What are top mutual funds buying & selling in largecaps, midcaps and smallcapsThe mutual fund industry assets in October grew to Rs 22.2 lakh crore on the back of improved inflows into equity-oriented and liquid funds. Your money in equity-oriented funds constitute 45%, debt funds constitute 31% and liquid funds constitute 20% of the total industry’s assets. As you know, equity oriented funds predominantly have individual investors. So, it is our interest to track what top fund managers are doing with the money. As stock markets navigate choppy waters, it is interesting to see what top money managers are doing in terms of portfolio shuffles.

Largecaps

According to ICICI Securities, among large caps, stocks like Coal India, New India Assurance, BPCL, Adani Ports and Axis Bank witnessed highest buying during October 2018.

Large cap stocks, which saw selling by AMCs were Bharat Heavy Electricals, Bharti Infratel, Indiabulls Housing Finance, L&T Finance Holdings and DLF

Look at these two slides for all the top buys & sells.

Top Largecap Buys

oct18 - top largecap buys

Top Largecap Sells

top largecap sellsMidcaps

In midcaps, stocks like Motilal Oswal Financial Services, Avanti Feeds, ACC, HEG and NBCC witnessed highest buying during October 2018.

Midcap stocks which saw selling by AMCs were Dewan Housing, GMR Infra, Reliance Infra, Escorts and Power Finance Corp.

Look at these two slides for all the top buys & sells.

Top Midcap Buys

oct18 - top midcap buys

Top Midcap Sells

Top midcap sellsSmallcaps

In small caps, stocks like Techno Electric, Gujarat Fluoro, Spice Jet, Ujjivan Financial Services and Indian Energy Exchange witnessed highest buying during October 2018.

Small cap stocks which saw selling by AMCs were Reliance Communications, Merck, Agro Tech Foods, Srei Infra and TCNS Clothing.

Look at these two slides for all the top buys & sells.

Top smallcap buys

oct18 - top smallcap buys

Top Smallcap Sells

top smallcap sells

AMC wise buy and sell

HDFC AMC’s top buys in October include HPCL, Coal India, KEI Industries, BPCL and Great Eastern Shipping. In top sells, the HDFC AMC sold ICICI Bank, Infosys, SBI, L&T, and HDFC Bank.

ICICI Prudential AMC’s top buys included ACC, Coal India, Hexaware, Ambuja Cements, and BPCL. It sold SBI, ITC, NTPC, ICICI Bank and Infosys.

Reliance Nippon AMC’s biggest bets were NTPC, Dixon, HCL Tech., TCS and HPCL. It booked profits in SBI, HDFC Bank, ICICI Bank, Infosys and L&T.

SBI AMC, the 4th largest, bought Shree Cement, New India Assurance, PNB, Emami, and Coal India. Selling happened most in HDFC Bank, RIL, ICICI Bank, Infosys and ITC.

Author
Rahul Sharma

Rahul Sharma is a contributing writer with RupeeIQ. He can be contacted on contact@rupeeiq.com