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HDFC Mutual Fund SIP - Update Q2-2007

Tuesday, July 31, 2007

Here is our Quarterly update on HDFC Mutual Fund for our SIP and Value investors. The markets have been buoyant and so have been your investments in the mutual funds. Our favorite fund manager, Prashant Jain was on Wizards of Dalal Street. If you have missed to watch his show, you can watch it online here.

SIP Update as on June-30-2007.
Please continue to invest fixed sum in these funds every month. You can use this SIP calculator to find about your investment goals.

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Published by Webmaster @ 3:10 PM IST.

HDFC Portfolio Churn in June - 2007

Tuesday, July 10, 2007

Here is a quick snapshot of how the portfolio of our recommended funds changed during June-2007.

HDFC Equity Fund:
The fund manager reduced exposure to ONGC, Exide Industries and Infosys Technologies. He bought large quantity of of SBI. Significantly added L&T, United Phosphorous and HT Media. Also added Glaxo Smithkline Consumer Healthcare, Dishman Pharma and Pidlite Industries. Complete Exit from ITC and Century Textiles and Industries.

HDFC Top-200 Fund:
The fund manager bought Infosys Technologies and ITC in small lots. Drastically reduced positions in ONGC and Wipro. Also sold Bharti Airtel, Reliance Petroleum, TCS, Maruti and GAIL.

HDFC Prudence Fund:
Significantly added SBI and Ahmednagar Forgings [Amtek Auto group company]. Also added Nestle, Shanti Gears and Divis Labs. Sold small chunks of Punj Lloyd and Eveready Industries.
Complete exit from Century Textiles and Industries and Ceat Tyres.

So in all, SBI is bought across the board. ONGC and Century are sold heavily. Check back, will update on the SIP performance for the quarter ended June-2007.
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Published by Webmaster @ 2:15 PM IST.