Tag: m&mfin

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CoatTailing

Portfolio of Aranda in India

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

To know what other top investors are  buying/holding/selling in India, subscribe to our Investor Wisdom Newsletter

Mauritius-based Aranda Investments is a foreign portfolio investor and a wholly-owned indirect subsidiary of Temasek Holdings (Private) Ltd, the investment arm of the Singapore government.

It’s 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)
Glenmark Pharmaceuticals Limited GLENMARK Aranda Investments (Mauritius) Pte Ltd 201603 11261010 3.99 862.48
Info Edge (India) Limited NAUKRI Aranda Investments (Mauritius) Pte Ltd 201603 3272000 2.71 267.34
Just Dial Limited JUSTDIAL ARANDA INVESTMENTS (MAURITIUS) PTE LTD 201603 734006 1.06 48.59
Mahindra & Mahindra Financial Services Limited M&MFIN ARANDA INVESTMENTS (MAURITIUS) PTE LTD 201603 14159390 2.49 452.18
Mahindra & Mahindra Limited M&M ARANDA INVESTMENTS (MAURITIUS) PTE LTD 201603 6832016 1.16 922.9
Oberoi Realty Limited OBEROIRLTY Aranda Investments (Mauritius) Pte Ltd 201603 12420057 3.66 347.45
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CoatTailing

Top 5 Holdings of Amansa

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

To know what other top investors are  buying/holding/selling in India, subscribe to our Investor Wisdom Newsletter

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
Categories
CoatTailing

Portfolio of Amansa Capital

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

To know what other top investors are  buying/holding/selling in India, subscribe to our Investor Wisdom Newsletter

Amansa Capital is a well known FII known for its shrewd picks in the Indian Equity Markets.

It’s significant holdings in India aggregating around Rupees 5,250 Crores (~800 Million $) as on 30 June,2015 as per Stock Exchanges is given below:

Company Name Symbol Entity Date End # of Shares % Value (In Crores)
Ashok Leyland Limited ASHOKLEY AMANSA HOLDINGS PRIVATE LIMITED 201506 49000000 1.72 394.45
Balkrishna Industries Limited BALKRISIND AMANSA HOLDINGS PRIVATE LIMITED 201506 1750000 1.81 122.01
Cholamandalam Investment and Finance Company Limited CHOLAFIN AMANSA HOLDING PRIVATE LIMITED 201506 6144336 4.28 423.96
Cyient Limited CYIENT Amansa capital PTE Limited 201506 4155404 3.7 219.14
D.B.Corp Limited DBCORP AMANSA HOLDINGS PRIVATE LIMITED 201506 5561188 3.03 177.43
Edelweiss Financial Services Limited EDELWEISS AMANSA HOLDINGS PRIVATE LIMITED 201506 11900000 1.5 76.58
Eicher Motors Limited EICHERMOT AMANSA HOLDINGS PRIVATE LIMITED 201503 350000 1.29 703.98
Entertainment Network (India) Limited ENIL AMANSA HOLDINGS PRIVATE LIMITED 201503 2187611 4.59 160.82
Exide Industries Limited EXIDEIND Amansa Holdings Private Limited 201506 13193271 1.55 198.76
Gateway Distriparks Limited GDL AMANSA HOLDINGS PRIVATE LIMITED 201506 3400000 3.13 113.25
Info Edge (India) Limited NAUKRI AMANSA HOLDINGS PRIVATE LTD. 201506 2703296 2.24 242.53
Karur Vysya Bank Limited KARURVYSYA AMANSA HOLDINGS PRIVATE LIMITED 201503 3318790 2.73 156.81
Kirloskar Brothers Limited KIRLOSBROS Amansa Holdings Private Limited 201506 4809712 6.06 102.4
Mahindra & Mahindra Financial Services Limited M&MFIN AMANSA HOLDINGS PRIVATE LIMITED 201506 8541356 1.5 227.41
Mahindra Lifespace Developers Limited MAHLIFE AMANSA HOLDINGS PRIVATE LIMITED 201506 2505170 6.11 112.27
MindTree Limited MINDTREE AMANSA HOLDINGS PRIVATE LIMITED 201506 1512000 1.8 192
Persistent Systems Limited PERSISTENT AMANSA HOLDINGS PRIVATE LIMITED 201503 1237718 1.55 78.96
Rallis India Limited RALLIS Amansa Holdings Private Limited 201506 8000000 4.11 187.88
Ramco Systems Limited RAMCOSYS Amansa Holdings Private Limited 201506 1007800 3.4 77
SKS Microfinance Limited SKSMICRO AMANSA HOLDINGS PRIVATE LIMITED 201506 5729956 4.53 322.42
SRF Limited SRF Amansa Capitl PTE Ltd A/C Amansa Holdings Pvt. Ltd. 201506 2881306 5.02 374.28
The Federal Bank Limited FEDERALBNK AMANSA HOLDINGS PRIVATE LIMITED 201506 25990414 3.03 181.15
Thermax Limited THERMAX AMANSA HOLDINGS PRIVATE LIMITED 201506 1714245 1.44 180.96
Triveni Turbine Limited TRITURBINE AMANSA HOLDINGS PRIVATE LIMITED 201506 14705950 4.46 176.47
Whirlpool of India Limited WHIRLPOOL AMANSA HOLDINGS PVT LTD 201506 1629632 1.28 118.99
Categories
CoatTailing

Portfolio of Cartica Capital in India

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

To know what other top investors are  buying/holding/selling in India, subscribe to our Investor Wisdom Newsletter

Cartica Capital is a well known FII which specializes in Emerging Markets

Their significant portfolio holdings as on 30 September,2014 as per stock exchanges is as given below:

Symbol Entity Name # of Shares % Date End Value (In Crores)
EICHERMOT CARTICA CAPITAL LTD 653973 2.41 201409 946.95
M&MFIN CARTICA CAPITAL LIMITED 44640747 7.85 201409 1339.22
PAGEIND CARTICA CAPITAL LTD 845618 7.58 201409 989.37
TTKPRESTIG Cartica Capital Ltd 777100 6.68 201409 272.76
Categories
Sellside Research

Research Reports:Philips Carbon Black,NTPC, M&M Financial Services

These reports are for informational purposes only.Not a recommendation to buy or sell.

CRISIL Report on Philips Carbon Black

CRISIL Report on NTPC

Emkay Report on M&M Financial Services