MF MOVERS & SHAKERS SEPTEMBER 2020

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

October 13, 2020

October 13, 2020 2

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

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

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

ITC Ltd. 7,752,822 JSW Energy Ltd. (18,602,000) Ltd. 7,060,553 IDFC Ltd. (13,469,131) Birla SL MF Essel Propack Ltd. 5,852,517 ICICI Bank Ltd. (10,118,760) Company Ltd. 3,869,403 Mahindra CIE Automotive Ltd. (7,672,213) The Cements Ltd. 2,807,855 Ltd. (4,991,592)

Essel Propack Ltd. 4,459,431 Ltd. (16,520,000) Chambal Fertilisers & Chemicals Ltd. 3,881,360 Ltd. (8,297,650) DSP BR MF Manappuram Finance Ltd. 3,339,718 L&T Finance Holdings Ltd. (7,198,491) Corporation Ltd 3,126,205 Satin Creditcare Network Ltd. (1,954,380) Century Plyboards (India) Ltd. 3,109,319 JB Chemicals & Pharmaceuticals Ltd. (1,449,404)

Essel Propack Ltd. 3,014,650 Vodafone Idea Ltd. (47,000,000) Ltd. 3,000,000 CG Power & Industrial Solutions Ltd. (12,000,000) Franklin Templeton The Ltd. 2,785,914 Oil & Natural Gas Corporation Ltd. (3,511,529) MF NTPC Ltd. 2,581,062 Hexaware Technologies Ltd. (2,331,045) Ltd. 2,418,783 Mahindra & Mahindra Ltd. (1,201,811)

Bharti Airtel Ltd. 30,407,636 Hexaware Technologies Ltd. (20,358,354) Ltd. 4,834,234 (17,133,441) HDFC MF HCL Technologies Ltd. 2,995,523 ITC Ltd. (16,844,324) Apollo Tyres Ltd. 2,815,000 Power Grid Corporation Of India Ltd. (15,759,252) Transport Corporation Of India Ltd. 1,814,942 ICICI Bank Ltd. (14,988,893)

ITC Ltd. 17,627,334 Apollo Tyres Ltd. (7,123,304) Bharti Airtel Ltd. 10,476,246 Vedanta Ltd. (6,870,398) ICICI Pru MF GAIL (India) Ltd. 4,980,772 NHPC Ltd. (6,330,001) Zee Entertainment Enterprises Ltd. 3,494,712 Hindalco Industries Ltd. (5,690,948) Ltd. 2,881,837 Ltd. (5,141,460)

ICICI Bank Ltd. 6,368,446 Vodafone Idea Ltd. (37,380,000) Ltd. 5,208,438 GAIL (India) Ltd. (7,967,545) Kotak MF Ltd. 2,914,151 Punjab National Bank (7,325,299) Tata Steel Ltd. 2,565,093 Ltd. (5,701,987) Bharti Airtel Ltd. 2,337,581 State (4,898,483)

Tata Motors Ltd. 2,160,400 Engineers India Ltd. (6,632,224) Birlasoft Ltd. 1,750,420 Future Lifestyle Fashions Ltd. (4,675,709) L&T MF 1,266,214 The Federal Bank Ltd. (4,063,700) Ltd. 1,197,000 Punjab National Bank (3,428,644) ICICI Bank Ltd. 1,025,688 (2,803,165)

Bharti Airtel Ltd. 14,171,492 Steel Authority Of India Ltd. (20,733,338) Oil & Natural Gas Corporation Ltd. 10,964,489 Bank Of Baroda (13,394,861) Reliance MF Engineers India Ltd. 5,550,015 The Federal Bank Ltd. (11,229,006) NTPC Ltd. 5,439,355 Ashok Leyland Ltd. (10,802,698) ITC Ltd. 3,925,916 Tata Motors Ltd. (9,350,699)

NHPC Ltd. 14,972,441 State Bank Of India (42,042,337) Cholamandalam Investment & Financ 6,101,475 Bharat Heavy Electricals Ltd. (29,333,008) SBI MF SBI Life Insurance Company Ltd. 5,497,278 Zee Entertainment Enterprises Ltd. (14,540,600) Bharti Airtel Ltd. 4,028,628 Bharti Infratel Ltd. (13,455,693) NTPC Ltd. 3,605,481 ITC Ltd. (6,447,805)

SH Kelkar & Co Ltd. 2,393,248 The Federal Bank Ltd. (5,530,000) Engineers India Ltd. 2,200,000 Hindustan Petroleum Corporation Ltd. (3,380,400) TATA MF Vodafone Idea Ltd. 2,100,000 Ltd. (2,450,000) Redington (India) Ltd. 2,000,000 ICICI Bank Ltd. (1,252,501) Tata Power Company Ltd. 1,797,000 Thomas Cook (India) Ltd. (1,245,000)

Bharti Airtel Ltd. 3,197,548 Zee Entertainment Enterprises Ltd. (3,935,488) ITC Ltd. 2,695,964 NHPC Ltd. (3,387,322) UTI MF National Aluminium Company Ltd. 1,863,914 Bharat Heavy Electricals Ltd. (2,751,000) Vodafone Idea Ltd. 1,820,000 Bank Of Baroda (2,732,989) State Bank Of India 1,534,043 Bharti Infratel Ltd. (2,553,311)

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

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

Adani Ports and Special Economic Zone No of shares No of shares IDFC 1,258,722 Kotak Mahindra 168,086 Edelweiss 264,989 Axis 33,395 BoughtKotak Mahindra 190,221 Bought Canara Robeco 21,000 Aditya Birla Sun Life 158,459 PGIM 12,000 Tata 128,865 HDFC 9,312 SBI 1,000,578 ICICI Prudential 940,730 HDFC 220,557 Motilal Oswal 928,142 SoldL&T 195,124 Sold DSP 458,649 Nippon Life 170,029 Mirae 315,845 UTI 162,146 Aditya Birla Sun Life 195,152

Axis Bank No of shares No of shares Mirae 1,457,722 Kotak Mahindra 266,103 Canara Robeco 1,070,000 ICICI Prudential 139,372 BoughtL&T 892,938 Bought Tata 70,711 Tata 472,068 HDFC 65,445 DSP 434,194 L&T 57,917 Aditya Birla Sun Life 4,991,592 Franklin Templeton 32,988 Nippon Life 4,712,326 SBI 18,467 SoldSBI 3,210,317 Sold Aditya Birla Sun Life 10,602 Kotak Mahindra 2,440,482 ITI 9,865 HDFC 1,941,620 JM Financial 4,810

Bajaj Finance No of shares No of shares Aditya Birla Sun Life 241,143 ICICI Prudential 58,648 Axis 226,234 Aditya Birla Sun Life 45,598 BoughtCanara Robeco 217,000 Bought Kotak Mahindra 17,023 Kotak Mahindra 194,109 HDFC 1,235 SBI 99,327 Mirae 371 ICICI Prudential 82,443 Axis 182,863 Mirae 53,407 DSP 44,875 SoldUTI 46,991 Sold Edelweiss 16,750 Nippon Life 18,152 Nippon Life 9,589 Motilal Oswal 16,428 SBI 8,623

