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Chart: Indian Equity and Valuation
Source:Sunil Dhall
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Portfolio of Oppenheimer in India
This post is in continuation of my coat tailing series (see here).
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Oppenheimer is a leading FII with significant investments in the Indian equity markets.
Their significant portfolio holdings as on 31 December,2014 as per stock exchanges is as given below:
| Company | Symbol | Entity | Date End | # of Shares | % | Value (In Crores) |
| Ambuja Cements Limited | AMBUJACEM | OPPENHEIMER DEVELOPING MARKETS FUND | 201412 | 44125515 | 2.85 | 1098.73 |
| Apollo Hospitals Enterprise Limited | APOLLOHOSP | Oppenheimer Developing Markets Fund | 201412 | 11678894 | 8.39 | 1450.17 |
| Bayer Cropscience Limited | BAYERCROP | Oppenheimer International Small Co Fund | 201409 | 486158 | 1.33 | 167.72 |
| Cipla Limited | CIPLA | Oppenheimer Developing Markets Fund | 201412 | 22160864 | 2.76 | 1451.09 |
| Colgate Palmolive (India) Limited | COLPAL | Oppenheimer Developing Markets Fund | 201412 | 4612193 | 3.39 | 886.83 |
| Cyient Limited | CYIENT | Oppenheimer International Small co fund | 201412 | 4447719 | 3.97 | 249.72 |
| DLF Limited | DLF | Oppenheimer Global Fund | 201412 | 43566942 | 2.44 | 674.25 |
| Dr. Reddy’s Laboratories Limited | DRREDDY | Oppenheimer Developing Markets Fund | 201412 | 5876976 | 3.45 | 1975.4 |
| Glenmark Pharmaceuticals Limited | GLENMARK | Oppenheimer Developing Markets Fund | 201412 | 5588205 | 2.06 | 415.99 |
| Housing Development Finance Corporation Limited | HDFC | OPPENHEIMER DEVELOPING MARKETS FUND | 201412 | 67579898 | 4.3 | 8647.86 |
| Indraprastha Gas Limited | IGL | OPPENHEIMER INTERNATIONAL SMALL COMPANY FUND | 201412 | 1869377 | 1.34 | 88.72 |
| Infosys Limited | INFY | OPPENHEIMER DEVELOPING MARKETS FUND | 201412 | 32108786 | 2.8 | 7052.53 |
| Kaveri Seed Company Limited | KSCL | OPPENHEIMER INTERNATIONAL SMALL COMPANY FUND | 201412 | 1304868 | 1.89 | 100.29 |
| Marico Limited | MARICO | OPPENHEIMER DEVELOPING MARKETS FUND | 201412 | 21908953 | 3.4 | 792.99 |
| PI Industries Limited | PIIND | Oppenheimer International Small Company fund | 201412 | 2322724 | 1.7 | 117.44 |
| Shriram Transport Finance Company Limited | SRTRANSFIN | OPPENHEIMER DEVELOPING MARKETS FUND | 201409 | 2695586 | 1.19 | 302.67 |
| UltraTech Cement Limited | ULTRACEMCO | Oppenheimer Developing Markets Fund | 201412 | 3881542 | 1.41 | 1211.99 |
| Zee Entertainment Enterprises Limited | ZEEL | Oppenheimer Devloping Marketing Fund | 201412 | 77646121 | 8.08 | 3024.32 |
| Zee Entertainment Enterprises Limited | ZEEL | Oppenheimer Global Fund | 201412 | 12754350 | 1.33 | 496.78 |
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The Wonder Years
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Linkfest: Februrary 16,2015
Some stuff that I am reading today morning:
M&M,SBI and Coal India face heat on speculative leaks (ET)
Higher FSI for Mumbai (FE)
Best Term Insurance Plans for 2015 (BasuNivesh)
You’re smart but you can’t forecast (Bloomberg)
Lessons for the wealthy (CommonSense)
BNP Paribas Research: Bharti Infratel (DeadPresident)
Overnight Momentum Vs Intraday Momentum (Alpha Architect)
Ray Dalio talks up risk of ruin (Forbes)
Is marriage the best wealth creation tool of all? (CNBC)
A most brutal slap for Shekhar Gupta & NDTV (MediaCrooks)