Categories
CoatTailing

Portfolio of Atyant Capital

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

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Atyant Capital is a well known investor in the Indian equity markets.

It’s significant portfolio holdings as on 30 June,2017 as per stock exchanges is as given below:

Company Name NSE Symbol/BSE Code Entity % Value (In Crores)
Balaji Telefilms Limited BALAJITELE ATYANT CAPITAL INDIA FUND I 5.37 64.02
Intellect Design Arena Limited INTELLECT ATYANT CAPITAL INDIA FUND I 2.3 26.27
Navin Fluorine International Limited NAVINFLUOR ATYANT CAPITAL INDIA FUND I 1.64 11
Ponni Sugars (Erode) Limited PONNIERODE Atyant Capital India Fund I 9.46 13.66
Praj Industries Limited PRAJIND Atyant Capital India Fund I 1.14 13.92
Puravankara Limited PURVA Atyant Capital India Fund I 3.54 60.44
Sasken Technologies Limited SASKEN ATYANT CAPITAL INDIA FUND I 4.21 32.76
Seshasayee Paper and Boards Limited SESHAPAPER ATYANT CAPITAL INDIA FUND 5.36 47.02
The Motor & General Finance Ltd MOTOGENFIN ATYANT CAPITAL INDIA FUND 2.66 1.35
Categories
MutualFunds

Birla MNC Fund: Selling MNC, Buying Kotak

Hat Tip: Amit Arora

From the Birla Sun Life MNC Fund Prospectus:

Why Birla Sun Life MNC Fund?
MNCs are generally considered to be high quality companies with global edge and therefore present a better potential for growth. Birla Sun Life MNC Fund invests in securities of multinational companies through a research based investment approach to achieve long term capital growth.

Why choose multinational companies?
Multinational companies generally have strong parentage backed by professional management. They are also known for the best use of latest technology and global experience. Such synergies can help translate strengths into superior products and services, in turn commanding a higher market share or a price premium. All these factors can lead to high growth rates for the company in the long run.

Now look at their top holdings as on 31 July, 2017:

Categories
Links

Linkfest: August 21,2017

Some stuff I am reading today morning:

Adani- The man noone wants to write against (Newslaundry)

Bank Unions call for All India Strike on Tuesday (Mint)

Comments on NRN’ s letter to Infosys Board (Subramoney)

Interview with L&T Chairman-Anil Naik (ET)

Stock Talk: Himadri Chemicals (Abhishek)

CanFin Homes Vs Gruh Vs Repco (Tankrich)

Policybazaar: The best policy (Forbes)

What is and isn’t a Moat? (Johnson)

The unsolvable puzzle (Morgan Housel)

The Old Man makes a comeback (Boone Pickens)

Categories
AlphaIdeas

Alpha Ideas crosses 15 Million Page Views

Alpha Ideas has crossed 15 Million Page Views.

Thank you, dear reader, for your continued patronage of this very simple blog.

Do keep the tweets,comments and suggestions coming in.

Categories
TopClicks

Top Clicks on Alpha Ideas This Week

Here are the most clicked items on Alpha Ideas this week:

When was the last time a PSU Bank CEO bought his own shares? (AI)

Top Buys & Sells by MFs in July 2017 (AI)

Promoter Ho Toh Jet Freight Promoter Jaisa (AI)

How Sunil Singhania’s mind works (AI)

The Mid-Cap rally is almost over (Bala)

Aurobindo Pharma: We also build moats (AI)

Suzlon presents Charts in Urdu style (AI)

Kotak: Forgive us, we know not what we do (AI)

This is India’s cleanest bull market (Ruchir Sharma)

Portfolio of Warburg Value Fund in India (AI)