Global Equity Gurus

Rakesh Jhunjhunwala Portfolio - June'07

2007-07-28T17:35:00.000+05:30

Rakesh Jhunjhunwala Portfolio as on 30th June'07 filed with stock exchanges:

No	Company Name	% stake
1	Aptech	18.4
2	Viceroy Hotels	12.7
3	Titan Inds.	9.2
4	Geojit Fin. Ser.	8.6
5	Praj Inds.	8.2
6	CRISIL	7.6
7	Prime Focus	6.9
8	Agro Tech Foods	6.3
9	Nag. Constructn.	6.1
10	Karur Vysya Bank	4.8
11	Mid-Day Multimed	4.4
12	Geometric Soft.	4.0
13	Hind.Oil Explor.	3.9
14	Lupin	3.5
15	Vadilal Inds.	2.9
16	Provogue (India)	2.5
17	Garware-Wall Rop	2.4
18	Bhushan Steel	2.4
19	Punj Lloyd	1.9
20	Pantaloon Retail	1.6

Garware Wall Ropes is the latest entrant in the above portfolio, brought in qtr ended June'07

Note: The above portfolio is for companies that have filed their June'07 shareholdings till date.

Portfolio of HSBC Mutual Fund as on March'07

2007-07-25T18:48:00.000+05:30

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

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

No	Company Name	% stake
1	PVR	4.4
2	Mastek	2.7
3	Viceroy Hotels	2.4
4	B.L.Kashyap	2.1
5	Royal Orchid Hot	2.1
6	Usha Martin	1.7
7	S Kumars Nation	1.4
8	Kalpataru Power	1.4
9	SpiceJet	1.3
10	Indoco Remedies	1.2
11	PTC India	1.2
12	Escorts	1.2
13	Kirl.Pneumatic	1.1
14	EMCO	1.1
15	Binani Inds.	1.1
16	Hinduja TMT	1.0

Portfolio of ICICI Prudential Mutual Fund as on March'07

2007-07-25T18:45:00.000+05:30

Key portfolio investee companies of ICICI Prudential Mutual Fund as on March'07

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

No	Company Name	% stake
1	Kewal Kiran Clot	8.8
2	M M Forgings	8.6
3	Rane (Madras)	8.3
4	Megasoft	7.7
5	GEI Industrial	7.5
6	Rallis India	7.1
7	Orient Paper	7.0
8	Vivimed Labs	7.0
9	Usha Martin	7.0
10	Stone India	7.0
11	India Glycols	6.6
12	RPG Transmission	6.4
13	Deccan Chronicle	6.4
14	Siyaram Silk	6.2
15	JK Paper	5.9
16	India Nipp.Elec.	5.9
17	T N Newsprint	5.8
18	Mirza Internatio	5.4
19	Adhunik Metal	5.3
20	Zenith Infotech	5.3
21	Webel Sl Energy	5.2
22	Nucleus Software	5.1
23	Sterlite Optical	5.1
24	Electrost.Cast.	5.1
25	Shree Ganesh Frg	5.0
26	Alembic	4.8
27	Mukand	4.8
28	ABG Heavy Inds.	4.7
29	Subex Azure	4.7
30	Zuari Inds.	4.7
31	Finolex Cables	4.6
32	Enkei Castalloy	4.6
33	Rajshree Sugars	4.5
34	Phillips Carbon	4.5
35	Patel Engg.	4.4
36	Kamdhenu Ispat	4.4
37	Auto.Corp.of Goa	4.3
38	Ramco Inds.	4.3
39	AIA Engg	4.2
40	Sundaram Brake	4.2
41	Ipca Labs.	4.2
42	Synergy Multi.	4.2
43	Hind.Oil Explor.	4.0
44	Precot Meridian	3.9
45	Lloyd Electric	3.9
46	Seshasayee Paper	3.8
47	Gokaldas Exports	3.8
48	Elder Pharma	3.7
49	Harr. Malayalam	3.7
50	Numeric Power Sy	3.7
51	Gwalior Chemical	3.7
52	HOV Services	3.6
53	FDC	3.6
54	Orbit Corporatio	3.5
55	Hyd.Industries	3.4
56	Texmaco	3.3
57	Polyplex Corpn	3.3
58	Venky's (India)	3.3
59	Guj. Inds. Power	3.2
60	Kesoram Inds.	3.1
61	Rane Holdings	3.1
62	Bharati Shipyard	3.0
63	Novartis India	3.0
64	Elantas Beck	2.9
65	IBP Co.	2.9
66	Mastek	2.9
67	Rane Brake Lin.	2.8
68	Vardhman Textile	2.8
69	Alfa Laval (I)	2.8
70	Action Construct	2.7
71	Shivam Autotech	2.7
72	Jain Irrigation	2.7
73	G S F C	2.6
74	Graphite India	2.5
75	Federal Bank	2.5
76	Fedders Lloyd	2.4
77	Paper Products	2.4
78	Kalpataru Power	2.3
79	Clariant Chemica	2.3
80	Dredging Corp.	2.3
81	HEG	2.2
82	Ruchi Soya Inds.	2.2
83	Atul	2.2
84	Provogue (India)	2.2
85	Greaves Cotton	2.1
86	Plethico Pharmac	2.1
87	EID Parry	2.1
88	Coromandel Fert.	2.0
89	Andhra Sugars	1.9
90	Ahlcon Parent(I)	1.8
91	Birla Corp.	1.8
92	Bosch Chassis	1.8
93	Aventis Pharma	1.7
94	Kesoram Inds.	1.7
95	Trent	1.7
96	Raymond	1.6
97	Amtek India	1.6
98	Geodesic Inform.	1.6
99	3i Infotech	1.6
100	Kirl.Pneumatic	1.6
101	ICI (India)	1.5
102	India Infoline	1.5
103	Prime Focus	1.5
104	Esab India	1.5
105	Global Broadcast	1.4
106	Sangam India	1.4
107	Apollo Tyres	1.4
108	Kalyani Steels	1.4
109	Unity Infra	1.3
110	Sintex Inds.	1.3
111	Indoco Remedies	1.3
112	Nava Bharat Vent	1.3
113	Cadila Health	1.3
114	Tata Tea	1.3
115	Subros	1.2
116	Hind.Sanitarywar	1.2
117	Sadbhav Engg.	1.2
118	Jindal Steel	1.1
119	Dishman Pharm.	1.1
120	B.L.Kashyap	1.1
121	Zee Entertainmen	1.1
122	Sundaram Clayton	1.1
123	Cummins India	1.0

