If we talk about volatile markets
Many times it is very important for you to know
What are big players buying at this time?
I will not tell you that you should directly go and buy those shares
Because you don't know the price at which that share was bought
But yes you can get an idea
What is being buying and sold in the market
Apart from this, mutual fund investors
That invest in equity mutual funds
It is very important to see the factsheet for those mutual funds
So that they can find out that the mutual funds they have invested in
Which stocks did those mutual funds invest in
Because of which we have brought today's video
In which we are going to talk about in the month of March
Which stocks did mutual funds buy a lot
And which stocks were sold the most
I, Jagdeep Singh, welcome you to the Groww channel
Let us start today's video
Before going onto stocks let us discuss that in mutual funds
Bought the most in which category
So if I talk about the category
In large cap, mid cap or small cap stocks
If I give you a small data, you will get an idea that mutual funds
In the month of March
More than 90% of the buying
That was in large cap stocks
Because maybe they feel that large cap. stocks are more safe in times like these
If we compare that to mid or small cap
If we look at the differentiation there of mid cap and small cap
They have made a buying of 7% in small cap
And only 3% in mid cap
Because maybe they thought that if they are taking risks
So instead of mid cap if I take more risk in small cap
There can be higher chances of making returns there as well
So this was their overall trend
How much buying did a mutual fund make in which category
But we will move onto the stock specific selection
In which stock did the mutual fund do the most buying
So if I talk about the first large cap stock
In which mutual funds did the most buying then that is Reliance industries
You know that Reliance industries is one of India's biggest companies according to market cap
So Reliance industries was getting chances of a lot of benefits
Because the price of crude was reduced which is their main raw material
Many of their companies that operate in India
Apart from this, Reliance has made a lot of expansion in the retail sector
Because of which their business was quite diversified
So you know that everyone is very optimistic about Jio
And there was some news related to Jio
That Facebook has invested quite a big amount in Jio
This news came out in April
And the mutual funds that bought Reliance industries in the previous month
So this month when the stock suddenly went to the level of 1300-1400
Even their stock price went up and even they got a benefit
Now I will talk about the second large cap stock in which there has been a lot of buying and the name is Axis bank
So there has been a lot of buying in Axis bank
But in the recent days the quarterly result that came out
That was not very good
If I compare that result to the last quarter
In this quarter Axis bank showed losses
When in the last quarter, they had that much profit
Many analysts said that it was expected for them to book losses in this quarter
But their asset quality hadn't gone down a lot
Which was good news for the people
But there if I talk about the amount of buying made by Axis bank
So mutual funds made a buying of more than 2800 crores in Axis bank in March
Now I will talk about the third and fourth company
So these companies also come from the banking sector
As you know if you look at any large cap mutual fund
A lot of their exposure
That is in the banking sector
And in the recent time, the stocks of the banking sector had gone down a lot
That can be HDFC bank, ICICI bank or Axis bank
Because of which there was good buying in these stocks
The big. domestic companies
A lot of buying had taken place through mutual funds
So if I talk about the third company
The third company was ICICI bank
If I talk about the fourth company
That was HDFC bank
So if we talk about the second third and fourth company in which there was the most buying
All three come from the banking sector
And the prices of all three had gone down in the past few months
So this was the sequence, the first buying was in Reliance industries
After that in Axis bank
After that in ICICI bank
And after that in HDFC bank
So if I talk about the fifth company in the large cap industries in which there was a lot of buying
It is such a company whose IPO had come in the recent days
And the name of this company is SBI cards and payments limited
So the IPO of this came at the price of 750
But when the market started to come down, then because of the macro environment
People started bringing down its price
And its price at one point touched 510 or 520
Because of which even this stock has bought a lot in mutual funds
If I talk about the amount that has been bought
Then in SBI cards there has been a buying of almost around 1700 crores
By large cap mutual funds
So this is quite a big amount being invested in SBI cards
So many people were afraid that its price has gone down a lot after the IPO was launched
And many people sold it off as well
So we have gotten to see good buying after this
In SBI cards
Which was bought by mutual funds
After buying let us talk about the stocks sold by mutual funds
I will not go into a lot of detail, I will just tell you the name and the amount that has been sold
In the average stock
So if I talk about large cap companies, then in them
The most selling has been in Powergrid corporation of India
And if I talk about the amount then that is 1144 crores
By mutual fund companies
