Mf Movers & Shakers
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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) Ashok Leyland Ltd. 7,060,553 IDFC Ltd. (13,469,131) Birla SL MF Essel Propack Ltd. 5,852,517 ICICI Bank Ltd. (10,118,760) Tata Power Company Ltd. 3,869,403 Mahindra CIE Automotive Ltd. (7,672,213) The India Cements Ltd. 2,807,855 Axis Bank Ltd. (4,991,592) Essel Propack Ltd. 4,459,431 Vodafone Idea Ltd. (16,520,000) Chambal Fertilisers & Chemicals Ltd. 3,881,360 Coal India Ltd. (8,297,650) DSP BR MF Manappuram Finance Ltd. 3,339,718 L&T Finance Holdings Ltd. (7,198,491) Hindustan Petroleum 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) Bharat Electronics Ltd. 3,000,000 CG Power & Industrial Solutions Ltd. (12,000,000) Franklin Templeton The Federal Bank Ltd. 2,785,914 Oil & Natural Gas Corporation Ltd. (3,511,529) MF NTPC Ltd. 2,581,062 Hexaware Technologies Ltd. (2,331,045) Bharti Airtel Ltd. 2,418,783 Mahindra & Mahindra Ltd. (1,201,811) Bharti Airtel Ltd. 30,407,636 Hexaware Technologies Ltd. (20,358,354) Hindalco Industries Ltd. 4,834,234 Punjab National Bank (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) Tata Steel Ltd. 2,881,837 Motherson Sumi Systems Ltd. (5,141,460) ICICI Bank Ltd. 6,368,446 Vodafone Idea Ltd. (37,380,000) Tata Motors Ltd. 5,208,438 GAIL (India) Ltd. (7,967,545) Kotak MF Bandhan Bank Ltd. 2,914,151 Punjab National Bank (7,325,299) Tata Steel Ltd. 2,565,093 Infosys Ltd. (5,701,987) Bharti Airtel Ltd. 2,337,581 State Bank Of India (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 State Bank Of India 1,266,214 The Federal Bank Ltd. (4,063,700) Steel Authority Of India Ltd. 1,197,000 Punjab National Bank (3,428,644) ICICI Bank Ltd. 1,025,688 Bank Of Baroda (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 City Union Bank 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 Asian Paints 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 Bajaj Auto 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 Bajaj Finserv 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 Cipla 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 Eicher Motors 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 Grasim Industries 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 Hindustan Unilever 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 .