Author: Raoji

Categories
Links

Mega Linkfest:August 28,2015

Some off beat reads for the weekend:

1965 War:The Last Gentleman’s War (Maroof Raza)

Using microwave to make diamonds (Bloomberg)

The illusion of liquidity (Satyajit Das)

How Congress MP Vijay Darda forwarded his business interests (NL)

Hardik Patel has no future in Indian politics (DailyO)

Pervert Arnab (MediaCrooks)

Sugar Daddies Explained (GQ)

Dubai Real Estate (Outlook Business)

Auto Talk:The best SUV for Indian roads (Team BHP)

Travelogue:Sikkim (Team BHP)

The Emerging Markets Currency Rout (Project Syndicate)

Who was Shivaji? (Scroll)

Bulbul:An app for telling children stories (YS)

Why Modi chose Lohani to be Air India CMD (Gossip Guru)

16 Gorgeous shots of India in Hollywood movies (BuzzFeed)

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
Tweets

IPO to milk investors

Categories
Cartoon

Tricky Time

Categories
Links

Linkfest:August 28,2015

Some stuff I am reading today morning:

Not a time to panic (Akash Prakash)

Global markets are getting hammered because of China’s QT (Bloomberg)

RBI Governor:”India picking up” (ET)

Sequoia increases pharma bets in India (Mint)

SBI Cap: 12 Value Picks (ET)

5 AAA rated companies offering more than 9% (Apna Plan)

The way forward with One Rank One Pension (Ajay Shah)

How silver wrecked China (Bloomberg)

81 Gold Quotes (Daily Reckoning)

The difference between “investors” and “traders” (Humble Student)