Bharat Petroleum Corporation Bharti Airtel No of shares No of shares IDFC 2,060,516 HDFC 30,407,636 Mirae 1,935,158 Nippon Life 14,171,492 BoughtICICI Prudential 1,435,618 Bought ICICI Prudential 10,476,246 UTI 1,180,792 Mirae 5,493,967 Nippon Life 808,606 SBI 4,028,628 HDFC 4,234,506 Axis 10,959,917 Franklin Templeton 501,561 Aditya Birla Sun Life 3,121,707 SoldTata 253,876 Sold L&T 2,486,404 SBI 171,303 Principal 1,109,386 Mahindra Manulife 50,000 ITI 356,407

Divis Labs Britannia No of shares SBI 1,421,209 ICICI Prudential 60,495 UTI 376,084 Baroda 35,500 BoughtKotak Mahindra 317,945 Bought Edelweiss 7,333 IDFC 163,605 Kotak Mahindra 7,247 Mirae 33,675 Essel Finance 1,985 Nippon Life 577,355 SBI 154,573 Axis 425,453 IDFC 45,667 SoldHDFC 340,892 Sold Principal 27,986 Invesco 173,505 ITI 22,020 ICICI Prudential 98,405 Nippon Life 14,831

6 Coal India No of shares No of shares Axis 1,644,122 ICICI Prudential 1,111,517 SBI 998,605 Aditya Birla Sun Life 1,059,062 BoughtTata 837,810 Bought L&T 59,316 DSP 657,529 UTI 47,630 IDFC 412,302 BOI AXA 25,900 ICICI Prudential 1,975,917 Kotak Mahindra 5,443,302 HDFC 1,082,730 Aditya Birla 4,940,103 SoldAditya Birla Sun Life 819,660 Sold Edelweiss 1,302,221 UTI 242,843 IDFC 1,158,407 Kotak Mahindra 204,080 L&T 231,833

Dr Reddys No of shares No of shares Axis 570,214 Kotak Mahindra 64,093 Aditya Birla Sun Life 446,848 DSP 9,574 BoughtInvesco 112,860 Bought IDFC 5,785 DSP 93,929 Axis 1,577 Canara Robeco 42,000 Tata 1,111 Kotak Mahindra 345,218 SBI 513,549 ICICI Prudential 242,087 Aditya Birla Sun Life 167,579 SoldEdelweiss 98,374 Sold UTI 129,914 Nippon Life 86,098 ICICI Prudential 85,267 Tata 77,475 Motilal Oswal 25,235

GAIL No of shares No of shares ICICI Prudential 4,980,772 ICICI Prudential 814,745 Axis 712,748 BNP Paribas . 35,150 BoughtTata 93,700 Bought Baroda 22,800 DSP 32,987 Axis 4,205 Mirae 11,606 LIC Mutual 1,998 HDFC 14,520,423 Aditya Birla Sun Life 948,097 Kotak Mahindra 7,967,545 Kotak Mahindra 781,327 SoldSBI 5,168,660 Sold Nippon Life 652,252 UTI 1,861,945 Franklin Templeton 300,213 IDFC 949,848 HDFC 239,005

HCL Tech HDFC Bank No of shares No of shares HDFC 2,995,523 HDFC 1,102,895 Nippon Life 1,429,239 Axis 332,758 BoughtCanara Robeco 1,272,000 Bought Mirae 299,111 L&T 696,900 IDBI 197,357 Kotak Mahindra 570,490 Baroda 138,400 Franklin Templeton 550,000 ICICI Prudential 2,148,280 Tata 389,289 SBI 2,023,448 SoldBNP Paribas . 175,800 Sold Nippon Life 1,774,605 Sundaram 158,572 Aditya Birla Sun Life 1,615,329 Edelweiss 152,218 Franklin Templeton 684,576

HDFC Life Insurance Hero MotoCorp No of shares No of shares Kotak Mahindra 1,445,605 HDFC 265,368 SBI 745,449 Axis 105,124 Bought ICICI Prudential 300,889 Bought Canara Robeco 27,000 UTI 276,775 ICICI Prudential 19,658 Canara Robeco 265,000 Edelweiss 14,386 Axis 2,242,093 Nippon Life 450,591 Aditya Birla Sun Life 233,014 SBI 107,970 Sold Motilal Oswal 136,110 Sold Aditya Birla Sun Life 65,638 DSP 112,449 Kotak Mahindra 51,768 Edelweiss 93,745 UTI 43,678

7 Hindalco Industries No of shares No of shares HDFC 4,834,234 Nippon Life 761,726 Aditya Birla Sun Life 2,737,518 Mirae 640,038 Bought Kotak Mahindra 2,235,670 Bought LIC Mutual 49,249 Baroda 1,328,500 Canara Robeco 38,000 Axis 789,890 L&T 36,649 ICICI Prudential 5,690,948 HDFC 1,538,752 DSP 1,039,665 Axis 1,462,242 Sold SBI 549,899 Sold IDFC 1,349,260 PGIM 150,000 ICICI Prudential 1,164,788 Essel Finance 66,470 Aditya Birla Sun Life 798,144

Housing Development Finance Corporation ICICI Bank No of shares No of shares ICICI Prudential 1,905,638 Kotak Mahindra 6,368,446 Mirae 779,899 IDFC 2,469,088 Bought SBI 726,506 Bought Mirae 2,029,086 UTI 447,005 Edelweiss 1,151,119 HDFC 152,375 L&T 1,025,688 Kotak Mahindra 1,381,196 HDFC 14,988,893 Axis 1,160,645 Aditya Birla Sun Life 10,118,760 Sold Aditya Birla Sun Life 310,439 Sold Axis 9,698,440 Canara Robeco 292,000 Nippon Life 5,876,811 BNP Paribas . 290,800 Motilal Oswal 1,530,516

IndusInd Bank No of shares No of shares Kotak Mahindra 714,510 PGIM 5,000,000 Franklin Templeton 604,912 ICICI Prudential 274,247 Bought Baroda 438,200 Bought Mirae 101,163 Edelweiss 59,837 L&T 91,341 L&T 25,340 UTI 70,103 Sundaram 1,374,274 Nippon Life 4,577,122 SBI 936,660 Kotak Mahindra 3,843,228 Sold Axis 908,908 Sold IDFC 1,553,933 UTI 802,144 Aditya Birla Sun Life 1,331,214 Nippon Life 649,387 Sundaram 582,422

ITC Infosys No of shares No of shares ICICI Prudential 17,627,334 Mirae 2,166,625 IDFC 9,587,135 Nippon Life 1,948,997 Bought Aditya Birla Sun Life 7,752,822 Bought Aditya Birla Sun Life 1,381,764 Nippon Life 3,925,916 DSP 807,793 Edelweiss 2,807,701 L&T 702,206 HDFC 16,844,324 Kotak Mahindra 5,701,987 SBI 6,447,805 HDFC 2,885,057 Sold Baroda 2,458,900 Sold SBI 2,318,398 Kotak Mahindra 1,862,347 IDFC 1,588,459 Sundaram 1,328,337 UTI 1,220,737

JSW Steel No of shares No of shares IDFC 524,988 HDFC 375,640 Kotak Mahindra 460,725 Edelweiss 136,650 Bought L&T 426,159 Bought UTI 83,440 Edelweiss 302,386 Canara Robeco 61,650 Axis 171,481 SBI 33,222 ICICI Prudential 675,580 Axis 1,878,470 SBI 601,175 Aditya Birla Sun Life 1,761,937 Sold Aditya Birla Sun Life 587,588 Sold Tata 1,032,525 Nippon Life 74,883 Kotak Mahindra 786,736 UTI 50,197 ICICI Prudential 706,401

