Mutual fund positioning: Feb 2014

We are trying to figure out if tracking mutual fund purchase and sell decisions can help us be better investors. What fund managers do, vs. what they say, can provide insights into their decision making process. Here are their biggest moves in February this year:

Five month aggregates

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Reversals: Reliance(+), Bank of Baroda(), Petronet(+)

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Reversals: TCS(+), State Bank of India(+), Titan(+), Cadila Healthcare(+)
 
 
NOTE:

  • Only open ended funds that were in the “accumulation” phase were considered
  • Funds named “growth” and with the “direct” option alone were considered