[gview file=”https://alphaideas.in/wp-content/uploads/2015/08/Ambit-Economy-Strategy-.pdf”]
Investor Education Seminars Explained
So called expets get to promote themselves. Anchors get to become expert: wither Investor Education
— Sunil Arora (@moneybloke) August 28, 2015
Engineers in the Stock Market
Mea Culpa:I too am an engineer !
Mega Linkfest:August 28,2015
Some off beat reads for the weekend:
1965 War:The Last Gentleman’s War (Maroof Raza)
Using microwave to make diamonds (Bloomberg)
The illusion of liquidity (Satyajit Das)
How Congress MP Vijay Darda forwarded his business interests (NL)
Hardik Patel has no future in Indian politics (DailyO)
Pervert Arnab (MediaCrooks)
Sugar Daddies Explained (GQ)
Dubai Real Estate (Outlook Business)
Auto Talk:The best SUV for Indian roads (Team BHP)
Travelogue:Sikkim (Team BHP)
The Emerging Markets Currency Rout (Project Syndicate)
Who was Shivaji? (Scroll)
Bulbul:An app for telling children stories (YS)
Why Modi chose Lohani to be Air India CMD (Gossip Guru)
16 Gorgeous shots of India in Hollywood movies (BuzzFeed)
Portfolio of Amansa Capital
This post is in continuation of my coat tailing series (see here)
To know what other top investors areĀ buying/holding/selling in India, subscribe to our Investor Wisdom Newsletter
Amansa Capital is a well known FII known for its shrewd picks in the Indian Equity Markets.
It’s significant holdings in India aggregating around Rupees 5,250 Crores (~800 Million $) as on 30 June,2015 as per Stock Exchanges is given below:
Company Name | Symbol | Entity | Date End | # of Shares | % | Value (In Crores) |
Ashok Leyland Limited | ASHOKLEY | AMANSA HOLDINGS PRIVATE LIMITED | 201506 | 49000000 | 1.72 | 394.45 |
Balkrishna Industries Limited | BALKRISIND | AMANSA HOLDINGS PRIVATE LIMITED | 201506 | 1750000 | 1.81 | 122.01 |
Cholamandalam Investment and Finance Company Limited | CHOLAFIN | AMANSA HOLDING PRIVATE LIMITED | 201506 | 6144336 | 4.28 | 423.96 |
Cyient Limited | CYIENT | Amansa capital PTE Limited | 201506 | 4155404 | 3.7 | 219.14 |
D.B.Corp Limited | DBCORP | AMANSA HOLDINGS PRIVATE LIMITED | 201506 | 5561188 | 3.03 | 177.43 |
Edelweiss Financial Services Limited | EDELWEISS | AMANSA HOLDINGS PRIVATE LIMITED | 201506 | 11900000 | 1.5 | 76.58 |
Eicher Motors Limited | EICHERMOT | AMANSA HOLDINGS PRIVATE LIMITED | 201503 | 350000 | 1.29 | 703.98 |
Entertainment Network (India) Limited | ENIL | AMANSA HOLDINGS PRIVATE LIMITED | 201503 | 2187611 | 4.59 | 160.82 |
Exide Industries Limited | EXIDEIND | Amansa Holdings Private Limited | 201506 | 13193271 | 1.55 | 198.76 |
Gateway Distriparks Limited | GDL | AMANSA HOLDINGS PRIVATE LIMITED | 201506 | 3400000 | 3.13 | 113.25 |
Info Edge (India) Limited | NAUKRI | AMANSA HOLDINGS PRIVATE LTD. | 201506 | 2703296 | 2.24 | 242.53 |
Karur Vysya Bank Limited | KARURVYSYA | AMANSA HOLDINGS PRIVATE LIMITED | 201503 | 3318790 | 2.73 | 156.81 |
Kirloskar Brothers Limited | KIRLOSBROS | Amansa Holdings Private Limited | 201506 | 4809712 | 6.06 | 102.4 |
Mahindra & Mahindra Financial Services Limited | M&MFIN | AMANSA HOLDINGS PRIVATE LIMITED | 201506 | 8541356 | 1.5 | 227.41 |
Mahindra Lifespace Developers Limited | MAHLIFE | AMANSA HOLDINGS PRIVATE LIMITED | 201506 | 2505170 | 6.11 | 112.27 |
MindTree Limited | MINDTREE | AMANSA HOLDINGS PRIVATE LIMITED | 201506 | 1512000 | 1.8 | 192 |
Persistent Systems Limited | PERSISTENT | AMANSA HOLDINGS PRIVATE LIMITED | 201503 | 1237718 | 1.55 | 78.96 |
Rallis India Limited | RALLIS | Amansa Holdings Private Limited | 201506 | 8000000 | 4.11 | 187.88 |
Ramco Systems Limited | RAMCOSYS | Amansa Holdings Private Limited | 201506 | 1007800 | 3.4 | 77 |
SKS Microfinance Limited | SKSMICRO | AMANSA HOLDINGS PRIVATE LIMITED | 201506 | 5729956 | 4.53 | 322.42 |
SRF Limited | SRF | Amansa Capitl PTE Ltd A/C Amansa Holdings Pvt. Ltd. | 201506 | 2881306 | 5.02 | 374.28 |
The Federal Bank Limited | FEDERALBNK | AMANSA HOLDINGS PRIVATE LIMITED | 201506 | 25990414 | 3.03 | 181.15 |
Thermax Limited | THERMAX | AMANSA HOLDINGS PRIVATE LIMITED | 201506 | 1714245 | 1.44 | 180.96 |
Triveni Turbine Limited | TRITURBINE | AMANSA HOLDINGS PRIVATE LIMITED | 201506 | 14705950 | 4.46 | 176.47 |
Whirlpool of India Limited | WHIRLPOOL | AMANSA HOLDINGS PVT LTD | 201506 | 1629632 | 1.28 | 118.99 |