Active fund managers step up exposure in these 10 large-cap stocks

Active fund managers step up exposure in these 10 large-cap stocks

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SEPTEMBER 22, 2022

Bank of Baroda

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#1

#1

Equity schemes like Invesco India PSU Equity, Nippon India Banking & Financial Services and SBI PSU Fund made notable allocattions to the stock. Geojit rated the stock a ‘buy’ in August.

Kotak Mahindra Bank

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#2

#2

Sector funds such as Taurus Banking & Financial Services, ITI Banking & Financial Services and Baroda BNP Paribas Banking and Financil Services Fund made relatively high allocations to the stock.

NTPC Ltd

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#3

#3

Schemes like Aditya Birla SL PSU Equity, Invesco India PSU Equity and ICICI Prudential Infrastructure Fund made relatively high allocations to the stock in their portfolios. Stock brokers like HDFC Securities and ICICI Direct had a ‘buy’ call on the stock in August.

Eicher Motors

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#4

#4

Schemes like UTI Transportation & Logistics, DSP Focus and ITI Value Fund made significant allocations to the stock. Brokers like Geojit and ICICI securities rated the stock a ‘buy’ while Axis Direct and HDFC securities maintained a ‘hold’ call (based on their reports released over the last three months).

HDFC Life Insurance Co.

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#5

#5

Motilal Oswal Focused 25, Franklin India Bluechip and Motilal Oswal Equity Hybrid Fund were some schemes that made notable allocations to the stock. BOBCAPS and ICICI securities rated the stock a ‘buy.’

Mahindra & Mahindra

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#6

#6

Schemes like UTI Transportation & Logistics, ICICI Pru Flexicap and Taurus Largecap Equity Fund allocated a relatively high part of their corpus to the stock in their portfolio. Prabhudas Lilladhar and IDBI Capital made a ‘buy’ call on the stock in August.

Ambuja Cement

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#7

#7

Schemes such as ICICI Pru Commodities, ICICI Pru Manufacturing, HDFC Housing Opportunities and Quant Infrastructure Fund bought stock in the cement maker. Motilal Oswal advised investors to hold the stock last month.

Titan Company

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#8

#8

Schemes such as Tata India Consumer, Sundaram Consumption and Mirae Asset Great Consumer Fund made major allocations to the stock. HDFC securities rated it a ‘sell’ and ICICI Direct a ‘buy.’

Maruti Suzuki

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#9

#9

Schemes such as UTI Transportation & Logistics, JM Focused and SBI Magnum Global Fund made major allocations to the stock. Motilal Oswal made a ‘buy’ call on the stock in August.

IndusInd Bank

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#10

#10

Equity schemes like Nippon India Banking & Financial Services, SBI Banking & Financial Services and IDFC Focused Equity Fund allocated about 3 percent of their assets to the stock. Prabhudas Lilladhar and Motilal Oswal made a ‘buy’ call on the stock in August.

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