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ALPHA IDEAS Q1 FY 2013-14

INVESTOR WISDOM

http://alphaideas.in

FOR PERSONAL USE ONLY-DO NOT FORWARD OR REDISTRIBUTE

Background:

Each quarter, listed companies in India are required to disclose their shareholdingpatterns to the stock exchanges. The rules dictate that companies reveal the identitiesof all shareholders who own more than 1% of the shareholding of the company within21 days of each quarter ending.

Investor Wisdom, a quarterly publication by AlphaIdeas.in updates and analyzes thelatest portfolios of prominent investors in the Indian Equity Markets. The positionsherein represent the holdings as on 30 June,2013. Please keep in mind that theseupdates do not reflect an investor’s entire portfolio-they reflect only the holdings that arepublicly disclosed to the stock exchanges

In this sample Issue:

Portfolio updates of 39 prominent investors Expert commentary on each investor’s portfolio moves

CONSENSUS BUY:

LIC HOUSING

ULTRATECH CEMENT

NRB BEARING

AMARA RAJA BATTERIES

UNITED SPIRITS LIMITED

CONSENSUS SELL:

SKS MICROFINANCE

MAGNA CORP

STRIDES ACROLAB

TATA STEEL

PRAJ INDUSTRIES

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INVESTOR WISDOM



ContentsAberdeen Asset Management ................................................................................................................4

AADI Financial Advisors LLP...................................................................................................................9

Abu Dhabi Investment Authority .........................................................................................................11

ACACIA Group ........................................................................................................................................13

Aditya Birla Private Equity ....................................................................................................................22

Albula Investment Fund .........................................................................................................................23

Alchemy India Fund................................................................................................................................25

Amansa Capital........................................................................................................................................26

American Funds Insurance....................................................................................................................30

Anil Kumar Goel ......................................................................................................................................32

Arisaig Partners .......................................................................................................................................35

Ashish Dhawan ........................................................................................................................................38

Azim Hasham Premji...............................................................................................................................41

Baring India Private Equity ...................................................................................................................42

Bennett, Coleman & Company .............................................................................................................45

Bessemer Venture Partners ..................................................................................................................49

Blackstone GPV Capital Partners.........................................................................................................51

Radhakishan Damani ..............................................................................................................................53

Catamaran Management Services .......................................................................................................54

Clareville Funds ......................................................................................................................................55

Clearwater Capital..................................................................................................................................57

CLSA (Mauritius) Ltd...............................................................................................................................60

Dilipkumar Lakhi & Family ....................................................................................................................62

Elm Park Fund Limited ...........................................................................................................................64

Genesis......................................................................................................................................................66

Government of Singapore ....................................................................................................................69

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INVESTOR WISDOM



Government Pension Fund Global ......................................................................................................72

Janus Capital ............................................................................................................................................76

Jhunjhunwala Rakesh..............................................................................................................................78

Macquarie Bank .......................................................................................................................................81

Mentor Capital .........................................................................................................................................84

Nalanda Capital .......................................................................................................................................86

Oppenheimer Capital ............................................................................................................................89

Platinum Investment Management ......................................................................................................91

Prof. Shivanand Mankekar & Family ...................................................................................................94

Smallcap World Fund .............................................................................................................................96

T Rowe Price.............................................................................................................................................99

Vanguard ................................................................................................................................................101

Wasatch Funds.......................................................................................................................................104

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INVESTOR WISDOM



CompanyName

NSE SymbolOR BSECODE

Entity Name DateEnd

# ofShares

% Activity Valuein RsCrores

ABB IndiaLimited ABB

ABERDEEN GLOBALINDIAN EQUITYFUND MAURITIUSLIMITED 201306 4908699 2.32 Unchanged 275.48

ACC Limited ACC

Aberdeen GlobalIndian Equity Fund(Mauritius) Ltd 201306 3081936 1.64 Added 36% 379.25

AmbujaCementsLimited AMBUJACEM

ABERDEEN GLOBALINDIAN EQUITYFUND MAURITIUS 201306 47511000 3.08 Unchanged 908.41

Asian PaintsLimited ASIANPAINT

Aberdeen AssetManagers Ltd A/cAberdee 201306 1560000 1.63 Unchanged 777.82

Bosch Limited BOSCHLTD

Aberdeen GlobalIndian Equity FundMauritius 201306 1100000 3.5 Added 5.1% 945.51

Castrol IndiaLimited CASTROL

Aberdeen GlobalIndian Equity(Mauruititus)Limited 201306 8465122 1.71 Unchanged 276.56


Aberdeen Global-Asian SmallerCompanies Fund 201306 7331555 1.48 Cut - 5.9% 239.52


Aberdeeb Global -Emerging MarketsSmaller Companies 201306 5874863 1.19 Cut - 1.9% 191.93

Aberdeen Asset ManagementA leading Asset Management Companyknown for its shrewd stock picks

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INVESTOR WISDOM



Fund

CMC Limited CMC

ABERDEEN GLOBAL-ASIAN SMALLERCOMPANIES FUND 201306 2304535 7.61

Added14.2% 302.08

CMC Limited CMC

ABERDEEN GLOBALINDIANEQUITY(MAURITIUS)LIMITED 201306 1920000 6.34 Unchanged 251.67

CMC Limited CMC

ABERDEEN ASIANSMALLERCOMPANIESINVESTMENT TRUSTPLC 201306 444000 1.47 Unchanged 58.2

ContainerCorporation ofIndia Limited CONCOR

ABERDEEN GLOBALINDIAN EQUITYFUND -MAURITIUSLIMITED 201306 6567004 5.05 Added 0.7% 728.08


ABERDEEN GLOBAL- ASIAN SMALLERCOMPANIES - FUND 201306 3690000 2.84 Added 100% 409.11


ABERDEEN GLOBAL- EMERGINGMARKETS SMALLERCOMPANIES - FUND 201306 1818196 1.4 Added 100% 201.58

GAIL (India)Limited GAIL

ABERDEEN GLOBALINDIAN EQUITY(MAURITIUS)LIMITED 201306 13730000 1.08 Unchanged 453.57

GlaxoSmithKlinePharmaceuticalsLimited GLAXO

ABERDEEN GLOBALINDIAN EQUITY(MAURITIUS)LIMITED 201306 3287971 3.88 Cut -0.4% 805.54


ABERDEEN GLOBAL-EMERGINGMARKETS EQUITYFUND 201306 3107999 3.67 Unchanged 761.44


ABERDEENEMERGINGMARKETS FUND 201306 2713919 3.2 Unchanged 664.9


ABERDEEN GLOBAL-ASIA PACIFICEQUITY FUND 201306 1341550 1.58 Unchanged 328.67

Godrej GODREJCP ABERDEEN GLOBAL 201306 12700000 3.73 Cut -4.1% 1132.84

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INVESTOR WISDOM



ConsumerProductsLimited

INDIAN EQUITYFUND MAURITIUSLIMITED

GodrejConsumerProductsLimited GODREJCP

ABERDEEN GLOBALEMERGINGMARKETS SMALLERCOMPANIES FUND 201306 3960203 1.16 Cut -5.5% 353.25

GrasimIndustriesLimited GRASIM

Aberdeen GlobalIndian Equity FundMauritius Limited 201306 2986226 3.25 Added 5.1% 835.93

GrasimIndustriesLimited GRASIM

Aberdeen Global-Asia Pacific EquityFund 201306 1105560 1.2 Unchanged 309.48

Gujarat GasCompanyLimited GUJRATGAS


Gujarat GasCompanyLimited GUJRATGAS

ABERDEEN GLOBAL-ASIAN SMALLERCOMPANIES FUND 201306 3040643 2.37 Unchanged 61.25

Hero MotoCorpLimited HEROMOTOCO

ABERDEEN GLOBALINDIAN EQUITY(MAURITIUS)LIMITED 201306 6639276 3.32

Added18.3% 1164.86


ABERDEEN GLOBAL-EMERGINGMARKETS EQUITYFUND 201306 4780242 2.39 Cut -20% 838.69




ABERDEENEMERGINGMARKETS EQUITYFUND, A SERIESOFTHE ABERDEENINSTITUTIONALCOMMINGLEDFUNDS, LLC. 201306 2249051 1.13 Unchanged 394.6

HousingDevelopmentFinanceCorporationLimited HDFC

ABERDEEN GLOBALINDIAN EQUITY(MAURITIUS)LIMITED 201306 30350000 1.95 Cut -2.1% 2437.86

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INVESTOR WISDOM




ABERDEEN GLOBAL-EMERGINGMARKETS EQUITYFUND 201306 21000785 1.35 Cut -17% 1686.89



ICICI BankLimited ICICIBANK


Infosys Limited INFY

ABERDEEN GLOBALINDIAN EQUITYMAURITIUS LIMITED 201306 8700000 1.52 Cut -6% 2530.48


ABERDEEN GLOBALEMERGINGMARKETS EQUITYFUND 201306 7066073 1.23 Unchanged 2055.24


ABERDEENEMERGINGMARKETS FUND 201306 6572515 1.14 Added 6.5% 1911.68

ING Vysya BankLimited INGVYSYABK


Kansai NerolacPaints Limited KANSAINER

ABERDEEN ASSETMANAGEMENT ASIALTD. 201306 4651720 8.63

Added19.1% 547.74

Linde IndiaLimited LINDEINDIA

Aberdeen AsianSmaller CompaniesInvestment TrustPlc. 201306 1450000 1.7 Added 100% 38.62

MadrasCementsLimited MADRASCEM

ABERDEEN GLOBAL-ASIAN SMALLERCOMPANIES FUND 201306 12832113 5.39

Added57.76% 243.23

MadrasCementsLimited MADRASCEM

ABERDEEN GLOBAL-EMERGINGMARKETS SMALLERCOMPANIES FUND 201306 8782000 3.69

Added29.43% 166.46

MphasiS MPHASIS ABERDEEN GLOBAL 201306 18500000 8.8 Unchanged 750.36

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INVESTOR WISDOM



Limited INDIAN EQUITYFUND MAURITIUSLIMITED

MphasiSLimited MPHASIS

ABERDEEN GLOBAL-ASIAN SMALLERCOMPANIES FUND 201306 7012000 3.34 Unchanged 284.41


ABERDEEN GLOBAL-EMERGINGMARKETS SMALLERCOMPANIES FUND 201306 5915479 2.82 Unchanged 239.93

Nestle IndiaLimited NESTLEIND

Aberdeen GlobalIndian Equity Fund(Mauritius) Ltd 201303 1350000 1.4

Latestshareholdingnot provided 758.83

PiramalEnterprisesLimited PEL

Aberdeen GlobalFund 201303 17076199 9.9

Latestshareholdingnot provided 1018.68

Sanofi IndiaLimited SANOFI

Aberdeen GlobalIndian Equity(Mauritius) Limited 201306 1338883 5.81 Added 100% 318.65

Sanofi IndiaLimited SANOFI

Aberdeen GlobalAsian SmallerCompanies Fund 201306 1179089 5.12 Added 17% 280.62

Tata PowerCompanyLimited TATAPOWER


The Jammu &Kashmir BankLimited J&KBANK

Aberdeen GlobalIndian Equity FundMauritius Ltd 201306 1718000 3.54 Unchanged 207.71

UltraTechCement Limited ULTRACEMCO

Aberdeen Global-Emerging MarketsEq Fund 201306 7019575 2.56 Unchanged 1346.92


Aberdeen EmergingMarkets Fund 201306 4743118 1.73 Unchanged 910.11

Key Takeaways

Aberdeen seems to be reducing stakes inHDFC and GodrejCP and increasing inConcor and Sanofi

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INVESTOR WISDOM



CompanyName


EntityName

DateEnd

# ofShares

% Activity Valuein RsCrores

AdhunikMetaliksLimited ADHUNIK

AADIFINANCIALADVISORSLLP 201306 3207047 2.6 Unchanged 7.36

AparIndustriesLimited APARINDS

AadiFinancialAdvisors LLP 201306 428804 1.11 Unchanged 4.5

Future RetailLimited FRLDVR

AadiFinancialAdvisors LLP 201306 177000 1.11 Added 100% 0.88

GeeCeeVenturesLimited GEECEE


INOX LeisureLimited INOXLEISUR

AadiFinancialAdviors LLP 201306 1374973 2.22 Unchanged 7.66

JBF IndustriesLimited JBFIND


Piramal GlassLimited PIRGLASS

AADIFinancialAdvisors LLP 201306 914850 1.13 Unchanged 8.76

RamkyInfrastructure RAMKY

AADIFINANCIAL 201306 1793898 3.14 Unchanged 8.46

AADI Financial Advisors LLPA Mumbai based Limited Liability Partnershipwith significant stakes in listed companies

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INVESTOR WISDOM



Limited ADVISORSLLP

Rane(Madras)Limited RML


SaregamaIndia Limited SAREGAMA

AadiFinancialAdvisors Ltd 201303 864006 4.96

LatestShareholding notprovided 4.95

Key Takeaways

AADI seems to be taken a fancy to FutureRetail Ltd.

