Holdings of Durgesh Shah

Durgest Shah is a well respected and well known investor in the Indian Equity Markets.

His interview with Ramesh Damani can be found here.

He had made a remarkable presentation at the CFA Society which can be found here

His portfolio holdings as on 31 March, 2019 in the public domain (Annual Reports, Exchange Filings etc) are as below. Kindly note this is NOT his entire portfolio , only that is disclosed in the public domain.

Company Name NSE SymbolEntity NameValue (In Crs)
Elgi Rubber Co LtdELGIRUBCOURMILA D SHAH0.49
Hitech Corporation LtdHITECHCORPURMILA D SHAH2
Shanthi Gears LtdSHANTIGEARDURGESH S SHAH9.05

Top 5 Holdings of Dolly Khanna

Rajiv Khanna is very well respected in the Indian Equity markets.He invests in the name of his better half Dolly Khanna.

Her top 5 holdings as on 31 March , 2019 as per Stock Exchanges is given below:

Company NameNSE SymbolEntityValue (In Crores)
JK Paper LimitedJKPAPERDOLLY KHANNA26.87
Nilkamal LimitedNILKAMALDolly Khanna37.07
NOCIL LimitedNOCILDOLLY KHANNA48.06
Radico Khaitan LimitedRADICODOLLY KHANNA68.63
Rain Industries LimitedRAINDOLLY KHANNA90.86

Top 5 Holdings of Cartica Capital in India

Cartica Capital is a well known FPI which specializes in Emerging Markets

Their significant portfolio holdings as on 31 March,2019 as per stock exchanges is as given below:

Company NameNSE SymbolEntityValue (In Crores)
Page Industries LimitedPAGEINDCartica Capital Ltd1291.41
TVS Motor Company LimitedTVSMOTORCARTICA CAPITAL LTD1126.3
RBL Bank LimitedRBLBANKCartica Capital Ltd1006.46
Cholamandalam Investment and Finance Company LimitedCHOLAFINCARTICA CAPITAL LTD865.28
Info Edge (India) LimitedNAUKRICartica Capital Ltd264.11