Tag: VAIBHAVGBL

Categories
CoatTailing

Top 5 Holdings of Malabar 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

Malabar Investments is a well-known investor in the Indian Stock Markets.

It’s top 5 holdings as on 31 March,2018 as per Stock Exchanges is given below:

Company Name NSE Symbol/BSE Code Entity Value (In Crores)
Hatsun Agro Product Limited HATSUN Malabar India Fund Limited 186.31
La Opala RG Limited LAOPALA MALABAR INDIA FUND LTD 126.11
Safari Industries (India) Limited 523025 MALABAR INDIA FUND LIMITED 127.41
Safari Industries (India) Limited 523025 Malabar Value Fund 27.13
Security and Intelligence Services (India) Limited SIS Malabar India Fund Limited 125.09
Vaibhav Global Limited VAIBHAVGBL MALABAR INDIA FUND LIMITED 84.77
Categories
CoatTailing

Portfolio of Malabar India Fund

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

Malabar India Fund is a well known FII investor in the Indian markets known for its picks in the mid-cap/small cap space

Its investments in India aggregating around Rupees 300 Crores as on 30 Sept,2015 as per Stock Exchanges is given below:

 

Company Name NSE Symbol/BSE Code Entity # of Shares % Date End Value (In Crores)
Ador Fontech Ltd 530431 MALABAR INDIA FUND LTD 842999 4.82 201509 8.35
Adi Finechem Ltd ADI MALABAR INDIA FUND LTD 538043 3.9 201509 12.81
Avanti Feeds Ltd AVANTIFEED MALABAR INDIA FUND LIMITED 250348 2.76 201509 9.59
Cera Sanitaryware Ltd CERA MALABAR INDIA FUND LIMITED 192401 1.48 201509 34.63
Gandhi Special Tubes Ltd GANDHITUBE MALABAR INDIA FUND LIMITED 311280 2.12 201509 7.63
Indian Terrain Fashions Ltd INDTERRAIN MALABAR INDIA FUND LTD 301855 4.2 201509 3.68
Kewal Kiran Clothing Ltd KKCL Malabar India Fund Limited 193211 1.57 201509 39.99
La Opala RG Ltd LAOPALA Malabar India Fund Ltd. 1223277 2.2 201509 67.65
Mayur Uniquoters Ltd MAYURUNIQ MALABAR INDIA FUND LTD 1721863 3.72 201509 73.01
Orient Refractorties Ltd ORIENTREF Malabar India Fund Limited 2136513 1.78 201509 16.88
Suprajit Engineering Ltd SUPRAJIT MALABAR INDIA FUND LIMITED 1850817 1.54 201509 23.88
Vaibhav Global Ltd VAIBHAVGBL MALABAR INDIA FUND LIMITED 473406 1.46 201509 20.83
Categories
5Stocks

5 Companies where promoter stake has increased

Given below are 5 companies where promoter stake has increased significantly in this quarter:

Company Symbol Promoter Stake As on 30 June,2015 (In # of Shares) Promoter Stake As on 30 June,2015 (In %) Promoter Stake As on 31 March,2015 (In # of Shares) Promoter Stake As on 31 March,2015 (In %) Increase in Value (Crores)
GULF OIL CORPORATION LIMITED GULFCORP 32193167 64.94 29718167 59.95 39.60
Gujarat Sidhee Cement Limited GSCLCEMENT 42038963 63.55 18238963 43.06 67.47
SREI INFRASTRUCTURE FINANCE LIMITED SREINFRA 2.95E+08 58.72 2.7E+08 53.75 100.00
GULF OIL LUBRICANTS INDIA LIMITED GULFOILLUB 32193167 64.94 29718167 59.95 119.05
Vaibhav Global Limited VAIBHAVGBL 18276983 56.4 15278383 47.15 119.94
Categories
CoatTailing

Portfolio of Nalanda 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

Nalanda Capital run by Pulak Prasad is a well known FII which invests in midcap and small cap stocks in the Indian Market.