8 Larsen & Toubro Mahindra & Mahindra No of shares No of shares ICICI Prudential 1,302,130 Aditya Birla Sun Life 2,112,474 Invesco 917,978 HDFC 788,638 Bought Franklin Templeton 204,734 Bought Nippon Life 553,729 Aditya Birla Sun Life 177,294 IIFL 526,639 HSBC Global 125,000 Baroda 297,000 HDFC 8,181,619 Franklin Templeton 1,201,811 Kotak Mahindra 1,213,992 Axis 421,373 Sold Tata 898,329 Sold SBI 134,922 SBI 544,447 Canara Robeco 78,000 DSP 490,615 ITI 50,650

Maruti Suzuki NTPC No of shares No of shares Kotak Mahindra 557,586 Nippon Life 5,439,355 ICICI Prudential 285,970 SBI 3,605,481 Bought Axis 175,285 Bought ICICI Prudential 2,590,689 IDFC 168,153 Franklin Templeton 2,581,062 Nippon Life 161,727 Axis 716,781 Invesco 101,572 HDFC 7,933,396 Aditya Birla Sun Life 30,131 Sundaram 5,175,270 Sold Principal 9,400 Sold Kotak Mahindra 2,896,168 Motilal Oswal 7,319 Aditya Birla Sun Life 848,031 DSP 6,398 IDFC 795,677

Nestle India Power Grid Corporation Of India No of shares No of shares Axis 27,957 Invesco 1,419,959 UTI 15,492 IDFC 1,322,192 Bought Principal 8,770 Bought SBI 1,184,747 Canara Robeco 8,200 ICICI Prudential 1,049,201 LIC Mutual 6,728 Mirae 278,789 Tata 13,350 HDFC 15,759,252 IDFC 11,630 Nippon Life 5,732,580 Sold Edelweiss 9,779 Sold UTI 910,375 Motilal Oswal 6,627 Edelweiss 345,035 ITI 6,229 Tata 198,710

Oil & Natural Gas Corporation . No of shares No of shares HDFC 7,256,956 Axis 18,267 Franklin Templeton 3,511,529 Invesco 10,133 Bought UTI 1,164,685 Bought IDFC 10,006 PGIM 192,500 Kotak Mahindra 5,117 L&T 153,797 Baroda 4,500 Nippon Life 10,964,489 Aditya Birla Sun Life 29,185 SBI 3,130,508 L&T 18,779 Sold ICICI Prudential 1,081,429 Sold DSP 6,137 Kotak Mahindra 334,634 UTI 4,859 DSP 329,101 SBI 4,778

Reliance Industries Sun Pharmaceutical Industries No of shares No of shares SBI 1,083,174 Kotak Mahindra 1,809,644 UTI 305,674 ICICI Prudential 1,441,985 Bought ICICI Prudential 124,131 Bought HDFC 1,095,089 L&T 80,801 DSP 409,348 Aditya Birla Sun Life 67,074 Franklin Templeton 398,996 Nippon Life 1,419,350 L&T 1,569,740 Mirae 576,898 Aditya Birla Sun Life 758,133 Sold Tata 340,566 Sold Invesco 687,930 DSP 273,571 SBI 654,103 Edelweiss 172,742 IDFC 545,735

9 State Bank Of India TCS No of shares No of shares ICICI Prudential 2,300,421 SBI 1,416,679 UTI 1,534,043 Axis 1,187,115 Bought L&T 1,266,214 Bought ICICI Prudential 802,830 Edelweiss 560,034 Aditya Birla Sun Life 599,584 DSP 402,162 Nippon Life 580,843 SBI 42,042,337 Kotak Mahindra 721,090 Kotak Mahindra 4,898,483 IDFC 493,460 Sold HDFC 4,848,429 Sold UTI 207,182 Aditya Birla Sun Life 4,110,301 Union . 148,952 Nippon Life 3,123,275 Motilal Oswal 127,329

Tata Motors Tata Steel No of shares No of shares Kotak Mahindra 5,208,438 ICICI Prudential 2,881,837 L&T 2,160,400 Kotak Mahindra 2,565,093 BoughtHDFC 1,299,548 Bought Mirae 1,987,976 Axis 796,722 IDFC 1,060,246 Aditya Birla Sun Life 294,887 Axis 561,615 Nippon Life 9,350,699 HDFC 8,553,680 IDFC 817,150 Aditya Birla Sun Life 1,675,963 SoldSBI 391,878 Sold HSBC Global 185,000 ICICI Prudential 361,517 L&T 130,969 Tata 58,362 Quantum 108,279

Tech Mahindra Titan No of shares No of shares IDFC 2,271,501 Baroda 10,500 Aditya Birla Sun Life 2,212,203 HDFC 8,588 BoughtKotak Mahindra 1,834,636 Bought Quantum 189 ICICI Prudential 1,069,925 Nippon Life 888,547 Franklin Templeton 1,110,901 Motilal Oswal 1,098,687 UTI 451,814 Mirae 443,403 SoldSundaram 17,000 Sold Axis 252,551 PGIM 7,500 Canara Robeco 190,100 BOI AXA 2,200 ICICI Prudential 176,028

Ultratech Cement UPL No of shares No of shares ICICI Prudential 205,768 Aditya Birla Sun Life 1,182,988 Motilal Oswal 24,739 Kotak Mahindra 820,755 BoughtIDBI 19,384 Bought DSP 202,548 LIC Mutual 11,197 Edelweiss 147,986 HDFC 3,025 Tata 147,369 Franklin Templeton 145,160 Axis 280,441 IDFC 119,245 SBI 118,818 SoldKotak Mahindra 102,010 Sold ICICI Prudential 22,826 Nippon Life 62,231 L&T 3,099 BNP Paribas . 50,100 Motilal Oswal 906

Wipro SBI Life Insurance No of shares No of shares Axis 8,068,668 SBI 5,497,278 Nippon Life 2,666,614 UTI 983,158 Bought SBI 983,904 Bought Mirae 463,494 UTI 716,803 Baroda 90,000 Sundaram 633,576 Principal 38,237 HDFC 2,229,297 HDFC 684,749 Kotak Mahindra 525,463 Sundaram 559,487 Sold Quantum 402,860 Sold Nippon Life 403,624 ICICI Prudential 336,920 Kotak Mahindra 319,712 Edelweiss 214,407 Aditya Birla Sun Life 302,033

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

11 Changes in Nifty Midcaps Holdings (Top 5)

Aarti Industries Adani Enterprises No of shares No of shares Baroda 125,000 UTI 600,000 Nippon Life 101,346 Kotak Mahindra 492,000 BoughtCanara Robeco 65,000 Bought DSP 344,000 DSP 48,677 Quant Money 144,775 Principal 20,211 Nippon Life 106,935 HDFC 606,190 Union 104,000 Axis 110,131 SoldSundaram 58,814 Sold Aditya Birla Sun Life 20,008 IDBI 1,603

Adani Gas Aditya Birla Capital No of shares No of shares Nippon Life 4,165 Nippon Life 720,078 Motilal Oswal 2,559 UTI 327,622 BoughtICICI Prudential 1,408 Bought Motilal Oswal 14,736 ICICI Prudential 6,085

