Categories
CoatTailing

Portfolio of Malabar India Fund

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

Malabar India Fund is a well known FII investor in the Indian markets known for its picks in the mid-cap/small cap space

Its investments in India aggregating around Rupees 300 Crores as on 30 Sept,2015 as per Stock Exchanges is given below:

 

Company Name NSE Symbol/BSE Code Entity # of Shares % Date End Value (In Crores)
Ador Fontech Ltd 530431 MALABAR INDIA FUND LTD 842999 4.82 201509 8.35
Adi Finechem Ltd ADI MALABAR INDIA FUND LTD 538043 3.9 201509 12.81
Avanti Feeds Ltd AVANTIFEED MALABAR INDIA FUND LIMITED 250348 2.76 201509 9.59
Cera Sanitaryware Ltd CERA MALABAR INDIA FUND LIMITED 192401 1.48 201509 34.63
Gandhi Special Tubes Ltd GANDHITUBE MALABAR INDIA FUND LIMITED 311280 2.12 201509 7.63
Indian Terrain Fashions Ltd INDTERRAIN MALABAR INDIA FUND LTD 301855 4.2 201509 3.68
Kewal Kiran Clothing Ltd KKCL Malabar India Fund Limited 193211 1.57 201509 39.99
La Opala RG Ltd LAOPALA Malabar India Fund Ltd. 1223277 2.2 201509 67.65
Mayur Uniquoters Ltd MAYURUNIQ MALABAR INDIA FUND LTD 1721863 3.72 201509 73.01
Orient Refractorties Ltd ORIENTREF Malabar India Fund Limited 2136513 1.78 201509 16.88
Suprajit Engineering Ltd SUPRAJIT MALABAR INDIA FUND LIMITED 1850817 1.54 201509 23.88
Vaibhav Global Ltd VAIBHAVGBL MALABAR INDIA FUND LIMITED 473406 1.46 201509 20.83
Categories
Observations

Who bought what yesterday

Yesterday was a day of carnage in the markets.Interesting to see these entities pick up shares in bulk .

Date Symbol Security Name Client Name Buy / Sell Quantity Traded Trade Price / Value (In Crores)
Wght. Avg.
24-Aug-15 ESCORTS Escorts India Ltd. GREATER INDIA PORTFOLIO BUY 660521 154.41 10.20
24-Aug-15 GHCL GHCL Limited OCEAN DIAL GATEWAY TO INDIA MAURITIURS LTD BUY 924034 115.87 10.71
24-Aug-15 INDTERRAIN Ind Terrain Fashions Ltd MALABAR INDIA FUND LIMITED BUY 45505 599.02 2.73
24-Aug-15 JUBLINDS Jubilant Industries Ltd EQUITY INTELLIGENCE INDIA PRIVATE LIMITED [P M S] BUY 100000 238.39 2.38
Categories
CoatTailing

Portfolio of Mukul Agarwal of Param Capital

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

Mukul Agarwal of Param Capital is a well known investor in the Indian markets

His significant holdings in India as on 31 March,2015 as per Stock Exchanges is given below:

Company Name Symbol Entity Name Date End # of Shares % Value (In Crores)
ARTEFACT PROJECTS LTD 531297 Mukul Mahavir Prasad 201503 60000 1.09 0.21
Bharat Bijlee Limited BBL Mukul Mahavir Prasad Agrawal 201503 76944 1.36 4.63
Dolphin Offshore Enterprises (India) Limited DOLPHINOFF PARAM CAPITAL RESEARCH PRIVATE LIMITED 201503 810174 4.83 9.45
Dwarikesh Sugar Industries Limited DWARKESH PARAM CAPITAL RESEARCH PVT. LTD. 201503 815077 5 1.98
DYNAMATIC TECHNOLOGIES LIMITED DYNAMATECH MUKUL MAHAVIR PRASAD AGRAWAL 201503 100000 1.58 31.33
DYNAMATIC TECHNOLOGIES LIMITED DYNAMATECH PARAM CAPITAL RESEARCH PRIVATE LIMITED 201503 101079 1.59 31.66
EPC INDUSTRIE LTD 523754 Mukul Mahavir Prasad Agrawal 201503 320269 1.16 5.09
EPC INDUSTRIE LTD 523754 Param Capital Research Pvt Ltd 201503 280000 1.01 4.45
Hindustan Dorr-Oliver Limited HINDDORROL MUKUL MAHAVIR PRASAD AGARWAL 201503 841017 1.17 1.51
Honda Siel Power Products Limited HONDAPOWER Param Capital Research Pvt Ltd 201503 126869 1.25 14.09
Indian Terrain Fashions Limited INDTERRAIN PARAM CAPITAL RESEARCH PRIVATE LIMITED 201503 100000 1.39 6.91
Ion Exchange India Limited 500214 Mukul Mahavir Prasad Agarwal 201503 243486 1.68 6.00
Intellect Design Arena Limited INTELLECT Param Capital Research Pvt Ltd 201503 1500000 1.5 16.78
ITD Cementation India Limited ITDCEM PARAM CAPITAL RESEARCH PRIVATE LIMITED 201503 200000 1.29 13.86
KDDL LTD 532054 Asha Mukul Agrawal 201503 368259 4.06 12.15
KDDL LTD 532054 Param Capital Research Pvt Ltd 201503 280100 3.09 9.24
Maxwell Industries Limited MAXWELL Param Capital Research Pvt. Ltd 201503 903000 1.43 5.97
MBL Infrastructures Limited MBLINFRA MUKUL MAHAVIR PRASAD AGRAWAL 201503 297311 1.43 17.39
SHALIMAR PAINTS LIMITED SHALPAINTS Asha Mukul Agrawal 201503 455464 2.41 6.23
Sunshield Chemicals Limited 530845 Asha Mukul Agrawal 201503 184913 2.51 6.71
Vimta Labs Limited VIMTALABS PARAM CAPITAL RESEARCH PRIVATE LIMITED 201503 305000 1.38 2.05