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INVESTOR WISDOM



CompanyName


Entity Name DateEnd

# ofShares

% Activity Value inRs.Crores

Divi'sLaboratoriesLimited

DIVISLAB ABU DHABIINVESTMENTAUTHORITY

201306 1398375 1.05 Added 0.7% 135.52

Dr. Reddy'sLaboratoriesLimited

DRREDDY ABU DHABIINVESTMENTAUTHORITY

201306 3055823 1.8 Cut -0.7% 716.96

HDFC BankLimited

HDFCBANK Abu DhabiInvestmentAuthority -Gulab

201306 48208892 2.02 Cut -1% 3181.55

HousingDevelopmentFinanceCorporationLimited

HDFC ABU DHABIINVESTMENTAUTHORITY -GULAB

201306 18754783 1.21 Cut -0.7% 1506.48

InfosysLimited

INFY ABU DHABIINVESTMENTAUTHORITY

201306 13497161 2.35 Added 5.4% 3925.78

LIC HousingFinanceLimited

LICHSGFIN ABU DHABIINVESTMENTAUTHORITY -PE

201306 7639003 1.51 Unchanged 155.3

Abu Dhabi Investment AuthorityADIA's mission is to invest funds on behalf ofthe Government of the Emirate of Abu Dhabi

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INVESTOR WISDOM



CompanyName


Entity Name DateEnd

# ofShares




201306 1398375 1.05 Added 0.7% 135.52



201306 3055823 1.8 Cut -0.7% 716.96

HDFC BankLimited


201306 48208892 2.02 Cut -1% 3181.55



201306 18754783 1.21 Cut -0.7% 1506.48

InfosysLimited


201306 13497161 2.35 Added 5.4% 3925.78



201306 7639003 1.51 Unchanged 155.3


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INVESTOR WISDOM



CompanyName


Entity Name DateEnd

# ofShares




201306 1398375 1.05 Added 0.7% 135.52



201306 3055823 1.8 Cut -0.7% 716.96

HDFC BankLimited


201306 48208892 2.02 Cut -1% 3181.55



201306 18754783 1.21 Cut -0.7% 1506.48

InfosysLimited


201306 13497161 2.35 Added 5.4% 3925.78



201306 7639003 1.51 Unchanged 155.3


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INVESTOR WISDOM



RelianceCapitalLimited

RELCAPITAL Abu DhabiInvestmentAuthority

201306 2485889 1.01 Unchanged 95.17

Key Takeaways

Abu Dhabi Investment Authority has addedsignificantly to Infy perhaps NRN Murthy’sreturn to Infosys has boosted its confidence inthe company.

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INVESTOR WISDOM



CompanyName


Entity Name DateEnd

# ofShares

% Activiy Value inRs.Crores

3M IndiaLimited 3MINDIA

AcaciaPartners, Lp 201306 399127 3.54 Unchanged 137.32


AcaciaInstitutionalPartners, LP 201306 243100 2.16 Added 18% 83.64


AcaciaConservationFund LP 201306 229278 2.04 Unchanged 78.88


Acacia BanyanPartners 201306 126045 1.12 Cut -24% 43.37

AllcargoLogisticsLimited ALLCARGO



ACACIAPARTNERS LP 201306 3120000 2.47 Unchanged 22.01


ACACIAINSTITUTIONALPARTNERS LP 201306 1869700 1.48 Added 20% 13.19


ACACIACONSERVATIONFUND LP 201306 1560000 1.23 Unchanged 11.01

B. L. Kashyapand Sons BLKASHYAP

ACACIAPARTNERS, LP 201306 4216000 2.05 Unchanged 2.13

ACACIA GroupA diversified family of financial servicesbusinesses based in the US

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INVESTOR WISDOM



LimitedB. L. Kashyapand SonsLimited BLKASHYAP

ACACIAINSTITUTIONALPARTNERS, LP 201306 3490220 1.7 Added 14% 1.76

Bajaj CorpLimited BAJAJCORP

ACACIAPARTNERS, LLP 201306 2018300 1.37 Unchanged 50.6

Bajaj Holdings& InvestmentLimited BAJAJHLDNG

ACACIAPartners LP 201306 1777498 1.6 Unchanged 141.1

Bajaj Holdings& InvestmentLimited BAJAJHLDNG

ACACIAINSTITUTIONALPARTNERS,LP 201306 1171200 1.05 Unchanged 92.97

BirlaCorporationLimited BIRLACORPN

AcaciaPartners, Lp 201303 838600 1.09

Latestshareholdingnot updated 19.31

City UnionBank Limited CUB

ACACIAPARTNERS LP 201306 10783077 2 Unchanged 55.1

ConsolidatedFinvest &HoldingsLimited CONSOFINVT

AcaciaInstitutionalPartners,Lp 201303 929377 2.87



Acacia Partners,Lp 201303 1251437 3.87



Acacia BanyanPartners 201303 516600 1.6


CRISIL Limited CRISIL

AcaciaPartners, LP /AcaciaInstitutionalPartners, LP /Acacia BanyanPartners /Acacia IIPartners, LP /AcaciaConservationFund, LP 201306 1716880 2.44 Unchanged 203.28

Dena Bank DENABANKACACIAPARTNERS, LP 201306 5951300 1.7 Unchanged 37.94

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INVESTOR WISDOM



Dena Bank DENABANK


ElgiEquipmentsLimited ELGIEQUIP


ElgiEquipmentsLimited ELGIEQUIP

ACACIAINSTITUTIONALPARTNERS LP 201306 1954800 1.23 Added 22% 15.45

EntertainmentNetwork(India) Limited ENIL







ACACIABANYANPARTNERS 201306 492400 1.03 Cut -24% 11.01

Esab IndiaLimited ESABINDIA

Acacia PartnersLP 201306 821140 5.33 Unchanged 31.76


AcaciaInstitutionalPartners LP 201306 271098 1.76 Added 41% 10.49



FAG BearingsIndia Limited FAGBEARING

AcaciaPartners,Lp 201303 602688 3.63



AcaciaInstitutionalPartners, Lp 201303 559253 3.37






AcaciaConservationFund Lp 201303 181106 1.09


FinancialTechnologies(India) Limited FINANTECH

AcaciaPartners, LP 201306 807400 1.75 Unchanged 51.08

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INVESTOR WISDOM



FinancialTechnologies(India) Limited FINANTECH


Garware WallRopes Limited GARWALLROP

AcaciaPartners, Lp 201306 299000 1.26 Unchanged 1.24

Garware WallRopes Limited GARWALLROP

AcaciaInstitutionalPartners, Lp 201306 275000 1.16 Unchanged 1.14

GIC HousingFinanceLimited GICHSGFIN

ACACIAINSTITUTIONALPARTNERS, LP 201306 811600 1.51 Added 9.6% 8.12

GIC HousingFinanceLimited GICHSGFIN


Gruh FinanceLimited GRUH


ICRA Limited ICRA

ACACIAInstitutionalPartners, LP 201306 147600 1.48 Added 9.3% 16.69

ICRA Limited ICRAACACIAPartners, LP 201306 130157 1.3 Unchanged 14.72

Insecticides(India) Limited INSECTICID






Jindal SouthWest HoldingsLimited JINDALSWHL


Jindal SouthWest HoldingsLimited JINDALSWHL

AcaciaInstitutionalPartners Lp 201306 171200 1.54 Added 14% 5.45

JMC Projects(India) Limited JMCPROJECT


JMC Projects(India) Limited JMCPROJECT


Karur VysyaBank Limited KARURVYSYA


Kirloskar KBIL Acacia 201306 57272 1.08 Unchanged 5.59

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INVESTOR WISDOM



BrothersInvestmentsLimited

Partners, LLP

KPIT CumminsInfosystemsLimited KPIT








MaharashtraScootersLimited MAHSCOOTER

Acacia PartnerLP 201306 175978 1.54 Unchanged 6.73

MaharashtraScootersLimited MAHSCOOTER


McDowellHoldingsLimited MCDHOLDING

AcaciaInstitutionalPartners Lp 201303 414009 2.96






Acacia PartnersLp 201303 776269 5.55


Net 4 IndiaLimited NET4




Network18Media &InvestmentsLimited NETWORK18


NextMediaworksLimited NEXTMEDIA


NRB Bearing NRBBEARING ACACIA 201306 2144430 2.21 Added 18.4% 7.67

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INVESTOR WISDOM



Limited INSTITUTIONALPARTNERS,LP

NRB BearingLimited NRBBEARING




PhillipsCarbon BlackLimited PHILIPCARB





ACACIACONSERVATIONFUND 201306 360000 1.04 Unchanged 1.63

Provogue(India) Limited PROVOGE


RadicoKhaitanLimited RADICO

AcaciaConservationFund 201303 1800000 1.35



AcaciaInstitutionalPartners L.P 201303 2248092 1.69



Acacia PartnersLp 201303 5914993 4.45


Shriram CityUnion FinanceLimited SHRIRAMCIT










Shriram City SHRIRAMCIT Acacia 201306 661100 1.19 Added 100% 69.46

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INVESTOR WISDOM



Union FinanceLimited

InstitutionalPartners LP

SKF IndiaLimited SKFINDIA

RUANNE,CUNNIF &GOLDFARB INCA/C ACACIA &ORS 201306 4521000 8.57 Cut -5.1% 229.28

Tata SpongeIron Limited TATASPONGE

AcaciaPartners, LP 201306 156000 1.01 Added 100% 4.12

The Jammu &Kashmir BankLimited J&KBANK


The SouthIndian BankLimited SOUTHBANK


The SouthIndian BankLimited SOUTHBANK

ACACIAINTITUTIONALPARTNERS, LP 201306 14273300 1.06 Added 100% 31.4

Timken IndiaLimited TIMKEN

Acacia BanyanPartners 201306 995620 1.46 Added 100% 15.45

Timken IndiaLimited TIMKEN


TribhovandasBhimji ZaveriLimited TBZ


UniphosEnterprisesLimited UNIENTER


UnitedBreweries(Holdings)Limited UBHOLDINGS

ACACIABANYANPARTNERS 201306 15000 0.02 Unchanged 0.04




ACACIA IIPARTNERS, LP 201306 38000 0.06 Unchanged 0.09

UnitedBreweries UBHOLDINGS

ACACIAINSTITUTIONAL 201306 270000 0.4 Unchanged 0.65

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INVESTOR WISDOM



(Holdings)Limited

PARTNERS, LP



UnitedBreweriesLimited UBL


Vesuvius IndiaLimited VESUVIUS

ACACIAPartners LLP 201306 733400 3.61 Unchanged 27.5


ACACIAInstitutionalPartners LP 201306 744050 3.67 Added 10.5% 27.9


ACACIA BanyanPartners 201306 231505 1.14 Cut -24% 8.68


ACACIAConservationFund LP 201306 240745 1.19 Unchanged 9.03

VindhyaTelelinksLimited VINDHYATEL



AcaciaInstitutionalPartners, LP 201306 283881 2.4 Unchanged 4.32


Acacia BanyanPartners 201306 196800 1.66 Unchanged 3

Zee NewsLimited ZEENEWS







AcaciaConsrvationFund LP 201306 2772000 1.16 Added 100% 3.26

ZenithInfotechLimited ZENITHINFO

ACACIAINSTITUTIONALPARTNERS, LP 201306 710910 5.61 Unchanged 0.71

ZenithInfotech ZENITHINFO

ACACIACONSERVATION 201306 309089 2.44 Unchanged 0.31

Page 21 of 105


INVESTOR WISDOM



Limited FUND LPZicomElectronicSecuritySystemsLimited ZICOM

ACACIAINSTITUTIONALPARTNERS, LP 201306 453846 2.67 Unchanged 3.03

Key Takeaways

Largest holdings are UBL and ShriramCIT

Page 22 of 105


INVESTOR WISDOM



CompanyName


EntityName

DateEnd

# ofShares


CreditAnalysisAndResearchLimited CARERATING

ADITYABIRLAPRIVATEEQUITYTRUST 201306 820427 2.87 Unchanged 47.38

GEIIndustrialSystemsLimited GEINDSYS

ADITYABIRLAPRIVATEEQUITY -FUND I 201306 2500000 12.7 Unchanged 5.54

Tree HouseEducation&AccessoriesLimited TREEHOUSE

Aditya BirlaPrivateEquity Trust 201303 1400000 3.89 Unchanged 41.29

Aditya Birla Private EquityA Private Equity Fund run by the Aditya BirlaGroup

Key Takeaways

Princely inactivity seems to be the motto atAditya Birla PE !

Page 22 of 105


INVESTOR WISDOM



CompanyName


EntityName

DateEnd

# ofShares









Key Takeaways


Page 22 of 105


INVESTOR WISDOM



CompanyName


EntityName

DateEnd

# ofShares









Key Takeaways


Page 23 of 105


INVESTOR WISDOM



CompanyName


Entity Name DateEnd

# ofShares


AdaniEnterprisesLimited ADANIENT

ALBULAINVESTMENTFUND LTD 201306 14701610 1.34 Added 100% 292.86

Amtek IndiaLimited AMTEKINDIA

ALBULAINVESTMENTFUND LTD. 201306 13699608 4.94 Unchanged 83.16

AquaLogisticsLimited AQUA

ALBULAINVESTMENTFUND LTD. 201306 4519956 1.51 Unchanged 0.93

COREEducation &TechnologiesLimited COREEDUTEC

ALBULAINVESTMENTSFUND LTD 201306 1481068 1.29 Unchanged 4.16

Gravita IndiaLimited GRAVITA

ALBULAINVESTMENTFUNDLIMITED 201306 915795 1.34 Unchanged 2.31

Ind-SwiftLaboratoriesLimited INDSWFTLAB

AlbulaInvestmentfund Limited 201306 1646824 4.19 Unchanged 5.99

Ind-SwiftLimited INDSWFTLTD

AlbulaInvestmentFund Ltd 201306 704209 1.52 Unchanged 0.46

Jindal CotexLimited JINDCOT

AlbulaInvestment 201306 2483000 5.52 Added 100% 2.21

Albula Investment FundThis is a well known FII which invests in theIndian Markets

Page 24 of 105


INVESTOR WISDOM



Fund LtdJindalStainlessLimited JSL

ALBULAINVESTMENTFUND LTD 201306 3609070 1.77 Unchanged 16.98

LakshmiVilas BankLimited LAKSHVILAS


Lumax AutoTechnologiesLimited LUMAXTECH


MercatorLimited MERCATOR

AlbulaInvestmentFund 201306 5175644 2.11 Unchanged 5.69

NitcoLimited NITCO


OswalChemicals &FertilizersLimited BINDALAGRO


Ruchi SoyaIndustriesLimited RUCHISOYA

AlbulaInvestmentFund Limited 201306 14408754 4.31 Unchanged 80.91

SterlingBiotechLimited STERLINBIO

AlbulaInvestmentFund Ltd. 201303 15963234 5.96

LatestShareholdingnot updated 9.26

Swan EnergyLimited SWANENERGY

AlbulaInvestmentFund Limited 201303 2870900 3.02


SyncomHealthcareLimited SYNCOM

ALBULAINVESTMENTSFUND LTD 201306 554000 1.39 Unchanged 0.35

Uttam GalvaSteelsLimited UTTAMSTL

AlbulaInvestmentFund Limited 201306 10806750 7.6 Unchanged 57.82

VarunIndustriesLimited VARUN

AlbulaInvestmentFund Ltd 201306 660000 2.27 Unchanged 0.46

Key Takeaways

Albula has invested around 300 Crores in Adani Enterprises inthe last quarter. This is its largest investment in India so far.

