Friends, every month we tell you the most bought stocks by mutual funds in the past month
and the most sold stocks by mutual funds
and to continue the same I have come up with one more video where we will discuss last month's
which is September and in September, in which stocks mutual funds did the most buying
and the most sold stocks
and we will try to cover in detail about the stocks and what led to this action
and please do watch the video till the very end to check if we have answered the questions asked by you in the last video
as we will be picking last video's questions and in the 2nd part, we will try to answer them
I, Jagdeep Singh, welcome you all to Groww channel
Let's quickly start today's video
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Without further ado, let's talk about those 5 stocks where mutual funds have done the most buying
First company where mutual funds have done the most buying is Bharti Airtel
You must be knowing about Bharti Airtel which belongs to telecom sector
the market capitalization of this company is more than 2,25,000 crores
talking about the share price, it has been a bit underperforming from sometime
when it had dipped around Rs. 400 in the Coronavirus situation, it showed a good recovery
it also touched 570-580 at times
and then some ruling was supposed to come from the supreme court and then it again showed a good recovery
and then a piece of news came about Vodafone will be shut and the benefit will go to Airtel
but there is no sign of that till now
and as per the last month's news, Jio added a lot of subscribers that was churned from Vodafone and Idea
and because of those nows, Vodafone and idea was down and
and if I talk about last few days, it also touched Rs 400
and currently, it is trading around 415
in this stock, we have seen a lot of buying from mutual funds' side
and this is the first stock of our list as in it, mutual funds have done a lot of buying
talking about performance, company was booking loss since few days
as it has a big liability which it has to pay to the government in the coming years
so this was Airtel in which mutual funds have done a lot of buying and now we'll talk about
the second company which comes after Airtel in which mutual funds have done the most buying
so the 2nd large cap company where most the the investments have taken place is Maruti Suzuki
If i talk about maruti suzuki in detail, then we all know that in passenger sector it is the market leader
and it has a market share of more than 50%
and since past few days, we have seen that Maruti Suzuki has performed really better in sales
September month's passenger sector total sale of Maruti Suzuki was
in that they has more than 50%of market share
and in auto sector we have seen that a lot of stocks have performed better lately
owing to which we have seen buying in different sectors
in Maruti Suzuki, mutual funds have done a buying of aroynd 1087 crores
just in the last month
comparing to Airtel, so Airtel had an investment of 3000 crores
and then comes Maruti Suzuki in which mutual funds have almost invested 1097 crores in the month of September
if I tak about the share price of this company, it had touched a botton of 4000 crores
after whcih we have seen a better recovery in the company's share price
and currently the share price of this company trades around Rs. 6800
so talking about auto sector, it was in the downtrail from sometime
but recently, we have seen that we are getting a lot of news from the auto sector
one more news came which was around passenger sector's Maruti Suzuki and one more companyy Tata Motors
in which Rakesh Jhunjhunwala had invested 500 crores
we also made a video on the same and if you haven't watched the video, you can watch it by clicking the link in the description
after 2 large cap companies, let's talk about 2 mid cap companies in which mutual funds have done the most buying
and the first in this list Zydus Welness
this compant belongs to the FMCG sector
which has different brands that you might have used
Sugar Free is one of the popular brands
so in Zydus Welness, mutual funds have invested more than 500 crores last month
which is a very big investment compared to Zydus Welness's size
because it is a midcap company with a market cap of more than 11000 crores
so 500 crores can be considered as a big investment for this
talking about the P/E ratio, it has P/E ratio of more than 70
which is normally a bit more for a FMCG sector
but talking about June's quarter, company has provided a good result on quarter on quarter lately
in June 2020, company booked a profit of 89 crores
and we compare it to June 2019, company's profit was 80 crores
we can see an improvement of more than 10% in company's profit
the operating profit margin of Zydus Wellness was around 23% in June's quarter
one more interesting thing about Zydus wellness is promoters have sold their holding in Zydus Wellness
but here domestic institutional investors which is mutual funds have done a lot of buying
because of which we have seen a spike in their share holding pattern
the fourth company of this list belongs to the technological sector
technological sector have given an amazing outperformance recently
the market leader of this sector, TCS, had given a good performance in recent times
there is one more company called Mindtree in which mutual funds have done a lot of buying in the past one month
the total amount of investment by mutual funds in this company is 450 crores in the month of September
which can be considered as a big investment
If we talk about midcap space, so after Zydus Wellness, this is the company in which mutual funds have done a lot of buying
The P/E ratio of Mindtree is around 25, which is comparable to other companies in the IT sector
where the P/E ratio is normally in this range
but if we talk about recent quarterly results of Mindtree, the results were outstanding
the quarterly result of September 2019 can be seen on the screen
the total sales of the company in September 2019 was Rs 1914 Cr
which has increased to 1926 Cr and the company net profit also gave a good result
The net profit of the company which was 135 Cr in Sep 2019 has now increased to 254 Cr in Sep 2020
which shows a great improvement in the company's net profit
and in the company's operating profit margin
and recenty, tech companies have performed really well and because of which Mutual funds might have invested in them
but they are institutional investors and we cannot comment about the reason why the have invested
Let's talk about the fifth company which is from small cap space and fifth in the list and mutual funds have invested in this company in September
name of the company is CAMS - Computer Age Management Services
recently the IPO of this company came and was oversubscribed
Recently, muual funds have invested more than 700 crores in this company
which is a very big investment as compared to company's market cap
the market capitalization of CAMS is around 6500 crores
if you are thinking to invest in this company or have already invested so you should know that company's quarterly result is about to come
and the older results are not available easily and if you are thinking to invest, please look at the quarterly results carefully
so that you can make an informed decision regarding the same
So this was about mutual funds buying; which were the companies in which mutual funds had bought in the last month
Now let's go the 2nd part of this video where we will talk about those 5 companies where mutual funds have done the most selling in September
I will give a disclaimer again that whatever we have discussed in the list was a fact based discussion
