Mutual Funds October update – See which stocks tops funds invested in and exited

The Average Net Asset Under Management for October 2021 stood at Rs 14.89 lakh crores as per the data released by Association of Mutual Funds in India (AMFI) with net inflow for the reporting month at Rs 12,984.38 cr. Zee Business' Kushal Gupta brings the trend that was seen among the top Mutual Funds while putting money in specific stocks. His analysis is based on the trends observed by five fund houses viz SBI MF,.ICICI MF, HDFC MF, Nippon India and UTI MF.

Gupta said that those companies were in focus that were not impacted by rising inflation. He also gave a sneak peek into how some companies were able to pass on the cost of raw material and companies which managed high growth despite cheaper valuation. Textile space has been in the radar of these fund houses where buying activity was seen.    

Mutual Funds – Where new investments were and where complete exit was done:  

1)      SBI  

New investment           Exit 

Gokal Das Exports          FSL 

KKR Mills                          Deepak Nitrite 

Delta Corp                       Bharti Airtel 

ICICI Bank                        Info Edge  

ICICI Lombard                 Kotak Mahindra Bank 

SBI  

2)      ICICI Bank   

New Investment            Exit     

Nazara Tech                    Devyani International 

Sona BLW                        Sarda Energy & Minerals 

 HCL Tech                         Vijaya Diagnostics Centre 

Infosys                             NTPC 

ICICI Lombard                 GAIL 

                                          SBI  

3)      HDFC  

New investment           Exit 

IDFC Limited                   Amara Raja Batteries 

TVS Motor                      Edelweiss Financial Services 

 India Cements                IB Housing Financing 

 TCS                                   Aarti Industries  

HDFC Bank                       ICICI Bank 

Zee Entertainment       SBI 

अक्टूबर में कैसा रहा MFs का एक्शन?

MFs ने अक्टूबर में कहां की खरीदारी?
MFs कहां से हुए पूरी तरह बाहर?
MFs ने किन शेयरों में हिस्सा बढ़ाया?
किन शेयरों में MFs ने हिस्सेदारी घटाई?

जानिए पूरी रिसर्च कुशल गुप्ता से... #MutualFund | @KushalGupta44 | #StockMarket pic.twitter.com/KGHYFbiDNQ

— Zee Business (@ZeeBusiness) November 16, 2021

4)      Nippon India  

New investment           Exit 

Gokal Das Exports         Ami Organics 

Sona BLW                       KIMS 

Axis Bank                       SBI Life 

L&T                                 Reliance  

ICICI Bank                      IRCTC 

5)      UTI  

New investment           Exit 

Delta Corp                   IB Housing Finance 

DCB Bank                     Khadim India 

India Cements              Motilal Oswal Financial Services 

TCS                                 Bharti Airtel 

HDFC Bank                    Tata Power 

Infosys                           Reliance