Page 16 - mutual-fund-insight - Mar 2021_Neat

INSIDE FUNDS

Funds in action

Across funds, portfolios tell you a lot about sectors and companies

The rally and the institutions Most bought and sold

As the market has raced, domestic funds have pulled money out of equity, stocks by funds between
while foreign institutional investors have increased their investments. November and December

z FIIsz Mutual funds (in ` cr) z Sensex
8,000 50,000 2020
6,000 45,000 In ` cr
4,000 40,000 Large caps

2,000 35,000 BOUGHT
0 30,000 Axis Bank 722
-2,000 25,000 HCL Technologies 420
Godrej Consumer 388
-4,000 20,000
-6,000 15,000 SOLD
-8,000 10,000 Kotak Mahindra Bank 1,984
Jan 2020 Jan 2021
HDFC Bank 1,599
Vedanta 1,587

Mid caps
BOUGHT

APL Apollo Tubes 1,305
IRCTC 988
Max Financial Services 667
SOLD
TVS Motors: Losing momentum Balkrishna Industries 453
Among listed two-wheeler makers, the number of funds invested in TVS PI Industries 390
Motors has sharply come down since January-February 2020
Trent 390
z Bajaj Auto z Hero Motocorp z Eicher Motors z TVS Motor Co.
200
Rebased to 100 Small caps
180 BOUGHT

Birlasoft 267
160
UTI AMC 122
140
JM Financial 117
120
SOLD
100 Majesco 99
PVR 85
80
Spicejet 82
60
Dec 2017 Dec 2020

14 Mutual Fund Insight March 2021
Subscription copy of [sabareesan.nair@gmail.com]. Redistribution prohibited.