We are not saying that if mutual funds have invested, you should buy it too
as the investment ibjective of institutional investors and retail investors are different
after evaluating your risk appetite only you should take an investment decision
So let's talk about the first company which is a large cap company and mutual funds have done a lot of selling in the last month
so the fist company where mutual funds have done a lot of selling in September belongs to the FMCG sector
and this comoany is the market leader of FMCG sector and the name of the company is Hidustan Unilever Limited
So mutual funds had a share of 1400 crores of this and we have seen the most selling there in the last 1 month
coming to the share price, HUL's share price is currently trading at around Rs. 2100
Yesterday only its quarter results came and we have seen a good year on year improvements in it
compared to last yeatr, company's revenue has also increased
and company's proft has also increased
so we have seen an imrpovement in the results of this company but if talk about facts
HUL is the first large cap company where we have seen the most selling by mutual funds
in the month of September
The second company belongs to the Banking sector and the name is State Bank of India
in SBI, mutual funds have almost done a selling of 1090 Cr
in last month
if we see the recent results, banking sector is outperforming all other sectors in the market
it has even outperformed Nifty as well
if we talk about last 2-3 weeks, Nifty Bank has outperformed Nifty 50
because banking sector is as ector which was constantly under pressure since the Covid situation started
It had to face moratorium and apart from that, this sector is still having a lot of things in motion
the result of which can impact these companies but recently the banking sector has shown a good recovery
State Bank of India also showed good recovery
and the share price crossed Rs. 200
State Bank of India was the large cap space company in which mutual funds have done the most selling
repeating the selling amount, a selling of 1090 crores was done
by mutual funds
Hexaware Technologies Limited - Talking about the share price of this company
it currently trades around Rs. 460
it made its bottom during Covid situation and after that it has come 125% up from that time
and it comes fom a mid cap space where mutual funds have done a lot of selling
in last month of September
Talking about the selling so the selling done by mutual funds is more than 1600 crores
which means this is a mid cap company where most of the selling has happened as compared to large cap and small cap
so the fact is most selling by Mutual funds was in this company in month of September
one more interesting thing about this company is promoters have increased their shareholding from 67% to 91%
so the promoters have bought a lot of shares of their own company
which is normally considered as a positive thing because when the owners of the company buy their stocks
which implies management is assured that the company can perform better
but this can be an assumption but how ill it perform in the future that only time will tell
market capitalization of the company is around 14000 crores and
the P/E ratio of this company is 20 which is a bit below than IT Companies
the second company from midcap space where we can see the most selling is WABCO India Limited
So ths company deals with automobile ancillaries manufacturing and in the total shareholidng of the company, mutual funds have done a lot of selling
so the midcap company's share that was with mutual funds, out of which more than 1000 Cr of selling they have done
in the month of September
but there is an interesting thing here also
As I always say, that you should not decide to buy or sell based on only one parameter
so you might be thinking that mutual funds are selling this company's stocks but parallely what we can see is
stocks sold by mutual funds were bought by promoters
which means promoters shareholding in this company and the ownership they have is around 93%
which alos tells us that how much conviction do these owners have in the company
that's why it is said that you should not buy or sell based on only one news
but you should do a detailed analysis and then decide whether to buy or sell
one more positive point about this company is it is completely debt-free company
the debt level on this company is zero which is a positive thing for any company
becaue when a company is debt free and in that sector if there is downturn
and therr is no obligation on company of month on month or quarter on quarter basis payments
so it helps to sustain a company
so these were some of the facts which I told you about Wabco and let'snow talk about the last company of the list
where mutual funds have done the most selling
let's talk about the last company of this list where mutual funds have done the most selling and this comes from a small cap sector
name of the company is Future Lifestyle Fasion Limited
Value of the stocks sold by mutual funds in this company is around 115 crores
and the share price of this company trades around Rs. 77 currently
and the market cap of the company is around Rs. 1500 crores
which makes it a small cap company
so friends, tihs was a fact-based discussion in which I tries to explain the companies who did the most buying and selling in mutual funds
you should not take any advice regarding the buying or selling of these stocks
I will again suggest to do your own research and then decide what action to take
now let's talk about some of the questions asked in the last video and try to answer them
Let's take Virendra Sharma's question first which is given below
which is how we can take Tax report from Groww to use it in ITR report
If you want to fill the ITR of the last year you can take the tax report of Stocks from Groww fby going to the report section which can be found under settings
in web and app as well
there is a report section under which you can see the tax report for stocks
by clicking on it you can download the report
using which you can check your capital gains and fill your ITR of the last year
apart from that if you want the profit and loss report till date, you will soon be able to access it on Groww as well
if you want it urgently, you can mail it to our support post which we will mail you your P&L report
Next is Vivek Verma's question and he asks that he knows a little bit about mutual funds and want to know more
So, Vivek, I would suggest you that whenever you think about investment and it's your money only which you want to invest
and investment is done to grow your money and to fulfill your aspirations and goal in the future
so if you know a little bit about mutual funds and stocks and thinking to invest in the future
keep researching and also keep following our videos so that we can try to explain you about all the aspects so
so that you can also dow your research and conclude which can be the best stock for you
you can follow our videos and you can get information about all mutual funds or stocks on our product page
so you can learn a lot from there and also follow financial reports and recent company related news
so that you can build your interest and then take an investment decision based on that
so I would sugest to do a thorough research and then take any decision
so this was our today's session and I hope you have liked the video
and if you have liked it then comment and tell us what do you think which stocks to buy or sell in this list
and also state your reason so that our viewers can learn from your comments
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Happy Investing!