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Some of India’s most astute investors shuffled their equity portfolios during the June quarter amid the sharp rebound in the markets after the slump of the previous two months. A study of their portfolios sourced from the ETIG Database showed that investors including Rakesh Jhunjhunwala and Radhakishan Damani lapped up stocks of mid and small-cap companies.
The study captures shareholding changes in companies where they hold over 1 per cent. Jhunjhunwala figures among shareholders of mid-caps such as Autoline Industries, Dishman Carbogen and Indian Hotels. Damani owns 1 per cent or more of Mangalam Organics, BF Utilities and Astra Microwave. Enam’s Akash Bhanshali has a 4 per cent stake in
Vascon Engineers. Ashish Kacholia, known for his mid and small-cap picks, has raised stakes in HLE Glasscoat and Religare Enterprises and pared holdings in DFM Foods by 0.85 per cent and in KPIT Tech by 0.58 per cent. Chennai-based Dolly Khanna has sold marginal stakes in NOCIL and Rain Industries. Anil Kumar Goel, who has been bullish on sugar, has raised stakes in Magadh Sugar and Avadh Sugar but has trimmed holdings in Dhampur Sugar by 0.3 per cent. He has also cut stake in Samtex Fashions, Cosmo Films and Mazda.
The study captures shareholding changes in companies where they hold over 1 per cent. Jhunjhunwala figures among shareholders of mid-caps such as Autoline Industries, Dishman Carbogen and Indian Hotels. Damani owns 1 per cent or more of Mangalam Organics, BF Utilities and Astra Microwave. Enam’s Akash Bhanshali has a 4 per cent stake in
Vascon Engineers. Ashish Kacholia, known for his mid and small-cap picks, has raised stakes in HLE Glasscoat and Religare Enterprises and pared holdings in DFM Foods by 0.85 per cent and in KPIT Tech by 0.58 per cent. Chennai-based Dolly Khanna has sold marginal stakes in NOCIL and Rain Industries. Anil Kumar Goel, who has been bullish on sugar, has raised stakes in Magadh Sugar and Avadh Sugar but has trimmed holdings in Dhampur Sugar by 0.3 per cent. He has also cut stake in Samtex Fashions, Cosmo Films and Mazda.