Category: CoatTailing

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CoatTailing

Portfolio of Gagandeep Credit 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

Gagandeep Credit Capital is the investment arm of well known investor Anuj Anantrai Sheth

It’s significant holdings in India aggregating around Rupees 1400 Crores  as on 30 June,2015 as per Stock Exchanges is given below:

Company Symbol Entity Date End # of Shares % Value (In Rs Crores)
Asahi India Glass Limited ASAHIINDIA GAGANDEEP CREDIT CAPITAL PRIVATE LIMITED 201506 7800000 3.21 112.28
Bannari Amman Spinning Mills Limited BASML Gagandeep Credit Capital Pvt Ltd 201506 987475 6.27 17.23
Bannari Amman Sugars Limited BANARISUG GAGANDEEP CREDIT CAPITAL PVT LTD 201506 362744 3.17 23.58
Bharat Forge Limited BHARATFORG Gagandeep Credit Capital Pvt. Ltd. 201506 2810062 1.21 264.19
Elgi Equipments Limited ELGIEQUIP GAGANDEEP CREDIT CAPITAL PVT. LTD 201506 8152575 5.15 100.89
Essel Propack Limited ESSELPACK GAGANDEEP CREDIT CAPITAL PVT.LTD. 201506 3476686 2.21 52.2
Finolex Industries Limited FINPIPE GAGANDEEP CREDIT CAPITAL PVT LTD 201506 1389500 1.12 36.02
IP Rings Ltd 523638 Gagandeep Credit Capital Pvt Ltd 201506 100000 1.42 0.8
JSW Steel Ltd JSWSTEEL Gagandeep Credit Capital Pvt Ltd 201506 4152765 1.72 394.09
Kartik Investments Trust Ltd 501151 Gagandeep Credit Capital Pvt Ltd 201506 6200 2.54 0.17
Lakshmi Machine Works Ltd 500252 Gagandeep Credit Capital Pvt Ltd 201506 293954 2.61 101.32
Precot Meridian Limited PRECOT GAGANDEEP CREDIT CAPITAL PVT LTD 201506 269280 2.24 1.56
Rane Engine Valve Limited RANEENGINE Gagandeep Credit Capital Pvt Ltd 201506 81970 1.22 4.1
Sona Koyo Steering Systems Limited SONASTEER GAGANDEEP CREDIT CAPITAL PRIVATE LIMITED 201506 3093611 1.56 18.1
Super Sales India Ltd 512527 Gagandeep Credit Capital Pvt Ltd 201506 361740 11.78 11.21
Super Spinning Mills Limited SUPERSPIN GAGANDEEP CREDIT CAPITAL PVT LTD 201506 1400000 2.55 1.08
Tube Investments of India Limited TUBEINVEST Gagandeep Credit Capital Pvt. Ltd. 201506 4409610 2.36 175.9
TVS Srichakra Limited TVSSRICHAK Gagandeep Credit Capital Pvt Ltd 201506 346770 4.53 92.81
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CoatTailing

Portfolio of Janus 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

Janus is a well known FII which has been investing in Indian Equities for a fairly long time now.

It’s significant holdings in India aggregating around Rupees 800 Crores  as on 30 June,2015 as per Stock Exchanges is given below:

Company Symbol Entity Date End # of Shares % Value (In Crores)
Adani Power Limited ADANIPOWER JANUS OVERSEAS FUND 201506 32821205 1.12 91.41
Cox & Kings Limited COX&KINGS JANUS OVERSEAS FUND 201506 5417511 3.2 150.66
Cox & Kings Limited COX&KINGS JANUS ASPEN SERIES OVERSEAS PORTFOLIO 201506 2052372 1.21 57.08
DLF Limited DLF Janus Overseas Fund 201506 33026914 1.85 342.99
Housing Development and Infrastructure Limited HDIL JANUS OVERSEAS FUND 201506 8489431 2.03 74.2
VAKANGEE LIMITED VAKRANGEE Janus Overseas Fund 201506 7651815 1.52 124.53
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CoatTailing

Portfolio of Baring 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

Baring India is a well known Private Equity firm which has considerable investments in the listed space.

