Portfolio of Schroders in India

This post is in continuation of my coat tailing series (see here)

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Schroders is a well known asset management firm which invests in the global equity markets.

It’s holdings as on 31 March,2018 as per Stock Exchanges is given below:

Company Name NSE Symbol Entity Value (In Crores)
Apollo Hosptials Enterprise Ltd APOLLOHOSP Schroder International Selection Fund Asian Opportunities 259.6
Gujarat Pipavav Port Ltd GPPL SCHRODER ASIAPACIFIC FUND PLC 69.67
Gujarat Pipavav Port Ltd GPPL SCHRODER ASIAN ALPHA PLUS FUND 56.51
Gateway Distriparks Ltd GDL Schroder International Selection Fund Asian Small 22.63
Mahanagar Gas Ltd MGL Schroder International Selection Fund Emerging Asia 190.83
Sobha Ltd SOBHA Schroder International Selection Fund Emerging Asia 230.68
The Phoenix Mills Ltd PHOENIXLTD Schroder International Selection Fund Emerging Asia 130.41

Portfolio of India Whizdom Fund

This post is in continuation of my coat tailing series (see here)

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India Whizdom Fund is run by Kotak Private Equity to invest in publicly listed companies.

It’s holdings as on 31 March,2018 as per Stock Exchanges is given below:

Company Name NSE Symbol Entity Value (In Crores)
Orient Paper & Industries Ltd ORIENTPPR INDIA WHIZDOM FUND 6.77
Surya Roshni Ltd SURYAROSNI INDIA WHIZDOM FUND 35.25
V.S.T Tillers Tractors Ltd VSTTILLERS INDIA WHIZDOM FUND 46.84
CCL Products (India) Ltd CCL INDIA WHIZDOM FUND 51.78

Top 5 Holdings of Vanaja Sundar Iyer

This post is in continuation of my coat tailing series (see here)

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Vanaja Sundar Iyer is the better half of well known investor Sundar Iyer

Her top 5 holdings as on 31 March,2018 as per Stock Exchanges is given below:

Company Name NSE Symbol Entity Value (In Crores)
Kaya Ltd KAYA Vanaja Sundar Iyer 14.24
Camlin Fine Sciences Ltd CAMLINFINE Vanaja Sundar Iyer 23.66
Federal-Mogul Goetze (India) Ltd FMGOETZE Vanaja Sundar Iyer 24.43
Lumax Industries Ltd LUMAXIND Vanaja Sundar Iyer 24.85
Jamna Auto Industries Ltd JAMNAAUTO Vanaja Sundar Iyer 85.68

Portfolio of Ashmore in India

This post is in continuation of my coat tailing series (see here)

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Ashmore is a well known specialist in Emerging Markets.

It’s holdings as on 31 March,2018 as per Stock Exchanges is given below:

Company Name NSE Symbol Entity Value (In Crores)
Atul Auto Ltd ATULAUTO ASHMORE INDIA OPPORTUNITIES FUND 9.27
Ganesh Housing Corporation Ltd GANESHHOUC ASHMORE INDIA OPPORTUNITIES FUND 8.7
Intrasoft Technologies Ltd ISFT Ashmore India Opportunities Fund 6.58
Peninsula Land Ltd PENIND ASHMORE INDIA OPPORTUNITIES FUND 2.15
Pricol Ltd PRICOLLTD ASHMORE INDIA OPPORTUNITIES FUND 8.12

Portfolio of Cinnamon Capital

This post is in continuation of my coat tailing series (see here)

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Cinnamon Capital is a well known FPI in the Indian Equity Markets.

It’s holdings as on 31 March,2018 as per Stock Exchanges is given below:

Company Name NSE Symbol Entity Value (In Crores)
Prestige Estates Projects Ltd PRESTIGE Cinnamon Capital Limited 106.54
Godrej Properties Ltd GODREJPROP CINNAMON CAPITAL LIMITED 157.93
Indiabulls Housing Finance Ltd IBULHSGFIN CINNAMON CAPITAL LIMITED 682.22
Indiabulls Ventures Ltd IBVENTURES CINNAMON CAPITAL LIMITED 2150.72