Author Topic: Portfolio Changes to HDFC Fund in March  (Read 8782 times)

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Portfolio Changes to HDFC Fund in March
« on: April 11, 2014, 10:55:47 AM »
This is just an excerpt which is not entire but good enough for us to pick the stocks which are backed by High quality research of HDFC fund managers.

Equity Fund
Added 12% more HDFC Bank Shares
Added 8% more Naukri.Com Shares
Added 40% more Siemens Shares in March-2014 - So we can BUY around 675-700

Top 200 Fund
Added 15% more HDFC Bank Shares
Added 12% more GAIL India Shares
Added 20% more Axis Bank Shares in March-2014, most likely during SUUTI Sale of Axis Bank
Added 25% more Siemens Shares
Fresh Purchase of COAL India 280
and Naukri.Com Shares in March-2014

MidCap Fund
Added more Navneet Education Shares in March-2014. BUY Around 58-60 for long term
Added 30% more Grindwell Norton and SKF India shares in March-2014.
Added ING Vysya and Union Bank of India

Infrastructure Fund
Added 30% more KSK Energy Ventures BUY around Rs 60
Fresh Purchase of Siemens India [675]

Tax Saver Fund
Added CIPLA [385]
Added Ballarpur Industries in March 2014 [12.50]
Added Union Bank of India Shares
New / Fresh Purchases - Siemens and ACC 1175