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CoatTailing

Top 5 Holdings of Amansa

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

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Amansa Capital  run by Akash Prakash is a well known fund management company with significant investments in India.

Its top 5 investments in India aggregating around Rupees 1750 Crores as on 30 Sept,2015 as per Stock Exchanges is given below:

Company Symbol Entity Date End # of Shares % Value (In Crores)
Mahindra & Mahindra Financial Services Limited M&MFIN AMANSA HOLDINGS PRIVATE LIMITED 201509 11704054 2.06 284.41
The Federal Bank  Limited FEDERALBNK AMANSA HOLDINGS PRIVATE LIMITED 201509 56463346 3.29 320.15
SRF Limited SRF Amansa Holdings Pvt. Ltd. 201509 2950882 5.14 371.81
Ashok Leyland Limited ASHOKLEY AMANSA HOLDINGS PRIVATE LIMITED 201509 40000033 1.41 385.60
Cholamandalam Investment and Finance Company Limited CHOLAFIN AMANSA HOLDING PRIVATE LIMITED 201509 6144336 4.27 387.71
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Links

Linkfest:November 24,2015

Some stuff I am reading today morning:

Why the Govt’s gold scheme did not work (Mint)

How tax incentives have distorted our economy (CapitalMind)

NSE,BSE near deals to cut stakes in depository arms (BS)

Telecom Tower Companies:Buy or be bought (OB)

A new dawn for the power sector (BL)

Cafe Coffee Day:An empire grown on beans (Forbes)

Lingering effects of the financial crisis (Common Sense)

Identifying the highest quality momentum stocks (AA)

How do Munger & Buffett discount future cash flows (25IQ)

Time your next Big Buy with these 3 charts (DR)

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Chart

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Source:Mint

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Links

Linkfest:November 23,2015

Some stuff I am reading today morning:

How a Mumbai couple created a 7 Lakh Crore dubious firm (ET)

Is the bubble bursting for India’s online startups? (Mint)

Govt working to curb domestic flow of black money (BS)

Symphony founder Achal Bakeri Lecture (Prof. Sanjay Bakshi)

Analysis:Ratnamani Metals & Tubes (Vijay Malik)

IIFL Research Report:Railway Stocks (RJ)

Faulty Assumptions (Common Sense)

Last decent shot at making 680% in China IPOs (Bloomberg)

How the next global financial meltdown will unfold (DR)

Goldman eyes $20 oil (Telegraph)

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Video

How Rajiv Gandhi justified 1984 riots