MF MOVERS & SHAKERS JULY 2020

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

August 12, 2020

August 12, 2020 2

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

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

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

Equitas Holdings 8,948,875 5,058,328 National Aluminium 5,785,730 Coal 4,940,103 Birla SL MF NMDC 4,887,200 The 4,597,664 JSW Energy 4,000,000 4,317,125 Corporation 3,637,986 3,464,532

Tata Power 17,090,389 Idea 15,540,000 State 5,013,880 10,392,337 DSP BR MF Petronet LNG 3,479,733 HCL Technologies 2,972,016 State Petronet 3,092,383 2,320,117 2,920,218 Reliance Industries 1,879,149

The Federal Bank 4,508,500 Vodafone Idea 251,394,986 2,368,215 Hindalco Industries 4,500,000 Franklin Templeton Narayana Hrudayalaya 1,367,668 3,993,858 MF Gulf Oil Lubricants India 1,070,000 2,367,109 1,000,000 HDFC Bank 1,918,246

Yes Bank 163,500,000 Vodafone Idea 11,200,000 11,572,724 10,794,800 HDFC MF Jindal Steel & Power 5,114,000 Reliance Industries 7,593,981 2,533,388 6,941,514 Sun Pharmaceutical Industries 2,036,487 Corporation 4,269,950

SJVN 5,570,720 Vodafone Idea 58,020,618 4,028,393 Tata Power 13,081,627 ICICI Pru MF Motherson Sumi Systems 2,692,118 Mahindra & Mahindra Financial Services 10,542,626 Arvind Fashions 2,345,452 The Jammu & Kashmir Bank 9,767,453 ICICI Bank 2,263,933 Wipro 9,249,736

State Bank Of India 10,576,226 ITC 11,512,294 HDFC Bank 6,856,363 Vodafone Idea 8,260,000 Kotak MF ICICI Bank 5,288,103 Power Grid Corporation Of India 6,750,006 3,961,465 Coal India 5,443,302 Tata Power 3,875,500 Punjab National Bank 5,264,619

Emami 3,586,114 Engineers India 8,118,966 National Aluminium 1,360,000 Welspun India 6,016,090 L&T MF Mahindra & Mahindra 1,224,840 NTPC 5,319,369 ICICI Bank 1,166,414 Future Retail 4,734,209 Syngene International 1,069,759 3,157,100

ICICI Bank 10,585,837 Vodafone Idea 31,694,242 HCL Technologies 4,999,194 20,742,909 Reliance MF NTPC 3,031,680 16,655,991 KRBL 2,754,180 TV18 Broadcast 15,597,927 IDFC First Bank 2,636,479 The Federal Bank 14,782,048

NHPC 18,098,841 Vedanta 29,239,087 City Union Bank 10,344,946 13,113,399 SBI MF HDFC Life Insurance Co 8,662,305 9,174,316 Sun Pharmaceutical Industries 6,553,705 Mahindra & Mahindra Financial Services 8,493,416 GE T&D India 6,515,804 6,643,677

Infosys 2,611,943 The Federal Bank 3,960,611 NHPC 1,594,253 The Indian Hotels 2,100,000 TATA MF 1,291,000 Bharti Infratel 2,047,963 ITC 1,254,710 Punjab National Bank 2,044,000 State Bank Of India 1,222,193 Indian Oil Corporation 1,960,754

Motherson Sumi Systems 3,731,599 Vodafone Idea 10,360,000 Oil & Natural Gas Corporation 2,402,994 Vedanta 8,996,154 UTI MF HDFC Life Insurance Co 2,003,111 NTPC 4,349,144 Bharat Heavy Electricals 1,974,000 City Union Bank 3,836,766 State Bank Of India 1,831,046 The Indian Hotels 2,897,509

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

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

Adani Ports and Special Economic Zone No of shares No of shares Tata 924,365 Kotak Mahindra 448,641 L&T 587,955 Aditya Birla 98,420 BoughtICICI Prudential 495,829 Bought Nippon 95,576 Edelweiss 374,999 IDFC 76,439 UTI 371,637 SBI 60,611 HDFC 1,902,468 ICICI Prudential 720,579 Nippon 159,053 Axis 473,915 SoldIDFC 57,613 Sold Canara Robeco 187,300 JM Financial 42,500 L&T 148,857 Franklin Templeton 1,848 Sundaram 128,200

Axis Bank No of shares No of shares Mirae 3,084,844 SBI 22,601 Invesco 2,094,975 ITI 9,865 BoughtNippon 1,740,480 Bought Taurus 475 Motilal Oswal 1,356,345 Axis 91 Edelweiss 671,113 Motilal Oswal 85 ICICI Prudential 8,437,174 DSP 422,316 SBI 6,643,677 Tata 328,058 SoldIDFC 3,632,586 Sold Invesco 148,310 HDFC 1,326,375 IDFC 92,253 Aditya Birla 1,034,663 Kotak Mahindra 92,009

Bajaj Finance No of shares No of shares Canara Robeco 31,000 Axis 368,205 Axis 30,632 Aditya Birla 113,366 BoughtEssel Finance 11,995 Bought Nippon 9,395 L&T 161 Edelweiss 7,145 LIC Mutual Fund 67 Principal 6,620 DSP 785,679 ICICI Prudential 160,764 SBI 604,083 SBI 91,110 SoldUTI 172,792 Sold Tata 37,816 ICICI Prudential 171,185 DSP 20,186 Kotak Mahindra 170,621 Kotak Mahindra 15,849

Bharat Petroleum Corporation No of shares No of shares Mirae 4,180,828 Mirae 3,183,939 UTI 588,977 DSP 1,711,935 BoughtNippon 338,872 Bought Axis 1,026,443 Sundaram 224,467 IDFC 869,438 Franklin Templeton 129,236 HDFC 801,398 HDFC 4,269,950 Motilal Oswal 2,104,443 DSP 1,664,381 Canara Robeco 1,418,000 SoldKotak Mahindra 949,464 Sold Tata 1,232,413 ICICI Prudential 906,164 Aditya Birla 1,090,602 IDFC 204,622 L&T 1,006,777

Bharti Infratel Britannia No of shares No of shares Kotak Mahindra 758,548 SBI 226,155 Nippon 381,266 Tata 211,587 BoughtICICI Prudential 202,013 Bought Nippon 122,680 SBI 13,546 IDFC 87,791 Sundaram 11,926 Canara Robeco 74,500 HDFC 6,941,514 ICICI Prudential 289,419 Tata 2,047,963 Motilal Oswal 188,924 SoldAxis 287,829 Sold Mirae 47,128 Aditya Birla 199,355 Kotak Mahindra 23,186 DSP 156,022 IDBI 10,018