Page 25 of 105


INVESTOR WISDOM



CompanyName


EntityName

DateEnd

# ofShares


DiamondPower InfraLtd DIAPOWER

ALCHEMYINDIA LONGTERM FUNDLIMITED 201303 550000 1.48 Cut -100% 3.31

DynamaticTechnologiesLimited DYNAMATECH

ALCHEMYINDIA LONGTERM FUNDLIMITED 201306 71500 1.32 Unchanged 4.46

Honda SielPowerProductsLimited HONDAPOWER

AlchemyIndia LongTerm FundLimited 201306 169000 1.67 Unchanged 6.39

Repro IndiaLimited REPRO

AlchemyIndia LongTerm FundLtd 201306 191878 1.76 Cut -4% 3.15

TTKHealthcareLimited TTKHEALTH

M/SAlchemyIndia Long-Term FundLtd 201306 130000 1.67 Unchanged 7.82

Alchemy India FundThis is a FII fund managed by AlchemistCapital which is run by Rakesh Jhunjhunwala-a well known Indian Investor

Key Takeaways

Alchemy Fund has cut its holdings in DiaPower which used tobe their core holding for many years

Page 26 of 105


INVESTOR WISDOM



CompanyName


EntityName

DateEnd

# ofShares


CarborundumUniversalLimited CARBORUNIV

AMANSACAPITALPTELIMITEDA/CAMANSAHOLDINGSPRIVATELIMITED 201306 4773634 2.55 Added 1.5% 54.37

CholamandalamInvestment andFinanceCompanyLimited CHOLAFIN

AMANSACAPITALPTELIMITEDA/CAMANSAHOLDINGSPRIVATELIMITED 201306 5607232 3.92 Added 33% 123.92

CromptonGreaves Limited CROMPGREAV


Amansa CapitalThis is a well known FII which has significantinvestments in India

Page 26 of 105


INVESTOR WISDOM



CompanyName


EntityName

DateEnd

# ofShares









Page 26 of 105


INVESTOR WISDOM



CompanyName


EntityName

DateEnd

# ofShares









Page 27 of 105


INVESTOR WISDOM



D.B.CorpLimited DBCORP


EdelweissFinancialServices Limited EDELWEISS

AMANSACAPITALPTELIMITEDA/CAMANSAHOLDINGSPRIVATELTD 201306 11900000 1.55 Unchanged 36

Eicher MotorsLimited EICHERMOT

AMANSACAPITALPTELIMITEDA/CAMANSAHOLDINGSPVT LTD 201306 500000 1.85 Unchanged 186.56

Elgi EquipmentsLimited ELGIEQUIP

AMANSACAPITALPTE LTD 201306 2790489 1.76 Added 6.1% 22.06

EntertainmentNetwork (India)Limited ENIL

AMANSACAPITALPTELIMITEDA/CAMANSAHOLDINGSPRIVATELIMITED 201306 2004113 4.2 Unchanged 44.82

Greaves CottonLimited GREAVESCOT

AmansaCapital PTEA/c.AmansaHoldingsPvt. Ltd. 201306 10472884 4.29 Unchanged 63.83

Page 28 of 105


INVESTOR WISDOM



HT MediaLimited HTMEDIA

AMANSACAPITALPTELIMITEDA/CAMANSAHOLDINGSPRIVATELIMITED 201306 6333859 2.7 Unchanged 61.95

InfotechEnterprisesLimited INFOTECENT


KirloskarBrothersLimited KIRLOSBROS

AmansaCapital PTELtd.A/cAmansaHoldingsPvt.Ltd. 201306 884179 1.11 Unchanged 14.42

Kirloskar OilEngines Limited KIRLOSENG

AmansaCapital PteLimitedA/CAmansaHoldingsPrivateLimited 201306 3646656 2.52 Cut -9% 61.34

MahindraLifespaceDevelopersLimited MAHLIFE

AMANSACAPITALFTELIMITEDA/CAMANSAHOLDINGS 201306 2505170 6.13 Added 2.8% 116.09

MindTreeLimited MINDTREE

AMANSACAPITALPTELIMITEDA/C 201306 1067102 2.57 Unchanged 102.88

Page 29 of 105


INVESTOR WISDOM



AMANSAHOLDINGSPRIVATELIMITED

Rallis IndiaLimited RALLIS

AmansaCapital PteLimitedA/CAmansaHoldingsPrivateLimited 201306 8506290 4.37 Unchanged 129.3

The FederalBank Limited FEDERALBNK


Triveni TurbineLimited TRITURBINE


Whirlpool ofIndia Limited WHIRLPOOL

AMANSACAPITALPTE LTDA/CAMANSAHOLDING 201306 2656651 2.09 Added 6.2% 46.42

Key Takeaways

Aggressive buying by Amansa across the board. Largeinvestments in DBCorp,Federal Bank and Triveni Turbine

Page 30 of 105


INVESTOR WISDOM



Company Name NSE SymbolOR BSECODE

Entity Name DateEnd

# ofShares


Axis BankLimited AXISBANK

American FundsInsurance SeriesInternational Fund 201306 4961634 1.06 Unchanged 558.26


AMERICAN FUNDSINSURANCE SERIESGLOBAL SMALLCAPITALIZATION FUND 201306 5090000 2.71 Added 32% 57.98

J.KumarInfraprojectsLimited JKIL

AMERICAN FUNDSINSURANCE SERIESGLOBAL SMALLCAPITALIZATION FUND 201306 1300000 4.68 Unchanged 20.38

JK CementLimited JKCEMENT

American FundsInsurance SeriesGlobal 201306 907767 1.3 Unchanged 18.9


AMERICAN FUNDSINSURANCE SERIESGLOBAL SMALL 201306 518356 1.27 Unchanged 24.02

Merck Limited MERCK

American FundsInsurance SeriesGlobal 201303 370857 2.23


PersistentSystems Limited PERSISTENT

AMERICAN FUNDSINSURANCE SERIESGLOBAL SMALLCAPITALIZATION FUND 201306 455000 1.14 Unchanged 24.57

Power Grid POWERGRID AMERICAN FUNDS 201306 61651640 1.33 Unchanged 678.17

American Funds InsuranceA well known US based financial entity withsignificant stakes in the Indian Equity Markets

Page 31 of 105


INVESTOR WISDOM



Corporation ofIndia Limited

INSURANCE SERIESINTERNATIONAL FUND

Praj IndustriesLimited PRAJIND

AMERICAN FUNDSINSURANCE SERIESGLOBALSMALLCAPITALIZATIONFUND 201303 2050000 1.16 Cut -100% 7.67

RelianceCommunicationsLimited RCOM

American FundsInsurance Series NewWorld Fund 201306 21678537 1.05 Added 100% 299.38

TalwalkarsBetter ValueFitness Limited TALWALKARS

American FundsInsurance SeriesGlobal SmallCapitalisation Fund 201306 650000 2.48 Unchanged 8.84

TD PowerSystems Limited TDPOWERSYS

AMERICAN FUNDSINSURANCE SERIESGLOBAL SMALL 201306 343200 1.03 Unchanged 7.94

TimeTechnoplastLimited TIMETECHNO

American FundsInsurance SeriesGlobal SmallCapitalization Fund 201306 11888000 5.66 Unchanged 44.52

Yes BankLimited YESBANK

AMERICAN FUNDSINSURANCE SERIESGROWTH FUND 201306 9515000 2.65 Cut -43% 364.76

Key Takeaways

Have put in serious money around 300 Croresin RCOM and pulled out from YES Bank

Page 32 of 105


INVESTOR WISDOM



CompanyName


EntityName

DateEnd

# ofShares


AmarjothiSpinningMills Limited AMARJOTHI

Anil KumarGoel 201306 162300 2.4 Added 6% 0.8115

AmbikaCotton MillsLimited AMBIKCO

Anil KumarGoel 201303 132043 2.25


BharatGearsLimited BHARATGEAR

ANILKUMARGOEL 201306 342000 4.37 Unchanged 1.23462

JBM AutoLimited JBMA

Anil KumarGoel 201303 141797 1.39


KRBLLimited KRBL

Anil KumarGoel 201306 4450000 1.87 Added 18.7% 9.0335

KrishnaEngineeringWorksLimited KRISHNAENG

Anil KumarGoel 201303 184841 1.32


MMForgingsLimited MMFL

Anil KumarGoel 201306 489000 4.05 Unchanged 3.342315

MMForgingsLimited MMFL

SeemaGoel 201306 180000 1.49 Added 20% 1.2303

Nahar NAHARSPING Anil Kumar 201306 377922 1.05 Unchanged 2.722928

Anil Kumar GoelThis individual investor has the distinction ofholding the largest # of companies withgreater than 1% stake.He invests along withSeema Goel

Page 33 of 105


INVESTOR WISDOM



SpinningMills Limited

Goel

PanamaPetrochemLimited PANAMAPET

Anil KumarGoel 201306 117000 1.37 Cut -1.7% 1.4157

PrecisionPipes AndProfilesCompanyLimited PPAP

ANILKUMARGOEL 201306 368000 2.63 Unchanged 1.2696

PrecisionPipes AndProfilesCompanyLimited PPAP

SEEMAGOEL 201306 180000 1.29 Unchanged 0.621

PrecotMeridianLimited PRECOT


SambandamSpinningMills Limited SAMBANDAM


SambandamSpinningMills Limited SAMBANDAM

SeemaGoel 201306 65000 1.52 Unchanged 0.3575

SanghviMoversLimited SANGHVIMOV


SarlaPerformanceFibersLimited SARLAPOLY


SarlaPerformanceFibersLimited SARLAPOLY


ShivaTexyarnLimited SHIVTEX

ANILKUMARGOEL 201306 346000 1.6 Added 36% 0.9169

ShivamAutotechLimited SHIVAMAUTO


SterlingTools STERTOOLS

Anil KumarGoel 201303 257500 3.76

Latestshareholding 2.408913

Page 34 of 105


INVESTOR WISDOM



Limited not updatedSterlingToolsLimited STERTOOLS

SeemaGoel 201303 135000 1.97


Super SalesIndiaLimited SUPER


Super SalesIndiaLimited SUPER


SwelectEnergySystemsLimited SWELECTES


TechnocraftIndustries(India)Limited TIIL

Anil KumarGoel 201306 360000 1.14 Added 100% 2.7

The AndhraSugarsLimited ANDHRSUGAR

Anil KumarGoel 201303 450000 1.66


ThirumalaiChemicalsLimited TIRUMALCHM


ThirumalaiChemicalsLimited TIRUMALCHM

SEEMAGOEL 201306 210000 2.05 Unchanged 2.03175

VardhmanHoldingsLimited VHL

Anil KumarGoel 201303 56000 1.75


VisakaIndustriesLimited VISAKAIND


VTM Limited VTMLTDAnil KumarGoel 201306 409859 1.02 Cut -1.1% 0.602493

Key Takeaways

Has invested in microcaps Swelect Energyand Technocraft Industries in this quarter

Page 35 of 105


INVESTOR WISDOM



CompanyName


Entity Name DateEnd

# ofShares


BritanniaIndustriesLimited BRITANNIA

ArisaigPartners(Asia) Pte LtdA/c ArisaigIndia FundLtd. 201306 10671488 8.93 Unchanged 774.32

ColgatePalmolive(India) Limited COLPAL

ArisaigPartners(Asia) Pte LtdA/c ArisaigIndia FundLtd 201306 4807084 3.53 Unchanged 716.21

Future RetailLimited FRL

ARISAIGPartners(Asia) PTELtd.A/cArisaig IndiaFund Ltd. 201306 20137118 9.34 Unchanged 176.1

Future VenturesIndia Limited FVIL

ArisaigPartners(Asia) PTELtd. A/CArisaig IndiaFund Limited 201306 1.52E+08 9.51 Added 7% 107.95

GlaxoSmithKline GSKCONS ARISAIG 201306 2054172 4.88 Cut -2.5% 1039.11

Arisaig PartnersA well known FII with significant investmentsin Indian Entities

Page 36 of 105


INVESTOR WISDOM



ConsumerHealthcareLimited

PARTNERS(ASIA) PTELTD A/CARISAIGINDIA FUNDLTD.

