Is there value in knowing what stocks were bought and sold by mutual funds?
We took a look at stocks that were exited by mutual funds and we ranked them according to the market value dumped. The 10 most hated stocks:
NTPC | [stockquote]NTPC[/stockquote] |
COALINDIA | [stockquote]COALINDIA[/stockquote] |
IDEA | [stockquote]IDEA[/stockquote] |
PETRONET | [stockquote]PETRONET[/stockquote] |
RELIANCE | [stockquote]RELIANCE[/stockquote] |
HEXAWARE | [stockquote]HEXAWARE[/stockquote] |
CAIRN | [stockquote]CAIRN[/stockquote] |
BAJAJ-AUTO | [stockquote]BAJAJ-AUTO[/stockquote] |
BALKRISIND | [stockquote]BALKRISIND[/stockquote] |
EXIDEIND | [stockquote]EXIDEIND[/stockquote] |
POWERGRID | [stockquote]POWERGRID[/stockquote] |
And similarly, the 10 most loved stocks:
AXISBANK | [stockquote]AXISBANK[/stockquote] |
BHARTIARTL | [stockquote]BHARTIARTL[/stockquote] |
WIPRO | [stockquote]WIPRO[/stockquote] |
TATASTEEL | [stockquote]TATASTEEL[/stockquote] |
RANBAXY | [stockquote]RANBAXY[/stockquote] |
DRREDDY | [stockquote]DRREDDY[/stockquote] |
SSLT | [stockquote]SSLT[/stockquote] |
INGVYSYABK | [stockquote]INGVYSYABK[/stockquote] |
MRF | [stockquote]MRF[/stockquote] |
BHARATFORG | [stockquote]BHARATFORG[/stockquote] |
Its still early days to see if fund decisions have any meaningful impact after disclosure. We’ll keep you posted!
Note:
- Portfolio data as-of 2013-10-31
- Only open ended funds that were in the “accumulation” phase were considered
- Funds named “growth” and with the “direct” option alone were considered
- Market value as-of closing 2013-10-31