Page 7 - Fund Managers

Fund managers' September bets wilt in October

India's equity fund managers' sell calls during the month of September did not go well in October. Of the top 10 sell calls, eight stocks have ended the trade in October with gains.Tata Motors, the top liquidated stock then, gained seven per cent in October. Collectively, equity investment managers had sold shares worth Rs 802 crore of the automobile maker. Similarly, Grasim Industries and Adani Ports & SEZ made double-digit gains in October.The fund managers' best sell call was on YES Bank; it eroded a little over 10 per cent of investor wealth this month. Though, the counter had also touched a high of about Rs 375 before settling the month at Rs 314.35 on the BSE.Fund managers maintain a month is too short period to judge their investment call. They tend, they note, to take a long investment horizon, and are not perturbed with short-term movement in their portfolios' picks. As for the 10 most invested stocks in September, the performance, barring four picks (Interglobe Aviation .

How Fund Managers' July stock bets did in August

Infosys and AU Small Finance Bank have hit fund managers the most

Opt for direct or passive funds in large-cap space

As outperformance by fund managers diminishes, investors should move towards lower-cost products

Fund managers lap up banking stocks

Fund managers say they are betting on banks with recovery in the economy

Little-known firms which have caught the fancy of fund managers

Domestic fund managers are always on lookout for little-known companies with encouraging prospects

Fund managers' actions can be good contra-indicators

There is a lag between the actions of fund managers and the time when this data come to you

SBI Bluechip Fund, Kotak Select Focus Fund top BS's MF 2017 rankings

The fund managers featured here manage equity schemes

Fund managers advise large cap, balance funds for 2017

Average one-year return for large-cap equity schemes has been around 20%

Stay calm, say fund managers

Don't get spooked by ongoing volatility, they advise; prospects for equities & debt both good, though short-term pain possible

Fund managers warn against big equity investments

However, players believe there could be an uptick, particularly from those who had redeemed their investments earlier this year

Equity Fund Managers' Investment Calls*

With UK-based energy firm BP selling 8.5 per cent stake in Castrol India in September, fund managers bought the shares

Top stocks sold and bought by fund managers in August

India's equity fund managers, flushed with robust inflows in August, were quite choosy when it came to picking stocks. Amid net inflows of Rs 6,500 crore, they were net buyers of shares worth Rs 2,700 crore. However, while making investments, they kept India's largest lenders - private as well as public sector banks - among their top priorities. They heavily sold shares of Axis Bank and shifted to counters like HDFC Bank, ICICI Bank and State Bank of India, in search of value. RBL Bank, the new bank to list on the bourses, was the fourth most sought after counter. The month also saw some contrarian calls in the information technology (IT) sector, as fund managers lapped up falling shares of Infosys and Wipro while pumping nearly Rs 850 crore into these two IT giants.However, the oil & gas sector was a clear loser in their portfolio. Among the top eight most-sold counters, five were from the oil & gas sector. Shares of companies like Hindustan Petroleum, Bharat Petroleum, Indian

Lifetime donut supply

Fund managers take long view by scrapping bonuses

Fund managers' calls go awry

While their most-bought stocks have performed in line with the markets, some of the counters they have exited have seen gains

How fund managers' calls have done in June

Several of the top investment calls by India's leading equity fund managers in June haven't yielded the desired results. While their most-bought stocks have performed in line with the markets, some of the counters they have exited have seen gains. The Sensex is up four per cent in July. Besides Lupin, shares of most-bought companies like Sun Pharma, State Bank of India (SBI), Mahindra & Mahindra (M&M) and YES Bank have performed in line with the market. On the other hand, Tata Motors and Vedanta, which are among the most-sold stocks by fund managers in June, have gained 11 per cent and 30 per cent, respectively.