Raoji

Some interesting off beat reads for the weekend:

Mukesh Ambani sends a defamation notice to news channels (Newslaundry)

Is this really what we deserve ? (Open)

The desi cow is almost extinct (Tehelka)

The saffron string (Outlook)

SEBI to disclose all information related to PMS (Moneylife)

Are old iphones a gateaway drug ? (MarketWatch)

Why we should memorize (NewYorker)

Iraqi Sunnistan (ForeignAffairs)

The Komodo Dragon is an all purpose killing machine (Smithsonian)

Rahul Gandhi:Show your hand (Economist)

Why you are not a leader (Forbes)

The women of Mexico’s drug war (Atlantic)

How to drive safely in a fog (TeamBHP)

The Algerian tragedy (ProjectSyndicate)

Life lessons Bollywood has taught me (UnrealTimes)

Congratulations Sir (GreatBong)

Could Cyril Ramaphosa be the best leader that South Africa never had? (NYTimes)

Aaron Swartz:Memory to myth (Verge)

Exit Interview:Timothy Geithner (NewRepublic)

Hollywood Publicity:The Rules of the Game (VQR)

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

Goldman Sachs launched it’s India Equity fund in Oct 2012.I was quite curious to know which sectors and stocks it allocates its funds to.

Well, as per Dec 31, 2012 the portfolio of this fund is given below:

Sr. No.	ISIN	Name of Instrument	Sub – Industry Classification*	Quantity	Market value (Rs. in lakhs)	% to Net Assets
(a)		EQUITY & EQUITY RELATED INSTRUMENTS
		LISTED
1	INE040A01026	HDFC BANK LTD	BANKS	107,428	729.01	7.00%
2	INE090A01013	ICICI BANK LTD	BANKS	57,996	660.14	6.34%
3	INE323A01026	BOSCH LTD	AUTO ANCILLARIES	3,841	365.54	3.51%
4	INE095A01012	INDUSIND BANK LTD	BANKS	82,503	344.08	3.30%
5	INE584A01023	NMDC LTD	MINERALS/MINING	190,000	313.69	3.01%
6	INE528G01019	YES BANK LTD	BANKS	65,672	304.75	2.92%
7	INE854D01016	UNITED SPIRITS LTD	CONSUMER NON DURABLES	15,848	300.91	2.89%
8	INE752H01013	CREDIT ANALYSIS AND RESEARCH LTD	FINANCE	32,389	296.29	2.84%
9	INE467B01029	TATA CONSULTANCY SERVICES LTD	SOFTWARE	21,986	276.11	2.65%
10	INE280A01028	TITAN INDUSTRIES LTD	CONSUMER DURABLES	92,459	262.91	2.52%
11	INE047A01013	GRASIM INDUSTRIES LTD	CEMENT	8,288	262.69	2.52%
12	INE032A01023	BOMBAY DYEING & MFG COMPANY LTD	TEXTILES – SYNTHETIC	171,792	233.29	2.24%
13	INE152A01029	THERMAX LTD	INDUSTRIAL CAPITAL GOODS	35,354	218.10	2.09%
14	INE881D01027	ORACLE FINANCIAL SERVICES SOFTWARE LTD	SOFTWARE	6,550	215.71	2.07%
15	INE690A01010	TTK PRESTIGE LTD	CONSUMER DURABLES	6,347	214.47	2.06%
16	INE774D01016	MAHINDRA & MAHINDRA FINANCIAL SERVICES LTD	FINANCE	19,045	209.21	2.01%
17	INE722A01011	SHRIRAM CITY UNION FINANCE LTD	FINANCE	20,510	201.25	1.93%
18	INE007A01025	CRISIL LTD	FINANCE	17,245	186.77	1.79%
19	INE302A01020	EXIDE INDUSTRIES LTD	AUTO ANCILLARIES	129,274	186.67	1.79%
20	INE133A01011	AKZO NOBEL INDIA LTD	CONSUMER NON DURABLES	19,329	185.64	1.78%
21	INE158A01026	HERO MOTOCORP LTD	AUTO	9,482	180.21	1.73%
22	INE725G01011	ICRA LTD	FINANCE	12,015	178.49	1.71%
23	INE055A01016	CENTURY TEXTILES & INDUSTRIES LTD	CEMENT	39,578	164.09	1.57%
24	INE049B01025	WOCKHARDT LTD	PHARMACEUTICALS	10,364	163.00	1.56%
25	INE131A01031	GUJARAT MINERAL DEVELOPMENT CORPORATION LTD	MINERALS/MINING	71,398	154.47	1.48%
26	INE081A01012	TATA STEEL LTD	FERROUS METALS	35,669	152.84	1.47%
27	IN9155A01020	TATA MOTORS LTD – DVR	AUTO	87,829	152.56	1.46%
28	INE455I01011	KAVERI SEED COMPANY LTD	CONSUMER NON DURABLES	11,401	146.61	1.41%
29	INE094I01018	KOLTE – PATIL DEVELOPERS LTD	CONSTRUCTION	128,904	145.98	1.40%
30	INE322A01010	GILLETTE INDIA LTD	CONSUMER NON DURABLES	5,373	133.15	1.28%
31	INE640A01023	SKF INDIA LTD	INDUSTRIAL PRODUCTS	20,702	132.47	1.27%
32	INE860A01027	HCL TECHNOLOGIES LTD	SOFTWARE	20,236	125.20	1.20%
33	INE301A01014	RAYMOND LTD	TEXTILE PRODUCTS	26,730	122.66	1.18%
34	INE811K01011	PRESTIGE ESTATES PROJECTS LTD	CONSTRUCTION	62,480	112.09	1.08%
35	INE018I01017	MINDTREE LTD	SOFTWARE	16,271	111.11	1.07%
36	INE785M01013	PC JEWELLER LTD	CONSUMER DURABLES	72,753	108.91	1.05%
37	INE710A01016	VST INDUSTRIES LTD	CONSUMER NON DURABLES	5,542	108.07	1.04%
38	INE738I01010	ECLERX SERVICES LTD	SOFTWARE	15,380	105.32	1.01%
39	INE933K01021	BAJAJ CORP LTD	CONSUMER NON DURABLES	44,786	104.89	1.01%
40	INE331A01037	MADRAS CEMENTS LTD	CEMENT	41,723	102.60	0.98%
41	INE211B01039	THE PHOENIX MILLS LTD	CONSTRUCTION	39,776	102.18	0.98%
42	INE671H01015	SOBHA DEVELOPERS LTD	CONSTRUCTION	25,682	97.54	0.94%
43	INE179A01014	PROCTER & GAMBLE HYGIENE AND HEALTH CARE LTD	CONSUMER NON DURABLES	3,506	96.60	0.93%
44	INE591G01017	NIIT TECHNOLOGIES LTD	SOFTWARE	38,793	94.01	0.90%
45	INE424H01027	SUN TV NETWORK LTD	MEDIA & ENTERTAINMENT	19,805	84.59	0.81%
46	INE745G01035	MULTI COMMODITY EXCHANGE OF INDIA LTD	FINANCE	5,125	75.50	0.72%
47	INE414G01012	MUTHOOT FINANCE LTD	FINANCE	35,345	73.82	0.71%
48	INE768C01010	ZYDUS WELLNESS LTD	CONSUMER NON DURABLES	14,626	73.31	0.70%
49	INE797F01012	JUBILANT FOODWORKS LTD	CONSUMER NON DURABLES	5,668	73.03	0.70%
50	INE317F01027	NESCO LTD	COMMERCIAL SERVICES	9,607	71.35	0.68%
51	INE233B01017	BLUE DART EXPRESS LTD	TRANSPORTATION	3,155	64.60	0.62%
52	INE548C01032	EMAMI LTD	CONSUMER NON DURABLES	10,044	60.20	0.58%
53	INE361B01024	DIVI’S LABORATORIES LTD	PHARMACEUTICALS	5,214	57.58	0.55%
54	INE942G01012	MCLEOD RUSSEL INDIA LTD	CONSUMER NON DURABLES	15,441	54.02	0.52%
55	INE285A01027	ELGI EQUIPMENTS LTD	INDUSTRIAL PRODUCTS	56,941	52.56	0.50%
56	INE226A01021	VOLTAS LTD	CONSTRUCTION PROJECT	42,470	44.98	0.43%
57	INE613A01020	RALLIS INDIA LTD	PESTICIDES	27,555	41.15	0.39%
58	INE663F01024	INFO EDGE (INDIA) LTD	SOFTWARE	11,370	39.20	0.38%
59	INE264A01014	GLAXOSMITHKLINE CONSUMER HEALTHCARE LTD	CONSUMER NON DURABLES	884	33.63	0.32%
60	INE592A01026	ORIENT PAPER & INDUSTRIES LTD	CEMENT	41,428	33.14	0.32%
61	INE950I01011	D.B.CORP LTD	MEDIA & ENTERTAINMENT	12,846	29.38	0.28%
		TOTAL			10,024.33	96.20%

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