It’s significant holdings in India aggregating around Rupees 2,667 Crores (~400 Million $) as on 30 June,2015 as per Stock Exchanges is given below:

Company Name Symbol Entity Date End # of Shares % Value (In Crores)
BALMER LAWRIE INVESTMENTS LTD 532485 BARING INDIA PRIVATE EQUITY FUND III LISTED INV LTD 201506 855623 3.85 24.64
BALMER LAWRIE INVESTMENTS LTD 532485 BARING INDIA PRIVATE EQUITY FUND II LISTED INV LTD 201506 285218 1.28 8.21
Dabur India Limited DABUR BARING INDIA PRIVATE EQUITY FUND III LISTED INVESTMENTS LIMITED 201506 26230000 1.49 777.85
Indoco Remedies Limited INDOCO Baring India Pvt. Equity Fund III Listed Investment Ltd 201506 3708301 4.02 134.46
Kaya Limited KAYA Baring India Private Equity Fund III Listed Investments Ltd 201506 147058 1.14 16.38
KS Oils Limited KSOILS BARING PRIVATE EQUITY ASIA III MAURITIUS 201506 35704070 7.78 5.17
Manappuram Finance Limited MANAPPURAM BARING INDIA PRIVATE EQUITY FUND III LISTED INVESTMENTS LIMITED 201506 79360973 9.43 212.69
Manappuram Finance Limited MANAPPURAM BARING INDIA PRIVATE EQUITY FUND II LIMITED 201506 26453439 3.14 70.9
Marico Limited MARICO BARING INDIA PRIVATE EQUITY FUND III LISTED INVESTMENTS LIMITED 201506 7352941 1.14 319.74
MphasiS Limited MPHASIS BARING INDIA PRIVATE EQUITY FUND III LISTED INVESTMENTS LIMITED 201506 4114679 1.96 170.72
Muthoot Finance Limited MUTHOOTFIN BARING BINDIA PRIVATE EQUITY FUND III LIMITED 201506 5167891 1.3 102.76
Muthoot Finance Limited MUTHOOTFIN BARING INDIA PRIVATE EQUITY FUND III LISTED INVESTMENTS LIMITED 201506 4827150 1.21 95.99
Shilpa Medicare Limited SHILPAMED Baring India Private Equity Fund III Limited 201506 3000000 7.78 265.88
Shilpa Medicare Limited SHILPAMED Baring India Private Equity Fund III Listed Investments Limited 201506 553712 1.44 49.07
Sintex Industries Limited SINTEX Baring India Private Equity Fund III Listed Investments Ltd. 201506 13961290 3.13 161.32
TD Power Systems Limited TDPOWERSYS Baring India Private Equity Fund III Listed Investments Limited 201506 805778 2.42 24.23
Vardhman Holdings Limited VHL BARING INDIA PRIVATE EQUITY FUND III INVESTMENT LIMITED 201506 71484 2.24 7.15
Vardhman Textiles Limited VTL Baring India Private Equity Fund III Listed Investments limited 201506 2002936 3.15 150
Zydus Wellness Limited ZYDUSWELL Baring India Private Equity Fund III Listed Investments Limited 201506 767919 1.97 70.03
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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
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CoatTailing

Portfolio of Rakesh Jhunjhunwala

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

Rakesh Jhunjhunwala is probably the biggest Indian individual investor in the Indian Equity Markets.

His and his wife’s significant holdings in India aggregating around Rupees 7770 Crores (~1.2 Billion $) as on 30 June,2015 as per Stock Exchanges is given below:

Company Symbol/BSE Code Entity Date End # of Shares % Value (In Crores)
Adinath Exim Resources Limited 532056 JHUNJHUNWALA RAKESH 201506 98554 2.4 0.15
Agro Tech Foods Limited ATFL JHUNJHUNWALA RAKESH RADHESYAM 201506 1153700 4.73 68.04
Agro Tech Foods Limited ATFL JHUNJHUNWALA REKHA RAKESH 201506 524559 2.15 30.94
Anant Raj Limited ANANTRAJ SHRI JHUNJHUNWALA RAKESH RADHESHYAM 201506 9500000 3.22 38.57
APTECH LIMITED APTECHT Rare Equity Pvt Ltd 201506 9933496 24.9 53.64
APTECH LIMITED APTECHT Rakesh Jhunjhunwala 201506 4319100 10.83 23.32
APTECH LIMITED APTECHT Rekha Jhunjhunwala 201506 2555977 6.41 13.8
Aurobindo Pharma Limited AUROPHARMA JHUNJHUNWALA RAKESH RADHESHYAM 201506 4000000 1.37 293.9
Autoline Industries Limited AUTOIND JHUNJHUNWALA RAKESH RADHESHYAM 201506 520000 4.21 3.13
Autoline Industries Limited AUTOIND JHUNJHUNWALA REKHA RAKESH 201506 731233 5.93 4.41
Bilcare Limited 526853 JHUNJHUNWALA RAKESH 201506 1735425 7.37 13.7
Bilcare Limited 526853 JHUNJHUNWALA REKHA RAKESH 201506 267500 1.14 2.08
CRISIL Limited CRISIL Jhunjhunwala Rakesh and Rekha 201506 4000000 5.6 781.5
D B Realty Limited DBREALTY Jhunjhunwala Rekha Rakesh 201506 5000000 2.06 30.25
Delta Corp Limited DELTACORP Jhunjhunwala Rakesh Radheshyam 201506 10500000 4.55 83.32
Delta Corp Limited DELTACORP Jhunjhunwala Rekha Rakesh 201506 7500000 3.25 59.51
Dewan Housing Finance Corporation Limited DHFL JHUNJHUNWALA RAKESH RADHESHYAM 201506 5000000 3.43 249.15
Edelweiss Financial Services Limited EDELWEISS JHUNJHUNWALA RAKESH RADHESHYAM 201506 10000000 1.26 64.35
Escorts Limited ESCORTS JHUNJHUNWALA RAKESH RADHESHYAM 201506 9975000 8.14 144.14
Firstsource Solutions Limited FSL Jhunjhunwala Rakesh Radheshyam 201506 25000000 3.75 80
Fortis Healthcare Limited FORTIS Jhunjhunwala Rakesh Radheshyam 201506 5000000 1.08 92.9
Geojit BNP Paribas Financial Services Limited GEOJITBNPP Jhunjhunwala Rakesh Radheshyam 201506 18037500 7.76 94.52
Geojit BNP Paribas Financial Services Limited GEOJITBNPP Jhunjhunwala Rekha Rakesh 201506 4500000 1.94 23.58
Geometric Limited GEOMETRIC JHUNJHUNWALA RAKESH RADHESHYAM 201506 8211250 12.72 94.59
Geometric Limited GEOMETRIC RAKESH RADHESHYAM JHUNJHUNWALA 201506 3000000 4.65 34.56
Geometric Limited GEOMETRIC REKHA JHUNJHUNWALA 201506 990000 1.53 11.4
Intellect Design Arena Limited INTELLECT Jhunjhunwala Rekha Rakesh 201506 3750000 3.75 43.37
ION EXCHANGE INDIA LTD 500214 Jhunjhunwala Rakesh 201506 800000 5.51 18.96
Karur Vysya Bank Limited KARURVYSYA JHUNJHUNWALA RAKESH RADHESHYAM 201503 3636897 2.99 171.84
Kesoram Industries Limited KESORAMIND Jhunjhunwala Rekha Rakesh 201503 5000000 4.56 43.08
Lupin Limited LUPIN JHUNJHUNWALA RAKESH RADHESHYAM 201506 6527605 1.45 1091.48
Man Infraconstruction Limited MANINFRA Jhunjhunwala Rakesh Radheshyam 201506 3000000 1.21 12.75
Mcnally Bharat Engineering Company Limited MBECL Rakesh Radheshyam Jhunjhunwala 201506 500000 1.23 4.88
Mcnally Bharat Engineering Company Limited MBECL Rekha Rakesh Jhunjhunwala 201506 3498349 8.62 34.11
Multi Commodity Exchange of India Limited MCX Jhunjhunwala Rakesh Radheshyam 201506 2010000 3.94 226.12
NCC Limited NCC JHUNJHUNWALA REKHA RAKESH 201506 45233266 8.24 394.89
NCC Limited NCC RAKESH JHUNJHUNWALA 201506 11600000 2.09 101.27
Orient Cement Limited ORIENTCEM Jhunjhunwala Rakesh Radheshyam 201506 2500000 1.22 46.52
POLARIS CONSULTING & SERVICES LIMITED POLARIS JHUNJHUNWALA RAKESH RADHESHYAM 201506 4750000 4.75 95.64
Prakash Industries Limited PRAKASH JHUNJHUNWALA RAKESH RADHESHYAM 201506 4000000 2.97 12.14
Prozone Intu Properties Limited PROZONINTU RAKESH JHUNJHUNWALA 201506 3150000 2.06 10.63
Rallis India Limited RALLIS Mr. Rakesh Jhunjhunwala 201506 20105820 10.34 472.19
Rallis India Limited RALLIS Mr. Rakesh Jhunjhunwala 201506 20105820 10.34 472.19
Titan Company Limited TITAN JHUNJHUNWALA RAKESH RADHESHYAM 201506 59650645 6.72 2028.72
Titan Company Limited TITAN JHUNJHUNWALA REKHA RAKESH 201506 16966075 1.91 577.02
TV18 Broadcast Limited TV18BRDCST Jhunjhunwala Rekha Rakesh 201506 44560000 2.6 150.61
Viceroy Hotels Limited VICEROY JHUNJHUNWALA RAKESH RADHESHYAM 201506 5707566 13.46 9.13
Viceroy Hotels Limited VICEROY JHUNJHUNWALA REKHA RAKESH 201506 500000 1.18 0.8
VIP Industries Limited VIPIND JHUNJHUNWALA RAKESH RADHESHYAM 201503 3655500 2.59 35.66
VIP Industries Limited VIPIND RAKESH JHUNJHUNWALA 201503 6315000 4.47 61.6