6 Cipla Coal India No of shares No of shares DSP 2,920,218 SBI 5,043,590 Axis 1,504,004 ICICI Prudential 4,028,393 BoughtSBI 1,422,701 Bought Tata 603,906 Kotak Mahindra 837,978 ITI 167,000 Tata 737,912 Shriram 105,350 ICICI Prudential 4,406,525 Kotak Mahindra 5,443,302 Aditya Birla 1,039,055 Aditya Birla 4,940,103 SoldUTI 111,989 Sold Edelweiss 1,302,221 Nippon 92,260 IDFC 1,158,407 Quantum 89,249 L&T 231,833

Dr Reddys No of shares No of shares SBI 465,742 HDFC 1,320 DSP 378,520 LIC Mutual Fund 2 BoughtAxis 220,752 Bought Tata 105,389 Nippon 89,717 Aditya Birla 108,538 ICICI Prudential 99,965 Canara Robeco 100,025 Motilal Oswal 78,536 SoldKotak Mahindra 93,135 Sold Axis 43,719 Franklin Templeton 50,061 Invesco 33,258 Motilal Oswal 37,529 Kotak Mahindra 32,353

GAIL No of shares No of shares Edelweiss 541,138 Aditya Birla 409,666 Aditya Birla 385,064 SBI 169,090 BoughtTata 273,108 Bought BNP Paribas 40,850 ICICI Prudential 127,177 Tata 8,543 Sundaram 52,064 ICICI Prudential 8,481 Nippon 8,900,140 HDFC 1,514,893 Kotak Mahindra 3,497,398 Mirae 315,863 SoldUTI 390,585 Sold IDFC 280,372 HDFC 356,069 L&T 163,161 L&T 90,381 Edelweiss 142,151

HCL Tech HDFC Bank No of shares No of shares Nippon 4,999,194 Kotak Mahindra 6,856,363 SBI 1,729,187 Axis 1,711,750 BoughtHDFC 1,089,360 Bought Nippon 538,667 Invesco 888,885 Mirae 528,508 Tata 861,858 Aditya Birla 373,549 DSP 2,972,016 ICICI Prudential 4,888,725 Kotak Mahindra 2,090,245 HDFC 2,236,547 SoldICICI Prudential 1,616,452 Sold Franklin Templeton 1,918,246 UTI 501,410 Motilal Oswal 1,833,528 BNP Paribas 461,400 Tata 1,498,184

HDFC Life Insurance Hero MotoCorp No of shares No of shares SBI 8,662,305 Axis 295,843 UTI 2,003,111 Motilal Oswal 255,082 Bought Axis 1,015,149 Bought BNP Paribas 43,800 HDFC 190,431 Principal 41,682 JM Financial 48,000 SBI 33,329 Kotak Mahindra 2,789,415 DSP 310,902 Aditya Birla 2,261,664 Nippon 240,185 Sold ICICI Prudential 1,878,240 Sold IDFC 222,075 Nippon 1,759,743 Kotak Mahindra 210,848 Mirae 1,665,863 Franklin Templeton 200,287

7 Hindalco Industries No of shares No of shares DSP 1,485,339 Axis 634,159 UTI 1,090,552 Kotak Mahindra 575,746 Bought PGIM 235,000 Bought ICICI Prudential 243,966 Tata 231,283 Edelweiss 215,601 Mirae 212,804 BNP Paribas 130,375 ICICI Prudential 5,883,832 Nippon 1,181,963 Aditya Birla 5,058,328 DSP 617,146 Sold Franklin Templeton 4,500,000 Sold IDFC 260,288 HDFC 3,836,791 SBI 235,755 SBI 2,271,567 Aditya Birla 195,556

Housing Development Finance Corporation ICICI Bank No of shares No of shares Axis 326,883 Nippon 10,585,837 DSP 55,983 Mirae 8,049,110 Bought LIC Mutual Fund 55,164 Bought Kotak Mahindra 5,288,103 HDFC 34,552 ICICI Prudential 2,263,933 IDBI 27,532 Motilal Oswal 1,686,121 ICICI Prudential 1,059,520 SBI 4,378,949 Tata 952,321 Axis 2,498,179 Sold SBI 522,619 Sold Aditya Birla 1,306,846 Kotak Mahindra 497,418 Principal 412,840 IDFC 461,043 BNP Paribas 317,375

IndusInd Bank Indian Oil Corporation No of shares No of shares Aditya Birla 893,511 Edelweiss 62,235,820 Nippon 437,953 ITI 1,348,950 Bought ICICI Prudential 201,493 Bought ICICI Prudential 1,169,908 DSP 56,733 UTI 902,647 Motilal Oswal 5,223 DSP 676,079 Mirae 2,281,074 Mirae 11,254,508 Kotak Mahindra 1,335,973 Franklin Templeton 3,993,858 Sold UTI 745,716 Sold IDFC 3,158,276 Sundaram 489,116 Nippon 2,927,210 IDFC 318,650 Kotak Mahindra 2,517,710

ITC Infosys No of shares No of shares Mirae 3,965,144 Axis 8,090,967 PPFAS 3,241,300 Kotak Mahindra 3,961,465 Bought Baroda India 2,413,000 Bought Tata 2,611,943 Tata 1,254,710 DSP 2,415,239 Sundaram 1,028,712 HDFC 1,995,753 Kotak Mahindra 11,512,294 ICICI Prudential 7,597,004 SBI 2,341,454 Nippon 3,535,028 Sold ICICI Prudential 2,068,599 Sold Invesco 954,780 Aditya Birla 1,785,315 Franklin Templeton 928,306 HDFC 1,592,092 IDFC 744,612

JSW Steel No of shares No of shares Nippon 1,788,182 Kotak Mahindra 806,708 Kotak Mahindra 1,108,520 Nippon 805,158 Bought ICICI Prudential 771,399 Bought Axis 645,739 Tata 666,623 UTI 194,329 Edelweiss 347,930 HSBC Global 125,000 IDFC 183,919 Aditya Birla 704,418 Invesco 16,202 IDFC 435,083 Sold BOI AXA 8,100 Sold L&T 157,332 Union 3,806 Mirae 113,827 Franklin Templeton 824 Tata 97,362

8 Larsen & Toubro Mahindra & Mahindra No of shares No of shares SBI 2,626,250 IDFC 1,406,309 Kotak Mahindra 681,052 Nippon 1,380,763 Bought IDFC 639,045 Bought L&T 1,224,840 Aditya Birla 590,797 Canara Robeco 635,500 Tata 239,791 Sundaram 208,504 Canara Robeco 892,000 ICICI Prudential 4,283,317 DSP 869,891 Kotak Mahindra 2,855,422 Sold ICICI Prudential 626,431 Sold Axis 1,120,610 HDFC 405,974 Aditya Birla 455,515 IIFL 347,135 Franklin Templeton 302,212