GodrejConsumerProductsLimited GODREJCP

ARISAIGPARTNERS(ASIA) PTELTD A/CARISAIGINDIA FUNDLTD 201306 9294996 2.73 Unchanged 829.11

JubilantFoodworksLimited JUBLFOOD

ARISAIGPARTNERS(ASIA) PTELTD. A/CARISAIGINDIA FUNDLIMITED 201306 3523763 5.39 Unchanged 416.88

Marico Limited MARICO


Nestle IndiaLimited NESTLEIND

ArisaigPartners(Asia)Pte Ltd A/C 201303 1833651 1.9


Shoppers StopLimited SHOPERSTOP

ARISAIGPARTNERS(ASIA) PTELTD. A/CARISAIGINDIAFUNDLTD 201306 2509383 3.02 Cut -5.2% 90.15

Trent Limited TRENT

ARISAIGPARTNERS(ASIA) PTELTD. A/CARISAIGINDIA FUNDLIMITED 201306 2944782 8.86 Added 33% 300.25

Page 37 of 105


INVESTOR WISDOM



UnitedBreweriesLimited UBL


Key Takeaways

Arisaig has significant investments of 1000Crores plus in the Indian consumerspace.Interesting to see it add to its positionin Trent

Page 38 of 105


INVESTOR WISDOM



CompanyName


EntityName

DateEnd

# ofShares


AllsecTechnologiesLimited ALLSEC

ASHISHDHAWAN 201306 1075115 7.06 Unchanged 3.33

Apar IndustriesLimited APARINDS

AshishDhawan 201306 403960 1.05 Unchanged 4.24

ConsolidatedConstructionConsortiumLimited CCCL

AshishDhawan 201303 3037304 1.64


Cyber Media(India) Limited CYBERMEDIA


Eon ElectricLimited EON


Ashish DhawanWell known Investor. Was Sr. ManagingDirector, ChrysCapital; a private equity firmthat he co-founded in 1999

Page 39 of 105


INVESTOR WISDOM



Four SoftLimited FOURSOFT


Gayatri ProjectsLimited GAYAPROJ


Genus PowerInfrastructuresLimited GENUSPOWER


GreenplyIndustriesLimited GREENPLY

ASHISHDHAWAN 201306 2369488 9.82 Cut -17.5% 116.72

JB Chemicals &PharmaceuticalsLimited JBCHEPHARM

AshishDhawan 201306 8052838 9.51 Added 3.5% 62.25

Lakshmi Energyand FoodsLimited LAKSHMIEFL


LogixMicrosystemsLimited LOGIXMICRO

AshishDhawan 201303 766044 6.33


MadhuconProjects Limited MADHUCON


Mastek Limited MASTEKASHISHDHAWAN 201306 2476906 10.05 Added 6.4% 30.23

MegasoftLimited MEGASOFT

ASHISHDHAWAN 201303 3554769 8.03


Nahar IndustrialEnterprisesLimited NAHARINDUS


NIITTechnologiesLimited NIITTECH

ASHISHDHAWAN 201306 869819 1.44 Added 100% 22.19

Orient GreenPower CompanyLimited GREENPOWER

AshishDhawan 201303 19866579 4.24


Rico AutoIndustriesLimited RICOAUTO


Sasken SASKEN ASHISH 201306 2232630 10.63 Unchanged 26.03

Page 40 of 105


INVESTOR WISDOM



CommunicationTechnologiesLimited

DHAWAN

SPML InfraLimited SPMLINFRA


Sunil HitechEngineersLimited SUNILHITEC

ASHISHDHAWAN 201303 245000 2


Take SolutionsLimited TAKE


UnityInfraprojectsLimited UNITY


Key Takeaways

Ashish Dhawan’s largest investment by valueis Greenply Industries and he has cut 17.5%of his holdings this quarter.

Page 41 of 105


INVESTOR WISDOM



CompanyName


EntityName

DateEnd

# ofShares


HindustanMediaVenturesLimited HMVL

AzimHashamPremji 201306 840397 1.15 Added 1.3% 10.51

JMFinancialLimited JMFINANCIL

AzimHashamPremji 201303 21875000 2.91


SpecialityRestaurantsLimited SPECIALITY

AZIMHASHAMPREMJI 201306 634346 1.35 Unchanged 8.9

Azim Hasham PremjiOne of India’s greatest industrialists andphilanthropists.

Key Takeaways

Interesting to see Azim Premji’s investment inJM Financial. Maybe he is betting that JM willget a banking license

Page 42 of 105


INVESTOR WISDOM



CompanyName


Entity Name DateEnd

# ofShares


Dabur IndiaLimited DABUR

BARING INDIAPRIVATEEQUITY FUNDIII LISTEDINVESTMENTSLIMITED 201306 26230000 1.5 Unchanged 458.63

IndocoRemediesLimited INDOCO

BARING INDIAPRIVATEEQUITY FUNDIII LISTEDINVESTMENTSLIMITED 201306 1693305 1.84 Added 11% 10.82

KS OilsLimited KSOILS

BARINGPRIVATEEQUITY ASIAIII MAURITIUS 201303 21479710 4.68


KS OilsLimited KSOILS

BARINGPRIVATEEQUITY ASIAIII MAURITIUS 201303 14224360 3.1


ManappuramFinanceLimited MANAPPURAM

Baring IndiaPvt. EquityFund I ILimited 201306 22371719 2.66 Added 20.8% 33.22

ManappuramFinance MANAPPURAM

Baring IndiaPvt. Equity 201306 67254816 8 Added 21% 99.87

Baring India Private EquityOne of the pioneers of private equity in India

Page 43 of 105


INVESTOR WISDOM



Limited Fund I I IListedInvestmentsLtd.

MaricoLimited MARICO





BARING INDIAINVESTMENTSLIMITED PCC 201306 3162855 1.51 Unchanged 128.29

MuthootFinanceLimited MUTHOOTFIN

BARING INDIAPRIVATEEQUITY FUNDIII LIMITED 201306 6404256 1.72 Unchanged 60.84

MuthootFinanceLimited MUTHOOTFIN


ShilpaMedicareLimited SHILPAMED

BARING INDIAPRIVATEEQUITY FUNDIII LIMITED 201306 2000000 8.16 Unchanged 36.04

ShilpaMedicareLimited SHILPAMED

BARING INDIAPRIVATEEQUITY FUNDIII LISTEDINVESTMENTSLIMITED 201306 496116 2.02

Added35.11% 8.94

TD PowerSystemsLimited TDPOWERSYS

Baring IndiaPrivate EquityFund III 201306 805778 2.42 Unchanged 18.65

VardhmanHoldings VHL

Baring IndiaPrivate Equity 201306 39625 1.18 Added 5.2% 1.92

Page 44 of 105


INVESTOR WISDOM



Limited Fund III

VardhmanTextilesLimited VTL

Baring IndiaPrivate EquityFund III ListedInvestmentsLtd. 201306 1239972 1.95 Added 31.8% 36.67

ZydusWellnessLimited ZYDUSWELL

Baring Indiaprivate EquityFund III ListedInvestmentsLimited 201306 767919 1.97 Added 1.6% 53.75

Key Takeaways

Baring India has taken a huge bet on Mphasisand Dabur.They seem bullish onManappuram Finance

Page 45 of 105


INVESTOR WISDOM



CompanyName


EntityName

DateEnd

# ofShares


Allied DigitalServicesLimited ADSL

BennettColeman &Co. Ltd. 201303 1185000 2.57


BangOverseasLimited BANG

BennettColeman &Co. Ltd. 201306 221723 1.64 Unchanged 0.22

Birla Cotsyn(India)Limited BIRLACOT

BENNETTCOLEMANANDCOMPANYLTD 201303 41550408 1.56


CelebrityFashionsLimited CELEBRITY

BennettColeman &CompanyLimited 201306 1316818 5.72 Unchanged 0.93


BENNETTCOLEMANANDCOMPANYLTD 201306 12566477 5.83 Unchanged 109.89

FutureVenturesIndia Limited FVIL

BENNETTCOLEMANANDCOMPANYLTD 201306 1.22E+08 7.61 Added 21% 86.37

GitanjaliGems GITANJALI

BENNETTCOLEMAN 201306 1594563 1.73 Unchanged 14.85

Bennett, Coleman & CompanyIndia’s largest media house.Invests in its ownname and via its Private Equity Arm BrandEquity Treaties Ltd.

Page 46 of 105


INVESTOR WISDOM



Limited ANDCOMPANYLTD

IndianTerrainFashions Ltd INDTERRAIN

BennettColemanandCompanyLimited 201306 376233 6.71 Unchanged 3.08

JVL AgroIndustriesLimited JVLAGRO

BennettColemanandcompanyLtd. 201306 3039513 1.81 Unchanged 2.43

MicroTechnologies(India)Limited MICROTECH



MultiCommodityExchange ofIndia Limited MCX

BennettColemanAndCompanyLtd 201303 1144468 2.24


MVLIndustriesLtd MVLIND




NextMediaworksLimited NEXTMEDIA

BennettColeman &CompanyLtd. 201306 3649391 6.2 Unchanged 1.31

Raj Oil MillsLimited RAJOIL



REI Six TenRetail REISIXTEN

BRANDEQUITY 201306 2066970 1.41 Unchanged 0.12

Page 47 of 105


INVESTOR WISDOM



Limited TREATIESLIMITED

The SandeshLimited SANDESH



Sezal GlassLimited SEZAL

BRANDEQUITYTREATIESLIMITED 201306 2000000 5.96 Unchanged 1.2

SRS Limited SRSLTD


SujanaUniversalIndustriesLimited SUJANAUNI


ThomasScott (India)Limited THOMASCOTT

BennetColemanAndCompanyLimited 201303 55430 1.64


TimborHomeLimited TIMBOR

BennettColeman &Co. Ltd. 201303 732895 4.97


TimborHomeLimited TIMBOR

BrandEquityTreatiesLtd. 201303 341840 2.32


TodaysWritingInstrumentsLimited TODAYS


VideoconIndustriesLimited VIDEOIND



Zicom ZICOM BENNETT 201306 500000 2.94 Unchanged 3.34

Page 48 of 105


INVESTOR WISDOM



ElectronicSecuritySystemsLimited

COLEMANANDCOMPANYLTD

Key Takeaways

The last quarter has seen theBennett,Coleman group fairly inactive. Theirbiggest investments are in Videocon andFuture Retail.

Page 49 of 105


INVESTOR WISDOM



CompanyName


EntityName

DateEnd

# ofShares


Anant RajLimited ANANTRAJ

BESSEMERINDIACAPITALPARTNERSII SA 201306 3319787 1.12 Unchanged 16.68

GaneshHousingCorporationLimited GANESHHOUC

BESSEMERINDIACAPITALPARTNERSII SA 201306 518787 1.59 Unchanged 3.13

IL&FSTransportationNetworksLimited IL&FSTRANS

BESSEMERINDIACAPITALHOLDINGSII LTD 201306 4132231 2.13 Unchanged 58.29


BessemerVenturePartnersTrust 201303 2500000 4.51


Shriram EPCLimited SHRIRAMEPC

BESSEMERVENTUREPARTNERSTRUST 201306 10481762 23.63 Unchanged 48.85

Bessemer Venture PartnersA well known Venture Capital Firm withsignificant investments in India

Page 50 of 105


INVESTOR WISDOM



Sunil HitechEngineersLimited SUNILHITEC

BESSEMERVENTUREPARTNERSTRUSTS 201303 1100000 8.96


Key Takeaways

The biggest investment is in Shriram CityUnion Finance Ltd. Interesting to see asignificant investment in Shriram EPC

Page 51 of 105


INVESTOR WISDOM



CompanyName


Entity Name DateEnd

# ofShares



BLACKSTONEGPV CAPITALPARTNERSMAURITIUSV-A LTD 201306 5593035 4.42 Unchanged 39.46


BLACKSTONEGPV CAPITALPARTNERSMAURITIUSV-K LTD 201306 5577255 4.41 Unchanged 39.35


BLACKSTONEGPV CAPITALPARTNERSMAURITIUSV-L LTD 201306 4792105 3.79 Unchanged 33.81


BLACKSTONEGPV CAPITALPARTNERSMAURITIUSV-M LTD 201306 2297145 1.82 Unchanged 16.21

FinancialTechnologies(India)Limited FINANTECH

BlackstoneGPV CapitalPartnersMauritius VIFII Ltd 201306 3235703 7.02 Unchanged 204.71

Blackstone GPV Capital PartnersA well known FII with significant investmentsin India

Page 52 of 105


INVESTOR WISDOM



MonnetIspat andEnergyLimited MONNETISPA

BlackstoneGPY CapitalPartnersMauritius V-Altd 201306 4567647 7.17 Unchanged 52.19