Portfolio of Fidelity Mutual Fund as on March'07

2007-07-25T18:22:00.000+05:30

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

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

No	Company Name	% stake
1	Ess Dee Aluminiu	5.2
2	CEAT	5.1
3	McNally Bharat	4.7
4	Everest Kanto	3.9
5	Astra Microwave	2.8
6	Orchid Chemicals	2.5
7	V I P Inds.	2.1
8	Suven Life Scie.	2.1
9	Hind.Sanitarywar	2.0
10	Fag Bearings	1.8
11	Guj. Gas Company	1.6
12	Eicher Motors	1.6
13	Jagran Prakashan	1.6
14	Raymond	1.6
15	EMCO	1.5
16	K E C Internatio	1.3
17	Texmaco	1.3
18	IL & FS Investsmart	1.3
19	Network 18	1.3
20	Voltas	1.2
21	Shringar Cinemas	1.2
22	Radico Khaitan	1.2
23	SKF India	1.1
24	Crompton Greaves	1.1
25	Deccan Chronicle	1.1
26	ING Vysya Bank	1.1
27	Sasken Comm.Tech	1.1
28	Max India	1.0
29	Sintex Inds.	1.0
30	Bharat EarthMove	1.0
31	Navin Fluorine	1.0

Portfolio of Templeton Mutual Fund as on March'07

2007-07-23T17:35:00.000+05:30

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

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

No	Company Name	% stake
1	PRICOL	9.8
2	TIL	9.3
3	CCL Products	8.8
4	Simplex Infrastr	8.3
5	Amara Raja Batt	7.8
6	Vesuvius India	7.7
7	L G Balakrishnan	7.3
8	Ipca Labs.	7.2
9	Esab India	7.1
10	TVS Motor Co.	7.1
11	Fag Bearings	7.1
12	Kajaria Ceramics	6.5
13	Sundaram Finance	6.5
14	Ciba Specialty	6.0
15	Kansai Nerolac	5.9
16	Merck	5.6
17	India Infoline	5.3
18	India Cements	5.1
19	Unichem Labs.	5.1
20	Deepak Fert.	4.9
21	Cummins India	4.6
22	Ruchi Soya Inds.	3.8
23	Allsec Tech	3.8
24	Clariant Chemica	3.0
25	Torrent Pharma.	2.8
26	Vardhman Textile	2.8
27	Alfa Laval (I)	2.8
28	FDC	2.7
29	JMC Projects	2.5
30	Blue Dart Exp.	2.4
31	Tata Invest.Corp	2.4
32	Everest Inds.	2.4
33	NDTV	2.4
34	Royal Orchid Hot	2.4
35	Sundram Fasten.	2.1
36	T N Newsprint	2.1
37	Vimta Labs	2.0
38	Zee Entertainmen	1.9
39	Federal-Mogul Go	1.9
40	EMCO	1.8
41	Raymond	1.8
42	Sical Logistics	1.8
43	IFGL Refractor	1.8
44	Federal Bank	1.8
45	D S Kulkarni Dev	1.5
46	Voltas	1.5
47	Kesoram Inds.	1.4
48	ING Vysya Bank	1.3
49	Infotech Enterpr	1.3
50	Trent	1.3
51	Tata Chemicals	1.2
52	Elecon Engg.Co	1.2
53	Ballarpur Inds.	1.1
54	TV 18 India	1.1
55	Indraprastha Gas	1.1
56	Aditya Birla Nuv	1.1
57	Geojit Fin. Ser.	1.0
58	Ansal Properties	1.0
59	Shanthi Gears	1.0

