
Wizzofin - Financial Wisdom
June 16, 2025 at 03:16 AM
🔼 *Common Stocks Bought Across Multiple AMCs:*
* Swiggy – Bought by Nippon, Kotak, and UTI MF
* Interglobe Aviation (IndiGo) – Bought by ICICI Pru, Nippon, Axis, and Aditya Birla SL
* ITC – Bought by SBI, Nippon, Mirae
* Tata Steel – Bought by SBI MF
* HDFC AMC / Bank of Baroda – Appears as fresh or active buys by UTI, HDFC, Mirae
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🔽 *Common Stocks Sold by Multiple AMCs:*
* Max Financial Services – Sold by ICICI Pru, Mirae, DSP MF
* Tata Motors – Sold by Axis, Aditya Birla, DSP MF
* FSN E-Commerce (Nykaa) – Sold by ICICI Pru, Mirae
* Reliance Industries – Sold by Kotak, Axis
* Bharti Airtel / Mahindra & Mahindra / TCS – Major exits from multiple funds
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🚪*Complete Exits (Stock Positions Fully Sold Off):*
* LIC Housing Finance – SBI, Kotak
* Pidilite Industries – SBI
* Steel Authority of India (SAIL) – ICICI Pru
* City Union Bank / Vedant Fashions – Kotak
* IndusInd Bank – UTI
* Raymond / Vodafone Idea – Axis
* ACC / Gravita India – Mirae
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🌱 *Fresh Buys (New Additions):*
* BHEL / Bandhan Bank / Star Health – SBI MF
* REC / Blue Star / Suprajt Engineering – ICICI Pru MF
* MRF / Swiggy – HDFC MF
* Ramco Cements / SAIL – Nippon
* Indigo Paints / Gland Pharma – Kotak MF
* PNB Housing Finance / Triveni Turbine – UTI MF
* Bharat Heavy Electricals / SBI Cards / Shree Cement – Axis MF
* Dr. Lal Pathlabs / KEI Industries / Suzlon Energy – Aditya Birla SL
* HDFC Life / AWL Agri Business / IOCL – DSP MF
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🔍 *Key Observations:*
* Defensive & consumption-oriented stocks (like ITC, HDFC, Swiggy) are seeing increased buying.
* Financials and autos (Max Financial, Tata Motors, Bajaj Finance) are seeing notable selling.
* Selective FMCG, pharma, and infra/engineering firms (like BHEL, REC, KEI, MRF) are entering portfolios.