Quant Money 24,940 Aditya Birla Sun Life 17,000 Tata 14,490 Sold Sold

Aditya Birla Fashion and Retail No of shares No of shares Aditya Birla Sun Life 994,610 Mirae 140,115 Nippon Life 744,698 Invesco Pvt 42,139 BoughtICICI Prudential 589,078 Bought 14,172 BNP Paribas 350,000 BNP Paribas 10,300 Motilal Oswal 2,880 Mahindra Manulife 9,455 Axis 3,233,556 Taurus 768 UTI 835,481 Quant Money 650 SoldMirae 570,000 Sold BOI AXA 367 HSBC Global 500,000 Edelweiss 225 Principal 444,766

Alembic Pharmaceuticals Amara Raja Batteries No of shares No of shares Baroda 125,000 PGIM 20,000 IDFC 50,000 Nippon Life 1,245 BoughtLIC Mutual 39,000 Bought Kotak Mahindra 1,000 DSP 38,088 Motilal Oswal 761 Tata 37,484 Axis 211,854 UTI 197,109 Union 43,014 ICICI Prudential 170,779 SoldBOI AXA 3,962 Sold Sundaram 142,743 L&T 56,381

Apollo Hospitals Enterprise Apollo Tyres No of shares No of shares HDFC 199,000 Nippon Life 3,894,053 DSP 61,717 HDFC 2,815,000 BoughtFranklin Templeton 50,000 Bought JM Financial 394,000 Baroda 38,500 Edelweiss 340,000 Tata 28,500 Motilal Oswal 2,368 Invesco Pvt 828,214 ICICI Prudential 7,123,304 UTI 66,165 IDFC 480,000 SoldMirae 65,000 Sold L&T 455,000 IDFC 58,500 Kotak Mahindra 455,000 Kotak Mahindra 41,500 UTI 375,000

12 Ashok Leyland AU Small Finance Bank No of shares No of shares Canara Robeco 13,080,000 Nippon Life 1,669,727 Aditya Birla Sun Life 7,060,553 Canara Robeco 142,000 BoughtInvesco Pvt 6,196,937 Bought Baroda 141,000 Sundaram 1,571,293 Sundaram 31,551 Axis 1,368,000 BOI AXA 6,523 Nippon Life 10,802,698 Motilal Oswal 184,479 HDFC 5,000,000 Kotak Mahindra 55,000 SoldMirae 3,266,100 Sold PGIM 25,000 Kotak Mahindra 1,215,000 Edelweiss 466 Edelweiss 495,000 Bank Of India No of shares No of shares Nippon Life 206,631 Kotak Mahindra 11,101 DSP 136,428 Motilal Oswal 3,352 BoughtSundaram 102,500 Bought ICICI Prudential 1,824 Axis 91,000 L&T 84,000 Mirae 624,150 HDFC 2,747,000 Invesco Pvt 383,284 Nippon Life 297,712 SoldUTI 95,049 Sold Taurus 50,000 Franklin Templeton 50,000 IDFC 34,400

Bata India Bharat Electronics No of shares No of shares Motilal Oswal 1,124,322 Mirae 7,845,311 Mirae 581,328 Franklin Templeton 3,000,000 BoughtIDFC 90,750 Bought Nippon Life 2,300,099 Kotak Mahindra 48,400 Kotak Mahindra 1,581,400 Nippon Life 28,615 Invesco Pvt 1,316,509 Aditya Birla Sun Life 1,079,136 UTI 835,303 Tata 45,700 Union 9,639 SoldPrincipal 36,540 Sold Sundaram 32,000 LIC Mutual 28,000

Bharat Forge Bharat Heavy Electricals No of shares No of shares SBI 2,082,955 DSP 1,176,000 ICICI Prudential 1,141,229 Aditya Birla Sun Life 315,000 BoughtKotak Mahindra 795,500 Bought ICICI Prudential 90,847 Axis 288,000 Motilal Oswal 11,972 L&T 219,000 Nippon Life 486,561 SBI 29,333,008 Aditya Birla Sun Life 10,579 HDFC 4,380,000 SoldMahindra Manulife 9,000 Sold UTI 2,751,000 L&T 2,331,000 Nippon Life 1,429,397

Bombay Burmah Trading Corporation No of shares No of shares Nippon Life 281 Motilal Oswal 2,835 Motilal Oswal 171 ICICI Prudential 1,905 BoughtICICI Prudential 94 Bought

HDFC 4,239,000 Kotak Mahindra 1,020,600 Sold Sold Nippon Life 252,060 IDFC 90,000

13 CESC No of shares No of shares Quantum 26,789 Nippon Life 263,994 Nippon Life 7,379 UTI 225,806 BoughtMotilal Oswal 4,501 Bought DSP 48,352 ICICI Prudential 2,732 Motilal Oswal 615

Principal 316,390 ICICI Prudential 1,055 DSP 208,057 SoldUTI 99,000 Sold Kotak Mahindra 60,961 Tata 7,581

Cholamandalam & Finance City Union Bank No of shares No of shares SBI 6,101,475 SBI 3,250,000 Nippon Life 1,336,244 Franklin Templeton 1,704,872 BoughtHDFC 940,000 Bought Baroda 700,000 Canara Robeco 463,000 Edelweiss 600,919 Axis 280,000 Axis 465,120 Mirae 1,207,500 Tata 2,450,000 Aditya Birla Sun Life 551,702 Nippon Life 1,741,581 SoldL&T 177,500 Sold ICICI Prudential 599,591 IDBI 100,000 L&T 450,405 ICICI Prudential 84,824 DSP 201,992

Coforge No of shares No of shares Aditya Birla Sun Life 139,841 Motilal Oswal 1,701,814 ICICI Prudential 107,324 DSP 246,853 BoughtKotak Mahindra 66,000 Bought Axis 244,180 Nippon Life 31,181 Invesco Pvt 181,860 DSP 29,250 BNP Paribas 150,000 Axis 5,734 UTI 841,137 L&T 425,800 Sold Sold IDFC 97,189 Principal 80,935 PGIM 37,077

Crompton Greaves Consumer Electricals India No of shares No of shares Axis 745,000 SBI 2,032,873 Baroda 561,350 Baroda 200,000 BoughtNippon Life 518,193 Bought JM Financial 52,500 Canara Robeco 438,063 Nippon Life 2,073 DSP 134,322 Motilal Oswal 1,260 SBI 3,532,882 DSP 1,016,501 Aditya Birla Sun Life 876,854 Aditya Birla Sun Life 625,588 SoldUTI 551,568 Sold Kotak Mahindra 242,714 Motilal Oswal 345,685 UTI 25,402 IDFC 221,205 Edelweiss 16,800

Dalmia Bharat Dhani Services No of shares No of shares Baroda 225,303 Nippon Life 3,972 JM Financial 16,700 Motilal Oswal 3,262 BoughtNippon Life 431 Bought ICICI Prudential 1,399 ICICI Prudential 272 Motilal Oswal 161 Aditya Birla Sun Life 69,480

Sold Sold

14 Dr. Lal Pathlabs Edelweiss Financial Services No of shares No of shares Canara Robeco 27,000 Nippon Life 7,957 Tata 16,000 Motilal Oswal 4,714 BoughtITI 12,448 Bought ICICI Prudential 2,645 Kotak Mahindra 9,859 Mirae 7,420 Edelweiss 6,762

Sold Sold

Emami Endurance Technologies No of shares No of shares L&T 424,280 HDFC 345,000 Edelweiss 303,854 IDFC 35,010 BoughtNippon Life 97,882 Bought Axis 8,304 Kotak Mahindra 33,647 Union 7,861 Motilal Oswal 1,002 Baroda 4,809 UTI 438,390 SBI 1,163 SBI 412,892 SoldMirae 227,112 Sold DSP 145,540 Sundaram 6,673

