edelweiss 2,454 ICICI Prudential 161,900 Taurus 55,000

Sold Tata 24,500 Sold Nippon 701,227 SBI 20,000 UTI 285,600 IDBI 5,000 Tata 122,400 ICICI Prudential 309 Edelweiss 102,000 Motilal Oswal 275 DSP 74,800

LIC Housing Finance Larsen & Toubro Infotech No of shares No of shares Bought Kotak Mahindra 996,000 Bought Aditya Birla 53,252 Nippon 556,762 ICICI Prudential 11,888 Edelweiss 500,163 BOI AXA 6,250 BNP Paribas 445,000 Nippon 4,725 Aditya Birla 443,818 DSP 1,944 Sold ICICI Prudential 2,553,440 Sold UTI 74,793 Tata 38,000 Canara Robeco 53,439 Motilal Oswal 3,200 HDFC 43,000 SBI 4 ITI 23,125 Edelweiss 21,850

17 Mahindra & Mahindra Financial Services No of shares No of shares Bought SBI 10,635,565 Bought Edelweiss 90,000 Invesco 10,298,748 UTI 89,400 Nippon 6,632,593 IDFC 24,607 Kotak Mahindra 6,012,376 Tata 11,400 Canara Robeco 5,975,000 Quantum 606 Sold IDFC 106,696 Sold L&T 255,258 Aditya Birla 132,122 Nippon 69,108 BOI AXA 68,000 Kotak Mahindra 52,800

Mangalore Refinery & Petrochemicals Manappuram Finance No of shares No of shares Bought NA Bought NA

Sold Nippon 4,480,800 Sold L&T 2,978,200 ICICI Prudential 1,531,284 HDFC 798,000 Aditya Birla 1,529,915 Kotak Mahindra 624,000 Motilal Oswal 2,037 ICICI Prudential 576,879 DSP 540,570

Mindtree Max Financial Services No of shares No of shares Bought UTI 181,900 Bought Motilal Oswal 770,059 Canara Robeco 103,700 Tata 85,000 Axis 50,000 HDFC 61,550 BNP Paribas 35,000 Mirae 56,012 Union 34,449 Kotak Mahindra 54,600 Sold Edelweiss 84,800 Sold HSBC 244,500 Tata 60,000 Aditya Birla 241,697 Aditya Birla 51,072 Nippon 208,482 Mirae 36,700 Edelweiss 152,334 Kotak Mahindra 16,200 Principal 52,225

MRF No of shares No of shares Bought Kotak Mahindra 8,780 Bought DSP 567,565 IDFC 4,570 Nippon 164,593 Principal 2,874 HDFC 77,647 L&T 2,300 IDBI 76,000 Tata 2,210 Canara Robeco 75,000 Sold Aditya Birla 5,047 Sold L&T 49,700 SBI 3,600 UTI 40,660 Nippon 3,050 Aditya Birla 25,000 IDBI 1,619 Motilal Oswal 867 HSBC 1,500 Union 673

National Aluminium No of shares No of shares Bought UTI 1,292,201 Bought Mirae 791,152 Canara Robeco 1,200,000 PGIM 10,000 IDFC 969,000 Kotak Mahindra 561,000 Nippon 436,052 Sold ICICI Prudential 1,833,599 Sold Nippon 287,665 Mirae 476,000 ICICI Prudential 250,928 Tata 170,000 Tata 34,000 Invesco 34,000 Principal 30,641 Edelweiss 17,000 Quant Money 5,795

18 Nippon India Life No of shares No of shares Bought UTI 254,000 Bought NA Mirae 200,000 Quant Money 9,500 IDBI 358

Sold Edelweiss 450,857 Sold ICICI Prudential 635,288 Union 60,000 Nippon 135,185 ICICI Prudential 1,749 Tata 28,803 Motilal Oswal 1,491 Motilal Oswal 3,788

Oberoi Realty No of shares No of shares Bought Kotak Mahindra 231,773 Bought SBI 92,419 BNP Paribas 97,000 Nippon 59,168 UTI 45,000 UTI 13,048 Tata 7,296 DSP 651 Sold Nippon 923,089 Sold Aditya Birla 76,648 ICICI Prudential 1,431 BOI AXA 2,700 Motilal Oswal 1,230 Taurus 1,828 IDBI 223 ICICI Prudential 208