Maruti Suzuki NTPC No of shares No of shares Axis 202,642 Nippon 3,031,680 SBI 83,406 DSP 2,124,172 Bought DSP 51,845 Bought SBI 589,150 HSBC Global 9,000 Sundaram 556,693 Taurus 402 Edelweiss 359,091 Motilal Oswal 140,913 L&T 5,319,369 Kotak Mahindra 138,040 UTI 4,349,144 Sold Mirae 102,132 Sold IDFC 4,104,555 ICICI Prudential 59,789 Kotak Mahindra 3,569,009 Canara Robeco 51,578 Aditya Birla 1,808,438

Nestle India Power Grid Corporation Of India No of shares No of shares Axis 181,288 Invesco 2,668,554 Motilal Oswal 102,023 Edelweiss 710,598 Bought Nippon 45,456 Bought DSP 375,385 PGIM 5,100 Franklin Templeton 290,816 Tata 4,922 PGIM 200,000 Kotak Mahindra 94,379 Kotak Mahindra 6,750,006 IDFC 30,699 SBI 6,336,674 Sold L&T 6,297 Sold ICICI Prudential 4,328,747 ICICI Prudential 6,132 IDFC 3,312,431 Canara Robeco 2,350 Baroda India 665,000

Oil & Natural Gas Corporation . No of shares No of shares UTI 2,402,994 Kotak Mahindra 28,360 Nippon 1,648,633 Axis 27,412 Bought DSP 830,076 Bought Tata 5,323 L&T 456,506 HSBC Global 5,000 SBI 433,472 IDFC 4,196 ICICI Prudential 4,572,055 L&T 48,564 Kotak Mahindra 2,836,836 UTI 3,003 Sold Axis 313,330 Sold DSP 2,214 HDFC 230,097 Aditya Birla 1,620 Sundaram 6,079 Canara Robeco 1,500

Reliance Industries Sun Pharmaceutical Industries No of shares No of shares PGIM 5,015,000 SBI 6,553,705 Axis 1,060,720 HDFC 2,036,487 Bought Motilal Oswal 757,055 Bought Canara Robeco 1,180,000 IIFL 130,410 Kotak Mahindra 966,027 Essel Finance 30,505 UTI 294,185 HDFC 7,593,981 Nippon 4,374,123 SBI 3,553,110 ICICI Prudential 2,594,309 Sold Aditya Birla 3,464,532 Sold Aditya Birla 525,297 DSP 1,879,149 IDFC 377,155 IDFC 1,487,436 Axis 234,210

9 State Bank Of India TCS No of shares No of shares Kotak Mahindra 10,576,226 Kotak Mahindra 2,246,773 DSP 5,013,880 Axis 1,553,265 Bought Aditya Birla 2,023,509 Bought Nippon 583,428 UTI 1,831,046 Sundaram 564,757 Axis 1,541,430 IDFC 462,781 SBI 9,174,316 ICICI Prudential 166,926 ICICI Prudential 6,600,132 Tata 29,483 Sold Nippon 1,484,432 Sold ITI 28,955 Franklin Templeton 1,009,172 Essel Finance 28,199 Motilal Oswal 131,787 UTI 24,066

Tata Motors Tata Steel No of shares No of shares Kotak Mahindra 3,426,272 Aditya Birla 1,351,010 Aditya Birla 1,749,630 Kotak Mahindra 1,229,890 BoughtDSP 1,470,264 Bought UTI 805,289 UTI 825,345 HDFC 771,978 Axis 696,642 Mirae 499,116 Nippon 8,073,669 DSP 2,320,117 Mirae 2,096,218 L&T 2,225,151 SoldEdelweiss 1,949,403 Sold SBI 527,908 ICICI Prudential 1,817,670 Invesco 490,816 Invesco 723,903 ICICI Prudential 394,251

Tech Mahindra Titan No of shares No of shares HDFC 2,533,388 Canara Robeco 299,500 SBI 1,550,462 IDFC 161,907 BoughtAditya Birla 1,038,601 Bought SBI 55,661 Invesco 387,342 HDFC 42,766 ICICI Prudential 308,493 Invesco 36,214 Kotak Mahindra 1,585,818 Axis 921,479 IDFC 1,220,078 ICICI Prudential 733,752 SoldEdelweiss 976,180 Sold Kotak Mahindra 671,236 DSP 713,290 Tata 610,789 Tata 601,033 UTI 245,727

Ultratech Cement UPL No of shares No of shares DSP 164,483 Aditya Birla 1,718,522 Invesco 129,421 Nippon 1,576,940 BoughtAditya Birla 121,571 Bought Kotak Mahindra 1,279,826 Canara Robeco 73,000 Axis 546,692 Axis 66,161 L&T 518,746 Tata 54,068 ICICI Prudential 629,222 HSBC Global 50,000 Tata 64,775 SoldFranklin Templeton 48,962 Sold UTI 60,945 HDFC 41,967 BOI AXA 1,700 ICICI Prudential 24,646 Mirae 1,146

Wipro Zee Entertainment No of shares No of shares HDFC 11,572,724 SBI 1,531,644 UTI 1,330,387 Edelweiss 713,999 Bought Kotak Mahindra 832,725 Bought DSP 465,420 Edelweiss 431,997 Axis 300,618 ITI 271,869 UTI 218,956 ICICI Prudential 9,249,736 HDFC 2,042,903 Aditya Birla 1,805,792 Kotak Mahindra 1,416,484 Sold IDFC 1,389,186 Sold Nippon 1,330,427 Tata 984,414 PGIM 102,000 Nippon 758,444 IDFC 69,294

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

11 Changes in Nifty Midcaps Holdings (Top 5)

Aarti Industries Adani Power No of shares No of shares Bought Aditya Birla 28,600 Bought Motilal Oswal 182 Baroda India 25,000

Sold HDFC 954,208 Sold Nippon 30,434 Principal 55,810 ICICI Prudential 1,101 HSBC Global 5,000 Nippon 3,692 ICICI Prudential 44

Adani Gas Aditya Birla Fashion and Retail No of shares No of shares Bought Quant 239,300 Bought Mirae 11,196,608 Tata 192,563 Canara Robeco 2,057,000 Nippon 721,130 Invesco 700,896 Aditya Birla 449,528 Sold Nippon 11,421 Sold Principal 209,115 ICICI Prudential 413 IDFC 200,000 UTI 13,196