BlackstoneGpv CapitalPartnersMauritius ViFii Ltd 201303 1019967 2


NCC Limited NCC

BLACKSTONEGPV CAPITALPARTNERSMAURITIUSV-ALTD 201306 25399699 9.9 Unchanged 63.12

Key Takeaways

This quarter was a period of masterlyinactivity for Blackstone

Page 53 of 105


INVESTOR WISDOM



CompanyName


Entity Name DateEnd

# ofShares



Bright StarInvestmentsPvt Ltd 201306 166700 1.48 Unchanged 57.35

CRISILLimited CRISIL


HimatsingkaSeideLimited HIMATSEIDE

RADHAKISHANS DAMANI 201306 1383261 1.4 Cut -3.5% 4.26

SundaramFinanceLimited SUNDARMFIN

Bright StarInvestmentsPvt. Ltd. 201306 2101434 1.89 Unchanged 111.35

TV18BroadcastLimited TV18BRDCST

RadhakishanDamani 201306 26378999 1.54 Cut -5% 55.26

ViceroyHotelsLimited VICEROY

RADHAKISHANS DAMANI 201306 559722 1.32 Added 17% 0.9

VSTIndustriesLimited VSTIND

Bright StarInvestmentsPrivateLimited 201306 4007118 25.95 Unchanged 651.4

SterlingHolidayResorts 523363


Radhakishan DamaniA very savvy individual investor in the IndianEquity Markets. He invests via his investmentvehicle Bright Star Investments

Key Takeaways

This quarter was a period of masterly inactivity for Mr.Damani

Page 54 of 105


INVESTOR WISDOM



CompanyName


Entity Name DateEnd

# ofShares


Can FinHomesLimited CANFINHOME

CatamaranManagementServices Ltd. 201306 352753 1.72 Added 15% 4.72

IndiaMotorParts andAccessoriesLimited IMPAL

CATAMARANMANAGEMENTSERVICESPRIVATELIMITED 201306 84067 1.01 Added 100% 3.49

NRBBearingLimited NRBBEARING

CATAMARANMANAGEMENTSERVICESPVT.LTD. 201306 1350000 1.39 Added 100% 4.83

TD PowerSystemsLimited TDPOWERSYS

CATAMARANMANAGEMENTSERVICESPRIVATELIMITED 201306 406916 1.22 Unchanged 9.42

Catamaran ManagementServicesA Venture Capital Fund set up by thelegendary NRN Murthy of Infosys

Key Takeaways

Catamaran seems to have take a shine to theauto components sector with freshinvestments in IMPAL and NRBBearing

Page 55 of 105


INVESTOR WISDOM



CompanyName


Entity Name DateEnd

# ofShares


ChromaticIndiaLimited CHROMATIC

CLAREVILLECAPITALOPPORTUNITIESMASTER FUNDLIMITED 201303 1382850 1.95


EsselPropackLimited ESSELPACK

CLAREVILLECAPITAL INDIAMASTER FUND 201303 4786948 3.05



CLAREVILLECAPITALOPPORTUNITIESMASTER FUNDLIMITED 201306 628622 3.19 Added 0.5% 1.39

JindalCotexLimited JINDCOT

ClarevilleCapitalOpportunitiesMaster FundLtd 201306 984000 2.19 Added 100% 0.88

Clareville FundsA UK based hedge fund which invests in theIndian markets

Page 56 of 105


INVESTOR WISDOM



OswalChemicals&FertilizersLimited BINDALAGRO

CLAREVILLECAPITALOPPORTUNITIESMASTER FUNDLTD 201306 4336635 1.69 Unchanged 7

SyncomHealthcareLimited SYNCOM

CLARVILLECAPITALOPPORTUNITIESMASTER FUNDLTD 201306 1925000 4.81 Unchanged 1.21

Key Takeaways

Clareville seems to like to dabble in lowpriced stocks. Added positions in Jindal Cotex

Page 57 of 105


INVESTOR WISDOM



CompanyName


Entity Name DateEnd

# ofShares



CLEARWATERCAPITALPARTNERSCYPRUS LTD 201306 5463180 4.42 Unchanged 12.54


ELRA CAPITALPLC A/CCLEARWATERCAPITALPARTNERSSINGAPOREFUND IIIPRIVATELIMITED 201306 3773658 3.06 Unchanged 8.66


CLEARWATERCAPITALPARTNERSCYPRUS LTD 201306 3248161 8.73 Unchanged 19.54


ELARA CAPITALPLC.A/CCLEARWATERCAPITALPARTNERS 201306 1267861 3.41 Unchanged 7.63

Clearwater CapitalWell known FII with significant investments inthe Indian Equity Markets

Page 58 of 105


INVESTOR WISDOM



SINGAPOREFUND IIIPRIVATELIMITED

DolphinOffshoreEnterprises(India)Limited DOLPHINOFF

CLEARWATERCAP. PARTNERSCYPRUS LTD. 201306 1003786 5.98 Unchanged 8.13

DolphinOffshoreEnterprises(India)Limited DOLPHINOFF

CLEARWATERCAP. PARTNERSCLO I PTE LTD. 201306 650313 3.88 Unchanged 5.27

FlexituffInternationalLimited FLEXITUFF

ClearwaterCapital Partners(Cyprus) Ltd. 201306 2236592 9.73 Unchanged 48.12

GSS InfotechLimited GSS

Elara CapitalPLC A/c. Clearwater capitalpartnersingapore fundIII pvt ltd 201306 485000 9.8 Cut -65% 1.44

Jamna AutoIndustriesLimited JAMNAAUTO

ClearwaterCapitalPartners(cyprus)Limited 201306 9614147 24.33 Unchanged 70.18

Jamna AutoIndustriesLimited JAMNAAUTO

ClearwaterCapital PartnersSingapore FundIII Pvt. Ltd. 201306 1578947 4 Unchanged 11.53

KamatHotels (I)Limited KAMATHOTEL

ClearwaterCapital PartnersCyprus Limited 201306 7628149 39.95 Unchanged 47.56

KamatHotels (I)Limited KAMATHOTEL

Elara CapitalPLC. A/CClearwaterCapital PartnersSingaporeFundIII PriaveLimited 201306 257431 1.35 Unchanged 1.61

Lyka LabsLimited LYKALABS

CLEARWATERCAPITALPARTNERS 201306 1650000 7.65 Unchanged 1.75

Page 59 of 105


INVESTOR WISDOM



CYPRUS

Lyka LabsLimited LYKALABS

ELARA CAPITALPLC. A/CCLEARWATER C 201306 925811 4.29 Added 100% 0.98

Rei AgroLimited REIAGROLTD

ELARA CAPITALPLC. A/CCLEARWATERCAPITALPARTNERSSINGAPOREFUND IIIPRIVATE LI 201306 29190620 3.05 Unchanged 32.69

Key Takeaways

Added positions in Lyka Labs and exiting GSSInfotech

Page 60 of 105


INVESTOR WISDOM



CompanyName


Entity Name DateEnd

# ofShares


Apollo TyresLimited APOLLOTYRE

CLSA(MAURITIUS)LIMITED 201306 25342404 5.03 Cut -12% 167.26

Delta CorpLimited DELTACORP

Clsa (Mauritius)Ltd 201303 4920000 2.17


EssarShippingLimited ESSARSHPNG

CLSA(Mauritius)Limited 201303 2627119 1.28 Cut -100% 4.43

FeddersLloydCorporationLimited FEDDERLOYD


IndusIndBank Limited INDUSINDBK

CLSA(MAURITIUS)LIMITED 201306 8240519 1.57 Cut -3.2% 349.03

JK Tyre &IndustriesLimited JKTYRE

CLSA(Mauritius)Limited 201306 944000 2.3 Unchanged 9.69

KRBL Limited KRBL


MagmaFincorpLimited MAGMA


CLSA (Mauritius) LtdWell known FII with a significant investmentsin the Indian Equity Markets

Page 61 of 105


INVESTOR WISDOM



McleodRussel IndiaLimited MCLEODRUSS

CLSA(Mauritius)Limited 201306 6592989 6.02

Added9.49% 188

MukandLimited MUKANDLTD

CLSA(MAURITIUS)LIMITED 201306 796036 1.09 Unchanged 1.59

PennarIndustriesLimited PENIND


PrajayEngineersSyndicateLimited PRAENG

CLSA(MAURITIUS)LTD 201306 4010455 5.73 Unchanged 2.81

SKSMicrofinanceLimited SKSMICRO

CLSA(MAURITIUS)LIMITED 201306 9494771 8.77 Unchanged 94.43

TilaknagarIndustriesLimited TI


UnitedSpiritsLimited

MCDOWELL-N

CLSA(Mauritius)Limited 201306 2995281 2.06

Added5.08% 812.1

VA TechWabagLimited WABAG

CLSA(MAURITIUS)LIMITED 201306 511198 1.92 Cut -5.6% 22.47

Key Takeaways

Cut positions in Tilaknagar Industries andEssar Shipping. Added positions in UnitedSpirits & Mcleod Russell

Page 62 of 105


INVESTOR WISDOM



CompanyName


Entity Name DateEnd

# ofShares

% Value x 1000Rs

Activity

AlmondzGlobalSecuritiesLimited ALMONDZ

Dilip Kumarlakhi 201306 1170117 4.52 Unchanged 0.89

Aro GraniteIndustriesLimited AROGRANITE

DILIP KUMARLAKHI 201306 1002600 9.83 Unchanged 3.02

DevelopmentCredit BankLimited DCB

GIRDHARILALV LAKHI &VANDANA GLAKHI 201306 2538820 1.01 Unchanged 11.91

DhanlaxmiBank Limited DHANBANK

DILIPKUMARLAKHI 201306 2477740 2.34 Unchanged 7.93

DhanlaxmiBank Limited DHANBANK

GIRDHARILALV LAKHI 201306 1754744 1.65 Unchanged 5.62

Gulf OilCorporationLimited GULFOILCOR

GIRIDHARILALV LAKHI 201306 4348990 4.39 Unchanged 33.31

Gulf OilCorporationLimited GULFOILCOR

MANISHLAKHI 201306 1638483 1.65 Unchanged 12.55

Dilipkumar Lakhi & FamilyWell known Investor with a prominentfollowing in the Indian Equity Markets

Page 63 of 105


INVESTOR WISDOM



HindujaFoundriesLimited HINDUJAFO


HindujaVenturesLimited HINDUJAVEN Manish Lakhi 201306 334302 1.63 Unchanged 11.66HindujaVenturesLimited HINDUJAVEN

ChiragDilipkumarLakhi 201306 243784 1.19 Unchanged 8.51

HindujaVenturesLimited HINDUJAVEN

Girdharilal VLakhi 201306 234038 1.14 Unchanged 8.17

LakshmiEnergy andFoodsLimited LAKSHMIEFL

GIRDHARILALV LAKHI 201306 657843 1.04 Cut -3% 2.31

UFLEXLimited UFLEX


Key Takeaways

This quarter was a period of masterlyinactivity for the Lakhi family

Page 64 of 105


INVESTOR WISDOM



CompanyName


Entity Name DateEnd

# ofShares

% Value x 1000Rs

Activity

Amtek IndiaLimited AMTEKINDIA

ELM PARKFUNDLIMITED 201306 2981367 1.07 Unchanged 18.1

COREEducation &TechnologiesLimited COREEDUTEC

ELM PARKFUND LTD 201306 2768583 2.42 Unchanged 7.78

Filatex IndiaLimited FILATEX


GeminiCommunicationLimited GEMINI

ELM PARKFUNDLIMITED 201306 3072187 2.48 Cut -25% 0.55

GTLInfrastructureLimited GTLINFRA

ELM PARKFUNDLIMITED 201306 1.8E+08 7.8 Added 44% 34.19

Indo CountIndustriesLimited ICIL

Elm ParkFund Ltd 201303 2717161 7.66


Jindal StainlessLimited JSL


REI Six TenRetail Limited REISIXTEN


Thiru ArooranSugars Limited THIRUSUGAR

ELM ParkFund Limited 201306 250000 2.21 Unchanged 1.75

Elm Park Fund LimitedWell known FII with active interests in theIndian Equity Markets

Page 65 of 105


INVESTOR WISDOM



TubeInvestments ofIndia Limited TUBEINVEST

ELM ParkFund Limited 201306 5158523 2.76 Added 30% 72.3

Usha MartinEducation &Solutions Ltd UMESLTD


Key Takeaways

Increased holdings of GTL Infra and TubeInvestments

Page 66 of 105


INVESTOR WISDOM



CompanyName


Entity Name DateEnd

# ofShares

% Value x1000 Rs

Activity

AIA EngineeringLimited AIAENG

GENESISINDIANINVESTMENTCOMPANY LTD. 201306 3857489 4.09 Unchanged 119.68


GENESISINDIANINVESTMENTCOMPANYLIMITED 201306 39874017 2.58 Unchanged 762.39

Andhra Bank ANDHRABANK

Genesis IndianInvestmentCompanyLimited-GeneralSub Fund 201306 32335695 5.78 Unchanged 249.15


Genesis IndianInvestmentCompanyLimited -General SubFund 201306 8716992 1.86 Unchanged 980.79


GENESISINDIANINVESTMENTCOMPANY -LIMITED - 201306 1577767 1.21 Unchanged 174.93

GenesisWell known FII with active interests in theIndian Equity Markets

Page 67 of 105


INVESTOR WISDOM



GENERAL SUBFUND

Dabur IndiaLimited DABUR

GENESISINDIANINVESTMENTCOMPANYLIMITED -GENERAL SUBFUND 201306 40455005 2.32 Unchanged 707.36

GeodesicLimited GEODESIC

Smaller Co Pf OfThe GenesisEmrgng MktsOpp Fund Ltd 201306 3035877 3.36 Unchanged 1.37

GeodesicLimited GEODESIC

Genesis IndianInvestmentCompanyLimited GeneralSub Fund 201306 5839934 6.47 Unchanged 2.63

Kotak MahindraBank Limited KOTAKBANK

Genesis Assetmanager, LLPA/c The GenesisEmergingMarketsInvestmentCompany 201306 9047880 1.18 Added 2.7% 623.81

