Mindtree down 3%, futures move to a huge discount with Open Interest build-up of 30%. Someone knows something!!
— Anuj Singhal (@_anujsinghal) July 18, 2016
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Portfolio of India Capital Fund
This post is in continuation of my coat tailing series (see here)
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India Capital is a well known FII known for its shrewd picks in the Indian markets.
Its significant holdings in India as on 31 March,2016 as per Stock Exchanges is given below:
| Company Name | Symbol | Entity Name | Date End | # of Shares | % | Value (In Crores) |
| Balaji Telefilms Limited | BALAJITELE | INDIA CAPITAL FUND LIMITED | 201603 | 2744777 | 3.61 | 26.45 |
| Camlin Fine Sciences Limited | CAMLINFINE | India Capital Fund Ltd | 201603 | 3442027 | 3.56 | 31.63 |
| Cox & Kings Limited | COX&KINGS | INDIA CAPITAL FUND LIMITED | 201603 | 3847188 | 2.27 | 78.23 |
| Gujarat State Petronet Limited | GSPL | INDIA CAPITAL FUND LIMITED | 201603 | 6478000 | 1.15 | 84.05 |
| Kirloskar Industries Limited | KIRLOSIND | INDIA CAPITAL FUND LIMITED | 201603 | 943439 | 9.72 | 66.99 |
| Mangalam Cement Limited | MANGLMCEM | INDIA CAPITAL FUND LIMITED | 201603 | 1970418 | 7.38 | 60.33 |
| Orient Cement Limited | ORIENTCEM | India Capital Fund Limited | 201603 | 3890586 | 1.9 | 68.86 |
| Repco Home Finance Limited | REPCOHOME | INDIA CAPITAL FUND LIMITED | 201603 | 1700936 | 2.72 | 131.62 |
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Pre-Requisite
You cannot invest until you've learned how to save.
— The Motley Fool (@themotleyfool) July 18, 2016
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Linkfest: July 18,2016
Some stuff I am reading today morning:
Are markets overheated in midcap/smallcap space? (Gaurav)
How buying a flat became a nightmare in NCR (Mint)
The Infosys Turnaround:Hype or Reality (Prabal Roy)
How much longer can India’s IT sector hide? (Bloomberg)
Telecom firms gird up for data price war (BL)
Watching Macro-Is it a fool’s errand? (Aveek Mitra)
Max India demerger saga finishes (TankRich)
Active Vs Passive Investing (A VC)
Case Study:Valuing Tesla (Aswath Damodaran)
Why land may not be the smartest place to invest (NYTimes)
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Weekend Mega Linkfest: July 15,2016
Some off beat reads for the weekend:
Idea of Europe Vs India’s (David Frawley)
Hate Wave in the Kashmir Valley (Open)
Chinese are behind Kashmiri militancy (Markandey Katju)
RK Pachauri’s reign at TERI (Caravan)
Why a cap on GST is a good idea (Scroll)
Sheila Dikshit as a scapegoat (DailyO)
Entrepreneurship lessons from the road (Charles)
Zakir Naik and free speech (Great Bong)
Baba Ramdev’s much talked magazine cover (Quint)
Sexual violence at the Pamplona bull run (Guardian)
Driven:Jaguar F-Pace (Team BHP)
IIT invention can make blind move freely and even run (BI)
A letter to my wife…who won’t get a job (Guardian)
My Photos from Rashtrapati Bhavan (Amitava Ghosh)
How does it feel to earn 3.5L pa after completing Engineering from one of the best colleges of India? (Nithin Sebastian)