Portfolio of ABN Amro Mutual Fund as on March'07

2007-07-23T17:29:00.000+05:30

Key portfolio investee companies of ABN Amro Mutual Fund as on March'07

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

No	Company Name	% stake
1	Phoenix Lamps	3.6
2	Galaxy Ent.Corp.	2.8
3	XL Telecom	2.6
4	SMS Pharma	2.5
5	Paramount Comm.	1.9
6	RPG Transmission	1.8
7	Northgate Techno	1.4
8	Shringar Cinemas	1.3
9	D S Kulkarni Dev	1.2
10	Deepak Fert.	1.2
11	Crew B.O.S. Prod	1.2
12	Genus Power	1.1
13	Aptech	1.1

Portfolio of DSP Merill Lynch Mutual Fund as on March'07

2007-07-23T17:28:00.000+05:30

Key portfolio investee companies of DSP Merill Lynch Mutual Fund as on March'07

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

No	Company Name	% stake
1	Bartronics India	4.2
2	UTV Software	3.3
3	Jindal Saw	3.2
4	GVK Power Infra	3.1
5	Federal-Mogul Go	2.9
6	Yes Bank	2.8
7	Essel Propack	2.7
8	Sangam India	2.5
9	JK Tyre & Indust	2.4
10	NIIT Tech.	2.3
11	Orient Paper	2.2
12	RPG Cables	2.1
13	TV 18 India	2.1
14	Navin Fluorine	2.1
15	Rico Auto Inds	2.0
16	Amtek India	1.9
17	Bajaj Electrical	1.9
18	K E C International	1.9
19	NIIT	1.8
20	Electrost.Cast.	1.8
21	KEI Inds.	1.8
22	Indoco Remedies	1.7
23	Hikal	1.6
24	Jain Irrigation	1.6
25	NDTV	1.5
26	CEAT	1.5
27	Eveready Inds.	1.5
28	iGate Global Sol	1.5
29	Federal Bank	1.4
30	Karur Vysya Bank	1.4
31	Mount Everest	1.4
32	W S Inds.	1.2
33	Revathi Equipmnt	1.2
34	Jyoti Structures	1.2
35	Mcleod Russel	1.1
36	EMCO	1.1
37	Subex Azure	1.1
38	Gateway Distripa	1.1
39	Bharat EarthMove	1.0
40	CESC	1.0
41	Graphite India	1.0