Escorts No of shares No of shares Aditya Birla Sun Life 931,750 ITI 371,310 HDFC 89,200 DSP 208,658 BoughtBaroda 55,500 Bought Axis 75,600 BOI AXA 13,755 PGIM 72,000 Taurus 11,500 Motilal Oswal 4,264 UTI 364,534 Nippon Life 2,965,910 Nippon Life 334,433 ICICI Prudential 1,343,258 SoldIIFL Co. 218,225 Sold Edelweiss 766,800 Invesco Pvt 178,974 Tata 540,000 Canara Robeco 156,000 IDFC 310,000

Fortis Healthcare Future Retail No of shares No of shares ICICI Prudential 101,140 Nippon Life 3,208 Nippon Life 7,903 Motilal Oswal 2,135 BoughtMotilal Oswal 4,842 Bought ICICI Prudential 975

IDFC 4,675,000 L&T 1,409,300 Sold Sold

Glenmark Pharmaceuticals GMR Infrastructure No of shares No of shares Kotak Mahindra 588,800 ICICI Prudential 1,989,647 ICICI Prudential 302,096 BNP Paribas 720,000 BoughtUTI 266,800 Bought Aditya Birla Sun Life 360,000 Edelweiss 253,348 Tata 270,000 Tata 147,200 Edelweiss 225,000 HDFC 242,968 L&T 133,400 SoldIDBI 9,200 Sold

15 Godrej Industries No of shares No of shares BOI AXA 4,500 ICICI Prudential 183 Nippon Life 460 BoughtMotilal Oswal 286 Bought ICICI Prudential 103

Motilal Oswal 155 Nippon Life 17 Sold Sold

Godrej Properties State Petronet No of shares No of shares Bought L&T 68,946 Bought Mirae 1,596,349 Kotak Mahindra 14,950 Kotak Mahindra 724,800 Axis 4,350 DSP 357,232 Nippon Life 1,384 UTI 190,421 Motilal Oswal 847 ITI 170,300 Sold DSP 30,405 Sold Edelweiss 572,564 Edelweiss 26,650 Aditya Birla Sun Life 406,645 Tata 272,227 IDFC 205,562 BNP Paribas 203,502

Gujarat Gas Housing & Urban Development Corporation No of shares No of shares Bought Motilal Oswal 562,946 Bought Nippon Life 3,040 Kotak Mahindra 435,000 Motilal Oswal 1,862 DSP 238,149 ICICI Prudential 927 Canara Robeco 150,500 Principal 69,020 Sold UTI 643,458 Sold NA Edelweiss 598,250 Invesco 423,429 BNP Paribas 157,475 IDBI 41,760

ICICI Securities IDFC First Bank No of shares No of shares Bought Mahindra Manulife 110,000 Bought UTI 108,295 Motilal Oswal 4,406 Motilal Oswal 48,514

Sold Nippon Life 657,031 Sold Kotak Mahindra 1,225,908 IDFC 620,100 Nippon Life 792,210 L&T 221,334 SBI 741,674 UTI 158,000 ICICI Prudential 445,338 ICICI Prudential 44,523 HDFC 36,257

Indiabulls Housing Finance No of shares No of shares Bought Aditya Birla Sun Life 99,200 Bought Aditya Birla Sun Life 273,475 Motilal Oswal 7,755 ICICI Prudential 144,719 Nippon Life 6,201 Tata 91,403 Baroda 70,000 Nippon Life 68,233 Sold UTI 129,321 Sold UTI 157,183 ICICI Prudential 96,371 L&T 46,740 Kotak Mahindra 55,800 Canara Robeco 46,000 SBI 1,900 Union 8,620 IDBI 3,700

16 Indian Railway Catering & Tourism Corp. JSW Energy No of shares No of shares Bought Nippon Life 80,317 Bought Nippon Life 6,247 Motilal Oswal 197 Motilal Oswal 3,831 ICICI Prudential 109

Sold Principal 148,104 Sold Aditya Birla Sun Life 18,602,000 Sundaram 147,855 SBI 394,334 Invesco 22,555 Union 325,118 PGIM 15,000 HSBC Global 201,986 Tata 11,563 Quant Money 62,000

Jindal Steel & Power Jubilant FoodWorks No of shares No of shares Bought Nippon Life 2,330,866 Bought Kotak Mahindra 101,000 Kotak Mahindra 1,906,000 Baroda 63,500 Invesco 1,512,923 Aditya Birla Sun Life 22,500 Mirae 1,229,000 BOI AXA 14,338 Baroda 1,165,000 Essel Finance 1,120 Sold HDFC 2,715,899 Sold UTI 190,470 Principal 2,681,251 Invesco 113,457 L&T 1,515,300 ICICI Prudential 77,130 IDFC 897,515 Tata 30,000 Essel Finance 482,730 Canara Robeco 24,043

Mahindra & Mahindra Financial Services L&T Technology Services No of shares No of shares Bought Invesco 3,337,509 Bought HDFC 615,875 Kotak Mahindra 1,680,672 Nippon Life 200,057 ICICI Prudential 670,536 UTI 126,324 DSP 278,964 Invesco 123,205 UTI 164,407 Mirae 54,693 Sold Nippon Life 3,814,052 Sold Edelweiss 81,024 Canara Robeco 2,725,000 Axis 1,329,099 Aditya Birla Sun Life 482,199 BNP Paribas 410,000

L&T Finance Holdings LIC Housing Finance No of shares No of shares Bought ICICI Prudential 914,639 Bought SBI 163,945 Tata 809,200 ICICI Prudential 145,549 Nippon Life 329,430 Edelweiss 96,222 Axis 54,400 HDFC 22,000 UTI 34,000 Tata 20,000 Sold DSP 7,198,491 Sold Nippon Life 283,612 Kotak Mahindra 1,462,000 L&T 238,000 HDFC 1,142,400 Kotak Mahindra 96,000 Aditya Birla Sun Life 292,400 IDFC 42,000 Edelweiss 210,800 Aditya Birla Sun Life 31,554

Mahanagar Gas Navin Fluorine No of shares Bought Invesco 316,920 Bought Canara Robeco 30,800 IDFC 55,623 Motilal Oswal 19,531 Tata 26,400 Edelweiss 11,274 Aditya Birla Sun Life 24,600 Nippon Life 6,328 Kotak Mahindra 16,800 ICICI Prudential 1,151 Sold L&T 621,434 Sold L&T 81,910 Axis 500,013 Principal 39,615 HSBC Global 90,000 Sundaram 34,289 Edelweiss 43,800 BOI AXA 11,478 BNP Paribas 22,200 Mahindra Manulife 5,000

17 Manappuram Finance No of shares No of shares Bought DSP 3,339,718 Bought Aditya Birla Sun Life 1,830,754 Kotak Mahindra 654,000 Canara Robeco 765,200 Tata 36,000 Tata 360,000 IDFC 12,000 DSP 313,495 Motilal Oswal 5,105 UTI 294,000 Sold L&T 1,527,200 Sold Mirae 487,625 Nippon Life 531,639 Principal 1,940 ICICI Prudential 459,135 UTI 276,000 HDFC 198,000

