Top 5 Holdings of TIMF Holdings 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

TIMF Holdings is a well-known investor in the Indian Stock Markets.

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

Company Name NSE Symbol Entity Value (In Crores)
MAS Financial Services Ltd MASFIN TIMF HOLDINGS 37.17
Indiabulls Integrated Services Ltd IBULISL TIMF HOLDINGS 63.34
Sequent Scientific Ltd SEQUENT TIMF HOLDINGS 84.32
JM Financial Ltd JMFINANCIL TIMF Holdings 210.63
Radico Khaitan Ltd RADICO TIMF HOLDINGS 327.30

Portfolio of Azim Premji

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

Azim Premji is one of India’s greatest industrialists and philanthropists.He invests in his own name and through his private equity fund PI Opportunities

His significant investments (excluding his promoter holdings) in India aggregating around Rupees 500 Crores  as on 30 Sept,2015 as per Stock Exchanges is given below:

Company Name Symbol Entity Date End # of Shares % Value (In Crores)
DCB BANK LIMITED DCBBANK PI OPPORTUNITIES FUND – I 201509 7912355 2.79 69.31
Future Lifestyle Fashions Limited FLFL PI OPPORTUNITIES FUND – I 201509 15527950 8.19 118.09
JM Financial Limited JMFINANCIL Azim Hasham Premji 201509 21875000 2.77 94.06
Jyothy Laboratories Limited JYOTHYLAB PI OPPORTUNITIES FUND I 201509 2303446 1.27 71
Trent Limited TRENT PI Opportunities Fund I 201509 921223 2.77 128.05

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?