portfolios of rich investors in indian stock market - big whales-sep-2015 - teaser

Summary

• Total Exposure to the market has decreased by INR 620 Crore during Q2-2016. Bharat Jayantilal Patel has liquidated over 40% of this portfolio bringing down his net worth from INR 231 Cr to INR 129 Cr.

• Rakesh Jhunjhunwala continued to lead the big whales with fresh investments in Indiabulls Real Estate +1.08% while continuingto buy more into Intellect Design Arena +2.23%, Escorts Limited +2.04%, Delta Corporation +1.52%.

• New stock entered into by some of the big whales are Akash Bhansali & Family - Prabhat Diaries, UFO Moviez India; Anuj Sheth - Themis Medicare; Ashish Kacholia - Welspun Syntex, Vishnu Chemicals, Camlin Fine Sciences; Dolly Khanna - Srikalahasthi Pipes, Heritage Foods; Professor Shivanand Shankar Mankekar - Wockhardt; Radhakishan Damani - Balaji Telefilms, India Cements; and Vijay Kishanlal Kedia -Apar Industries, Astec Lifesciences.


Company Share Price Market Value (Cr.) % Holding Market Value

Titan Company 760,32,220 8.6%

-0.06% 317.85 2,416.68

Lupin 66,12,605 1.5%

0.02% 2,034.00 1,345.00

CRISIL 40,00,000 5.6%

0.04% 1,833.25 733.30

Aurobindo Pharma 75,00,000 1.3%

-0.09% 769.20 576.90

Rallis India 201,05,820 10.3%

0.00% 219.25 440.82

NCC Limited 568,33,266 10.2%

0.00% 74.80 425.11

Dewan Housing Finance Corporation 100,00,000 3.4%

0.00% 219.95 219.95

Escorts Limited 124,75,000 10.2%

2.04% 152.75 190.56

Karur Vysya Bank 42,36,897 3.5%

0.58% 447.25 189.50

Multi Commodity Exchange of India 20,10,000 3.9%

0.00% 937.15 188.37

Delta Corporation 215,00,000 9.3%

1.52% 76.90 165.34

Geometric 122,01,250 18.9%

-0.03% 132.55 161.73

TV18 Broadcast 397,86,700 2.3%

-0.28% 35.25 140.25

Intellect Design Arena 60,00,000 6.0%

2.23% 172.45 103.47

Polaris Consulting Services 50,00,000 5.0%

0.25% 197.90 98.95

Geojit Bnp Paribas Financial Services 225,37,500 9.7%

-0.03% 39.95 90.04

Fortis Healthcare 50,00,000 1.1%

0.00% 168.90 84.45

V.I.P.Industries 93,82,900 6.6%

-0.41% 80.70 75.72

Firstsource Solutions 250,00,000 3.7%

-0.02% 26.40 66.00

Edelweiss Financial Services 100,00,000 1.2%

-0.02% 57.85 57.85

Agro Tech Foods 9,24,559 3.8%

-3.09% 591.95 54.73

Orient Cement 25,00,000 1.2%

0.00% 157.75 39.44

No. of Shares % Holding

RAKESH JHUNJHUNWALA

Big Bull Badshah of Dalal Street Rakesh Jhunjhunwala needs no introduction. He is known as Stock Guru and Warren Buffet of In dia. A qualified Chartered Accountant, he manages his own portfolio as a partner in his Asset Management firm, Rare Enterprises.

He started his career with Rs. 5,000 and after 30 years has a net worth of over Rs. 7,000 Crores. His favourite stock has be en TItan Company in which he owns 8.6% stake. Rakesh Jhunjhunwala considers Radhakishan Damani as his guru who is India's another ace Investor.

Here is the list of stocks held by Rakesh Jhunjhunwala, Rekha Jhunjhunwala, and Rare Enterprises:


Company Share Price Market Value (Cr.) % Holding Market ValueNo. of Shares % Holding

RAKESH JHUNJHUNWALA

Big Bull Badshah of Dalal Street Rakesh Jhunjhunwala needs no introduction. He is known as Stock Guru and Warren Buffet of In dia. A qualified Chartered Accountant, he manages his own portfolio as a partner in his Asset Management firm, Rare Enterprises.

He started his career with Rs. 5,000 and after 30 years has a net worth of over Rs. 7,000 Crores. His favourite stock has be en TItan Company in which he owns 8.6% stake. Rakesh Jhunjhunwala considers Radhakishan Damani as his guru who is India's another ace Investor.

Here is the list of stocks held by Rakesh Jhunjhunwala, Rekha Jhunjhunwala, and Rare Enterprises:

Anant Raj 95,00,000 3.2%

0.00% 36.00 34.20

Mcnally Bharat Engineering Company 34,98,349 6.9%

-2.94% 95.65 33.46

Indiabulls Real Estate 50,00,000 1.1%

1.08% 63.85 31.93

D B Realty 50,00,000 2.1%

0.00% 60.35 30.18

Prakash Industries 40,00,000 3.0%

0.00% 27.35 10.94

Man Infraconstruction 30,00,000 1.2%

0.00% 36.10 10.83

Prozone Intu Properties 31,50,000 2.1%

0.00% 30.80 9.70

Viceroy Hotels 62,07,566 14.6%

0.00% 13.20 8.19

Autoline Industries 12,51,233 10.1%

0.00% 47.40 5.93

Grand Total 4002,45,865 171.7%

0.79% - 8,039.50

Stake Up: Intellect Design Arena +2.23%, Escorts Limited +2.04%, Delta Corporation +1.52%, Indiabulls Real Estate +1.08%