Max Financial Services MRF No of shares No of shares Bought Motilal Oswal 3,773,966 Bought Tata 1,420 Nippon Life 1,102,518 UTI 887 Sundaram 543,300 Axis 685 Tata 128,200 Edelweiss 431 PGIM 105,000 ICICI Prudential 384 Sold HDFC 748,000 Sold HDFC 29,863 Aditya Birla Sun Life 355,703 Nippon Life 14,032 ICICI Prudential 337,290 SBI 9,201 Kotak Mahindra 60,100 L&T 8,980 Principal 9,969 Aditya Birla Sun Life 4,981

Mphasis National Aluminium No of shares No of shares Bought Invesco 620,717 Bought UTI 1,863,914 Nippon Life 584,243 Tata 1,175,000 Franklin Templeton 451,542 Kotak Mahindra 646,000 DSP 409,691 HDFC 493,000 ICICI Prudential 251,980 ICICI Prudential 451,834 Sold UTI 61,965 Sold Principal 435,179 Union 2,947 BNP Paribas 153,000 BOI AXA 140,598 Mirae 51,000

Natco Pharma Nippon India Life No of shares No of shares Bought Mirae 1,141,495 Bought ITI 110,500 Sundaram 300,000 Union 45,266 Axis 112,000 IDBI 9,642 Tata 88,900 ICICI Prudential 746 PGIM 80,000 Sold ICICI Prudential 502,023 Sold Mirae 330,000 SBI 285,793 UTI 303,539 Nippon Life 164,985 Motilal Oswal 243,680 Canara Robeco 82,500 Edelweiss 51,022 Principal 30,229 Quant Money 9,500

Page Industries No of shares No of shares Bought Kotak Mahindra 25,002 Bought Tata 34,522 IDFC 9,180 Motilal Oswal 3,326 Canara Robeco 5,750 HSBC Global 4,500 Baroda 3,000 Sold Motilal Oswal 30,167 Sold ICICI Prudential 491,876 Mirae 25,922 Nippon Life 178,752 Nippon Life 11,319 L&T 8,458 Axis 7,536

18 PI Industries No of shares No of shares Bought Kotak Mahindra 1,171,340 Bought Axis 938,563 BNP Paribas 218,000 Invesco 80,952 UTI 95,063 Canara Robeco 73,800 Motilal Oswal 1,080 Edelweiss 55,567 IDBI 51,840 Sold Nippon Life 319,027 Sold SBI 604,373 ICICI Prudential 155,554 ICICI Prudential 155,807 Aditya Birla Sun Life 133,732 UTI 110,354 Tata 80,400

Pfizer Polycab India No of shares No of shares Bought Nippon Life 182,820 Bought Canara Robeco 20,000 BNP Paribas 7,982 Nippon Life 656 SBI 7,581 Motilal Oswal 436 Quant Money 350 ICICI Prudential 163 Motilal Oswal 145 Sold Aditya Birla Sun Life 18,395 Sold Edelweiss 66,111 Mahindra Manulife 7,507 L&T 53,138 DSP 6,502 Tata 2,316 BOI AXA 3,500 Union 1,172 UTI 3,175

Prestige Estate Projects No of shares No of shares Bought Quant Money 97,010 Bought Nippon Life 2,066 Nippon Life 1,879 Motilal Oswal 1,260 Motilal Oswal 1,158 ICICI Prudential 746

Sold NA Sold ICICI Prudential 5,860

SRF RBL Bank No of shares No of shares Bought Axis 16,676 Bought IDFC 126,541 Nippon Life 16,236 UTI 23,889 IDFC 12,250 Motilal Oswal 6,779 PGIM 5,300 UTI 2,750 Sold Mirae 142,600 Sold Aditya Birla Sun Life 1,813,580 Edelweiss 13,250 Nippon Life 491,084 Kotak Mahindra 11,000 Kotak Mahindra 370,231 Tata 7,340 Edelweiss 163,824 L&T 4,250 SBI 163,580

Sanofi REC No of shares No of shares Bought Baroda 12,500 Bought L&T 90,000 Nippon Life 11,001 Motilal Oswal 8,628 Invesco 8,616 DSP 4,858 19 Mirae 3,000 Sold Aditya Birla Sun Life 30,535 Sold Kotak Mahindra 1,428,000 L&T 22,493 IDFC 1,362,000 SBI 16,292 Axis 630,000 IDBI 1,430 Tata 522,000 Axis 1,382 HDFC 500,000

19 Sun TV Network Steel Authority Of India No of shares No of shares Bought Nippon Life 985,544 Bought L&T 1,197,000 Baroda 737,500 DSP 578,677 UTI 126,130 Edelweiss 494,000 JM Financial 75,000 Tata 342,000 Tata 73,500 ICICI Prudential 307,301 Sold HDFC 908,051 Sold Nippon Life 20,733,338 ICICI Prudential 500,594 Kotak Mahindra 285,000 Aditya Birla Sun Life 408,286 LIC Mutual 95,000 BNP Paribas 221,385 Quant Money 23,600 DSP 95,863

Syngene International No of shares No of shares Bought HDFC 500,000 Bought ICICI Prudential 1,664,548 PGIM 102,500 Axis 82,000 Principal 11,315 Kotak Mahindra 64,000 BOI AXA 8,874 PGIM 40,000 IDBI 6,420 BOI AXA 26,000 Sold Mirae 2,227,230 Sold Mirae 1,910,887 Nippon Life 1,947,567 Tata 246,000 ICICI Prudential 944,402 L&T 158,000 Tata 211,591 IDFC 126,000 Invesco 86,269 LIC Mutual 109,000

Tata Power The Federal Bank No of shares No of shares Bought Aditya Birla Sun Life 3,869,403 Bought Franklin Templeton 2,785,914 Baroda 2,650,000 Mirae 1,453,500 Tata 1,797,000 PGIM 1,000,000 Edelweiss 270,000 Principal 99,600 Sundaram 216,003 Motilal Oswal 29,283 Sold Nippon Life 7,628,969 Sold Nippon Life 11,229,006 L&T 2,524,500 Tata 5,530,000 BNP Paribas 1,917,000 IDFC 4,463,000 ICICI Prudential 1,315,953 BNP Paribas 4,097,000 IDFC 1,269,000 L&T 4,063,700

The The Indian Hotels No of shares No of shares Bought SBI 861,290 Bought Axis 6,438,784 Edelweiss 149,600 Franklin Templeton 49,484 Kotak Mahindra 141,465 Motilal Oswal 6,509 Canara Robeco 93,000 Quantum 4,823 PGIM 25,000 Sold Invesco 1,348,067 Sold Nippon Life 3,310,243 Aditya Birla Sun Life 479,752 ICICI Prudential 3,283,897 UTI 387,976 HDFC 1,091,400 L&T 46,161 L&T 1,016,775 Axis 37,100 SBI 277,103

Torrent Power No of shares No of shares Bought Axis 917,000 Bought Axis 147,968 SBI 397,461 Baroda 132,053 ITI 86,275 Motilal Oswal 2,078 Principal 3,400 Nippon Life 1,842 Sold Kotak Mahindra 366,000 Sold ICICI Prudential 804,113 Edelweiss 300,516 Sundaram 413,840 UTI 194,845 L&T 342,062 BNP Paribas 133,000 DSP 203,308 Tata 115,902 HDFC 127,464

20 TVS Motor No of shares No of shares Bought Edelweiss 23,800 Bought Kotak Mahindra 81,826 ITI 23,000 Motilal Oswal 14,616 Motilal Oswal 1,898 ICICI Prudential 5,667

Sold Nippon Life 1,534,008 Sold HDFC 6,071,000 ICICI Prudential 567,747 Nippon Life 441,261 Aditya Birla Sun Life 535,876 Mirae 525,000 Invesco 430,275

