Tag: srf

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CoatTailing

Top 5 Holdings of Amansa

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

Akash Prakash of Amansa Capital is a well known investor in the Indian Markets.

Amansa’s top 5 Holdings as on 31 Dec,2017 as per Stock Exchanges is given below:

Company Name Symbol Entity Value (In Crores)
Cyient Limited CYIENT AMANSA HOLDINGS PRIVATE LIMITED 479.92
Bharat Financial Inclusion Limited BHARATFIN AMANSA HOLDINGS PRIVATE LIMITED 481.74
MindTree Limited MINDTREE Amansa Holdings Private Limited 573.39
The Federal Bank  Limited FEDERALBNK AMANSA HOLDINGS PRIVATE LIMITED 585.92
SRF Limited SRF AMANSA HOLDINGS PRIVATE LIMITED 855.44
Categories
CoatTailing

Top 5 Holdings of Amansa

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

Akash Prakash of Amansa Capital is a well known investor in the Indian Markets.

Amansa’s top 5 Holdings as on 31 March,2017 as per Stock Exchanges is given below:

Company Name Symbol Entity Name % Value (In Crores)
The Federal Bank  Limited FEDERALBNK AMANSA HOLDINGS PRIVATE LIMITED 4.31 839.5
SRF Limited SRF AMANSA HOLDINGS PRIVATE LIMITED 6.5 611.67
Info Edge (India) Limited NAUKRI Amansa Holdings Private Limited 3.3 434.89
Tata Communications Limited TATACOMM Amansa Holdings Private Limited 1.94 403.76
Bharat Financial Inclusion Limited BHARATFIN AMANSA HOLDINGS PRIVATE LIMITED 3.91 399.49
Categories
CoatTailing

Top 5 Holdings of Amansa

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

Amansa Capital  run by Akash Prakash is a well known fund management company with significant investments in India.

Its top 5 investments in India aggregating around Rupees 1750 Crores as on 30 Sept,2015 as per Stock Exchanges is given below:

Company Symbol Entity Date End # of Shares % Value (In Crores)
Mahindra & Mahindra Financial Services Limited M&MFIN AMANSA HOLDINGS PRIVATE LIMITED 201509 11704054 2.06 284.41
The Federal Bank  Limited FEDERALBNK AMANSA HOLDINGS PRIVATE LIMITED 201509 56463346 3.29 320.15
SRF Limited SRF Amansa Holdings Pvt. Ltd. 201509 2950882 5.14 371.81
Ashok Leyland Limited ASHOKLEY AMANSA HOLDINGS PRIVATE LIMITED 201509 40000033 1.41 385.60
Cholamandalam Investment and Finance Company Limited CHOLAFIN AMANSA HOLDING PRIVATE LIMITED 201509 6144336 4.27 387.71
Categories
CoatTailing

Portfolio of Amansa 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

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
Categories
CoatTailing

Portfolio of Government Pension Fund Global in India

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

Government Pension Fund Global is a sovereign fund run by the Govt of Norway to support long term management of its petroleum revenue.

It has extensive holdings in India as can be seen by the table below (data as on 31 March,2013 as per stock exchanges websites)

Company Name # of Shares %
Arvind 11056037 4.28
Blue Dart Express 287000 1.21
Bombay Dyeing Mfg. 8376745 4.06
Gateway Distriparks 3674019 3.39
Glenmark Pharma 2844796 1.05
GMDC 5599549 1.76
Godrej Industries 6922864 2.07
Godrej Properties Ltd. 885365 1.13
HPCL 3685058 1.09
Indian Hotel 35324214 4.37
ING Vysya Bank 2527208 1.63
Jain Irrigation Sys 10695366 2.46
Jubilant LifeScience 1629414 1.02
Lupin 4721864 1.06
NCC 2598965 1.01
NIIT 4893491 2.96
Praj Industries 2260393 1.27
Sadbhav Engineering 4493775 2.98
SRF 1006000 1.75
Tata Chemicals 12554297 4.93
Tata Communications 4356947 1.53
Tata Global Beverage 8976940 1.45
Tube Investments 2002722 1.07
Unitech 33543938 1.28
Voltas 15312143 4.63
Zee Entertainment 19452062 2.04

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