Aditya Birla Capital No of shares No of shares Bought Motilal Oswal 133 Bought ICICI Prudential 237,576 L&T 195,553 SBI 117,965 Sundaram 29,329 Tata 13,354 Sold UTI 116,719 Sold Aditya Birla 119,093 Nippon 22,050 LIC Mutual Fund 104,000 ICICI Prudential 799 Canara Robeco 56,000 BOI AXA 54,635 IDFC 29,885

Ajanta Pharma Enterprise No of shares No of shares Bought Nippon 124,654 Bought Franklin Templeton 567,701 UTI 67,279 Kotak Mahindra 188,500 SBI 30,000 L&T 123,600 Mahindra Manulife 20,249 UTI 49,362 Tata 18,642 DSP 34,839 Sold Motilal Oswal 25,222 Sold Aditya Birla 208,689 Invesco 4,057 Nippon 133,570 Mirae 1,114 Invesco 87,608 ICICI Prudential 36 IDFC 70,500 Sundaram 47,054

Amara Raja Batteries No of shares No of shares Bought Tata 176,883 Bought Mirae 33,580,234 ICICI Prudential 151,389 Kotak Mahindra 2,907,000 L&T 129,000 Invesco 2,381,262 UTI 61,807 Aditya Birla 1,590,260 BOI AXA 24,727 Edelweiss 1,008,000 Sold Kotak Mahindra 160,000 Sold Nippon 4,063,803 SBI 139,765 UTI 441,897 IDFC 110,000 ICICI Prudential 11,161 Sundaram 51,914 SBI 791 Edelweiss 11,000

12 No of shares No of shares Bought Nippon 1,115,967 Bought Kotak Mahindra 1,290,600 Tata 535,000 Nippon 438,829 HDFC 485,000 Axis 380,000 Aditya Birla 160,000 IDFC 256,553 DSP 70,000 Edelweiss 243,083 Sold ICICI Prudential 6,502,870 Sold Motilal Oswal 110,736 Franklin Templeton 374,876 DSP 91,227 IDFC 205,000 SBI 70,000 Quant 60,755 Canara Robeco 58,554 Edelweiss 50,000 IIFL 6,910

AU Small Finance Bank Bata No of shares No of shares Bought Nippon 422,393 Bought Kotak Mahindra 381,000 Edelweiss 164,845 Canara Robeco 282,000 Tata 49,859 Nippon 225,840 Motilal Oswal 16,713 IDFC 150,150 BOI AXA 14,637 ICICI Prudential 128,611 Sold Kotak Mahindra 172,610 Sold Axis 418,225 L&T 139,600 Tata 157,950 Canara Robeco 87,500 Sundaram 53,950 BNP Paribas 70,500 Principal 22,025 UTI 65,794

Bank Of India No of shares No of shares Bought Kotak Mahindra 16,728 Bought DSP 1,741,698 Nippon 2,728 ICICI Prudential 372,913 Motilal Oswal 90 Kotak Mahindra 331,500 Tata 39,000 PGIM 21,000 Sold ICICI Prudential 459 Sold Nippon 792,939 SBI 299,039

Bharat Electronics Bombay Burmah Trading Corporation No of shares No of shares Bought Sundaram 5,633,752 Bought Motilal Oswal 5 DSP 1,919,739 Invesco 1,461,290 Franklin Templeton 1,000,000 Nippon 863,152 Sold Mirae 10,841,312 Sold Nippon 742 L&T 2,943,700 ICICI Prudential 29 SBI 2,420,000 Aditya Birla 2,234,816 ICICI Prudential 1,512,372

Bharat Heavy Electricals No of shares No of shares Bought UTI 1,974,000 Bought Tata 208,635 Aditya Birla 273,000 Sundaram 76,394 Motilal Oswal 320 DSP 327 Motilal Oswal 118

Sold Kotak Mahindra 5,040,000 Sold UTI 931,973 SBI 1,826,399 Axis 926,720 DSP 1,386,000 Aditya Birla 487,440 ICICI Prudential 1,264,064 IDBI 164,697 L&T 357,000 Nippon 20,136

13 Cholamandalam & Finance No of shares No of shares Bought Nippon 2,268 Bought DSP 2,119,272 Motilal Oswal 75 Axis 2,098,648 Canara Robeco 1,700,000 SBI 1,000,000 Sundaram 232,500 Sold HDFC 1,566,878 Sold L&T 1,160,167 Kotak Mahindra 15,835 Franklin Templeton 1,000,000 ICICI Prudential 445 Aditya Birla 780,262

592,500 HDFC Baroda India 577,000

CESC No of shares No of shares Bought Nippon 684,029 Bought Edelweiss 740,041 ICICI Prudential 173,335 Axis 496,248 Canara Robeco 293,000 Tata 64,000 PGIM 27,077 Sold UTI 16,628 Sold Invesco 637,664 DSP 471,578 UTI 321,692 Principal 211,074 Kotak Mahindra 165,063

City Union Bank India No of shares No of shares Bought SBI 10,344,946 Bought L&T 404,200 Franklin Templeton 2,368,215 JM Financial 34,020 ICICI Prudential 1,409,716 Motilal Oswal 34 Baroda India 292,000 Tata 213,880 Sold UTI 3,836,766 Sold ICICI Prudential 1,330,619 Motilal Oswal 2,099,819 DSP 698,798 Canara Robeco 1,634,326 Kotak Mahindra 380,000 Aditya Birla 781,438 Tata 186,000 Edelweiss 773,613 SBI 160,000

Crompton Greaves Consumer Electricals Dr. Lal Pathlabs No of shares No of shares Bought Sundaram 2,660,699 Bought Motilal Oswal 7 Nippon 2,063,346 Axis 1,762,057 UTI 327,297 Mahindra Manulife 278,851 Sold DSP 607,992 Sold Mirae 357,932 Mirae 497,298 Canara Robeco 121,000 Motilal Oswal 349,885 UTI 98,603 IDFC 150,000 BOI AXA 28,421 IIFL 71,450 Principal 26,100

Dalmia Bharat Emami No of shares No of shares Bought Baroda India 28,250 Bought L&T 3,586,114 Motilal Oswal 21 Nippon 1,591,220 IDFC 818,332 Kotak Mahindra 664,137 Sundaram 3,000 Sold Kotak Mahindra 100,000 Sold SBI 13,113,399 Aditya Birla 67,653 Aditya Birla 1,911,464 DSP 29,554 UTI 940,049 HSBC Global 22,354 HDFC 912,401 Nippon 3,625 ICICI Prudential 266,378