PI Industries PNB Housing Finance No of shares No of shares Bought Canara Robeco 135,916 Bought NA Aditya Birla 43,202 Shriram 10,431 Essel Finance 8,795 PGIM 6,500 Sold ICICI Prudential 494,171 Sold Nippon 52,562 DSP 206,591 ICICI Prudential 702 Invesco 132,720 Motilal Oswal 611 Kotak Mahindra 102,357 UTI 87,360

Polycab India Prestige Estate Projects No of shares No of shares Bought Edelweiss 7,688 Bought Franklin Templeton 771,008

Sold L&T 46,270 Sold HSBC 50,000 Tata 8,400 Nippon 5,424 Nippon 1,113 ICICI Prudential 1,530 ICICI Prudential 300 Motilal Oswal 1,319 Union 274

Quess Corp No of shares No of shares Bought Aditya Birla 44,132 Bought NA Tata 25,000 PGIM 25,000

Sold Nippon 2,912 Sold Tata 72,805 ICICI Prudential 914 Nippon 5,925 Motilal Oswal 702 ICICI Prudential 2,338 Motilal Oswal 1,434

19 RBL Bank REC No of shares No of shares Bought BNP Paribas 50,000,000 Bought HDFC 920,051 Aditya Birla 1,373,258 Nippon 555,186 Nippon 690,071 Quant Money 346,000 Edelweiss 364,163 19 Kotak Mahindra 68,500 JM Financial 254,000 Baroda India 52,500 Sold Axis 284,901 Sold ICICI Prudential 879,884 SBI 37,406 Aditya Birla 472,751 UTI 20,000 Tata 241,500 Motilal Oswal 1,477 UTI 223,346 Tata 474 L&T 120,000

Syngene International Tata Consumer Products No of shares No of shares Bought Aditya Birla 770,950 Bought Axis 570,100 DSP 149,866 LIC Mutual Fund 67,100 Principal 54,034 PGIM 25,000 Tata 4,676 Sold Mirae 1,558,776 Sold Mirae 3,535,447 Nippon 502,569 Nippon 1,907,417 Canara Robeco 500,576 Tata 1,634,400 UTI 199,873 Edelweiss 1,314,137 ICICI Prudential 55,206 L&T 1,065,105

Tata Power The Federal Bank No of shares No of shares Bought L&T 6,221,000 Bought BNP Paribas 151,922,000 IDFC 4,401,000 Franklin Templeton 12,416,155 Kotak Mahindra 2,719,500 Edelweiss 7,152,401 Aditya Birla 2,000,000 Kotak Mahindra 2,945,752 Edelweiss 1,674,000 IDFC 2,771,000 Sold ICICI Prudential 16,374,703 Sold Nippon 3,989,778 BNP Paribas 648,000 L&T 1,345,800 HDFC 81,000 HDFC 1,066,715 Motilal Oswal 18,030 Mirae 272,000 SBI 20 UTI 167,835

The Indian Hotels The No of shares No of shares Bought Axis 6,919,197 Bought SBI 2,439,038 IDFC 450,000 Canara Robeco 150,000 Kotak Mahindra 96,461 Taurus 1,000

Sold Nippon 7,228,560 Sold DSP 733,793 Franklin Templeton 3,097,076 Nippon 504,770 ICICI Prudential 2,962,322 Franklin Templeton 364,298 SBI 2,880,000 Aditya Birla 207,924 HDFC 2,228,500 UTI 97,525

Torrent Power No of shares No of shares Bought SBI 1,577,539 Bought Axis 285,854 Axis 284,000 BNP Paribas 104,978 Principal 254,440 Mahindra Manulife 36,876 Kotak Mahindra 75,000 L&T 36,000 Sold Franklin Templeton 1,250,852 Sold HDFC 719,109 Tata 614,376 ICICI Prudential 137,768 UTI 425,528 L&T 95,617 BNP Paribas 377,000 Tata 63,186 Edelweiss 309,638 LIC Mutual Fund 27,911

20 TVS Motor No of shares No of shares Bought Essel Finance 69,140 Bought Kotak Mahindra 13,068

Sold Nippon 2,066,722 Sold HDFC 2,125,000 Franklin Templeton 1,523,831 Nippon 11,351 ICICI Prudential 440,229 ICICI Prudential 8,151 Aditya Birla 189,654 Motilal Oswal 6,778 Mirae 130,000