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

Symbol Entity Date End # of Shares % Value (In Crores)
AHLUCONT NALANDA INDIA FUND LIMITED 201409 3545485 5.65 52.51
AHLUCONT NALANDA INDIA EQUITY FUND LIMITED 201409 3870102 6.17 57.32
AIAENG Nalanda India Eq. Fund Ltd. 201409 7918845 8.4 709.13
BERGEPAINT Nalanda India Fund Ltd. 201409 18124788 5.23 654.49
CARBORUNIV NALANDA INDIA FUND LIMITED 201409 16793362 8.94 323.52
CARBORUNIV NALANDA INDIA EQUITY FUND LIMITED 201409 4478619 2.38 86.28
CERA NALANDA INDIA EQUITY FUND LIMITED 201409 371558 2.94 62.26
DBCORP NALANDA INDIA EQUITY FUND LIMITED 201409 14582902 7.94 523.23
EXIDEIND Nalanda India Equity Fund Ltd 201409 30267261 3.56 471.26
EXIDEIND Nalanda India Fund Ltd 201409 15807349 1.86 246.12
HAVELLS NALANDA INDIA EQUITY FUND LIMITED 201409 33044930 5.29 887.92
NAUKRI Nalanda India Equity Fund Limited 201409 3853000 3.21 322.61
KKCL Nalanda India Fund Limited 201409 1200000 9.74 208.73
KIRLOSENG Nalanda India Fund Limited 201409 10896124 7.53 271.37
KIRLOSENG Nalanda India Equity Fund Limited 201409 3013690 2.08 75.06
LOVABLE NALANDA INDIA EQUITY FUND LIMITED 201409 1492057 8.88 54.31
MINDTREE NALANDA INDIA FUND LIMITED 201409 7898178 9.44 826.03
MINDTREE NALANDA INDIA EQUITY FUND LIMITED 201409 1429760 1.71 149.53
NRBBEARING NALANDA INDIA EQUITY FUND LTD 201409 9682667 9.99 122.24
PAGEIND NALANDA INDIA FUND LIMITED 201409 1110735 9.96 963.58
RATNAMANI Nalanda India Fund Ltd. 201406 3906664 8.37 183.16
RATNAMANI Nalanda India Equity Fund Ltd. 201406 1461644 3.13 68.53
SUPREMEIND NALANDA INDIA FUND LIMITED 201406 8176502 6.44 489.65
GESHIP NALANDA INDIA EQUITY FUND LIMITED 201409 10524139 6.98 416.81
TRIVENI NALANDA INDIA FUND LIMITED 201409 25788000 10 57.89
TRITURBINE NALANDA INDIA FUND LIMITED 201409 25788000 7.82 234.8
TTKPRESTIG Nalanda India Equity Fund Ltd 201409 203750 1.75 79.44
VAIBHAVGBL Nalanda India Fund Limited 201406 4110600 12.74 328.33
VGUARD Nalanda India Equity Fund Limited 201409 1304485 4.37 116.65
VGUARD Nalanda India Fund Limited 201409 789964 2.65 70.64
VOLTAMP NALANDA INDIA FUND LIMITED 201409 1005340 9.94 66.87
VOLTAMP NALANDA INDIA EQUITY FUND LIMITED 201409 647732 6.4 43.08
Categories
Observations

10 Modi Multibaggers

Modi was selected as the BJP’s Prime Ministerial Candidate on 13 Sept,2013.

On May 2014,he was appointed by the President as the PM of India.

10 Stocks that gained the most in this period is listed below:

Symbol Close on 13 Sept,2013 Close on 20 May,2014 Gain
BFUTILITIE 138.7 709.75 411.72%
AHLUCONT 18 78.9 338.33%
VAIBHAVGBL 200.15 791.35 295.38%
NCC 20.1 78.85 292.29%
KEC 26.55 103.65 290.40%
CEATLTD 112.95 440.45 289.95%
GATI 24.9 96 285.54%
ADANIENT 141.05 533.15 277.99%
BEML 152.8 568.95 272.35%
TVSMOTOR 32.1 119.45 272.12%