14 Edelweiss Financial Services Escorts No of shares No of shares Bought Motilal Oswal 20 Bought HDFC 240,900 Nippon 103,305 IIFL 21,788 BOI AXA 13,508 PGIM 9,000 Sold Nippon 21,068 Sold Tata 228,000 ICICI Prudential 807 Canara Robeco 215,800 Aditya Birla 89,100 UTI 72,335 Kotak Mahindra 58,300

Endurance Technologies No of shares No of shares Bought SBI 77,000 Bought Aditya Birla 1,375,290 Motilal Oswal 75,009 Motilal Oswal 129 Axis 73,769 UTI 20,088 Mahindra Manulife 7,493 Sold BNP Paribas 30,000 Sold ICICI Prudential 911,213 ICICI Prudential 5,638 Nippon 21,642 Nippon 1,468 BOI AXA 739

Exide Industries No of shares No of shares Bought SBI 629,499 Bought Nippon 577,988 Mahindra Manulife 394,232 L&T 420,900 HDFC 330,000 UTI 377,200 IDFC 295,200 ICICI Prudential 360,873 Kotak Mahindra 210,400 Kotak Mahindra 319,700 Sold Invesco 2,280,383 Sold NA Tata 1,110,400 L&T 1,011,592 Principal 258,835 ICICI Prudential 104,622

Future Retail No of shares No of shares Bought Motilal Oswal 42 Bought Kotak Mahindra 97,126 Motilal Oswal 7

Sold L&T 4,734,209 Sold Quant 3,370 Sundaram 1,951,131 Nippon 1,286 Kotak Mahindra 652,700 ICICI Prudential 52 Nippon 9,235 ICICI Prudential 79

GMR Infrastructure Godrej Properties No of shares No of shares Bought Kotak Mahindra 3,420,000 Bought L&T 468,183 UTI 1,530,000 Nippon 433,573 BNP Paribas 765,000 Motilal Oswal 21 PGIM 675,000 Edelweiss 630,000 Sold Sundaram 1,837,944 Sold Kotak Mahindra 2,600 Tata 1,755,000 IDFC 1,300 ICICI Prudential 588,256 ICICI Prudential 117 Invesco 135,000 Nippon 87,766

15 Godrej Industries Gujarat State Petronet No of shares No of shares Bought Motilal Oswal 20 Bought DSP 3,092,383 Axis 1,699,339 Kotak Mahindra 600,000 UTI 235,436 Tata 137,393 Sold Nippon 3,355 Sold SBI 2,613,047 ICICI Prudential 125 Invesco 855,723 Aditya Birla 731,612 BNP Paribas 326,000 Franklin Templeton 40,000

Gujarat Gas Housing & Urban Development Corporation No of shares No of shares Bought Edelweiss 948,079 Bought Edelweiss 60,000,000 Invesco 414,024 Motilal Oswal 50 Nippon 318,280 UTI 213,837 DSP 97,813 Sold IDFC 650,000 Sold Nippon 8,068 BNP Paribas 479,000 ICICI Prudential 299 Kotak Mahindra 122,268 Aditya Birla 121,674 Tata 114,608

Hexaware Technologies IDFC First Bank No of shares No of shares Bought Invesco 798,692 Bought Nippon 2,636,479 ICICI Prudential 647,005 Kotak Mahindra 1,707,191 Nippon 300,757 ICICI Prudential 1,668,001 SBI 265,307 SBI 479,911 ITI 172,000 Motilal Oswal 65,843 Sold NA Sold Edelweiss 702,684 Tata 2,642

IDBI Bank Ventures No of shares No of shares Bought Motilal Oswal 279 Bought Motilal Oswal 62

Sold Nippon 7,884 Sold Nippon 10,248 ICICI Prudential 52 ICICI Prudential 600

Indiabulls Housing Finance No of shares No of shares Bought Kotak Mahindra 1,376,400 Bought Sundaram 186,817 Edelweiss 77,500 Principal 137,785 ICICI Prudential 126,461 HSBC Global 20,000 Essel Finance 18,181 Sold Nippon 112,513 Sold DSP 277,736 UTI 4,362 Canara Robeco 246,000 ICICI Prudential 494 Edelweiss 91,455 SBI 398 L&T 43,625 Aditya Birla 35,075

16 Indian Railway Catering & Tourism Corp. JSW Energy No of shares No of shares Bought Mahindra Manulife 50,000 Bought Aditya Birla 4,000,000 Motilal Oswal 3 Tata 650,292 Motilal Oswal 102

Sold Invesco 217,034 Sold Nippon 1,519,554 Sundaram 65,580 ICICI Prudential 616 Quant 9,000 Taurus 7,418 Principal 7,382

Jindal Steel & Power Jubilant Life Sciences No of shares No of shares Bought HDFC 5,114,000 Bought Motilal Oswal 18 Nippon 1,514,332 BNP Paribas 207,000 Essel Finance 149,740 UTI 65,000 Sold Baroda India 1,400,000 Sold DSP 157,716 Edelweiss 531,281 Nippon 3,234 Invesco 385,000 Shriram 480 DSP 322,262 ICICI Prudential 114 PGIM 295,000

Jubilant FoodWorks L&T Technology Services No of shares No of shares Bought Edelweiss 68,000 Bought Nippon 362,081 Sundaram 42,927 UTI 183,057 SBI 31,000 Invesco 76,971 Aditya Birla 18,828 SBI 70,000 Kotak Mahindra 18,000 Edelweiss 15,981 Sold Canara Robeco 168,000 Sold HDFC 82,181 Baroda India 72,300 BOI AXA 34,187 HSBC Global 10,000 Union 28,244 IDFC 10,000 ICICI Prudential 41 IDBI 5,000

L&T Finance Holdings LIC Housing Finance No of shares No of shares Bought DSP 1,985,600 Bought Tata 6,000 Edelweiss 272,000 Motilal Oswal 75 Nippon 211,343 Kotak Mahindra 204,000 Tata 122,400 Sold UTI 1,101,600 Sold Kotak Mahindra 674,000 ICICI Prudential 403,503 ICICI Prudential 630,983 Union 81,600 Edelweiss 229,401 Essel Finance 6,800 Aditya Birla 196,391 Nippon 180,580

Larsen & Toubro Infotech Mahindra & Mahindra Financial Services No of shares No of shares Bought Sundaram 330,931 Bought Principal 1,593,661 ITI 15,550 Canara Robeco 330,302 BOI AXA 12,568 Invesco 109,409 PGIM 10,000 BNP Paribas 82,000 ICICI Prudential 9,880 JM Financial 51,440 Sold Canara Robeco 344,496 Sold ICICI Prudential 10,542,626 Motilal Oswal 199,634 SBI 8,493,416 UTI 102,979 Nippon 7,615,233 HDFC 28,700 Axis 6,886,088 Union 26,148 Kotak Mahindra 4,606,933