Varun Beverages VGuard Industries No of shares No of shares Bought Nippon 58,676 Bought SBI 10,200,000 DSP 333,303 Kotak Mahindra 18,518

Sold Tata 54,177 Sold Axis 12,853,672 Union 1,451 Nippon 6,929 ICICI Prudential 1,212 ICICI Prudential 1,986 Motilal Oswal 975 Motilal Oswal 1,672

Vodafone Idea No of shares No of shares Bought Kotak Mahindra 6,300,000 Bought HDFC 610,000 UTI 1,260,000 Mirae 271,721 Axis 132,000 Aditya Birla 108,417 Canara Robeco 100,000 Sold Franklin Templeton 155,458,262 Sold DSP 695,664 ICICI Prudential 3,390,985 Kotak Mahindra 671,000 Nippon 351,560 ICICI Prudential 670,876 Quant Money 110,200 SBI 507,002 Motilal Oswal 85,130 Tata 423,700

Whirlpool of India No of shares No of shares Bought Canara Robeco 55,000 Bought UTI 39,037 BNP Paribas 16,500 PGIM 7,500 Tata 3,038 Sold Invesco 113,553 Sold Aditya Birla 89,606 Edelweiss 69,644 Mirae 13,036 BOI AXA 4,000

21 22 Dolat Preferred Picks (Top 5) MF Buy and Sell August 2020

23 MF Activity in Dolat Preferred Picks (Top 5)

ACC Alkem Laboratories No of shares No of shares HDFC 371,744 Motilal Oswal 264,569 SBI 174,912 L&T 207,826 Bought Axis 110,033 Bought ICICI Prudential 174,301 UTI 40,949 Edelweiss 37,547 PGIM 40,000 Axis 37,528 ICICI Prudential 833,317 Nippon 217,897 Nippon 248,798 DSP 162,745 Sold Aditya Birla 147,568 Sold SBI 129,465 Franklin Templeton 105,000 Canara Robeco 66,179 Tata 90,500 Aditya Birla 35,941

Asahi India Glass Asian Paints No of shares No of shares Nippon 120,421 DSP 35,008 Axis 35,252 Principal 17,325 Bought Motilal Oswal 2,045 Bought Edelweiss 15,009 Mahindra Manulife 7,200 Essel Finance 6,900 IDFC 108,008 Kotak Mahindra 939,438 ICICI Prudential 7,046 ICICI Prudential 763,146 Sold Sold Motilal Oswal 330,277 Mirae 223,760 Aditya Birla 143,548

Bharti Airtel Bharti Infratel No of shares No of shares Mirae 8,212,964 Kotak Mahindra 2,611,282 HDFC 5,202,332 SBI 629,929 Bought Nippon 2,736,310 Bought Mahindra Manulife 470,000 DSP 1,748,801 Tata 211,272 UTI 666,575 L&T 117,704 Axis 10,411,115 HDFC 4,914,291 ICICI Prudential 3,802,634 ICICI Prudential 227,676 Sold Canara Robeco 2,279,000 Sold DSP 102,250 Aditya Birla 2,209,235 Nippon 45,575 IDFC 1,611,614 Aditya Birla 16,664

Birla Corporation Cipla No of shares No of shares HSBC 131,000 Axis 1,645,472 PGIM 15,000 Canara Robeco 845,000 Bought Motilal Oswal 521 Bought IDFC 729,026 Tata 449,556 Mirae 312,570 Essel Finance 119,290 ICICI Prudential 8,131,407 Aditya Birla 35,000 Aditya Birla 1,985,027 Sold ICICI Prudential 14,430 Sold SBI 500,272 L&T 488,700 HDFC 252,093

Crompton Greaves Consumer Electricals DCB Bank No of shares No of shares HDFC 491,200 Baroda India 200,000 Axis 259,987 Motilal Oswal 4,824 Bought UTI 246,615 Bought Baroda India 101,500 Union 58,300 ICICI Prudential 875,120 Aditya Birla 799,295 Motilal Oswal 741,912 ICICI Prudential 687,203 Sold DSP 648,554 Sold Mirae 210,000 IDFC 151,014