Kotak MahindraBank Limited KOTAKBANK

The GenesisGroup Trust ForEmployeeBenefit Plans 201306 8250448 1.08 Added 3% 568.83

Lupin Limited LUPIN

GENESISINDIANINVESTMENTCO LTD 201306 15921889 3.56 Unchanged 1385.44

Opto Circuits(India) Limited OPTOCIRCUI

GENESISINDIANINVESTMENTCOMPANYLIMITED-GENERAL SUBFUND 201306 13806399 5.7 Unchanged 37.97

Opto Circuits(India) Limited OPTOCIRCUI

GENESIS ASSETMANAGERS,LLPA/C SMALLERCOMPANIES 201306 3088272 1.27 Unchanged 8.49

Page 68 of 105


INVESTOR WISDOM



PORTFOLIO OFTHE GENESISEMERGINGMARKETSOPPORTUNITIESFUND LIMITED

PidiliteIndustriesLimited PIDILITIND

Genesis IndianInvestment CoLtd - GeneralSub Fund 201306 40675686 7.93 Unchanged 1202.58

ShriramTransportFinanceCompanyLimited SRTRANSFIN

Genesis IndianInvestmentCompany Ltd. 201306 13926256 6.14 Unchanged 904.16


GENESISINDIANINVESTMENTCOMPANY LIMI 201306 2324979 2.15 Unchanged 23.12

SunPharmaceuticalsIndustriesLimited SUNPHARMA

GENESISINDIANINVESTMENTCOMPANYLIMITED-GENERAL SUBFUND 201306 26771113 2.59 Unchanged 3017.77

Key Takeaways

This period was one of masterly inactivity forGenesis

Page 69 of 105


INVESTOR WISDOM



CompanyName


Entity Name DateEnd

# ofShares

% Value x1000 Rs

Activity


GOVT. OFSINGAPORE 201306 12403490 4.2 Unchanged 62.82

Bajaj FinservLimited BAJAJFINSV

Government OfSingapore 201306 4948812 3.11 Unchanged 308.53


GOVERNMENTOF SINGAPORE 201306 2419770 1.32 Added 20% 65.38

Dewan HousingFinanceCorporationLimited DHFL

GOVERNMENTOF SINGAPORE 201306 2744238 2.14 Unchanged 42.12


MONETARYAUTHORITY OFSINGAPORE 201306 1361964 1.06 Unchanged 20.91

DLF Limited DLFGOVERNMENTOF SINGAPORE 201306 24644533 1.38 Added 0.4% 431.4

HDFC BankLimited HDFCBANK

Government ofSingapore 201306 30987727 1.3 Added 1.9% 2026.13


GOVERNMENTOF SINGAPORE 201306 23673678 1.52 Added 2.3% 1895.79

ICICI Bank ICICIBANK GOVERNMENT 201306 23748462 2.06 Cut -4.2% 2220.12

Government of SingaporeThe Government of Singapore is one of thelargest investors in the Indian Equity Markets

Page 70 of 105


INVESTOR WISDOM



Limited OF SINGAPOREICSA (India)Limited ICSA

GOVERNAMENTOF SINGAPORE 201306 1325185 2.75 Unchanged 0.55

IDFC Limited IDFCGOVERNMENTOF SINGAPORE 201306 18229232 1.2

Added11.75% 212.55

IndusInd BankLimited INDUSINDBK

GOVERNMENTOF SINGAPORE 201306 7082338 1.35 Added 30% 299.19

Infosys Limited INFYGOVERNMENTOF SINGAPORE 201306 9804709 1.71 Added 23% 2858.37

Jet Airways(India) Limited JETAIRWAYS


Mahindra &MahindraLimited M&M



Govt OfSingaporeInvestmentCorporationA/C 201303 578660 1.13


PatelEngineeringLimited PATELENG

GOVEREMENTOF SINGAPORE 201303 896187 1.28 Cut -100% 2.84

Prestige EstatesProjects Limited PRESTIGE


RelianceIndustriesLimited RELIANCE

Government ofSingapore 201303 35868560 1.11 Cut -100% 3194.99

SintexIndustriesLimited SINTEX

Government ofSingapore 201306 5150070 1.64 Added 42% 16.63

Subex Limited SUBEXGOVERNMENTOF SINGAPORE 201306 3498288 2.1 Unchanged 2.01

Tata MotorsLimited TATAMTRDVR


Tata SteelLimited TATASTEEL

GOVERNMENTOF SINGAPORE 201306 12816905 1.32 Cut -22% 285.62

Tulip TelecomLimited TULIP

Government ofSingapore 201306 7654328 5.28 Unchanged 6.65

Tulip TelecomLimited TULIP

MonetaryAuthority ofSingapore 201306 1476074 1.02 Unchanged 1.28

VA Tech WabagLimited WABAG

GOVERNMENTOF SINGAPORE 201306 746260 2.81 Cut -2.7% 32.42

Page 71 of 105


INVESTOR WISDOM



ZeeEntertainmentEnterprisesLimited ZEEL

Government ofSingapore 201306 14958165 1.56 Added 1.4% 388.09

Key Takeaways

The Govt of Singapore is cutting positions inReliance and ICICI Bank.It is adding positionsin IndusIndBank and Infy

Page 72 of 105


INVESTOR WISDOM



Company NameNSE SymbolOR BSECODE

Entity Name DateEnd

# ofShares

% Value x1000 Rs

Activity

Arvind Limited ARVIND

GovernmentPension FundGlobal 201306 11056037 4.28 Unchanged 84.03

Balrampur ChiniMills Limited BALRAMCHIN

GovernmentPension FundGlobal 201306 5032006 2.06

Added100% 20.05

BharatPetroleumCorporationLimited BPCL

GOVERNMENTPENSION FUNDGLOBAL 201306 7982116 1.1 Cut -6.5% 279.49

Blue DartExpress Limited BLUEDART


Bombay Dyeing& Mfg CompanyLimited BOMDYEING

GOVERNMENTPENSION FUNDGLOBAL 201306 7047312 3.41 Cut -16% 38.09

ChambalFertilizers &ChemicalsLimited CHAMBLFERT


CMC Limited CMC

GOVERNMENTPENSION FUNDGLOBAL 201306 665381 2.2 Unchanged 88.02

ContainerCorporation of CONCOR

GOVERNMENTPENSION FUND 201306 2997655 2.31 Unchanged 320.9

Government Pension FundGlobalThis fund belonging to the Government ofNorway is one of the largest investors in theIndian Equity Markets

Page 73 of 105


INVESTOR WISDOM



India Limited GLOBAL


GOVERNMENTPENSION FUNDGLOBAL 201306 16111520 2.51

Added32.35% 140.73



Added100% 25.52

EducompSolutionsLimited EDUCOMP


Added100% 4.33

EID Parry IndiaLimited EIDPARRY


ErosInternationalMedia Limited EROSMEDIA


Added100% 19.3

GatewayDistriparksLimited GDL

GOVERNMANETPENSION FUNDGLOBAL 201306 3674019 3.38 Unchanged 38.74

GlenmarkPharmaceuticalsLimited GLENMARK


GodrejIndustriesLimited GODREJIND


GodrejPropertiesLimited GODREJPROP

GOVERNMENTPENSION FUNDGLOBAL 201306 933211 1.2 Added 5.4% 48.41

Gujarat MineralDevelopmentCorporationLimited GMDCLTD


Gujarat StatePetronetLimited GSPL

GovernmentPension FundGlobal 201303 5866134 1.04 Cut -100% 31.38

Hathway Cable& DatacomLimited HATHWAY


Hikal Limited HIKAL


Added100% 11.22

Hindustan HINDPETRO Government 201303 3685058 1.09 Cut -100% 84.9

Page 74 of 105


INVESTOR WISDOM



PetroleumCorporationLimited

Pension FundGlobal

HousingDevelopmentandInfrastructureLimited HDIL


Added100% 36.67



Added100% 32.23

ING Vysya BankLimited INGVYSYABK


Added100% 276.13

Jain IrrigationSystems Limited JISLJALEQS


Added13.5% 62.93

Jubilant LifeSciences Limited JUBILANT

GovernmentPension FundGlobal 201306 2072722 1.3 Added 27% 17.86

LIC HousingFinance Limited LICHSGFIN


Added100% 112.24

Lupin Limited LUPIN


MadrasCements Limited MADRASCEM


Added100% 48.21

Monnet Ispatand EnergyLimited MONNETISPA


NCC Limited NCCGOVERNMENTPENSION FUND 201306 2598965 1.01 Unchanged 6.26

NIIT Limited NIITLTD

GOVERNEMNTPENSION FUNDGLOBAL 201306 4050822 2.45 Cut -17.3% 6.85

NIITTechnologiesLimited NIITTECH


Added100% 22.35

Petronet LNGLimited PETRONET


Added100% 112.4

Page 75 of 105


INVESTOR WISDOM



Power FinanceCorporationLimited PFC




Added61.4% 13.45

Prestige EstatesProjects Limited PRESTIGE


PTC IndiaLimited PTC


SadbhavEngineeringLimited SADBHAV




SRF Limited SRF


Tata ChemicalsLimited TATACHEM


TataCommunicationsLimited TATACOMM

GOVERNMENTPENSION FUNDGLOBAL 201306 6057619 2.13 Added 39% 100.37

Tata GlobalBeveragesLimited TATAGLOBAL


Added100% 178.74

Tata MotorsLimited TATAMTRDVR


The IndianHotels CompanyLimited INDHOTEL

GovernmentPension FundGlobal 201306 39931068 4.95 Added 13% 191.87

Key Takeaways

Aggressive buying in Crompton Greaves,Tata Global Beverages andLIC Housing Finance. Aggressive selling inGlenmark, EID Parry, Tata Motors DVR

Page 76 of 105


INVESTOR WISDOM




Entity Name DateEnd

# ofShares

% Value x1000 Rs

Activity

AdaniEnterprisesLimited ADANIENT

JANUSOVERSEASFUND. 201306 26061085 2.37 Unchanged 506.76

Adani PowerLimited ADANIPOWER

Janus OverseasFund 201303 28209649 1.18 Cut -100% 115.66

BajajHindusthanLimited BAJAJHIND

JANUSOVERSEASFUND 201306 21698357 3.39 Cut -12% 31.14

DLF Limited DLF


Havells IndiaLimited HAVELLS


Jain IrrigationSystems Limited JISLJALEQS

JanusWorldwideFund 201303 5539412 1.27 Cut -100% 28.72

Punjab NationalBank PNB

Janus OverseasFund 201303 4584729 1.3 Cut -100% 286.84

Reliance Capital RELCAPITAL Janus Overseas 201306 10616336 4.32 Unchanged 396.73

Janus CapitalOne of the world’s leading fund managementhouses

Page 77 of 105


INVESTOR WISDOM



Limited Funds

Reliance CapitalLimited RELCAPITAL

Janus AspenSeries OverseasPortfolio 201306 2756534 1.12 Unchanged 103.01

Strides ArcolabLimited STAR

Janus OverseasFund 201306 1780895 3.02 Unchanged 126.51

Tide Water OilCompany (India)Limited TIDEWATER

JANUSCONSOLIDATEDFINANCEPRIVATELIMITED 201306 14750 1.69 Unchanged 10.5

Key Takeaways

Aggressive selling in PNB,Jain Irrigation and Adani Power

Page 78 of 105


INVESTOR WISDOM



Have excluded his holdings in Aptech Ltd. as he is a promoter in that company

CompanyName


Entity Name DateEnd

# ofShares

% Value x1000 Rs

Activity

A2ZMaintenance &EngineeringServicesLimited A2ZMES

JhunjhunwalaRakeshRadheshyam 201306 13368156 18.02 Unchanged 14.57

Agro TechFoods Limited ATFL

JHUNJHUNWALARAKESHRADHESHYAM 201306 1128700 4.63 Cut -3% 63.32

Agro TechFoods Limited ATFL

JHUNJHUNWALAREKHA RAKESH 201306 563559 2.31 Unchanged 31.62

Alphageo(India) Limited ALPHAGEO

RakeshJhunjhunwala 201303 97790 1.82



JHUNJHUNWALARAKESHRADHESHYAM 201306 6250000 2.12 Unchanged 31.66

AutolineIndustriesLimited AUTOIND

JhunjhunwalaRekha Rakesh 201306 731233 5.95 Unchanged 4.9

AutolineIndustriesLimited AUTOIND


Jhunjhunwala RakeshWell known individual investor with largefollowing in India.He invests in his name, hiswife Rekha and Rare Enterprises

