Tag - Indian stock markets

August 2012

Top 15 stock holdings by mutual fund schemes (by market Value) in India

Top 15 stock holdings by mutual fund schemes (by market Value) in India as on May 31, 2012

Company Name

No of Shares

Market Value (Cr.)

ICICI Bank Ltd.

20931593

1641.41

HDFC Bank Ltd.

28350785

1434.49

Infosys Ltd.

5354002

1305.43

Reliance Industries Ltd.

18333476

1294.27

Bharti Airtel Ltd.

35477786

1071.85

State Bank Of India

3846177

790.66

Oil & Natural Gas Corpn. Ltd.

28993438

735.5

Tata Consultancy Services Ltd.

5685768

708.31

Housing Development Finance Corporation Ltd.

11851185

682.96

Bharat Petroleum Corpn. Ltd.

9678946

674.15

Larsen & Toubro Ltd.

5600142

656.52

Power Grid Corpn. Of India Ltd.

58827429

625.58

Dr Reddys Laboratories Ltd.

3560060

601.73

Hindustan Unilever Ltd.

13562592

579.03

ITC Ltd.

22323154

513.54

The above data is as of May 31 2012. The stocks are held across various mutual fund schemes. Small retail investors always look out for Blue Chips… The above stocks are certainly the favorites among the fund managers. If the compilation were for 20 stocks, then the following stocks make the list as well : Coal India, Mahindra and Mahindra, Axis Bank, Tata Motors & Bajaj Auto.

July 2010

Indian Markets are outperforming ….

Indian Markets are outperforming , Sensex, Nifty, Stocks, Global Indices, Sensex compared to DOW

The Indian Stock Markets are outperforming other markets over the past month and a half.  As seen in the charts above, the out performance of the Indian Markets started in May 2010.  How long this goes on is anybody’s guess.

However, this out performance is sweet for Indian investors; especially because (1 ) There is a heavy impact of the European crisis on Stocks worldwide and (2) – the US markets are demonstrating serious weakness in near term especially with Dow below 10,000 and S&P Index below 1050.

In India, well — The tax collections are up.  Corporate performance in Q1 is expected to be better, at least by 15%.  Monsoon is active again and covered almost all the areas ten days in advance. Earnings season will begin soon.

The above factors are seemingly having a favorable impact on markets.

It will be interesting to see the performance of the markets vis-à-vis the US Markets in the coming weeks and months.