HDFC Equity + Top 200 Fund – Portfolio Update

Sr. Fund Manager of HDFC Equity fund has completely exited the stocks of DLF, Wipro and TCS. Added more of ICICI Bank and United Phosphorous, which has been in the folio for quite sometime now. UBS has a BUY recommendation on United Phosphorous. The new entrants in the folio are Suzlon Energy and Puravankara Projects Ltd. Realty Stocks have undergone quite a churn in this fund – First it was Ansal Properties and Infrastructure, then DLF and now Purvankara Projects.

In HDFC Top 200 fund, Investment in Maruti Udyog has doubled since the end of July. Suzlon Energy is the new entrant. Added more of United Phosphorous. Reduced holdings in Punj Lloyd and exit from DLF.

In HDFC Prudence Fund, Punj Lloyd and Zee Entertainment holdings were reduced. ICICI Bank and Puravankara projects are the new entrants.