Varun Beverages VGuard Industries No of shares No of shares Bought Nippon Life 111,942 Bought DSP 435,497 Principal 30,100 Kotak Mahindra 278,690 Union 24,864 ITI 136,680 Motilal Oswal 1,245 Nippon Life 2,418 ICICI Prudential 600 Motilal Oswal 1,479 Sold Sundaram 65,307 Sold Axis 186,498 Sundaram 88,597

Vodafone Idea No of shares No of shares Bought Tata 2,100,000 Bought Aditya Birla Sun Life 526,429 UTI 1,820,000 Canara Robeco 339,500 Nippon Life 122,018 HSBC Global 124,000 Motilal Oswal 74,781 DSP 112,601 PGIM 90,000 Sold Franklin Templeton 47,000,000 Sold ICICI Prudential 835,183 Kotak Mahindra 37,380,000 Mirae 181,500 DSP 16,520,000 Sundaram 139,337 Essel Finance 11,945,273 Tata 62,000 Edelweiss 11,340,000 Franklin Templeton 60,732

Whirlpool of India No of shares No of shares Bought Canara Robeco 71,000 Bought Nippon Life 1,717,476 UTI 59,934 Motilal Oswal 1,253,417 Invesco 51,497 ICICI Prudential 313,578 PGIM 21,300 ITI 12,767 Sold Mirae 102,126 Sold Union 901,000 Aditya Birla Sun Life 86,792 Kotak Mahindra 10,451 Edelweiss 23,943 Principal 14,784 Axis 9,093

Zee Entertainment Enterprises

Bought ICICI Prudential 3,494,712 Sundaram 3,395,396 Nippon Life 2,652,551 Kotak Mahindra 1,603,496 Aditya Birla Sun Life 1,426,169 Sold SBI 14,540,600 UTI 3,935,488 LIC Mutual 142,044 DSP 107,035 Franklin Templeton 61,425

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

23 MF Activity in Dolat Preferred Picks (Top 5)

ACC No of shares No of shares HDFC 465,400 ICICI Prudential 93,112 Tata 236,900 Nippon Life 59,340 Bought Axis 147,703 Bought UTI 43,027 IDFC 41,639 IDBI 3,847 Mirae 37,575 Axis 2,557 Franklin Templeton (595,000) Aditya Birla Sun Life (315,214) ICICI Prudential (186,261) Canara Robeco (305,930) Sold Aditya Birla Sun Life (132,517) Sold DSP (65,350) UTI (87,705) Kotak Mahindra (47,600) Edelweiss (70,000) Edelweiss (31,012)

Asahi India Glass Bharti Airtel No of shares No of shares NA HDFC 30,407,636 Nippon Life 14,171,492 Bought Bought ICICI Prudential 10,476,246 Mirae 5,493,967 SBI Funds 4,028,628 IDFC (81,182) Axis (10,959,917) Motilal Oswal (14,824) Aditya Birla Sun Life (3,121,707) Sold Sold L&T (2,486,404) Principal (1,109,386) ITI (356,407)

Birla Corporation No of shares No of shares Invesco Pvt 576,938 ICICI Prudential 60,495 HSBC Global 90,000 Baroda 35,500 Bought ICICI Prudential 30,810 Bought Edelweiss 7,333 PGIM 25,000 Kotak Mahindra 7,247 Motilal Oswal 869 Essel Finance 1,985 Edelweiss (365,063) SBI Funds (154,573) Principal (19,205) IDFC (45,667) Sold Sold Principal (27,986) ITI (22,020) Nippon Life (14,831)

Colgate‐Palmolive (India) Crompton Greaves Consumer Electricals No of shares No of shares DSP 301,241 Axis 745,000 Edelweiss 5,533 Baroda 561,350 Bought Invesco Pvt 3,500 Bought Nippon Life 518,193 SBI Funds 1,402 Canara Robeco 438,063 Quantum 569 DSP 134,322 Nippon Life (772,725) SBI Funds (3,532,882) Kotak Mahindra (286,300) Aditya Birla Sun Life (876,854) Sold Aditya Birla Sun Life (221,624) Sold UTI (551,568) L&T (150,761) Motilal Oswal (345,685) Tata (123,200) IDFC (221,205)

Dixon Technologies (India) No of shares No of shares Sundaram 66,342 Motilal Oswal 562,946 PGIM 2,000 Kotak Mahindra 435,000 BoughtMotilal Oswal 211 Bought DSP 238,149 BOI AXA 89 Canara Robeco 150,500 Principal 69,020 SBI Funds (41,572) UTI (643,458) Nippon Life (40,912) Edelweiss (598,250) SoldEdelweiss (35,115) Sold Invesco Pvt (423,429) Principal (26,705) BNP Paribas (157,475) Canara Robeco (7,000) IDBI (41,760)

24 Gulf Oil Lubricants HCL Technologies No of shares No of shares Canara Robeco 7,751 HDFC 2,995,523 Motilal Oswal 431 Nippon Life 1,429,239 Bought Bought Canara Robeco 1,272,000 L&T 696,900 Kotak Mahindra 570,490 NA Franklin Templeton (550,000) Tata (389,289) Sold Sold BNP Paribas (175,800) Sundaram (158,572) Edelweiss (152,218)

HDFC Bank Hero Motocorp No of shares No of shares HDFC 1,102,895 HDFC 265,368 Axis 332,758 Axis 105,124 Bought Mirae 299,111 Bought Canara Robeco 27,000 IDBI 197,357 ICICI Prudential 19,658 Baroda 138,400 Edelweiss 14,386 ICICI Prudential (2,148,280) Nippon Life (450,591) SBI Funds (2,023,448) SBI Funds (107,970) Sold Nippon Life (1,774,605) Sold Aditya Birla Sun Life (65,638) Aditya Birla Sun Life (1,615,329) Kotak Mahindra (51,768) Franklin Templeton (684,576) UTI (43,678)

HG Infra Engineering ICICI Bank No of shares No of shares UTI 36,000 Kotak Mahindra 6,368,446 IDFC 2,469,088 Bought Bought Mirae 2,029,086 Edelweiss 1,151,119 L&T 1,025,688 NA HDFC (14,988,893) Aditya Birla Sun Life (10,118,760) Sold Sold Axis (9,698,440) Nippon Life (5,876,811) Motilal Oswal (1,530,516)

Indraprastha Gas Ipca Laboratories No of shares No of shares Baroda 630,500 Aditya Birla Sun Life 273,475 DSP 267,376 ICICI Prudential 144,719 Bought ICICI Prudential 109,561 Bought Tata 91,403 Axis 62,006 Baroda 70,000 IDFC 31,625 Nippon Life 68,233 SBI Funds (909,978) UTI (157,183) Canara Robeco (643,000) L&T (46,740) Sold Kotak Mahindra (566,075) Sold Canara Robeco (46,000) Edelweiss (455,092) Union (8,620) BNP Paribas (225,500) IDBI (3,700)

ITC KEC International No of shares No of shares ICICI Prudential 17,627,334 Motilal Oswal 3,767 IDFC 9,587,135 BoughtAditya Birla Sun Life 7,752,822 Bought Nippon Life 3,925,916 Edelweiss 2,807,701 HDFC (16,844,324) Nippon Life (1,072,075) SBI Funds (6,447,805) Aditya Birla Sun Life (516,451) SoldBaroda (2,458,900) Sold IDFC (91,928) Kotak Mahindra (1,862,347) HSBC Global (75,000) Sundaram (1,328,337) UTI (36,000)

