Tag: idfc

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CoatTailing

Top 5 Holdings of Ashish Dhawan

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

To know what other top investors are  buying/holding/selling in India, subscribe to our Investor Wisdom Newsletter

Ashish Dhawan is a well known investor, entrepreneur and philanthropist…probably best known for his earlier role as Sr.Managing Director at ChrysCapital.

His top 5 significant holdings as on 30 June,2017 as per stock exchanges is as given below:

Company Name NSE Symbol/BSE Code Entity Value (In Crores)
IDFC Limited IDFC Ashish Dhawan 225.33
Greenlam Industries Limited GREENLAM ASHISH DHAWAN 151.29
Dish TV India Limited DISHTV Ashish Dhawan 133.39
V-Mart Retail Limited VMART ASHISH DHAWAN 132.22
JB Chemicals & Pharmaceuticals Limited JBCHEPHARM ASHISH DHAWAN 86.74
Categories
CoatTailing

Top 5 Holdings of Ashish Dhawan

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

To know what other top investors are  buying/holding/selling in India, subscribe to our Investor Wisdom Newsletter

Ashish Dhawan is a well known investor, entrepreneur and philanthropist…probably best known for his role as Sr.Managing Director at ChrysCapital.

His top 5 significant holdings in India as on 31 Dec,2016 as per Stock Exchanges is given below:

Company Name Symbol Entity % Value (In Crores)
Aditya Birla Nuvo Limited ABIRLANUVO ASHISH DHAWAN 1.12 224.21
Dish TV India Limited DISHTV Ashish Dhawan 1.48 171.75
Manappuram Finance Limited MANAPPURAM ASHISH DHAWAN 2 171.22
JB Chemicals & Pharmaceuticals Limited JBCHEPHARM ASHISH DHAWAN 5.68 166.22
IDFC Limited IDFC ASHISH DHAWAN 1.72 149.46

 

Categories
CoatTailing

Portfolio of CLSA in India

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

To know what other top investors are  buying/holding/selling in India, subscribe to our Investor Wisdom Newsletter

CLSA Global Markets is a well known FII investor in the Indian markets.

Its top 5 investments in India aggregating around Rupees 1,550 Crores as on 30 Sept,2015 as per Stock Exchanges is given below:


Company
Name		 Symbol Entity Name Date End # of Shares  % Value In Crores
IDFC
Limited		 IDFC CLSA GLOBAL MARKETS PTE. LTD. 201509 27530245 1.73 132.15
Hathway
Cable & Datacom Limited		 HATHWAY CLSA GLOBAL MARKETS PTE. LTD. 201509 33349680 4.02 146.74
Petronet
LNG Limited		 PETRONET CLSA GLOBAL MARKET PTE.
LIMITED		 201509 8315775 1.11 200.41
Reliance
Communications Limited		 RCOM CLSA Global Markets Pte. Ltd. 201509 42285000 1.7 363.65
United
Spirits Limited		 MCDOWELL-N CLSA GLOBAL MARKETS PTE LTD 201509 2343024 1.61 707.59
Categories
CoatTailing

Portfolio of ICICI Prudential Life Insurance Company Ltd

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

To know what other top investors are  buying/holding/selling in India, subscribe to our Investor Wisdom Newsletter

ICICI Pru Life is the largest private insurer in India.

It’s significant holdings in India as on 31 March,2014 as per Stock Exchanges is given below:

 