17 Mangalore Refinery & Petrochemicals No of shares No of shares Bought Kotak Mahindra 230,400 Bought Motilal Oswal 48 Invesco 175,256 Tata 95,000 L&T 84,236 Aditya Birla 64,200 Sold HDFC 182,464 Sold ICICI Prudential 3,263,980 Union 88,844 Aditya Birla 2,431,006 ICICI Prudential 51,674 Nippon 8,015 Baroda India 35,000 IDFC 29,400

Manappuram Finance No of shares No of shares Bought Nippon 911,177 Bought Sundaram 710,457 Kotak Mahindra 348,000 Tata 608,900 Tata 258,000 UTI 515,400 Edelweiss 150,409 Canara Robeco 498,296 Taurus 8,000 Axis 120,000 Sold L&T 995,029 Sold DSP 269,332 Aditya Birla 690,000 Kotak Mahindra 154,000 ICICI Prudential 93,912 Edelweiss 61,600 BNP Paribas 30,000 L&T 12,800 UTI 12,000 SBI 34

Max Financial Services MRF No of shares No of shares Bought L&T 535,182 Bought Sundaram 11,851 Motilal Oswal 132,485 Kotak Mahindra 4,480 Kotak Mahindra 72,207 Edelweiss 2,548 UTI 68,276 Tata 960 Quant 8,200 IDFC 820 Sold Mirae 613,681 Sold Nippon 4,450 Nippon 206,867 L&T 4,394 DSP 171,347 UTI 4,105 Principal 74,377 Aditya Birla 3,609 Tata 67,600 Principal 1,179

Mphasis National Aluminium No of shares No of shares Bought Nippon 379,052 Bought Aditya Birla 5,785,730 L&T 287,276 Nippon 2,427,029 HDFC 212,000 Kotak Mahindra 1,972,000 Invesco 170,919 Canara Robeco 1,790,000 Axis 147,312 Invesco 1,479,000 Sold UTI 66,999 Sold ICICI Prudential 2,985,625 Quant 3,300 JM Financial 289,000 Mirae 272,000

Natco Pharma Nippon India Life No of shares No of shares Bought Tata 1,291,000 Bought Mirae 100,000 Nippon 446,142 Union 60,000 PGIM 20,000 Baroda India 8,500 Quant 880 Sold ICICI Prudential 709,684 Sold Motilal Oswal 59,966 Franklin Templeton 500,000 ICICI Prudential 226 Mirae 132,158 UTI 117,446 Principal 59,723

18 NIIT Technologies No of shares No of shares Bought Axis 165,252 Bought Tata 291,181 Aditya Birla 156,300 Motilal Oswal 91 PGIM 25,000 Union 23,251 BOI AXA 17,247 Sold Kotak Mahindra 69,375 Sold ICICI Prudential 267,271 ICICI Prudential 44,179 Nippon 196,779 UTI 43,604

L&T 13,125 Taurus 8,250

Oberoi Realty PI Industries No of shares No of shares Bought Kotak Mahindra 931,393 Bought SBI 1,190,476 Nippon 484,896 ICICI Prudential 1,009,631 L&T 312,300 Aditya Birla 930,713 Motilal Oswal 28 Sundaram 680,272 Axis 669,013 Sold Aditya Birla 1,071,954 Sold ITI 28,600 Union 98,335 UTI 19,586 UTI 62,846 Union 5,546 ICICI Prudential 173 HSBC Global 5,000 Shriram 2,147

Pfizer Polycab India No of shares No of shares Bought SBI 20,000 Bought HSBC Global 65,000 Mahindra Manulife 2,000 Tata 38,965 ICICI Prudential 25 Union 38,640 Edelweiss 606

Sold Tata 54,750 Sold Franklin Templeton 596,612 Nippon 31,374 L&T 29,725 UTI 25,698 IDFC 10,000 Edelweiss 14,055 Nippon 1,045 BNP Paribas 10,800 ICICI Prudential 26

PNB Housing Finance Quess Corp No of shares No of shares Bought Motilal Oswal 1 Bought Nippon 2,749 ICICI Prudential 71

Sold Aditya Birla 54,500 Sold Tata 50,000 Nippon 2,455 Aditya Birla 39,804 Motilal Oswal 16

Prestige Estate Projects RBL Bank No of shares No of shares Bought HDFC 63,300 Bought Nippon 773,940 UTI 51,719 Edelweiss 692,037 Aditya Birla 549,999 Kotak Mahindra 311,658 ICICI Prudential 129,081 Sold L&T 295,985 Sold Motilal Oswal 2,996,179 Edelweiss 248,637 SBI 184,886 Nippon 5,168 Axis 113,960 ICICI Prudential 180 UTI 15,430 Taurus 1,828

19 SRF No of shares No of shares Bought Tata 72,805 Bought Tata 42,421 Nippon 37,000 L&T 24,750 19 Mirae 20,000 IDFC 14,250 Sold Nippon 5,652 Sold Principal 5,688 ICICI Prudential 258 Aditya Birla 3,800 BNP Paribas 1,500

REC Sun TV Network No of shares No of shares Bought Kotak Mahindra 2,094,000 Bought Tata 147,000 IDFC 822,000 BNP Paribas 105,000 ICICI Prudential 613,400 L&T 94,500 Tata 468,000 IDFC 82,500 Edelweiss 234,000 Invesco 51,000 Sold Axis 384,000 Sold Aditya Birla 453,997 Nippon 8,614 UTI 255,154 SBI 512 ICICI Prudential 200,236 Kotak Mahindra 22,100 Union 13,500

Steel Authority Of India Tata Consumer Products No of shares No of shares Bought Kotak Mahindra 1,406,000 Bought IDFC 926,100 ICICI Prudential 551,261 Canara Robeco 206,324 UTI 418,000 Tata 141,200 Edelweiss 380,000 Axis 120,300 DSP 102,600 Sold Nippon 20,742,909 Sold L&T 3,157,100 L&T 1,235,000 Kotak Mahindra 1,780,100 DSP 361,000 Nippon 1,274,779 Axis 171,000 Mirae 735,797 Union 171,000 Aditya Birla 633,418

