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MFs add HDFC, Reliance Industries, KFin Tech, Sula Vineyards in December

MFs add HDFC, Reliance Industries, KFin Tech, Sula Vineyards in December
Stock Market4 min read
  • In December, mutual funds deployed ₹14,700 crore in the secondary market.
  • Mutual funds participated in the IPO of five of the seven companies that debuted on the stock exchanges during December.
  • Key stocks that mutual funds bought in the month of December include HDFC, Reliance Industries and Maruti Suzuki.
  • While smallcap funds and midcap funds witnessed highest flows during December, multicap, largecap , flexicap and focused schemes were out of flavour as they either saw outflow or negligible inflows.
  • SIP inflows hit an all-time high of ₹13,573 crore in December.
In December, mutual funds deployed ₹14,700 crore in the secondary market while foreign institutional investors (FIIs) sold ₹6,300 crore, says a report by Nuvama Institutional Equities (previously known as Edelweiss Institutional Equities).

Mutual funds have also participated strongly in initial public offerings (IPOs) in December – investing in five of the seven initial public offers that made their debuts on the stock exchanges during the month.

The fund houses deployed ₹440 crore in Kfin Technologies, ₹150 crore in Sula Vineyards, ₹120 crore in Landmark Cars, ₹100 crore in Elin Electronics and ₹20 crore in Radiant Cash Management.

Inflows into equity mutual fund schemes also more than tripled to ₹7,303 crore in December, from ₹2,258 crore in November, according to Association of Mutual Funds in India (AMFI). This means that inflows into equity MFs have been positive for 22 months straight now.

Key stocks that mutual funds bought in the month of December include HDFC, Reliance Industries and Maruti Suzuki while they trimmed their holdings in Axis Bank, HCL Technologies and ICICI Bank, as per Nuvama.
Key additions by MFs

Key deductions by MFs

HDFC (₹2,410 crore)

Axis Bank (₹1,330 crore)

Reliance Industries (₹1,890 crore)

HCL Technologies (₹830 crore)

Maruti Suzuki (₹1,670 crore)

ICICI Bank (₹570 crore)

(Source: Nuvama Institutional Equities)

While smallcap funds and midcap funds witnessed highest flows for the month, multicap, largecap, flexicap and focused schemes were out of flavour with these witnessing either outflows or negligible inflows. This has been the trend for quite a few months now, says Nuvama.

Strong inflows in mutual funds is because of consistent commitment made by retail investors through systematic investment plans (SIPs). The number of SIP accounts in the industry reached 6.12 crore in December against 6.04 crore in November.

In fact, SIP inflows are at an all-time high, hitting ₹13,573 crore in December. Meanwhile, the net assets under management (AUM) of the mutual fund industry grew to ₹39.88 lakh crore from ₹37.72 lakh crore last year.
Key additions in Midcap by MFs

Key reductions in Midcap by MFs

Key additions in Smallcap by MFs

Key reductions in Smallcap by MFs

Ajanta Pharma

Narayana Hrudayalaya

Sapphire Foods

Amara Raja Batteries

Jindal Stainless

Gujarat Gas

KFin Technologies

Praj Industries

Max Financial

Ramco Cements

GMM Pfaudler

Eris Lifesciences

Power Finance Corp

Voltas



(Source: Nuvama Institutional Equities)


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