Portfolio

Sl #
Name of Company
% of Portfolio (Dec'15)
% of Portfolio (Dec'16)
Comments
1
Ajanta Pharma
4.20%
5.05%
No new positions initiated during the period
2
Alembic Pharma
4.32%
0.00%
Booked long term profits
3
Amara Raja
4.53%
0.00%
Booked long term profits
4
Astral Poly
4.18%
0.00%
Booked long term profits
5
Avanti Feeds
2.10%
0.00%
Booked long term profits
6
Bajaj Finance
5.74%
7.63%
No new positions initiated during the period
7
BEL
0.20%
0.00%
Booked long term profits
8
CCL Products
2.08%
0.00%
Booked long term profits
9
Century Ply
1.62%
1.51%
No new positions initiated during the period
10
Cera Sanitaryware
4.81%
4.44%
No new positions initiated during the period
11
Eimco Elecon
0.45%
0.00%
Booked short term loss
12
Hester Bio
3.74%
4.30%
No new positions initiated during the period
13
Kitex Garments
6.83%
0.00%
Booked long term profits
14
Mayur Uniquoters
14.47%
0.00%
Booked long term profits
15
PI Industries
7.75%
8.63%
No new positions initiated during the period
16
Poly Medicure
3.43%
1.30%
No new positions initiated during the period
17
Shilpa Medicare
6.18%
7.75%
No new positions initiated during the period
18
Sintex
4.86%
0.00%
Booked loss
19
Supreme Ind
9.76%
11.10%
No new positions initiated during the period
20
Symphony
3.31%
0.00%
Booked long term profits
21
Apar Industries
0.00%
5.25%
New position initiated in 2016
22
Edelweiss
0.00%
3.72%
New position initiated in 2016
23
Firstsource
0.00%
1.63%
New position initiated in 2016
24
JK Lakshmi Cement
0.00%
2.27%
New position initiated in 2016
25
PNC Infra
0.00%
1.78%
New position initiated in 2016
26
Sagar Cement
0.00%
3.43%
New position initiated in 2016
27
Shiva Texyarn
0.00%
7.13%
New position initiated in 2016
28
Techno Electric
0.00%
4.32%
New position initiated in 2016
29
TRIL
0.00%
9.64%
New position initiated in 2016
30
Cash
5.44%
9.11%

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