Indian equities continued to rally in November with the BSE SENSEX gaining around 11% during the month. The MF industry, meanwhile, witnessed a decline in equity inflows. Total equity outflows rose significantly to Rs 12,917 crore in November from Rs 2,724 crore in October.
To understand how MFs are dealing with these outflows amid this rally in the market, take a look at what went in and went out of the industry last month.
In the large cap space, Bank of Baroda, HCL technologies and Adani Ports and special economic zone were among the top favourites for the MF industry. Meanwhile, Tata Consumer Products, IndusInd Bank and Biocon were sold the most by fund houses in the large cap category.
|
Top 10 buys in large cap |
Nov shares in lakh |
Oct shares in lakh |
Increase in lakh |
|
Bank Of Baroda |
3125 |
2982 |
143 |
|
HCL Technologies |
1745 |
1665 |
80 |
|
Adani Ports and Special Economic Zone |
816 |
763 |
53 |
|
DLF |
481 |
435 |
46 |
|
SBI Cards And Payment Services |
248 |
210 |
38 |
|
Dr. Reddys Laboratories |
216 |
205 |
11 |
|
Maruti Suzuki India |
243 |
233 |
10 |
|
Piramal Enterprises |
24 |
20 |
4 |
|
Bosch |
7 |
5 |
2 |
|
Bajaj Holdings & Investment |
16 |
15 |
1 |
|
Top 10 sells in LC |
Nov shares in lakh |
Oct shares in lakh |
Decrease in lakh |
|
Tata Consumer Products |
957 |
1106 |
149 |
|
IndusInd Bank |
537 |
643 |
106 |
|
Biocon |
401 |
461 |
60 |
|
Interglobe Aviation |
166 |
209 |
43 |
|
Colgate-Palmolive (India) |
82 |
106 |
24 |
|
Larsen & Toubro Infotech |
73 |
85 |
12 |
|
Bajaj Finserv |
47 |
58 |
11 |
|
Nestle India |
38 |
44 |
6 |
|
Adani Transmission |
16 |
18 |
2 |
|
MRF |
4 |
4 |
0 |
In the mid cap space, Federal Bank, Vodafone Idea and Crompton Greaves Consumer Electricals were the topic picks. Stocks of Bharat Heavy Electricals, JSW Energy and GMR Infrastructure witnessed the highest selling in the mid cap space.
|
Top 10 buys in MC |
Nov shares in lakh |
Oct shares in lakh |
Increase (in lakh) |
|
The Federal Bank |
5645 |
5092 |
553 |
|
Vodafone Idea |
2200 |
1809 |
391 |
|
Crompton Greaves Consumer Electricals |
1743 |
1531 |
212 |
|
LIC Housing Finance |
311 |
210 |
101 |
|
Mahindra & Mahindra Financial Services |
1186 |
1092 |
94 |
|
RBL Bank |
704 |
650 |
54 |
|
Indiabulls Housing Finance |
52 |
39 |
13 |
|
Coforge |
59 |
54 |
5 |
|
Polycab India |
37 |
34 |
3 |
|
Page Industries |
14 |
13 |
1 |
|
Top 10 sells in MC |
Nov shares in lakh |
Oct shares in lakh |
Decrease (in lakh) |
|
Bharat Heavy Electricals |
682 |
1221 |
539 |
|
JSW Energy |
239 |
358 |
119 |
|
GMR Infrastructure |
237 |
342 |
105 |
|
Steel Authority Of India |
698 |
800 |
102 |
|
L&T Finance Holdings |
44 |
144 |
100 |
|
Trent |
274 |
346 |
72 |
|
PI Industries |
262 |
300 |
38 |
|
ACC |
185 |
214 |
29 |
|
Shriram Transport Finance Company |
22 |
33 |
11 |
|
Mahanagar Gas |
60 |
69 |
9 |
In the small cap space, Inox Leisure, Greaves Cotton and Century Plyboards India were among the most purchased stocks. CG Power & Industrial Solutions, PTC India and Laurus Labs witnessed the highest selling.
|
TOP 10 buys in sc |
Nov shares in lakhs |
Oct shares in lakhs |
Increase in lakhs |
|
Inox Leisure |
263 |
198 |
65 |
|
Greaves Cotton |
81 |
30 |
51 |
|
Century Plyboards (India) |
223 |
187 |
36 |
|
Jamna Auto Industries |
241 |
209 |
32 |
|
Matrimony. Com |
24 |
9 |
15 |
|
Ingersoll-Rand (India) |
17 |
5 |
12 |
|
Graphite India |
57 |
45 |
12 |
|
Tata Steel Long Products |
25 |
22 |
3 |
|
Elantas Beck India |
6 |
5 |
1 |
|
ABB Power Products & Systems India |
7 |
6 |
1 |
|
Top 10 sells in small cap |
Nov shares in lakhs |
Oct shares in lakhs |
Decrease in lakhs |
|
CG Power & Industrial Solutions |
752 |
924 |
172 |
|
PTC India |
120 |
173 |
53 |
|
Laurus Labs |
135 |
170 |
35 |
|
Mahindra Holidays & Resorts India |
162 |
194 |
32 |
|
LT Foods |
131 |
161 |
30 |
|
Cochin Shipyard |
39 |
58 |
19 |
|
Tejas Networks |
84 |
102 |
18 |
|
Suven Pharmaceuticals |
74 |
90 |
16 |
|
Care Ratings |
20 |
29 |
9 |
|
Siyaram Silk Mills |
36 |
44 |
8 |
