Wizzofin - Financial Wisdom
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 ⸻ 🔽 *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 ⸻ 🚪*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 ⸻ 🌱 *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 ⸻ 🔍 *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.

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