In an earlier post, I had mentioned about renowned investor Dilipkumar Lakhi.
His current portfolio (as from stock exchange sites) is as follows:
||# of Shares
|Bank of Raj
|Hind Hardy Spicer
|Saboo Sodium Chloro
|Tata Motors – DVR
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In an earlier post, I had mentioned about coat tailing…wherein you follow a seasoned investor into a particular stock.
Prashant Jain of HDFC Mutual Fund is one of India’s best mutual fund managers.
In his recent letter to investors, he urges them to buy stocks NOW .
It would be interesting to see where he has put his own money to use.
He runs HDFC Equity fund with around 10000 Crore in assets.His top 10 holdings (as of April 30,2012) are as follows:
Company % to NAV
ICICI Bank 5.44%
ITC Ltd 5.35%
TATA Motors LTD DVR 5.29%
Infosys Ltd 3.85%
Bharti Airtel 3.34%
TATA Steel Ltd 3.01%
Bank of Baroda 2.97%
He has a huge bias for banking stocks with 20% of his fund in them.
Also, interesting to note that cyclical sectors such as cement, sugar etc are completely missing from his portfolio
What is also interesting is the huge position in Tata Motors DVR.But thats another blog post !!
Rakesh Jhunjhunwala has been on a buying spree (more at BusinessLine)