The rally in the Indian stock market continued in May with rise of over 6% in key indices – Sensex and Nifty.
Last month was good for the MF industry as well. Equity schemes saw net inflows of Rs.10,083 crore in May.
Let us look at what fund managers bought and sold stocks in May.
In the large cap space, Punjab National Bank, SBI Life Insurance and JSW Steel were among the top favourites of the MF industry. Meanwhile, Tata Steel, Wipro and Mahindra & Mahindra were sold the most by fund houses in the large cap category.
|
|
Shares in lakh |
|
|
|
Top 10 buys in Large cap |
April |
May |
Increase in number of shares |
|
Punjab National Bank |
1275 |
2402 |
1127 |
|
SBI Life Insurance |
600 |
840 |
240 |
|
JSW Steel |
452 |
498 |
46 |
|
Hero Motocorp |
101 |
118 |
17 |
|
Indus Towers |
70 |
85 |
15 |
|
Adani Enterprises |
91 |
99 |
8 |
|
Indo Edge (India) |
132 |
140 |
8 |
|
Larsen & Toubro Infotech |
64 |
69 |
5 |
|
Alkem Laboratories |
89 |
94 |
5 |
|
Bajaj Holdings & Investment |
22 |
26 |
4 |
|
Shares in lakh |
|
|
|
|
Top 10 sells in Large cap |
April |
May |
Decline in number of shares |
|
|
|
|
|
|
Tata Steel |
1478 |
1320 |
158 |
|
Wipro |
1212 |
1109 |
103 |
|
Mahindra & Mahindra |
1252 |
1174 |
78 |
|
Lupin |
590 |
546 |
44 |
|
Grasim Industries |
352 |
325 |
27 |
|
Godrej Consumer Products |
211 |
189 |
22 |
|
Hindustan Zinc |
63 |
50 |
13 |
|
Britannia Industries |
103 |
90 |
13 |
|
Interglobe Aviation |
118 |
106 |
12 |
|
Colgate-Palmolive |
79 |
70 |
9 |
In the mid cap category, Zee Entertainment, Union Bank of India, Max Healthcare Institute and L&T Finance Holdings were among the top picks. GMR Infrastructure, Canara Bank, JSW Energy and ICICI Securities witnessed the highest selling in mid cap space by the fund houses.
|
Shares in lakh |
|
|
|
|
Top 10 buys in Mid cap |
May |
April |
Increase in number of shares |
|
|
|
|
|
|
Zee Entertainment |
611 |
380 |
231 |
|
Union Bank of India |
766 |
559 |
207 |
|
Max Healthcare Institute |
713 |
530 |
183 |
|
L&T Finance Holdings |
385 |
273 |
112 |
|
Amara Raja Batteries |
122 |
96 |
26 |
|
Coforge |
75 |
52 |
23 |
|
Nippon Life India |
133 |
122 |
11 |
|
Escorts |
69 |
60 |
9 |
|
Jubilant Pharmova |
18 |
12 |
6 |
|
Godrej Industries |
18 |
12 |
6 |
|
|
Shares on lakh |
|
|
|
Top 10 sells in Mid cap |
May |
April |
Decline in number of shares |
|
|
|
|
|
|
GMR Infrastruture |
300 |
785 |
485 |
|
Canara Bank |
490 |
604 |
114 |
|
JSW Energy |
194 |
263 |
69 |
|
ICICI Securities |
136 |
177 |
41 |
|
Tata Chemicals |
176 |
217 |
41 |
|
General Insurance Corp |
43 |
56 |
13 |
|
Indian Railway Catering & Tourism |
115 |
127 |
12 |
|
Motilal Oswal Financial Services |
53 |
63 |
10 |
|
IIFL Wealth Management |
5 |
13 |
8 |
|
Godrej Agrovet |
26 |
29 |
3 |
In the small cap space, Magma Fincorp, TV18 Broadcast and Sundaram Finance Holdings were among the most purchased stocks. NLC, Praj Industries and Sterling and Wilson Solar witnessed the highest selling.
|
Shares in lakh |
|
|
|
|
Top 10 buys in Small cap |
May |
April |
Increase in number of shares |
|
|
|
|
|
|
Magma Fincorp |
314 |
212 |
102 |
|
TV18 Broadcast |
139 |
89 |
50 |
|
Sundaram Finance Holdings |
97 |
67 |
30 |
|
TCNS Clothing |
22 |
11 |
11 |
|
Avanti Feeds |
53 |
44 |
9 |
|
E.I.D. Parry |
46 |
38 |
8 |
|
Solara Active Pharma Science |
18 |
12 |
6 |
|
Butterfly Gandhimathi Appliances |
15 |
12 |
3 |
|
Lux Industries |
20 |
17 |
3 |
|
Poly Medicure |
14 |
12 |
2 |
|
|
Shares in lakh |
|
|
|
Top 10 sells in Small cap |
May |
April |
Decline in number of shares |
|
|
|
|
|
|
NLC |
558 |
805 |
247 |
|
Praj Industries |
151 |
237 |
86 |
|
Sterling and Wilson Solar |
60 |
95 |
35 |
|
Gufic Biosciences |
34 |
62 |
28 |
|
Happiest Minds Technologies |
62 |
90 |
28 |
|
PTC |
60 |
81 |
21 |
|
Prince Pipes & Fittings |
87 |
108 |
21 |
|
Shilpa Medicare |
16 |
25 |
9 |
|
Valiant Organics |
5 |
7 |
2 |
|
Saregama India |
2 |
3 |
1 |
Meta tags: mutual fund portfolios, large cap, small cap, mid cap, bought, sold, cafemutual