25 KEI Industries Majesco No of shares No of shares DSP 300,414 IDFC 116,040 HSBC Global 65,000 Quant Money 6,667 Bought HDFC 42,500 Bought Mahindra Manulife 35,000 ICICI Prudential 2,449 Sundaram (118,156) Aditya Birla Sun Life (205,717) PGIM (43,855) Sold Sold

Maruti Suzuki India No of shares No of shares Kotak Mahindra 557,586 Invesco Pvt 620,717 ICICI Prudential 285,970 Nippon Life 584,243 Bought Axis 175,285 Bought Franklin Templeton 451,542 IDFC 168,153 DSP 409,691 Nippon Life 161,727 ICICI Prudential 251,980 Invesco Pvt (101,572) UTI (61,965) Aditya Birla Sun Life (30,131) Union (2,947) Sold Principal (9,400) Sold Motilal Oswal (7,319) DSP (6,398)

Navin Fluorine International NTPC No of shares No of shares Canara Robeco 30,800 Nippon Life 5,439,355 Motilal Oswal 19,531 SBI Funds 3,605,481 BoughtEdelweiss 11,274 Bought ICICI Prudential 2,590,689 Nippon Life 6,328 Franklin Templeton 2,581,062 ICICI Prudential 1,151 Axis 716,781 L&T (81,910) HDFC (7,933,396) Principal (39,615) Sundaram (5,175,270) Sold Sundaram (34,289) Sold Kotak Mahindra (2,896,168) BOI AXA (11,478) Aditya Birla Sun Life (848,031) Mahindra Manulife (5,000) IDFC (795,677)

Page Industries PNC Infratech No of shares No of shares Kotak Mahindra 25,002 Nippon Life 123,034 IDFC 9,180 Motilal Oswal 2,661 Bought Canara Robeco 5,750 Bought HSBC Global 4,500 Baroda 3,000 Motilal Oswal (30,167) ICICI Prudential (134,022) Mirae (25,922) Sundaram (100,000) Sold Nippon Life (11,319) Sold Aditya Birla Sun Life (87,496) L&T (8,458) Axis (7,536)

Relaxo Footwears SRF No of shares No of shares ICICI Prudential 131,462 Axis 16,676 UTI 105,126 Nippon Life 16,236 BoughtEdelweiss 1,829 Bought IDFC 12,250 Nippon Life 1,088 PGIM 5,300 Motilal Oswal 553 UTI 2,750 Principal (25,370) Mirae (142,600) Tata (2,307) Edelweiss (13,250) Sold Sold Kotak Mahindra (11,000) Tata (7,340) L&T (4,250)

26 Suprajit Engineering UPL No of shares No of shares DSP 793,535 Aditya Birla Sun Life 1,182,988 Motilal Oswal 2,092 Kotak Mahindra 820,755 Bought Bought DSP 202,548 Edelweiss 147,986 Tata 147,369 HDFC (50,000) Axis (280,441) SBI Funds (118,818) Sold Sold ICICI Prudential (22,826) L&T (3,099) Motilal Oswal (906)

27 28 New Entry & Complete Exits September 2020

29 New Entry & Complete Exits

Market Value No of Market Value (Rs No of New Entry Bought Complete Exit Sold (Rs Crs) Shares Cr) Shares Aditya Birla Fashion and Retail Ltd - 5.90 790381 ICICI Pru MF Associated Alcohols & Breweries 0.9303 36475 ITI MF Partly Paid up Equity Shares (Rights Ltd. Issue). Alok Industries Ltd. 0.41 208610 ICICI Pru MF,Motilal Future Lifestyle Fashions Ltd. 115.8124 7579346 L&T MF,IDFC MF Oswal MF

Angel Broking Ltd. 131.80 4307336 HDFC MF,ICICI Pru Jyoti Structures Ltd. 0 1238173 HDFC MF MF, Invesco MF, Nippon India MF, Sundaram MF Angel Broking Ltd. (Amalgamated) 20.00 653562 Aditya Birla SL MF Max India Ltd. 2.8332 392405 DSP MF

Chemcon Speciality Chemicals Ltd. 32.27 949023 HDFC MF, ICICI Pru Quantum Information Systems 0.000045 45000 Franklin Templeton MF MF, Principal MF, IDFC MF, Tata MF,Mirae MF, BOI AXA MF, Edelweiss MF Computer Age Management 705.74 5900166 Aditya Birla SL MF, Shivalik Rasayan Ltd. 0.18211374 4254 Quant MF Services Ltd. Baroda MF, Canara Robeco MF, L&T MF, Franklin Templeton MF,HDFC MF, ICICI Pru MF, Kotak MF, Principal MF, Nippon India MF, SBI MF, Sundaram MF, UTI MF, BOI AXA MF, Edelweiss MF, Axis MF, Union MF, MF, PPFAS MF

EIH Ltd. - (Rights Entitlements 1.42 940033 HDFC MF,Motilal Shree Renuka Sugars Ltd. 0.10458658 106721 Motilal Oswal MF (REs)) Oswal MF Happiest Minds Technologies Ltd. 322.76 9252159 Aditya Birla SL MF, Baroda MF, L&T MF, Franklin Templeton MF, ICICI Pru MF, Kotak MF, Nippon India MF, SBI MF, Sundaram MF, Edelweiss MF,Axis MF, IDBI MF, Union MF

IOL Chemicals & Pharmaceuticals 0.27 3734 Motilal Oswal MF Ltd. Ravinder Heights Ltd. 1.20 782631 ICICI Pru MF Ltd - Partly Paid 166.84 1241819 DSP MF, ICICI Pru up Equity Shares (Rights MF,BOI AXA MF, Entitlements (REs) Edelweiss MF Route Mobile Ltd. 387.47 4802859 Aditya Birla SL MF, Franklin Templeton MF,ICICI Pru MF, Nippon India MF, SBI MF, Mirae MF, BOI AXA MF, Edelweiss MF, Axis MF

Satin Creditcare Network Ltd. - 4.82 2352230 Aditya Birla SL (Partly Paid up Rights Issue) MF,DSP MF Shilpa Medicare Ltd. 127.36 2275870 Quant MF,ICICI Pru MF,Nippon India MF,Motilal Oswal MF

Suzuki Motor Corporation 177.35 142519 PPFAS MF UTI Asset Management Company 412.28 7441889 BNP Paribas MF, Ltd. Aditya Birla SL MF, Canara Robeco MF, HDFC MF, HSBC MF, ICICI Pru MF, JM MF, Kotak MF, Invesco MF, Principal MF, Nippon India MF, Sundaram MF, Mirae MF, Mahindra Manulife MF

30

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), Mumbai 400013

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Analyst(s) Certification The research analyst(s), with respect to each issuer and its securities covered by them in this research report, certify that: All of the views expressed in this research report accurately reflect his or her or their personal views about all of the issuers and their securities; and No part of his or her or their compensation was, is, or will be directly or indirectly related to the specific recommendations or views expressed in this research report. I. Analyst(s) and Associate (S) holding in the Stock(s): (Nil) II. Disclaimer: This research report has been prepared by Dolat Capital Market Private Limited. to provide information about the company(ies) and sector(s), if any, covered in the report and may be distributed by it and/or its affiliated company(ies) solely for the purpose of information of the select recipient of this report. 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