24 Gujarat Gas India No of shares No of shares DSP 734,889 Edelweiss 8,000 Motilal Oswal 308,178 Tata 1,000 Bought Edelweiss 255,644 Bought Motilal Oswal 792 Nippon 167,051 L&T 206 BOI AXA 161,150 Axis 97 UTI 513,687 Mirae 4,146,248 Kotak Mahindra 98,223 Aditya Birla 400,947 Sold BNP Paribas 87,000 Sold DSP 81,138 Aditya Birla 45,999 ICICI Prudential 38,292 Taurus 17,194 UTI 22,454

HCL Technologies HDFC Bank No of shares No of shares Edelweiss 508,528 Edelweiss 479,318,366 IDFC 232,615 BNP Paribas 149,891,000 Bought HSBC 150,000 Bought DSP 1,699,491 IDBI 59,891 HDFC 980,904 HDFC 49,765 Axis 949,551 ICICI Prudential 5,406,983 ICICI Prudential 17,104,683 Aditya Birla 1,340,750 Mirae 5,456,982 Sold UTI 828,490 Sold Franklin Templeton 1,487,766 SBI 739,721 Kotak Mahindra 906,272 DSP 729,778 L&T 862,569

HDFC Life Insurance Hero Motocorp No of shares No of shares Axis 683,799 Axis 323,016 Edelweiss 286,425 Motilal Oswal 250,016 Bought IDFC 198,677 Bought HDFC 66,024 L&T 189,290 Canara Robeco 52,000 Tata 149,055 BNP Paribas 19,350 Mirae 2,533,186 Nippon 828,386 Aditya Birla 1,218,280 Kotak Mahindra 86,567 Sold SBI 748,612 Sold DSP 80,134 DSP 289,774 Franklin Templeton 50,068 Motilal Oswal 241,533 Aditya Birla 7,756

Hindustal Unilever ICICI Bank No of shares No of shares Mirae 118,014 Aditya Birla 12,380,034 ITI 40,120 SBI 9,411,054 Bought HSBC 25,000 Bought DSP 7,598,792 HDFC 3,678 Axis 6,039,358 Canara Robeco 1,000 L&T 5,143,589 ICICI Prudential 2,712,886 ICICI Prudential 28,134,713 SBI 645,177 Mirae 12,169,165 Sold Kotak Mahindra 626,771 Sold HDFC 9,113,338 Aditya Birla 543,742 Kotak Mahindra 7,564,568 Nippon 349,556 Nippon 4,495,699

ICICI Prudential Life Insurance No of shares No of shares IDFC 69,000 Canara Robeco 775,000 Tata 59,000 Invesco 377,381 Bought UTI 40,391 Bought BNP Paribas 227,500 Edelweiss 27,000 Essel Finance 148,130 Kotak Mahindra 6,000 Edelweiss 126,425 Aditya Birla 1,008,695 IDFC 571,375 SBI 765,051 Kotak Mahindra 539,261 Sold DSP 383,675 Sold Principal 293,940 Nippon 257,584 Tata 288,750 L&T 250,793 UTI 146,626

25 KEC International KEI Industries No of shares No of shares Motilal Oswal 2,256 HDFC 405,621 HSBC 375,000 Bought Bought DSP 46,494 Motilal Oswal 965

Aditya Birla 515,291 Edelweiss 4,634 Nippon 343,536 ICICI Prudential 39 Sold IDFC 64,568 Sold Taurus 675 ICICI Prudential 96

Lupin Mahindra & Mahindra No of shares No of shares HDFC 1,420,650 Nippon 1,616,377 Franklin Templeton 750,000 HDFC 1,287,581 Bought SBI 664,557 Bought Kotak Mahindra 897,815 Nippon 632,744 BNP Paribas 195,800 Mirae 192,697 Axis 173,932 L&T 680,893 ICICI Prudential 2,510,631 UTI 599,376 Franklin Templeton 570,689 Sold ICICI Prudential 404,126 Sold SBI 161,583 IDFC 372,804 JM Financial 19,625 Kotak Mahindra 192,750 Baroda India 18,000

Navin Fluorine International NTPC No of shares No of shares Canara Robeco 50,000 Nippon 6,598,252 Motilal Oswal 29,030 IDFC 2,924,964 Bought Bought DSP 2,448,740 Franklin Templeton 809,591 Tata 742,230 Tata 82,195 ICICI Prudential 75,196,831 DSP 60,958 Mirae 19,444,470 Sold L&T 57,075 Sold Kotak Mahindra 11,199,784 Nippon 35,972 Invesco 6,869,153 SBI 6,000 Aditya Birla 4,858,134

