Tag: tatacomm

Portfolio of Fidelity Institutional Asset Management Group Trust 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

Fidelity Institutional Asset Management (FIAM) is one of the largest fund managers in the world.

It’s significant holdings as on 31 December,2017 as per stock exchanges is as given below:

Company Name	NSE Symbol/BSE Code	Entity	Value (In Crores)
CCL Products (India) Ltd	CCL	FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIAM EMERGING MARKETS COMMINGLED POOL	164.05
Cyient Ltd	CYIENT	FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS – FIAMEMERGING MARKETS COMMINGLED POOL	119.5
Redington (India) Ltd	REDINGTON	FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS – FIAM EMERGING MARKETS COMMINGLED POOL	186.01
Sunteck Realty Ltd	SUNTECK	Fiam Group Trust for Employee Benefit Plans – Fiam Emerging Markets Commingled Pool	110.37
Tata Communications Ltd	TATACOMM	Fiam Group Trust For Employee Benefit Plans – Fiam Emerging Markets Commingled Pool	221.62
Welspun India Ltd	WELSPUNIND	FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS – FIAM EMERGING MARKETS COMMINGLED POOL	75.24
Zensar Technologies Ltd	ZENSARTECH	FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS – FIAM EMERGING MARKETS COMMINGLED POOL	113.85

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

Akash Prakash of Amansa Capital is a well known investor in the Indian Markets.

Amansa’s top 5 Holdings as on 31 March,2017 as per Stock Exchanges is given below:

Company Name	Symbol	Entity Name	%	Value (In Crores)
The Federal Bank Limited	FEDERALBNK	AMANSA HOLDINGS PRIVATE LIMITED	4.31	839.5
SRF Limited	SRF	AMANSA HOLDINGS PRIVATE LIMITED	6.5	611.67
Info Edge (India) Limited	NAUKRI	Amansa Holdings Private Limited	3.3	434.89
Tata Communications Limited	TATACOMM	Amansa Holdings Private Limited	1.94	403.76
Bharat Financial Inclusion Limited	BHARATFIN	AMANSA HOLDINGS PRIVATE LIMITED	3.91	399.49

Circa one year back on September 4,2014

Economic Times carries an article headlined “CLSA picks top four midcap stocks which can give up to 21% return in 1 year”

It helpfully puts out the following table for the benefit of its readers:

Now first forward to today i.e. September 3,2015.Interesting to see current prices now with respect to the targets given:

Forecasting Folly, anyone?