So after Powergrid there is another company called Asian paints
In Asian paints there has been a selling of 842 crores
By mutual funds in March
So after Asian Paints comes L&T
So in L&T as well there has been a lot of selling and this selling
This was around 371 crores
So after L&T the companies in which there has been a lot of selling are Tata motors
Whose share has been trading very low for quite some time
Which at one point used to trade at the level of 300 has now fallen down to almost
70-80
So in Tata motors as well there has been heavy selling by mutual funds
After Tata motors, there has been heavy selling in Kotak Mahindra bank
In the month of March
Because of which you would have seen that Kotak's share has fallen down quite a lot recently
After large cap companies, let us talk about mid cap and small cap companies
In mid cap and small cap segment, which stock was bought a lot
And in which stock was there a lot of selling
So first we will see in which stock was there a lot of buying
In the mid cap and small cap sector
The first stock is
Chola mandalam investment and finance ltd
So this is an investment related company in which mutual funds have bought a lot
If I talk about the amount that has been bought
So mutual funds, in this particular company
Only in the month of March have invested 395 crores
So this is a very big amount if we compare it to any small or mid cap company
After Chola mandalam
The second company that comes in this list is PVR ltd
You know that PVR is a multiplex company
That owns theatres in India
The buying done by mutual funds here is 340 crores
So as you know that the share of PVR suddenly came down a lot when there was a lockdown announcement in India
Because people felt that the multiplexes were shut down so their income would be hit badly
So the hit on their income will be found out in the coming quarterly result
But because of which its share price had come down a lot
Maybe because of that mutual funds saw a discounted value in it
And they did good buying in this mutual fund in March
After this if I talk about the third company
So the third company that comes from the mid and small cap, is from the automobile sector
So as you know there were already a lot of problems in the automobile sector
After that the pandemic issue at the macro level
Its shares started trading lower, at a discount
So the third company in which mutual fund companies have done a lot of buying
The name is Ashok Leyland
In Ashok Leyland, mutual fund companies made an investment of 250 crores in the last one month
After this there is another company which comes from the FMCG sector
The name of this is Emami ltd
So in Emami ltd there has been an investment of 171 crores in the last one month
So investment in the FMCG sector is something different we got to see
From the other trends
Because the stocks of the FMCG sector did not go down that much
As compared to the other
But still mutual funds chose one FMCG stock
In the small and mid cap segment
So if I talk about the fifth company in which there has been a lot of buying by mutual funds
The name of this company is Ramco cements ltd
So in this company, mutual funds have made an investment of more than 150 crores
So this was about the five companies that were bought the most
So I will tell you their names again
Chola mandalam investment
PVR limited
Ashok leyland
Emami ltd
And Ramco cements ltd
After this we will come to
In the mid and small cap segments, what companies were sold the most by mutual funds
So the first company that was sold the most in these segments by mutual funds is Jindal steel and power ltd
So you know that the metal sector was badly impacted by the pandemic
Because of which there was a lot of selling by mutual funds in this segment
So in this particular stock, mutual funds
Sold 269 crores in the past month
After this there is another company, GMR infra
The selling in GMR infra is of 220 crores
The third company in which there has been a lot of selling is Yes bank
So you must know the story of Yes bank, I have told you that multiple times as well
If you don't know, you can read about it in detail
In which I told you the issue that was in Yes bank
Because of which its share price came down a lot
So if I talk about Yes bank, the selling made in that
Had been more than 190 crores only in Yes bank
So if I talk about the fourth company, then that is Indian hotels ltd
So this a Tata company that owns the Taj hotels in India
so if I talk about the selling, then that has been around 150 crores
Because you know that the hospitality sector has been affected a lot after the pandemic
And people think that the revival will take a lot of time
Because of which maybe mutual funds have sold a lot in this stock
After this if I talk about the fifth company
The fifth company is Adani enterprise ltd
In this as well, mutual funds have sold more than 150 crores
If I talk about its share price, it has come down a lot
In the past 1-2 months
So this video we got, was only for educational purposes
I will clear it to you again
All the examples were fact based examples
We get the factsheet about which mutual fund bought which stock the most
And which stocks did they sell the most
We do not say that the stock that was bought the most is good and you should buy it
And the one that is sold is a bad stock
So this was a fact based discussion
We have absolutely NOT recommended the buying or selling of any stock
Look at this video only for educational purposes
And look at every buying or selling linked with a particular theme
So that it can be good learning for you
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