Page 79 of 105


INVESTOR WISDOM



CRISIL Limited CRISIL

JhunjhunwalaRakesh andRekha 201306 4832000 6.85 Cut -11% 572.35


JhunjhunwalaRekha Rakesh 201303 7500000 3.31



JhunjhunwalaRakeshRadheshyam 201303 8000000 3.53


Geojit BNPParibasFinancialServicesLimited GEOJITBNPP


GeometricLimited GEOMETRIC


GeometricLimited GEOMETRIC

REKHAJHUNJHUNWALA 201306 990000 1.57 Unchanged 10.43

Hindustan OilExplorationCompanyLimited HINDOILEXP

JHUNJHUNWALARAKESHRADHESHYAM 201306 3099379 2.38 Added 81% 8.06

Hindustan OilExplorationCompanyLimited HINDOILEXP

REKHAJHUNJHUNWALA 201303 2562273 1.96 Cut 100% 6.66

Karur VysyaBank Limited KARURVYSYA

JHUNJHUNWALARAKESHRADHESHYAM 201306 4404017 4.11 Cut -4.1% 175.32

KesoramIndustriesLimited KESORAMIND

JhunjhunwalaRekha Rakesh 201306 1500000 3.28 Added 100% 9.27

Lupin Limited LUPIN

JHUNJHUNWALARAKESHRADHESHYAM 201306 9359694 2.09 Cut -0.5% 809.38

Mcnally BharatEngineeringCompanyLimited MBECL

JhunjhunwalaRekha Rakesh 201306 998349 3.21 Unchanged 4.45

Mcnally BharatEngineeringCompany MBECL


Page 80 of 105


INVESTOR WISDOM



Limited

NCC Limited NCCJHUNJHUNWALAREKHA RAKESH 201306 19601500 7.64 Added 22% 47.24

NCC Limited NCCRAKESHJHUNJHUNWALA 201306 5000000 1.95 Unchanged 12.05

PipavavDefence PIPAVAVDOC

RAKESHJHUNJHUNWALA 201306 10000000 1.36 Added 100% 69.4


RAKESHRADHESHYAMJHUNJHUNWALA 201306 12403624 6.99 Unchanged 45.71


REKHA RAKESHJHUNJHUNWALA 201306 2598000 1.46 Unchanged 9.57

Prime FocusLimited PFOCUS


Prime FocusLimited PFOCUS


Rallis IndiaLimited RALLIS

RakeshJhunjhunwala 201306 19407820 9.98 Unchanged 303.93

Titan IndustriesLimited TITAN

JHUNJHUNWALAREKHA RAKESH 201306 17791575 2 Cut -18% 462.94

Titan IndustriesLimited TITAN

JHUNJHUNWALARAKESHRADHESHYAM 201306 65374645 7.36

Added8.73% 1701.05

TV18 BroadcastLimited TV18BRDCST

JhunjhunwalaRekha Rakesh 201306 21032553 1.23 Added 100% 43.64

Viceroy HotelsLimited VICEROY


Viceroy HotelsLimited VICEROY


VIP IndustriesLimited VIPIND

RakeshJhunjhunwala 201306 9177500 6.49 Cut -9% 45.25

Bilcare 526853JhunjhunwalaRekha Rakesh 201306 267500 1.14 Unchanged 1.23

Sterling Hol 523363 Jhun Rakesh 201306 2505000 3.67 Unchanged 16.28

Key Takeaways

Added positions in Kesoram, Pipavavdoc and TV18BRDCST

Page 81 of 105


INVESTOR WISDOM



CompanyName


Entity Name DateEnd

# ofShares

% Value x1000 Rs

Activity

CenturyTextiles &IndustriesLimited CENTURYTEX

Macquarie BankLtd. 201306 1229000 1.32 Added 17% 30.76

DiamondPower Infra Ltd DIAPOWER

MACQUARIEBANK LIMITED 201306 2572297 6.91 Added 100% 14.56


MACQUARIEBANK LTD 201306 3281317 2.68 Unchanged 10.02

Fedders LloydCorporationLimited FEDDERLOYD

MACQUARIEBANK LIMITED 201306 856204 2.78 Unchanged 2.48

Fresenius KabiOncologyLimited FKONCO



Macquarie BankLimited 201306 4771865 2.21 Unchanged 40.7

Gitanjali GemsLimited GITANJALI

Macquarie BankLtd 201306 3604610 3.92 Added 40% 31.88

GoenkaDiamond andJewels Limited GOENKA

MACQUARIEBANK LIMITED 201303 4000000 1.26


Macquarie BankWell known Australian Bank with significantinvestments in India

Page 82 of 105


INVESTOR WISDOM



Gujarat NRECoke Limited GUJNRECOKE


Gujarat NRECoke Limited GUJNRECOKE


Hathway Cable& DatacomLimited HATHWAY


Hexa TradexLimited HEXATRADEX


Jain IrrigationSystemsLimited JISLJALEQS

Macquarie BankLimited 201306 14102580 3.24 Added 16% 73.12

Jindal SawLimited JINDALSAW

MACQUARIEBANK LTD. 201306 4130000 1.5

Added16.5% 19.84

LIC HousingFinanceLimited LICHSGFIN

MACQARIEBANK LIMITED 201306 5224698 1.04 Added 100% 101.78

MagmaFincorpLimited MAGMA


Natco PharmaLimited NATCOPHARM

MACQUARIEBANK LIMITED 201306 807511 2.57 Added 4.5% 40.34

Omaxe Limited OMAXEMACQUARIEBANK LIMITED 201306 2970000 1.71 Added 100% 41.86

OracleFinancialServicesSoftwareLimited OFSS

MACQUAIREBANK Limited 201306 1805009 2.15 Cut -25% 515.81

PiramalEnterprisesLimited PEL

Macquarie BankLimited 201303 2113221 1.22 Cut -100% 124.43

PTC IndiaFinancialServicesLimited PFS

Macqarie IndiaHoldings Ltd. 201306 19466667 3.46 Unchanged 24.92

Punj LloydLimited PUNJLLOYD


PVR Limited PVRMACQUARIEBANK LIMITED 201306 854000 2.16 Added 100% 28.72

RaymondLimited RAYMOND

MACQUARIEBANK LTD 201306 693000 1.13 Cut -38% 15.01

S.E. SEINV MACQUARIE 201306 1401560 3.46 Added 100% 55.04

Page 83 of 105


INVESTOR WISDOM



InvestmentsLimited

BANK LIMITED

SintexIndustriesLimited SINTEX

MacquairieBank Ltd. 201306 3918590 1.25 Added 100% 12.66

Siti CableNetworkLimited SITICABLE

MACQUARIEBANK LIMITED 201306 5096670 1.13 Unchanged 9


Macquarie Bankltd 201303 653707 1.11 Cut -100% 46.44

The KarnatakaBank Limited KTKBANK

MACQUIREBANK LIMITED 201306 2686000 1.43 Added 26% 26.43

United SpiritsLimited MCDOWELL-N

Macquarie BankLtd 201303 1318500 1.01 Cut -100% 355.84



Key Takeaways

Added positions in LIC Housing,Omaxe Ltd and Yes Bank.Cut positionsin Strides Acrolab and United Spirits

Page 84 of 105


INVESTOR WISDOM




Entity Name DateEnd

# ofShares

% Value x1000 Rs

Activity

Amar RemediesLimited AMAR

Mentor CapitalLimited 201303 309800 1.18


Ashima Limited ASHIMASYN

MENTORCAPITALLIMITED 201306 486141 1.46 Unchanged 0.16

CORE Education& TechnologiesLimited COREEDUTEC


Gokul Refoilsand SolventLimited GOKUL

MENTORCAPITAL LTD 201306 3841193 2.91 Unchanged 5.82

J.KumarInfraprojectsLimited JKIL


KesarEnterprisesLimited KESARENT


Kesar Terminals& InfrastructureLimited KTIL

Mentor CapitalLimited 201306 157795 3 Unchanged 0.83

Parekh PARAL Mentor Capital 201303 1373255 10.61 Latest 6.22

Mentor CapitalInvestment Vehicle of notorious stockoperator Sanjay Dangi

Page 85 of 105


INVESTOR WISDOM



AluminexLimited

Limited shareholdingnot updated

PrakashSteelage Limited PRAKASHSTL


RPG LifeSciences Limited RPGLIFE

Mentor CapitalLtd. 201306 456681 2.76 Unchanged 2.92

Sangam (India)Limited SANGAMIND

Mentor CapitalLtd. 201306 978417 2.48 Cut -80% 3.27

Welspun CorpLimited WELCORP

MENTORCAPITALLIMITED 201306 7355271 2.8 Added 5% 31.44

Key Takeaways

Cut positions in Sangam India and added to Welspun Corp

Page 86 of 105


INVESTOR WISDOM



CompanyName


Entity Name DateEnd

# ofShares

% Value x1000 Rs

Activity

AhluwaliaContracts(India) Limited AHLUCONT

NALANDAINDIA FUNDLIMITED 201306 3545485 5.65 Unchanged 9.59

AhluwaliaContracts(India) Limited AHLUCONT

NALANDAINDIA EQUITYFUND LIMITED 201306 3870102 6.17 Unchanged 10.47


NALANDAINDIA EQUITYFUND LTD. 201306 7918845 8.4 Unchanged 243.9

Berger Paints (I)Limited BERGEPAINT

Nalanda IndiaFund Ltd. 201306 18124788 5.23 Unchanged 432.91


NALANDAINDIA FUNDLIMITED 201306 16793362 8.96 NULL 187.16


NALANDAINDIA EQUITYFUND LIMITED 201306 4409040 2.35 Added 134% 49.14


NALANDAINDIA EQUITYFUND LIMITED 201306 12994387 7.09

Added6.23% 351.11

Exide IndustriesLimited EXIDEIND

Nalanda IndiaEquity Fund Ltd 201306 29670257 3.49 Added 0.8% 385.86

Nalanda CapitalIt is a Singapore based fund founded by PulakPrasad

Page 87 of 105


INVESTOR WISDOM



Exide IndustriesLimited EXIDEIND

Nalanda IndiaFund Ltd 201306 15807349 1.86 Unchanged 205.57

Havells IndiaLimited HAVELLS


Kewal KiranClothing Limited KKCL

Nalanda IndiaFund Limited 201306 1200000 9.74 Unchanged 95.1


Nalanda IndiaFund Limited 201306 10896124 7.53 Unchanged 188.29


Nalanda IndiaEquity FundLimited 201306 1720866 1.19 Added 100% 29.74

Lovable LingerieLimited LOVABLE

Nalanda IndiaEquity FundLimited 201306 728830 4.34 Added 118% 20.46






NALANDAINDIS EQUITYFUND LTD 201306 9682667 9.99 Added 100% 34.66

Page IndustriesLimited PAGEIND

NALANDAINDIA FUNDLIMITED 201306 1110735 9.96 Added 100% 500.81

RatnamaniMetals & TubesLimited RATNAMANI

Nalanda IndiaFund Ltd. 201306 3906664 8.42 Unchanged 54.09

RatnamaniMetals & TubesLimited RATNAMANI

Nalanda IndiaEquity FundLtd. 201306 1131568 2.44 Unchanged 15.67

SupremeIndustriesLimited SUPREMEIND

NALANDAINDIA FUNDLIMITED 201303 8176502 6.44


The GreatEasternShippingCompanyLimited GESHIP


TriveniEngineering & TRIVENI

NALANDAINDIA FUND 201306 25788000 10 Unchanged 33.78

Page 88 of 105


INVESTOR WISDOM



IndustriesLimited

LIMITED

Triveni TurbineLimited TRITURBINE


Vaibhav GlobalLimited VAIBHAVGBL


V-GuardIndustriesLimited VGUARD

Nalanda IndiaEquity 201303 1272485 4.26


V-GuardIndustriesLimited VGUARD

Nalanda IndiaFund Ltd 201303 789964 2.65


VoltampTransformersLimited VOLTAMP


VoltampTransformersLimited VOLTAMP


Key Takeaways

Added positions to NRB Bearings, Page Industries and LovableLingerie

Page 89 of 105


INVESTOR WISDOM



CompanyName


Entity Name DateEnd

# ofShares

% Value x1000 Rs

Activity


OPPENHEIMERDEVELOPINGMARKETSFUND 201306 49669189 3.22 Added 6.2% 849.34

Apollo HospitalsEnterpriseLimited APOLLOHOSP

OPPENHEIMERDEVELOPINGMARKETSFUND 201303 10507859 7.55


Asian PaintsLimited ASIANPAINT

OppenheimerDevelopingMarkets Fund 201306 1758810 1.83 Unchanged 893.55

Cipla Limited CIPLA

OppenheimerDevelopingMarkets Fund 201306 28327866 3.53

Added8.11% 1159.46

ColgatePalmolive(India) Limited COLPAL


DLF Limited DLF

OPPENHEIMERDEVELOPINGMARKETSFUND 201306 73219718 4.11 Added 45% 1281.71

Oppenheimer CapitalIt is a well known fund management housewith significant holdings in the Indianmarkets

Page 90 of 105


INVESTOR WISDOM



HindustanUnilever Limited HINDUNILVR

OPPENHEIMERDEVELOPINGMARKETSFUND 201306 34793256 1.61 Cut -9% 2393.6


OPPENHEIMERDEVELOPINGMARKETSFUND 201306 43577079 2.8 Added 0.7% 3489.65

IndraprasthaGas Limited IGL

OppenheimerInternationalSmall Co Fund 201303 1625924 1.16



OPPENHEIMERDEVELOPINGMARKETSFUND 201306 12213462 2.13 Unchanged 3560.59

Marico Limited MARICO

OPPENHEIMERDEVELOPINGMARKETSFUND 201306 26690028 4.14 Cut -13% 583.04

SobhaDevelopersLimited SOBHA

OppenheimerDevelopingMarket Funds 201303 1480095 1.51 Cut -100% 44.81


OppenheimerDevelopmentMarket Fund 201306 5656449 2.06 Added 100% 1048.79




OppenheimerDevlopingMarketingFund 201306 94716065 9.87 Added 8.9% 2457.41


OppenheimerGlobal Fund 201306 14003568 1.46 Unchanged 363.32

Key Takeaways

Added positions to Ambuja, UltaTech Cement, DLF and Cipla

Page 91 of 105


INVESTOR WISDOM



CompanyName


Entity Name DateEnd

# ofShares

% Value x1000 Rs

Activity

BallarpurIndustriesLimited BALLARPUR

PlatinumInvestmentManagementLimited A/cPlatinum AsiaFund 201306 35282244 5.38 Unchanged 39.69