Syngene International The Federal Bank No of shares No of shares Bought L&T 1,069,759 Bought Franklin Templeton 4,508,500 Principal 140,359 SBI 3,403,585 LIC Mutual Fund 102,300 Kotak Mahindra 3,067,067 BOI AXA 89,425 PGIM 780,000 HDFC 42,645 LIC Mutual Fund 259,300 Sold Nippon 3,500,491 Sold Nippon 14,782,048 Mirae 1,705,119 Aditya Birla 4,597,664 UTI 736,396 Tata 3,960,611 Canara Robeco 323,311 Edelweiss 2,136,570 Tata 184,222 BNP Paribas 1,777,500

Tata Power The No of shares No of shares Bought DSP 17,090,389 Bought Invesco 607,726 Baroda India 4,420,000 Aditya Birla 226,124 Kotak Mahindra 3,875,500 Canara Robeco 167,671 Edelweiss 2,627,688 Edelweiss 59,500 IDFC 918,000 Sold ICICI Prudential 13,081,627 Sold L&T 558,890 Aditya Birla 4,317,125 Sundaram 491,484 Nippon 932,852 Kotak Mahindra 209,372 HDFC 418,500 SBI 140,000 SBI 1,000 DSP 136,120

20 The Indian Hotels No of shares No of shares Bought SBI 1,500,000 Bought L&T 401,330 Motilal Oswal 174 Principal 48,800 Tata 46,681

Sold UTI 2,897,509 Sold Sundaram 386,648 Tata 2,100,000 HDFC 274,634 HDFC 1,185,500 Nippon 271,587 Nippon 29,088 Axis 240,399 ICICI Prudential 1,377 ICICI Prudential 187,759

Torrent Power No of shares No of shares Bought SBI 866,000 Bought HDFC 1,261,000 Invesco 264,201 ICICI Prudential 1,043 Principal 261,225 Kotak Mahindra 183,000 Nippon 142,751 Sold Axis 1,900,000 Sold Kotak Mahindra 29,732 Franklin Templeton 400,000 Nippon 4,790 ITI 315,850 Motilal Oswal 158 UTI 257,563

TVS Motor VGuard Industries No of shares No of shares Bought Aditya Birla 119,802 Bought Kotak Mahindra 542,780 Motilal Oswal 50 Motilal Oswal 39

Sold Mirae 1,348,908 Sold Sundaram 181,822 ICICI Prudential 907,798 BOI AXA 53,756 Nippon 733,097 Axis 33,688 Franklin Templeton 626,169 Nippon 6,578 SBI 150,111

Varun Beverages No of shares No of shares Bought Union 48,757 Bought Canara Robeco 1,067,000 Tata 40,177 Mirae 893,388 Principal 26,600 Sundaram 616,814 Motilal Oswal 24 SBI 559,873 Nippon 423,386 Sold Sundaram 648,679 Sold ICICI Prudential 508,005 Nippon 361,412 Tata 445,500 Baroda India 15,000 Edelweiss 125,000 ICICI Prudential 137 Franklin Templeton 100,000 Axis 25,000

Vodafone Idea Whirlpool of India No of shares No of shares Bought Motilal Oswal 1,988 Bought Canara Robeco 18,000 Tata 12,829 Axis 11,991 UTI 10,439 Sundaram 8,661 Sold Franklin Templeton 251,394,986 Sold Mirae 54,017 ICICI Prudential 58,020,618 Principal 26,646 Nippon 31,694,242 Invesco 21,198 DSP 15,540,000 Aditya Birla 8,091 Essel Finance 13,347,310 Edelweiss 2,054

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

23 MF Activity in Dolat Preferred Picks (Top 5)

ACC Alkem Laboratories No of shares No of shares Nippon 664,174 ICICI Prudential 237,576 Franklin Templeton 652,877 L&T 195,553 Bought HDFC 506,500 Bought SBI 117,965 Axis 149,922 Sundaram 29,329 Kotak Mahindra 140,500 Tata 13,354 SBI 70,163 Aditya Birla 119,093 BNP Paribas 65,500 LIC Mutual Fund 104,000 Sold IDFC 26,046 Sold Canara Robeco 56,000 DSP 9,532 BOI AXA 54,635 Taurus 1,916 IDFC 29,885

Asahi India Glass Bharti Airtel No of shares No of shares Mirae 3,183,939 DSP 1,711,935 Bought NA Bought Axis 1,026,443 IDFC 869,438 HDFC 801,398 Motilal Oswal 13 Motilal Oswal 2,104,443 Canara Robeco 1,418,000 Sold Sold Tata 1,232,413 Aditya Birla 1,090,602 L&T 1,006,777

Birla Corporation No of shares No of shares HSBC Global 117,000 SBI 226,155 L&T 10,000 Tata 211,587 Bought PGIM 10,000 Bought Nippon 122,680 ICICI Prudential 3,838 IDFC 87,791 Canara Robeco 74,500 Aditya Birla 44,899 ICICI Prudential 289,419 Nippon 36,874 Motilal Oswal 188,924 Sold Essel Finance 21,781 Sold Mirae 47,128 Motilal Oswal 3 Kotak Mahindra 23,186 IDBI 10,018

Colgate Palmolive (India) Crompton Greaves Consumer Electricals No of shares No of shares IDFC 446,600 Sundaram 2,660,699 DSP 280,889 Nippon 2,063,346 Bought Axis 238,599 Bought Axis 1,762,057 ICICI Prudential 66,213 UTI 327,297 Mirae 52,783 Mahindra Manulife 278,851 Sundaram 620,368 DSP 607,992 Aditya Birla 427,872 Mirae 497,298 Sold L&T 323,792 Sold Motilal Oswal 349,885 Nippon 307,899 IDFC 150,000 HDFC 95,000 IIFL 71,450

Dixon Technologies (India) No of shares No of shares L&T 41,759 Edelweiss 948,079 Sundaram 22,557 Invesco 414,024 Bought Essel Finance 18,460 Bought Nippon 318,280 Principal 1,333 UTI 213,837 DSP 97,813 SBI 140,000 IDFC 650,000 Nippon 37,328 BNP Paribas 479,000 Sold Tata 21,000 Sold Kotak Mahindra 122,268 Invesco 19,781 Aditya Birla 121,674 Kotak Mahindra 13,207 Tata 114,608

24 Gulf Oil Lubricants India HCL Technologies No of shares No of shares Franklin Templeton 1,070,000 Nippon 4,999,194 Canara Robeco 214,708 SBI 1,729,187 Bought IDFC 100,000 Bought HDFC 1,089,360 Invesco 888,885 Tata 861,858 Axis 774,970 DSP 2,972,016 Invesco 232,568 Kotak Mahindra 2,090,245 Sold Sold ICICI Prudential 1,616,452 UTI 501,410 BNP Paribas 461,400