Oracle Financial Services PI Industries No of shares No of shares Tata 371,300 Canara Robeco 135,916 HDFC 39,200 Aditya Birla 43,202 Bought UTI 15,038 Bought Shriram 10,431 SBI 13,981 Essel Finance 8,795 Aditya Birla 102 PGIM 6,500 ICICI Prudential 40,030 ICICI Prudential 1,414,403 Nippon 464 DSP 206,591 Sold IDBI 17 Sold Invesco 132,720 Mirae 6 Kotak Mahindra 102,357 UTI 87,360

PNC Infratech Radico Khaitan No of shares No of shares Axis 777,093 IDFC 100,000 HDFC 103,100 HDFC 37,236 Bought Principal 59,700 Bought Motilal Oswal 1,465 Invesco 36,018 Motilal Oswal 1,595 ICICI Prudential 614,045 Nippon 42,250 Nippon 100,000 ICICI Prudential 60 Sold Aditya Birla 69,000 Sold IDFC 16,686

26 Relaxo Footwears SRF No of shares No of shares UTI 351,571 HSBC 30,000 DSP 288,529 IDFC 10,500 Bought Tata 47,643 Bought Essel Finance 2,965 Aditya Birla 8,482 PGIM 2,500 BOI AXA 1,386 ICICI Prudential 918,344 Mirae 457,180 Edelweiss 74,171 HDFC 24,000 Sold BOI AXA 69,500 Sold BNP Paribas 14,500 Essel Finance 20,000 L&T 9,750 Taurus 10,606 Kotak Mahindra 9,100

Sun Pharma The Indian Hotels No of shares No of shares Nippon 1,980,467 Axis 6,919,197 HDFC 1,002,979 IDFC 450,000 BoughtUTI 784,906 Bought Canara Robeco 760,000 Kotak Mahindra 448,456 Mirae 5,012,449 ICICI Prudential 11,512,463 ICICI Prudential 3,643,284 Nippon 7,228,560 SoldAditya Birla 2,940,006 Sold Franklin Templeton 3,097,076 L&T 289,167 SBI 2,880,000 SBI 143,553 HDFC 2,228,500

Titan United Breweries No of shares No of shares HSBC 105,000 Aditya Birla 321,689 Axis 87,919 HDFC 22,000 Bought Tata 70,324 Bought Kotak Mahindra 19,600 Edelweiss 54,749 Union 4,418 SBI 3,235 Nippon 3,180 ICICI Prudential 2,003,017 ICICI Prudential 3,082,711 Motilal Oswal 923,444 IDFC 99,976 Sold DSP 550,686 Sold BNP Paribas 32,500 IDFC 517,110 Tata 26,400 Canara Robeco 335,000 IDBI 19,373

United Spirits UPL No of shares No of shares Nippon 254,846 Aditya Birla 2,084,032 L&T 163,996 L&T 185,492 Bought Kotak Mahindra 77,500 Bought IDFC 31,242 Edelweiss 72,843 Mirae 12,849 UTI 49,875 Quant Money 9,095 Motilal Oswal 2,545,058 Kotak Mahindra 2,075,801 Baroda India 319,500 Edelweiss 576,004 Sold Invesco 215,805 Sold Tata 476,272 Aditya Birla 198,867 SBI 422,930 Principal 163,600 ICICI Prudential 328,247

27 28 New Entry & Complete Exits August 2020

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

ADF Foods 2.62 74,918 ITI MF Macpower CNC Machines 0.31 65,280 HSBC MF

Associated Alcohols & Breweries 0.93 36,475 ITI MF NDR Auto Components 0.55 45,437 PGIM India MF

Fairchem Organics 6.13 129,576 SBI MF Novartis India 0.14 2,200 Quant MF

Fiem Industries 0.99 17,489 ITI MF RSWM 0.08 11,396 L&T MF

Kovai Medical Center & Hospital 0.88 11,060 Sundaram MF

MSTC 0.08 5,900 Quant MF

Mindspace Business Parks REIT 0.38 12,000 Edelweiss MF

Technocraft Industries (India) 0.17 6,250 HDFC 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

Dolat Capital Market Private Limited. Sunshine Tower, 28th Floor, Senapati Bapat Marg, Dadar (West), 400013

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