PLATINUMINVESTMENTMANAGEMENTLIMITED A/CPLATINUM ASIAFUND 201306 1421641 1.16 Cut -9% 4.34

HousingDevelopmentandInfrastructureLimited HDIL

PLATINUMINVESTMENTMANAGEMENTLIMITED A/CPLATINUMASIAFUND 201306 18689040 4.46 Cut -44% 73.07

JaiprakashAssociatesLimited JPASSOCIAT

PLATINUMINVESTMENTMANAGEMENTLIMITED A/C 201306 65977318 2.97 Added 100% 283.7

Platinum InvestmentManagementA well known FII with significant holdings inthe Indian markets

Page 92 of 105


INVESTOR WISDOM



PLATINUMINTERNATIONALFUND

JaypeeInfratechLimited JPINFRATEC

PLATINUMINVESTMENTMANAGEMENTLIMITED A/CPLATINUMINTERNATIONALFUND 201306 19845918 1.43 Added 100% 43.46

JaypeeInfratechLimited JPINFRATEC

PLATINUMINVESTMENTMANAGEMENTLIMTED A/CPLATINUMASIAFUND 201306 18481345 1.33 Added 100% 40.47

Jet Airways(India) Limited JETAIRWAYS

PLATINUMINVESTMENTMANAGEMENTLIMTED A/CPLATINUM ASIAFUND 201306 998340 1.16 Cut -20% 33.7

SHREE GANESHJEWELLERYHOUSE (I)LIMITED SGJHL

PLATINUMINVESTMENTMANAGEMENTLIMITED 201306 2036104 2.88 Unchanged 14.03

Shree RenukaSugars Limited RENUKA

PLATINUMINVESTMENTMANAGEMENTLIMTED A/CPLATINUMASIAFUND 201306 13222745 1.97 Unchanged 24.26

Tata GlobalBeveragesLimited TATAGLOBAL

PlatinumInvestmentManagementLtd A/cPlatinumInternationalBrands Fund 201306 10843060 1.75 Added 100% 164.54

Unitech Limited UNITECH

PLATINUMINVESTMENTMANAGEMENTLIMTED A/CPLATINUM ASIA 201306 61270600 2.34 Cut -16% 111.51

Page 93 of 105


INVESTOR WISDOM



FUND


PLATINUMINVESTMENTMANAGEMENTLIMITED A/CPLATINUMINTERNATIONALFUND 201306 56471432 2.16 Cut -5% 102.78

United SpiritsLimited

MCDOWELL-N

PlatinumInvestmentManagementLimited A/CPlatinumInternationalFund 201303 1656172 1.27 Cut -100% 446.97

United SpiritsLimited

MCDOWELL-N

PlatinumInvestmentManagementLimited A/CPlatinum AsiaFund 201306 1515307 1.04 Cut -34% 408.95

Key Takeaways

Investing heavily in the Jaypee Group. Also, has added positions toTata Global Beverages and cut positions in United Spirits Limited

Page 94 of 105


INVESTOR WISDOM




Entity Name DateEnd

# ofShares

% Value x1000 Rs

Activity

Lakshmi VilasBank Limited LAKSHVILAS

KEDARSHIVANANDMANKEKAR 201306 2050000 2.1 Unchanged 14.5

MT EducareLimited MTEDUCARE

LaxmiShivanandMankekar 201306 1043215 2.62 Unchanged 9.99

MT EducareLimited MTEDUCARE

SHIVANANDSHANKARMANKEKAR 201306 882489 2.22 Unchanged 8.45

ShasunPharmaceuticalsLimited SHASUNPHAR

SHIVANANDSHANKARMANKEKAR 201306 2100000 3.71 Unchanged 13.98


ShivanandShankarMankekar 201303 775928 1.31 Cut -100% 55.12


LaxmiShivanandMankekar &KedarShivanandMankekar 201306 1573520 6.01 Added 2.5% 21.55

United Spirits MCDOWELL-N Shivanand 201306 1500000 1.03 Added 404.82

Prof. Shivanand Mankekar &FamilyA well known academic with large followingin the Indian Stock Markets.He invests withhis wife Lakshmi,son Kedar and firm OmKedar Investments

Page 95 of 105


INVESTOR WISDOM



Limited ShankarMankekar

100%

WockhardtLimited WOCKPHARMA

LaxmiShivanandMAnkekar 201306 1110024 1.01 Cut -48% 70.84

Key Takeaways

The Mankekar family has made a very significant investment in UnitedSpirits Limited. The size of this investment dwarves all their otherholdings

Page 96 of 105


INVESTOR WISDOM



CompanyName


Entity Name DateEnd

# ofShares

% Value x1000 Rs

Activity


SMALL CAPWORLD FUNDINC. 201306 4840050 5.13 Added 66% 149.07

Amara RajaBatteriesLimited AMARAJABAT

SMALL WORLDFUND 201306 2173886 1.27 Added 100% 55.48


SMALLCAPWORLD FUND 201306 7985000 4.26 Added 18% 88.99

Cox & KingsLimited COX&KINGS

SMALLCAPWORLD FUND 201306 10592000 7.76 Unchanged 117.78

Cummins IndiaLimited CUMMINSIND

SmallcapWorld FundInc. 201306 4513800 1.63 Unchanged 190.8


SMALLCAPWORLD FUND 201303 1841206 1 Cut -100% 49.75

Emami Limited EMAMILTDSMALLCAPWORLD FUND 201306 7815000 3.44 Unchanged 388.64



Gujarat PipavavPort Limited GPPL

SmallcapWorld Fund 201303 10180000 2.11




Info Edge (India)Limited NAUKRI

SMALLCAPWORLD FUND 201303 3160000 2.89

Latestshareholding 101.2

Smallcap World FundA well known US based fund with largeholdings in Indian stocks

Page 97 of 105


INVESTOR WISDOM



INC not updated

JK CementLimited JKCEMENT

SmallcapWorld Fund.Inc 201306 1788638 2.56 Unchanged 36.8





ManappuramFinance Limited MANAPPURAM

SmallcapWorld Fund 201306 54930986 6.53 Unchanged 85.42

Merck Limited MERCKSmallcapWorld Fund 201303 299383 1.8


PersistentSystems Limited PERSISTENT

SMALLCAPWORLD FUND 201306 1999379 5 Unchanged 107.5

PipavavDefence andOffshoreEngineeringCompanyLimited PIPAVAVDOC

SMALLCAPWORLD FUND 201306 9925000 1.35 Cut -24% 68.88


SMALLCAPWORLD FUND 201303 6825000 3.85 Cut -100% 25.15

Radico KhaitanLimited RADICO

SmallcapWorld Fund Inc 201303 2950000 2.22



SmallcapWorld Fund 201306 2645000 1.17 Added 100% 174.6


SmallCapWorld Fund 201306 1694000 6.47 Unchanged 23.2

TD PowerSystems Limited TDPOWERSYS


TilaknagarIndustriesLimited TI

SMALL CAPWORLD FUND 201306 8890000 7.28 Unchanged 45.87

Tribhovandas TBZ SMALLCAP 201306 3309332 4.96 Unchanged 68.78

Page 98 of 105


INVESTOR WISDOM



Bhimji ZaveriLimited

WORLD FUND

UnitedPhosphorusLimited UNIPHOS

SMALLCAPWORLD FUNDINC 201306 5338329 1.21 Added 12% 76.79

VST IndustriesLimited VSTIND

SmallcapWorld Fund 201306 715400 4.63 Unchanged 116.44


SMALLCAPWORLD FUND 201306 7890832 2.19 Added 4% 294.88

Key Takeaways

Added positions in AIA Engineering and Amara Raja Batteries.Cutpositions in Praj Industries and DB Corp

Page 99 of 105


INVESTOR WISDOM



CompanyName


Entity Name DateEnd

# ofShares

% Value x1000 Rs

Activity

AIAEngineeringLimited AIAENG

T. ROWE PRICEINTERNATIONALDISCOVERYFUND 201303 1120690 1.19 Cut -100% 34.52

Amara RajaBatteriesLimited AMARAJABAT

T ROWE PRICEINTERNATIONALDISCOVERYFUND 201306 2489702 1.46 Added 100% 63.54

BF InvestmentLimited BFINVEST

T. Rowe PriceInternationalStock Fund 201306 599095 1.59 Unchanged 2.13


T. ROWE PRICEEMERGINGMARKETSSTOCK FUND 201306 1770505 1.36 Cut -8% 189.53

Cummins IndiaLimited CUMMINSIND

T. Rowe PriceNew Asia Fund 201306 3354864 1.21 Added 100% 141.81

HSIL Limited HSIL

T. ROWE PRICEINTERNATIONALDISCOVERYFUND 201306 4276996 6.48 Added 19% 37.1

InfiniteComputerSolutions(India) Limited INFINITE

T. ROWE PRICEINTERNATIONALDISCOVERYFUND 201306 2202278 5.17 Unchanged 18.77

Info Edge NAUKRI T. ROWE PRICE 201303 1339436 1.23 Latest 42.9

T Rowe PriceA well known US based fund with largeholdings in Indian stocks

Page 100 of 105


INVESTOR WISDOM



(India) Limited INTERNATIONALDISCOVERYFUND

shareholdingnot updated

JaiprakashAssociatesLimited JPASSOCIAT

T. ROWE PRICEEMERGINGMARKETSSTOCK FUND 201306 29831132 1.34 Added 3% 128.27

Oberoi RealtyLimited OBEROIRLTY

T Rowe PriceNew Asia Fund 201306 5211430 1.59 Unchanged 102.48

The PhoenixMills Limited PHOENIXLTD

T. ROWE PRICENEW ASIAFUND 201306 7537325 5.2 Unchanged 182.44


T. ROWE PRICENEW ASIAFUND 201306 5624688 1.56 Added 20% 210.19

Key Takeaways

Added positions in Amara Raja Batteries and Cummins India

Page 101 of 105


INVESTOR WISDOM



CompanyName


Entity Name DateEnd

# ofShares

% Value x1000 Rs

Activity


VanguardEmergingMarkets StockIndex Fund 201306 4799563 1.02 Added 100% 541.03

GujaratPipavav PortLimited GPPL

VanguardInternationalExplorer Fund 201303 15036675 3.11



VANGUARDEMERGINGMARKETSSTOCK INDEXFUND 201306 24297788 1.56 Added 2.8% 1945.77

ICICI BankLimited ICICIBANK

VANGUARDEMERGINGMARKETSSTOCK INDEXFUND 201306 11898668 1.03 Added 100% 1112.35

Idea CellularLimited IDEA

VanguardInternationalGrowth Fund 201306 34985135 1.06 Cut -15% 558.36

IDFC Limited IDFC VANGUARD 201306 23537188 1.55 Added 274.44

VanguardOne of the largest asset management housesin the world

Page 102 of 105


INVESTOR WISDOM



EMERGINGMARKETSSTOCK INDEXFUND

2.14%

IndusInd BankLimited INDUSINDBK




JSW SteelLimited JSWSTEEL


Mahindra &MahindraLimited M&M


RelianceCapital Limited RELCAPITAL Vanguard Funds 201306 3484751 1.42 Added 8% 130.23

RelianceIndustriesLimited RELIANCE


RelianceInfrastructureLimited RELINFRA

VanguardEmargingMarkets StockIndex Fund 201306 2694399 1.02 Cut -21% 101.7


VanguardEmergingMarkets Stockindex fund 201306 2608964 1.15 Added 2.4% 172.22


VANGUARDEMERGINGMARKETSSTOCK INDEXFUND ASERIES 201306 28437074 1.09 Unchanged 51.76

Page 103 of 105


INVESTOR WISDOM



OF VANGUARDINTERNATIONALEQUITY INDE XFUND






VanguardEmergingMarket StockIndex Fund ASeries ofVanguardInternationalEquity IndexFund 201306 9970659 1.04 Added 2.7% 258.69

Key Takeaways

Added positions to Axis Bank, ICICI Bank and Yes Bank

Page 104 of 105


INVESTOR WISDOM



CompanyName


Entity Name DateEnd

# ofShares

% Value x1000 Rs

Activity

Bata IndiaLimited BATAINDIA

WASATCHEMERGINGMARKETSSMALLCAPFUND 201306 1351350 2.1 Added 8.4% 118.39

Berger Paints(I) Limited BERGEPAINT

WasatchEmergingMarkets Small 201306 5666913 1.64 Added 8.4% 135.35

City UnionBank Limited CUB

WASATCH COREGROWTH FUND 201306 10485490 1.95 Added 5.6% 51.38


WASATCHINTERNATIONALGROWTH FUND 201306 2391588 1.33 Cut -37% 54.07


WASATCHSMALL CAPGROWTH FUND 201306 1491986 2.28 Added 47% 173.73


WASATCHEMERGINGMARKETSSMALL CAPFUND 201306 854970 1.31 Added 8.4% 99.56

Mahindra &MahindraFinancialServicesLimited M&MFIN

WASATCHEMERGINGMARKETSSMALL CAPFUND 201306 8931790 1.57 Added 8.4% 215.66

Pidilite PIDILITIND Wasatch 201306 5755066 1.12 Added 100% 165.23

Wasatch FundsA well known FII with significant holdings inthe Indian Equity Markets

Page 105 of 105


INVESTOR WISDOM



This concludes the Q1 2013-2014 edition of

Investor Wisdom

IndustriesLimited

EmergingMarkets Smallcap fund


WASATCHSMALL CAPGROWTH FUND 201306 4581117 1.27 Unchanged 171.2

Key Takeaways

Added positions to Pidilite Industries and Jubilant Food

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