HDFC Bank Hero MotoCorp No of shares No of shares Kotak Mahindra 6,856,363 Axis 295,843 Axis 1,711,750 Motilal Oswal 255,082 Bought Nippon 538,667 Bought BNP Paribas 43,800 Mirae 528,508 Principal 41,682 Aditya Birla 373,549 SBI 33,329 ICICI Prudential 4,888,725 DSP 310,902 HDFC 2,236,547 Nippon 240,185 Sold Franklin Templeton 1,918,246 Sold IDFC 222,075 Motilal Oswal 1,833,528 Kotak Mahindra 210,848 Tata 1,498,184 Franklin Templeton 200,287

HG Infra Engineering ICICI Bank No of shares No of shares Nippon 10,585,837 Mirae 8,049,110 Bought NA Bought Kotak Mahindra 5,288,103 ICICI Prudential 2,263,933 Motilal Oswal 1,686,121 L&T 115,597 SBI 4,378,949 BOI AXA 23,165 Axis 2,498,179 Sold IDBI 5,110 Sold Aditya Birla 1,306,846 DSP 3,759 Principal 412,840 BNP Paribas 317,375

Indraprastha Gas Ipca Laboratories No of shares No of shares Canara Robeco 1,563,000 Sundaram 186,817 Tata 854,750 Principal 137,785 Bought Kotak Mahindra 670,170 Bought ICICI Prudential 126,461 DSP 568,123 HSBC Global 20,000 Aditya Birla 367,125 Essel Finance 18,181 Axis 2,433,555 DSP 277,736 Nippon 1,229,543 Canara Robeco 246,000 Sold Edelweiss 1,108,698 Sold Edelweiss 91,455 Principal 887,274 L&T 43,625 UTI 672,802 Aditya Birla 35,075

ITC KEC International No of shares No of shares Mirae 3,965,144 NA PPFAS 3,241,300 Bought Baroda India 2,413,000 Bought Tata 1,254,710 Sundaram 1,028,712 Kotak Mahindra 11,512,294 Nippon 403,829 SBI 2,341,454 IDFC 402,020 Sold ICICI Prudential 2,068,599 Sold Aditya Birla 277,025 Aditya Birla 1,785,315 HDFC 90,000 HDFC 1,592,092 Taurus 283

25 KEI Industries Majesco No of shares No of shares HSBC Global 155,000 Quant 16,180

Bought Bought

Sundaram 59,818 Edelweiss 14,589 Sold ICICI Prudential 65 Sold NA

Maruti Suzuki India No of shares No of shares Axis 202,642 Nippon 379,052 SBI 83,406 L&T 287,276 Bought DSP 51,845 Bought HDFC 212,000 HSBC Global 9,000 Invesco 170,919 Taurus 402 Axis 147,312 Motilal Oswal 140,913 UTI 66,999 Kotak Mahindra 138,040 Quant 3,300 Sold Mirae 102,132 Sold ICICI Prudential 59,789 Canara Robeco 51,578

Navin Fluorine International NTPC No of shares No of shares Motilal Oswal 124,989 Nippon 3,031,680 Aditya Birla 106,708 DSP 2,124,172 BoughtBOI AXA 10,443 Bought SBI 589,150 Shriram 8,358 Sundaram 556,693 Edelweiss 359,091 Canara Robeco 30,734 L&T 5,319,369 Axis 25,000 UTI 4,349,144 Sold DSP 13,157 Sold IDFC 4,104,555 Principal 11,825 Kotak Mahindra 3,569,009 IDFC 1,920 Aditya Birla 1,808,438

Page Industries PNC Infratech No of shares No of shares Axis 59,995 HDFC 6,000 Mirae 55,378 Bought L&T 13,446 Bought Nippon 11,504 Sundaram 4,566 Motilal Oswal 7,612 Sundaram 191,505 Principal 3,385 ICICI Prudential 140,004 Sold Kotak Mahindra 2,671 Sold Nippon 35,000 PGIM 2,090 IDFC 33,314 Aditya Birla 1,241 SBI 8,500

PSP Projects Relaxo Footwears No of shares No of shares IDFC 3,606 UTI 305,839 Aditya Birla 33,000 Bought Bought Essel Finance 3,050 Motilal Oswal 87

DSP 42,100 Principal 7,070 Sold NA Sold Edelweiss 6,599 BOI AXA 3,576 Nippon 2,995

26 SRF Suprajit Engineering No of shares No of shares Tata 42,421 DSP 158,664 Nippon 37,000 HDFC 42,999 Bought Mirae 20,000 Bought IDFC 14,250 Edelweiss 11,646 Principal 5,688 ICICI Prudential 90 Aditya Birla 3,800 Motilal Oswal 8 Sold BNP Paribas 1,500 Sold

UPL No of shares Aditya Birla 1,718,522 Nippon 1,576,940 Bought Kotak Mahindra 1,279,826 Axis 546,692 L&T 518,746 ICICI Prudential 629,222 Tata 64,775 Sold UTI 60,945 BOI AXA 1,700 Mirae 1,146

27 28 New Entry & Complete Exits July 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 Arvind Fashions Baroda MF,Canara Robeco 0.00 1,840 Motilal Oswal MF Arti Surfactants 26.34 676,944 (Rights Entitlements (REs) MF,L&T MF,HDFC Borosil 3.35 232,020 Quant MF,IDFC MF Bhageria Industries 0.49 44,460 Quant MF Gateway Distriparks (Rights 1.83 1,181,441 Mirae MF Borosil Renewables 0.01 1,020 Quant MF Entitlements (REs)) Aditya Birla SL MF,Quant Hester Biosciences 1.02 7,701 ITI MF Clariant Chemicals (India) 1.69 41,644 MF Consolidated Construction Hindustan Foods 0.76 11,816 Union MF 0.04 1,590,949 Franklin Templeton MF Consortium Novartis India 0.14 2,200 Quant MF Dhampur Sugar Mills 4.64 350,100 Nippon India MF

PTC India Financial Services 2.30 1,301,500 Quant MF Flora Textiles 0.00 255,000 JM MF Aditya Birla SL PVR (Rights Entitlements) 3.66 111,281 Geojit Financial Services 4.90 1,334,118 ITI MF MF,Sundaram Shivalik Rasayan 0.59 12,500 Quant MF Monte Carlo Fashions 1.18 71,728 Nippon India MF

Stylam Industries 2.15 47,803 Quant MF

28

DART RATING MATRIX Total Return Expectation (12 Months)

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

DART Team

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

Amit Khurana, CFA Head of Equities [email protected] +9122 4096 9745

CONTACT DETAILS

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

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