The FIIs and DIIs have comeback to the market and they were Net buyers in the Month of May and June 2020. Net FII inflow was Rs. 13,914.49 crore in May 2020 and it was Rs. 5,492.95 crore in June 2020. DIIs also pumped in Rs. 12,293.19 crore and Rs. 2,434.40 crore in May 2020 and June 2020 respectively. One good thing was that the Mutual Fund investors did not panic and they did not stop SIPs.
Source: MoneyControl
Even though in the month of June 2020 the FIIs and DIIs were not very gung-ho, the market still did well. Many of the stocks which were severely beaten down by the market in March 2020 have seen a rebound in their price. Here is a list of stocks (market cap greater than Rs. 100 crore) which have given a return of more than 84% in just one month. Few of the notable names are Ballarpur Industries, Reliance Naval and Engineering, GTL Infra, Opto Circuits and Jaypee Infratech.
Top gainers with market cap more that Rs. 100 crore
Here is a list of top gainers among companies with market cap more than Rs. 2000 crore. A few notable names in this list are:
- Shree Renuka Sugars (84.35% return)
- Suzlon Energy (84.13% return)
- Indiabulls Housing Finance (79.60% return)
- IDBI Bank (59.87% return)
- Network 18 Media & Investments (59.65% return)
This list contains PSU companies such as Bharat Dynamics, Garden Reach Shipbuilders, Hindustan Aeronautics, Bharat Heavy Electricals, HUDCO, KIOCL, Bharat Electronics, NBCC and ITI. The momentum in Pharma stocks has reduced a bit, but they are raring to go. Alembic, Jubilant Life Sciences, Aarti Drugs and Piramal Enterprises stocks have outpaced others in the last one month.
Cigarette stocks haven't had a great run in the last one month. ITC gave a return of 5.52%, but Godfrey Phillips and VST Industries have given negative return in this period.
Among the FMCG (including Packaged Food) companies only Future Consumer, KRBL, Hatsun Agro, Emami and Tasty Bite stocks had a better than average run in the market. Bigger names such as Hindustan Unilever, Marico, P&G, Britannia and Nestle gave a very low or negative return in the last one month.
Most of the Banking and Finance stocks gave a good return in this period. Top five stocks based on return among Banking and Finance stocks were Indiabulls Housing, IDBI Bank, Bandhan Bank, HUDCO and RBL Bank who gave returns of more than 32%.
Realty stocks had an average run and the top five performers were Parsvnath Developers (86.84%), Anant Raj (51.13%), Arihant Superstructures (39.23%), Ashiana Housing (31.84%) and BL Kashyap (30.12%).
Top performers in the last one month (Market Capitalization more than Rs. 2000 crore)
Performance of Realty Stocks
Stocks from Construction and Engineering sector
There are many stocks, in all the lists above, which moved because of extra dose of steroid pumped by someone. These price movements were not backed by any news, announcement or financial numbers.