Top 5 Holdings of Bank of Muscat 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

The Bank Muscat India Fund is a well known FII fund investing in the Indian Equity Markets.

It’s top 5 significant holdings as on 30 September,2017 as per stock exchanges is as given below:

Company Name NSE Symbol/BSE Code Entity Value (In Crores)
IIFL Holdings Ltd IIFL Bank Muscat India Fund 773
LIC Housing Finance Ltd LICHSGFIN BANK MUSCAT INDIA FUND 693
The Federal Bank Ltd FEDERALBNK BANK MUSCAT INDIA FUND 376
Shriram City Union Finance Ltd SHRIRAMCIT Bank Muscat India Fund 190
Magma Fincorp Ltd MAGMA BANK MUSCAT INDIA FUND 146

Portfolio of Swiss Finance Corporation 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

Swiss Finance Corporation (Mauritius) is a well known FII which invests in the Indian Equity Markets

It’s significant holdings in India aggregating around Rupees 2200 Crores  as on 30 Sept,2015 as per Stock Exchanges is given below:

Company Symbol Entity Date End # of Shares % Value (In Crores)
Bajaj Electricals Limited BAJAJELEC SWISS FINANCE CORPORATION (MAURITIUS) LIMITED 201509 1459947 1.45 36.62
Biocon Limited BIOCON SWISS FINANCE CORPORATION (MAURITIUS) LIMITED 201509 2057603 1.03 93.07
Capital First Limited CAPF SWISS FINANCE CORPORATION (MAURITIUS) LIMITED 201509 1977900 2.17 74.46
Clariant Chemicals (India) Limited CLNINDIA Swiss Finance Corporation (Mauritius) Ltd. 201509 597902 2.24 45.52
Delta Corp Limited DELTACORP Swiss Finance Corporation (Mauritius) Limited 201509 8953916 3.88 75.48
Godfrey Phillips India Limited GODFRYPHLP SWISS FINANCE CORPORATION (MAURITIUS) LIMITED 201509 1084524 2.09 103.36
Indiabulls Housing Finance Limited IBULHSGFIN SWISS FINANCE CORPORATION (MAURITIUS) LIMITED 201509 4551336 1.09 330.15
Jain Irrigation Systems Limited JISLJALEQS Swiss Finance Corporation (Mauritius) Ltd 201509 5964653 1.35 37.82
LIC Housing Finance Limited LICHSGFIN SWISS FINANCE CORPORATION (MAURITIU 201509 6710514 1.33 323.65
MM Forgings Limited MMFL SWISS FINANCE CORPORATION (MAURITIUS)LTD 201509 238226 1.97 12.5
Siti Cable Network Limited SITICABLE SWISS FINANCE CORPORATION (MAURITIUS) LIMITED 201509 12708282 1.88 41.17
Tata Motors Limited TATAMTRDVR SWISS FINANCE CORPORATION (MAURITIUS) LIMITED 201509 11456829 2.25 297.48
The India Cements Limited INDIACEM Swiss Finance Corporation (Mauritius) Limited 201509 3336804 1.09 27.46
Yes Bank Limited YESBANK Swiss Finance Corporation (Mauritius) Limited 201509 7969364 1.9 621.05
Zee Learn Limited ZEELEARN SWISS FINANCE CORPORATION (MAURITIUS) LIMITED 201509 25589415 7.99 82.4

Portfolio of Government of Singapore 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

The Government of Singapore is one of the biggest investors in the Indian Equity Markets.

It’s significant holdings in India aggregating around Rupees 22,000 Crores (~ $ 3.4 Billion )as on 30 June,2015 as per Stock Exchanges is given below:

Company Name Symbol Entity Date End # of Shares % Value (In Crores)
Anant Raj Limited ANANTRAJ GOVERNMENT OF SINGAPORE 201506 12403490 4.2 50.36
Bajaj Finance Limited BAJFINANCE GOVERNMENT OF SINGAPORE 201506 1486463 2.77 768.52
Container Corporation Of India Limited CONCOR GOVERNMENT OF SINGAPORE (2) AAAJG0594R 201506 4008413 2.06 652.63
D.B.Corp Limited DBCORP GOVERNMENT OF SINGAPORE 201506 2570070 1.4 82
Dewan Housing Finance Corporation Limited DHFL GOVERNMENT OF SINGAPORE 201506 2657519 1.82 132.42
DLF Limited DLF Government Of Singapore 201506 46779769 2.62 546.39
Dr. Reddy’s Laboratories Limited DRREDDY GOVERNMENT OF SINGAPORE 201506 2050861 1.2 801.66
Gujarat Industries Power Company Limited GIPCL GOVERNMENT OF SINGAPORE INVESTMENT CORPORATION A/C GOVERNMENT OF SINGAPORE – E 201506 2100000 1.39 17.23
HDFC Bank Limited HDFCBANK Government of Singapore 201506 29172745 1.16 3231.9
Housing Development Finance Corporation Limited HDFC GOVERNMENT OF SINGAPORE 201506 24598831 1.56 3342.37
Indusind Bank Limited INDUSINDBK GOVERNMENT OF SINGAPORE 201506 6088903 1.15 582.01
Infosys Limited INFY GOVERNMENT OF SINGAPORE 201506 45051089 1.96 4899.76
IRB Infrastructure Developers Limited IRB GOVERNMENT OF SINGAPORE 201506 5187837 1.48 127.41
Larsen & Toubro Limited LT Government of Singapore 201506 12851160 1.38 2316.23
LIC Housing Finance Limited LICHSGFIN GOVERNMENT OF SINGAPORE 201506 5563932 1.1 275.36
Lupin Limited LUPIN GOVERNMENT OF SINGAPORE 201506 5614292 1.25 938.77
Mahindra & Mahindra Limited M&M GOVERNMENT OF SINGAPORE 201506 11504326 1.85 1529.73
Mahindra CIE Automotive Limited MAHINDCIE GOVERNMENT OF SINGAPORE 201506 6798891 2.1 182.18
Muthoot Finance Limited MUTHOOTFIN GOVERNMENT OF SINGAPORE 201506 8073048 2.03 160.53
Prestige Estates Projects Limited PRESTIGE GOVERNMENT OF SINGAPORE 201506 12783179 3.41 280.21
Sintex Industries Limited SINTEX Government of Singapore 201506 11381838 2.55 131.52
Sun Pharmaceuticals Industries Limited SUNPHARMA Government of Singapore 201506 36582391 1.52 3585.07
Tata Motors Limited TATAMTRDVR GOVERNMENT OF SINGAPORE 201506 11822405 2.33 290.3
UPL Limited UPL GOVERNMENT OF SINGAPORE 201506 4969557 1.16 266.62
Zee Entertainment Enterprises Limited ZEEL Government of Singapore 201506 13592139 1.42 531.52

Portfolio of Abu Dhabi Investment Authority 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

Abu Dhabi Investment Authority is the investment arm of the Government of Abu Dhabi.

Their significant portfolio holdings as on 31 December,2014 as per stock exchanges is as given below:

Company Symbol Entity Date End # of Shares % Value (In Crores)
Ashok Leyland Limited ASHOKLEY ABU DHABI INVESTMENT AUTHORITY – JHELUM 201412 29663007 1.04 190.73
Divi’s Laboratories Limited DIVISLAB ABU DHABI INVESTMENT AUTHORITY 201412 1469757 1.11 246.69
Dr. Reddy’s Laboratories Limited DRREDDY Abu Dhabi Investment Authority 201412 3626213 2.13 1214.64
Housing Development Finance Corporation Limited HDFC ABU DHABI INVESTMENT AUTHORITY – GULAB 201412 23532656 1.5 3035.95
Infosys Limited INFY ABU DHABI INVESTMENT AUTHORITY 201412 30319353 2.64 6715.89
Larsen & Toubro Limited LT Abu Dhabi Investment Authority 201412 10741853 1.16 1838.25
LIC Housing Finance Limited LICHSGFIN ABU DHABI INVESTMENT AUTHOR 201412 9297552 1.84 451.95
Piramal Enterprises Limited PEL Abu Dhabi Investment Authority 201412 1736606 1.01 145
Reliance Capital Limited RELCAPITAL Abu Dhabi Investment Authority 201409 2729813 1.11 129.95
Shriram Transport Finance Company Limited SRTRANSFIN Abu Dhabi Investment Authority – Gulab Jpmorgan Chase Bank N.A. 201412 2334259 1.03 255.71
Sun Pharmaceuticals Industries Limited SUNPHARMA Abu Dhabi Investment Authority – BAIHU 201412 24295901 1.17 2261.94

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?