Thursday, July 19, 2007

Portfolio of Sundaram BNP Mutual Fund as on March'07

Key portfolio investee companies of Sundaram BNP Mutual Fund as on March'07

(list only includes companies in which the fund has more than 1% stake)

No Company Name % stake
1 Rane Holdings 5.6
2 Samtel Color 5.3
3 Suprajit Engg. 5.1
4 Spentex Inds. 5.0
5 Precot Meridian 4.3
6 Shasun Chemicals 3.7
7 Valecha Eng. 3.6
8 Fiem Inds 3.6
9 Spanco Telesys 3.5
10 Super Sales Ind 3.2
11 Prithvi Info 2.9
12 SEAMEC Ltd 2.8
13 TIL 2.7
14 Ashapura Minech. 2.5
15 McNally Bharat 2.4
16 Polaris Software 2.3
17 Royal Orchid Hot 2.2
18 Rane (Madras) 2.1
19 Madhucon Project 2.1
20 Emami 2.1
21 Esab India 1.9
22 Bimetal Bearings 1.9
23 Universal Cables 1.9
24 Dredging Corp. 1.7
25 Elgi Equipment 1.6
26 IFGL Refractor 1.6
27 Greenply Inds. 1.5
28 Prec. Wires (I) 1.5
29 Thirumalai Chem. 1.4
30 Guj. Inds. Power 1.4
31 Sundaram Clayton 1.4
32 Indo Tech 1.4
33 Monnet Ispat 1.3
34 Chambal Fert. 1.3
35 Alok Inds. 1.3
36 Paramount Comm. 1.3
37 Usha Martin 1.3
38 Bosch Chassis 1.3
39 NIIT Tech. 1.2
40 Micro Inks 1.2
41 Orient Paper 1.1
42 Simplex Infrastr 1.1
43 NRB Bearings 1.1
44 Hind.Dorr-Oliver 1.1
45 KEI Inds. 1.1
46 Madras Cement 1.0
47 M M Forgings 1.0

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