Symbol Entity # of Shares % Date End
ADVANTA ICICI PRUDENTIAL LIFE INSURANCE CO. LIMITED 1650974 1.96 201403
ALSTOMT&D ICICI Prudential Life Insurance Company Ltd. 2606644 1.02 201403
ASHOKA ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD 6701472 4.24 201403
AXISBANK ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD 9275662 1.97 201403
BHARTIARTL ICICI Prudential Life Insurance Company Limited 51381584 1.29 201403
BPCL ICICI PRUDENTIAL LIFE INSURANCE COMP 12485353 1.73 201403
CINELINE ICICI PRUDENTIAL LIFE INSURANCE COMPANY LIMITED 1860422 6.64 201403
CIPLA ICICI Prudential Life Insurance Company Ltd 8239459 1.03 201403
COX&KINGS ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD 6571310 4.81 201403
DBCORP ICICI Prudential Life Insurance Co. Ltd. 2580412 1.41 201403
DCBBANK ICICI PRUDENTIAL LIFE INSURANCE COMPANY LIMITED 2838771 1.13 201403
DEEPAKFERT ICICI PRUDENTIAL LIFE INSURANCE CO LIMITED 1080183 1.22 201403
DRREDDY ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD 3531404 2.08 201403
EMCO ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD 3074222 4.72 201403
GESHIP ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD 4435074 2.94 201403
GIPCL ICICI PRUDENTIAL LIFE INSURANCE CO LTD 7479695 4.95 201403
GRASIM ICICI Prudential Life Insurance Company Ltd. 3318701 3.61 201403
GSPL ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD 16611964 2.95 201403
HDFCBANK ICICI Prudential Life Insurance Company Ltd 43642443 1.82 201403
HINDPETRO ICICI Prudential Life Insurance Co.Ltd. 3769454 1.11 201403
IDFC ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD 27356403 1.8 201403
INDUSINDBK ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD 7885269 1.5 201403
INFY ICICI PRUDENTIAL LIFE INSURANCE COMPANY LIMITED 8707385 1.52 201403
IVRCLINFRA ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD 12346797 4.02 201403
JAGRAN ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD 16276648 4.98 201403
JYOTHYLAB ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD 6572898 3.63 201403
KALPATPOWR ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD 7946979 5.18 201403
KANSAINER Icici Prudential Life Insurance Company Ltd. 2592317 4.81 201403
KIRLOSBROS ICICI Prudential Life Insurance Co.Ltd. 1160140 1.46 201403
KPIT ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD 2078522 1.07 201403
LAXMIMACH ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD 294145 2.61 201403
LUPIN ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD 9664778 2.16 201403
M&M ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD 9020857 1.46 201403
MAHLIFE ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD 1310626 3.21 201403
MARUTI ICICI PRUDENTIAL LIFE INSURANCE COMPANY LIMITED 5470163 1.81 201403
MOTHERSUMI ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD 15450652 1.75 201403
MPHASIS ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD 2396933 1.14 201403
NRBBEARING ICICI PRUDENTIAL LIFE INSURANCE COMPANY 5415214 5.59 201403
OMAXAUTO ICICI PRUDENTIAL LIFE INSURANCE CO 1002966 4.69 201403
ORIENTPPR ICICI Prudential Life Insurance Co. Ltd. 6188560 3.02 201403
POWERGRID ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD 64003238 1.22 201403
REDINGTON ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD 16543734 4.14 201403
RENUKA ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD 31148264 4.64 201403
SINTEX ICICI Prudential Life Insurance Company Ltd. 5941870 1.9 201403
SJVN ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD 97135093 2.35 201403
SOLARINDS ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD 684384 3.78 201403
SUNCLAYLTD ICICI Prudential Life Insurance Company 551847 2.73 201403
TATACHEM ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD 11442087 4.49 201403
TATASTEEL ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD 11092350 1.14 201403
TECHNO ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD. 1393628 2.44 201403
THOMASCOOK ICICI Prudential Life Insurance Co. Ltd 4100000 1.66 201403
TVSMOTOR ICICI Prudential Life Insurance Company Limited 5120655 1.08 201403
UPL ICICI PRUDENTIAL LIFE INSURANCE CO LTD 7113142 1.66 201403
VOLTAMP ICICI PRUDENTIAL LIFE INSURANCE COMPANY LTD 381003 3.77 201403
WABAG ICICI PRUDENTIAL LIFE INSURANCE COMPANY LIMITED 990647 3.73 201403
Categories
Observations

My bets for the banking license

One timepass activity amongst finance professionals is to guess which companies will be selected for the banking license.

There are around 25 applicants for the license (see entire list here)

My bet is on the following companies:

  • IDFC (Its the cleanest one)
  • JM Financial (Mukeshbhai Zindabad)
  • India Infoline (Smart money going here)
  • LIC Housing Finance Ltd (Hum sarkari hain)

Who do you think will get the banking license?