Stake Down: Agro Food Tech -3.09%, Mcnally Bharat Engineering Company -2.94%



JSW Steel 45,98,265 1.9%

0.18% 889.25 408.90

Asahi India Glass 180,52,813 7.4%

0.00% 143.05 258.25

Finolex Industries 75,70,502 6.1%

0.00% 260.10 196.91

Tube Investments Of India 44,09,610 2.4%

0.00% 408.75 180.24

Lakshmi Machine Works 4,99,954 4.4%

0.00% 3,584.55 179.21

ELGI Equipments 97,52,575 6.2%

0.00% 121.85 118.84

TVS Srichakra 3,46,770 4.5%

0.00% 2,588.85 89.77

Bannari Amman Sugars 11,96,997 10.5%

0.85% 713.40 85.39

Sona Koyo Steering Systems 100,66,349 5.1%

0.10% 57.75 58.13

Essel Propack 34,76,686 2.2%

0.00% 152.15 52.90

Bannari Amman Spinning Mills 24,88,266 15.8%

0.00% 188.55 46.92

Sonata Software 25,00,000 2.4%

0.00% 151.50 37.88

Jamna Auto Industries 14,41,000 3.6%

0.00% 227.80 32.83

Hi-Tech Gears 10,44,959 5.6%

0.00% 296.30 30.96

Gabriel India 27,50,000 1.9%

0.00% 84.75 23.31

Super Sales India 3,61,740 11.8%

0.00% 310.00 11.21

Rane Engine Valve 2,17,748 3.2%

0.00% 500.00 10.89

Themis Medicare 2,50,000 3.0%

2.95% 235.05 5.88

India Nippon Electricals 1,47,072 1.3%

0.00% 368.95 5.43

Kernex Microsystems (India) 2,75,000 2.2%

0.00% 40.45 1.11

Super Spinning Mills 14,00,000 2.6%

0.00% 7.60 1.06

IP Rings 1,00,000 1.4%

0.00% 80.00 0.80


ANUJ ANANTRAI SHETHAnother well known Investor in the Indian Equity Markets. Anuj Sheth was ranked the "14th Richest Investor Billionaire" in a n article titled "India's Super Rich" in 2014 by Business World - a weekly Indian business magazine.

His famous investments include an over 5% stake in Finolex Industries (India's largest rigid PVC pipes and fittings manufactu rer and the second largest PVC resin manufacturer) and over 8% stake in Bannari Amman Sugars (The Company has 4 Sugar Production unit s in South India.)

Here is the list of stocks held by Anuj Ananthrai Sheth:


Company Share Price Market Value (Cr.) % Holding Market ValueNo. of Shares % Holding

ANUJ ANANTRAI SHETHAnother well known Investor in the Indian Equity Markets. Anuj Sheth was ranked the "14th Richest Investor Billionaire" in a n article titled "India's Super Rich" in 2014 by Business World - a weekly Indian business magazine.

His famous investments include an over 5% stake in Finolex Industries (India's largest rigid PVC pipes and fittings manufactu rer and the second largest PVC resin manufacturer) and over 8% stake in Bannari Amman Sugars (The Company has 4 Sugar Production unit s in South India.)

Here is the list of stocks held by Anuj Ananthrai Sheth:

Bharat Forge 0 0.0%

-1.21% 907.55 -

Grand Total 729,46,306 105.4%

2.87% - 1,836.81

Stake Up: Themis Medicare +2.95%, Bannari Amman Sugars +0.85%

Stake Down: Bharat Forge -1.21%



Marico 87,71,819 1.4%

0.00% 404.20 354.56

Voltas Limited 82,24,269 2.5%

0.00% 268.30 220.66

L&T Finance Holdings 254,55,222 1.5%

0.00% 66.75 169.91

Schneider Electric Infrastructure 92,10,221 3.9%

0.88% 166.75 153.58

Federal Bank 184,00,000 1.1%

0.00% 63.95 117.67

Dish Tv India 106,84,577 1.0%

0.00% 106.35 113.63

JM Financial 218,75,000 2.8%

-0.01% 43.50 95.16

Rallis India 42,47,993 2.2%

0.00% 219.25 93.14

Jyothy Laboratories 25,21,090 1.4%

0.00% 317.95 80.16

Shoppers Stop 12,50,000 1.5%

0.00% 377.10 47.14

Astra Microwave Products 31,82,709 3.9%

0.00% 112.55 35.82

India Cements 36,30,250 1.2%

0.00% 78.10 28.35

KSK Energy Ventures 57,01,824 1.3%

0.00% 33.40 19.04

Grand Total 1231,54,974 25.5%

0.87% - 1,528.81

Stake Up: Schneider Electric Infrastructure +0.88%

Stake Down: Nil


AZIM HASHAM PREMJIAzim Premji is an Indian business tycoon, investor and philanthropist, who is the chairman of Wipro. Inforrmally also known as the Czar of the Indian IT Industry. He was responsible for guiding Wipro through four decades of diversification and growth to fi nally emerge as one of the global leaders in the Software Industry.

Premji owns 73% percent of Wipro and also owns a private equity fund - PremjiInvest, which manages his $2 billion worth of personal portfolio.

Here is the list of stocks held by Azim Hasham Premji, his wife Yasmeen Azim Premji and Hasham Investment & Trading Company:


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portfolios of rich investors in indian stock market - big whales-sep-2015 - teaser

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