Categories
CoatTailing

Portfolio of White Oak Fund

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

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White Oak is a fund run by the well  respected fund manager Prashant Khemka.

It’s significant holdings as on 30 June,2018 as per Stock Exchanges is given below:

Company Name NSE Symbol Entity Value (In Crores)
Intellect Design Arena Ltd INTELLECT WHITE OAK INDIA EQUITY FUND 45.64
Lumax Auto Technologies Ltd LUMAXTECH WHITE OAK INDIA EQUITY FUND 16.37
Parag Milk Foods Ltd PARAGMILK WHITE OAK INDIA EQUITY FUND 37.77
Categories
MegaTrends

Mega Trend: UPI Digital Payments

Source: India @ 2030 by Mohandas Pai

Categories
Links

Linkfest: 08 August,2018

Some stuff I am reading today morning:

CreditAccess Grameen IPO opens today (MC)

How ICICI Bank  masked bad loans (Mint)

Brokers take NSE to court (BL)

Investor Profile: Chetan Phalke (ET)

Musk mulls taking Tesla private (BQ)

Ola-Uber battle, now in UK (Rediff)

‘Make in India’ for Indian Equities (Bala)

Increasing SIP and Perpetual SIP (Subramoney)

Gold & the Chinese (Macro Tourist)

Getting started to become a great investor (MicroCap Club)

Categories
IPO Observations

The poor pay the most

Source : DRHP Filings of CreditAccess Grameen Ltd

Categories
Links

Linkfest: 07 August, 2018

Some stuff I am reading today morning:

Oil can cross $90 (CNBC)

Interview with S Naren (MC)

Parth Jindal’s plans for JSW group (ET)

Jain Farm plans IPO (Mint)

One third of PSBs remain headless (Hindu)

Uday Kotak defends Deepak Parekh (BQ)

How OnePlus succeeded in India (OB)

“I’m smart” (TRB)

The 3 levels of wealth (Common Sense)

8 best predictors of the Stock Market  (Crossing Wall Street)