{Rama Realtors:127189} SBI was mouthwatering for big AMCs like HDFC, Reliance and ICICI-Pru, collectively all three invested huge sum of Rs 476 crs

http://quantspartner.com/MF_Invest_Jan_14.aspx

http://quantspartner.com/Mutual_Fund_Holding_in_BSE_200_Companies.aspx

1.       SBI was mouthwatering for big AMCs like HDFC, Reliance and ICICI-Pru, collectively all three invested huge sum of Rs 476 crs.

2.       ONGC figured in Top 10 buys of 7 AMCs, where our analysis is restricted to Top 8 AMCs. Collectively AMCs invested Rs 203 crs in this stock.

3.       HDFC placed it biggest bet on Maruti with the buying of Rs 191 crs.

4.       ITC, TCS, and Sun Pharma are the stocks where DSP BR invested more than Rs 100 crs individually.

5.       DSP BR shifts gear back to Defensives, FMCG, Pharma and IT: It can be concluded when one looks at their increasing investment in ITC, TCS, Sun Pharma and Hind Unilever. In earlier few months, they had very steeply reduced their exposure in these stocks and now they are again increasing investment massively.  

6.       The Biggest Churner: It would be worthwhile to note that, though DSP BR ranks at 8^th place by AUM size, but it’s the highest portfolio churner. For e.g In Dec-13 month, their top buy was Axis Bank where they invested additional Rs 124 crs, now in Jan-14 it’s in top sell list with Rs 75crores. Stock fell 14% in Jan-14.

7.       Prominent Stocks shun by most AMCs: Axis Bank, HDFC, Grasim, IDFC, NMDC and Divis.