 
It's
fundamental
INDIA'S
BEST FUNDMEN
Prashant
Jain
Sanjay
Dongre
Sukumar
Rajah
Anup
Maheshwari
K
N Siva Subramanian
Amandeep
Chopra
Prashant
Pimple
Suresh
Soni
Dhawal
Dalal
Sandesh
Kirkire
BEST
FUND BETS
ANOOP
BHASKER
Equity
Fund Manager of the Year
RITESH
JAIN
Debt
Fund Manager of the Year
THE
STORY OF NFOs
FUND
CAFE
SIPs
TAKE-OFF
MFs
EYE BIG BUCKS
FUND
DIRECTORY
|
FUND
favourites
If
most of the top performers in the equity diversified category soared
to glory on the back of mid-cap stocks last year, this year the
strategy proved to be their undoing. Thanks to this, the range of
businesses funds invested in expanded significantly.
The
number of sectors in which funds had more than five per cent exposure
stood at four, down from seven. As far as sectoral preferences go,
funds slashed exposure to the banks and oil companies the most,
followed electricals and engineering. Technology stocks and auto
companies remained the most preferred.
The
stocks that saw the maximum number of schemes investing in them
were all large-cap bluechips. Reliance Industries topped the popularity
chart by virtue of its large weight in the benchmark indices. Grasim,
such as Infosys, SBI, Reliance Industries, ONGC and Bhel.
Grasim,
Tata Motors and Bharati Tele Ventures gained further in popularity.
Raymond, India Cements, Cummins, Aditya Birla Nuvo and Ashok Leyland
were fresh entrants in the top 50 popular stocks.
Fund
increased their exposure to cash marginally as valuations surged
and stocks touched dizzy heights. A slew of new launches meant that
the average cash levels with mutual funds were higher than the previous
year.•
| MOST
POPULAR |
|
TOP
SECTORS |
| Company |
Market
value (Rs Cr)
|
Sector |
Exposure
(%)
|
| Reliance
Industries |
8010.96 |
Diversified |
11.52 |
| Infosys
Technologies |
7162.51 |
Computers
- Soft. & Edu |
8.20 |
| State
Bank of India |
4665.38 |
Auto
& Auto ancilliaries |
6.11 |
| Grasim
Industries |
4610.67 |
Banks |
5.58 |
| ITC |
4548.53 |
Pharmaceuticals |
4.25 |
| Oil
& Natural Gas Corpn |
4282.61 |
Electricals
& Elec. Equip |
4.01 |
| Bharat
Heavy Electricals |
4238.41 |
Housing
& Construction |
3.59 |
| Bharati
Tele - Ventures |
3158.37 |
Oil
& Gas, Petro & Refinery |
3.40 |
| Tata
Motors |
3047.00 |
Cement |
3.36 |
| Satyam
Computer Services |
3038.04 |
Engg
& Indl Machinery |
3.20 |
| Siemens |
3028.28 |
Telecom |
2.46 |
| JaiPrakash
Associates . |
2923.77 |
Steel |
2.21 |
| Zee
Telefilms |
2825.22 |
Miscellaneous |
2.03 |
| Maruti
Udyog |
2819.99 |
Tobacco
& Pan Masala |
1.99 |
| Larsen
& Toubro |
2654.35 |
Power
Generation, Transm |
1.91 |
| Crompton
Greaves |
2610.07 |
Electronics |
1.77 |
| Reliance
Comm Ventures |
2472.69 |
Entertainment |
1.69 |
| Tata
Consultancy Services |
2218.76 |
Textiles |
1.57 |
| Hindustan
Lever |
2210.89 |
Metals |
1.39 |
| Hindalco
Industries |
2135.39 |
Chemicals |
1.35 |
| Punjab
National Bank |
2051.77 |
Finance |
1.13 |
| HCL
Technologies |
2025.66 |
Hotels
& Resorts |
0.97 |
| ACC |
1943.16 |
Shipping |
0.68 |
| Mahindra
& Mahindra |
1861.52 |
Ferti.,
Pesti. & Agrochem |
0.65 |
| Bank
of Baroda |
1555.99 |
Paper |
0.63 |
HOME Business
Standard •
FUND
MANAGER • October 2006
|