Portfolio of Sundaram BNP Mutual Fund as on March'07

2007-07-19T18:45:00.000+05:30

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

Portfolio of HDFC Mutual Fund as on March'07

2007-07-16T17:44:00.000+05:30

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

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

No	Company Name	% stake
1	Savita Chemicals	8.9
2	Apollo Tyres	8.8
3	CMC	8.2
4	Heritage Foods	8.2
5	Eveready Inds.	7.9
6	Aarti Inds.	7.8
7	GlaxoSmith C H L	7.7
8	Crompton Greaves	7.3
9	JK Tyre & Indust	7.1
10	AIA Engg	7.1
11	Exide Inds.	7.0
12	Shanthi Gears	6.5
13	Amtek Auto	6.5
14	Ahmednagar Forg.	6.4
15	Esab India	6.4
16	Eimco Elecon(I)	6.1
17	Micro Techno.	5.7
18	Godawari Power&I	5.6
19	K E C Internatio	5.5
20	T.V. Today	5.2
21	Vesuvius India	5.2
22	ISMT Ltd	5.2
23	Ipca Labs.	5.1
24	V I P Inds.	5.1
25	Punj Lloyd	4.7
26	Indo Rama Synth.	4.7
27	Elecon Engg.Co	4.6
28	Megasoft	4.5
29	Tata Elxsi	4.4
30	Uniphos Enterp.	4.3
31	Balkrishna Inds.	4.1
32	Kewal Kiran Clot	3.9
33	Kajaria Ceramics	3.8
34	Ginni Filaments	3.7
35	Ucal Fuel Sys.	3.6
36	Paper Products	3.3
37	Trent	3.3
38	Vimta Labs	3.2
39	Himatsing. Seide	3.0
40	Page Industries	3.0
41	Macmillan India	3.0
42	Rallis India	2.9
43	India Glycols	2.8
44	Kopran	2.8
45	Himatsing. Seide	2.8
46	Jagran Prakashan	2.8
47	Hind.Oil Explor.	2.7
48	Lumax Auto Techn	2.6
49	Deccan Chronicle	2.5
50	Man Inds.	2.5
51	Solar Explosives	2.5
52	Dishman Pharm.	2.4
53	Abbott India	2.3
54	Navin Fluorine	2.3
55	Pidilite Inds.	2.2
56	Hind.Sanitarywar	2.2
57	Global Vectra	2.1
58	United Phosp.	2.1
59	Eicher Motors	2.1
60	Shrenuj & Co.	2.1
61	SKF India	2.0
62	Manugraph India	2.0
63	Elgi Equipment	2.0
64	Divi's Lab	1.8
65	Amtek India	1.8
66	Zee Entertainmen	1.8
67	Federal Bank	1.7
68	Sintex Inds.	1.7
69	SRF	1.7
70	Zee News	1.7
71	Indraprastha Gas	1.7
72	Fulford (India)	1.6
73	Carborundum Univ	1.6
74	Biocon	1.6
75	H P C L	1.4
76	Bank of Baroda	1.4
77	Infotech Enterpr	1.3
78	Blue Star	1.3
79	H T Media	1.3
80	Bombay Ryn Fash	1.2
81	Hanung Toys and	1.2
82	Monsanto India	1.2
83	Rico Auto Inds	1.2
84	Kansai Nerolac	1.1
85	Aventis Pharma	1.1
86	MRF	1.1
87	Phoenix Lamps	1.0

Portfolio of SBI Mutual Fund as on March'07

2007-07-16T17:41:00.000+05:30

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

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

No	Company Name	% stake
1	Zicom Electronic	6.1
2	Atul	6.0
3	KEI Inds.	5.3
4	Crew B.O.S. Prod	4.9
5	Infotech Enterpr	4.7
6	Raymond	4.7
7	Kajaria Ceramics	4.6
8	Teesta Agro Ind.	4.6
9	Crest Animation	4.3
10	Crompton Greaves	4.3
11	Godawari Power&I	4.0
12	Mirza Internatio	4.0
13	Shree Cement	3.9
14	Ramkrishna Forg.	3.8
15	Indo Asian	3.7
16	Bharati Shipyard	3.5
17	Havell's India	3.3
18	Rajshree Sugars	3.3
19	Vimta Labs	3.3
20	Thermax	3.2
21	Gayatri Starchem	3.1
22	Sri Adhik. Bros.	3.1
23	Usha Martin	3.1
24	Lupin	2.9
25	ESI	2.8
26	Shasun Chemicals	2.8
27	KPIT Cummins Inf	2.7
28	Welspun India	2.6
29	Adlabs Films	2.6
30	Praj Inds.	2.4
31	K E C infra	2.4
32	Indoco Remedies	2.3
33	Mysore Cement	2.3
34	Elecon Engg.Co	2.3
35	T N Newsprint	2.2
36	Apollo Tyres	2.1
37	Balmer Lawrie	2.1
38	Dishman Pharm.	2.1
39	Marksans Pharma	2.1
40	Omax Autos	2.1
41	Hind.Sanitarywar	2.1
42	Man Inds.	2.0
43	Petron Engg	2.0
44	Milestone Global	2.0
45	Apar Inds.	2.0
46	Dredging Corp.	1.9
47	Mangalam Cement	1.9
48	Nahar Indl. Ent.	1.8
49	Guj. Mineral Dev	1.8
50	Royal Orchid Hot	1.7
51	K E C Internatio	1.6
52	Orchid Chemicals	1.6
53	Cosmo Films	1.6
54	Arvind Mills	1.5
55	Kesoram Inds.	1.5
56	Zee Entertainmen	1.4
57	Balkrishna Inds.	1.4
58	D S Kulkarni Dev	1.4
59	RPG Transmission	1.4
60	Phillips Carbon	1.4
61	Deepak Fert.	1.4
62	Tulip IT	1.3
63	Alok Inds.	1.3
64	Sintex Inds.	1.3
65	IVRCL Infrastruc	1.3
66	NRB Bearings	1.2
67	Tata Elxsi	1.2
68	UTV Software	1.2
69	Zee News	1.1
70	Gitanjali Gems	1.1
71	KRBL	1.1
72	Carborundum Univ	1.1
73	Nag. Constructn.	1.1
74	Guj. Alkalies	1.1
75	Subex Azure	1.1
76	Gabriel India	1.0
77	Jindal Saw	1.0