Fund managers remained immune to the fall in markets during the last five trading days. Three of the four fund managers of Smart Portfolios Season 4 were active between April 4 and 12.
For the week, Rikesh Parikh’s net worth stands at Rs 1023,000, up 2.34 per cent; Ashish Mittal’s net worth is at Rs 1040,000, up 4.03 per cent; Alex Mathews’ net worth is at Rs 1030,000, up 3.02 per cent; and Ajay Parmar’s net worth totals Rs 1,057,000, up 5.73 per cent.
RIKESH PARIKH
VP (equity strategies), Motilal Oswal Securities
Parikh carried out the least number of transactions. He bought JP Associates, Power Finance Corporation and HDFC, while exited Cairn India with a 2.6 per cent gain. His top holdings include Tata Consultancy Services, HDFC, Hindalco Industries, State Bank of India and Maruti Suzuki.
| RIKESH PARIKH | |||
| Top Holdings | Cost price (Rs) | Current price (Rs) | Value (Rs lakh) |
| TCS | 1,208.97 | 1,131.65 | 0.56 |
| HDFC | 693.94 | 679.40 | 0.41 |
| Hindalco | 130.09 | 128.00 | 0.38 |
| SBI | 2,111.07 | 2,227.55 | 0.33 |
| Maruti Suzuki | 1,274.78 | 1,312.40 | 0.33 |
| Total investments | 4.47 | ||
| Cash | 5.76 | ||
| Net worth | 10.23 | ||
ASHISH MITTAL
Fund Manager (PMS), Centrum Wealth
Mittal was inactive during the week. His top holdings include Balmer Lawrie & Company, Karur Vysya Bank, ITC, Tide Water Oil Co (I) and Bharat Electronics.
| ASHISH MITTAL | |||
| Top Holdings | Cost price (Rs) | Current price (Rs) | Value (Rs lakh) |
| Balmer Lawrie & Company | 618.48 | 552.15 | 0.72 |
| Karur Vysya Bank | 372.59 | 386.80 | 0.66 |
| ITC | 199.36 | 234.75 | 0.64 |
| Tide Water Oil Co(I) | 6751.40 | 7893.80 | 0.63 |
| BHEL | 1582.70 | 1485.25 | 0.59 |
| Total investments | 9.59 | ||
| Cash | 0.81 | ||
| Net worth | 10.40 | ||
ALEX MATHEWS
Head (technical and derivatives research), Geojit BNP Paribas Financial Services
Mathews was very active, and executed as many as 17 trades. He booked losses in most of his exits, notable ones being Gujarat Gas Company, Aban Offshore and Suzlon Energy, where he lost eight to 15 per cent. Meanwhile, his prominent investments are Hindustan Unilever, Bata India, Gujarat Gas Company and Thomas Cook (India). His top holdings include Aptech, ITC, Gravita India, Hindustan Unilever and IVRCL.
| ALEX MATHEWS | |||
| Top Holdings | Cost price (Rs) | Current price (Rs) | Value (Rs lakh) |
| Aptech | 90.23 | 79.65 | 0.87 |
| ITC | 226.02 | 234.75 | 0.58 |
| Gravita India | 691.31 | 684.15 | 0.48 |
| HUL | 410.47 | 421.20 | 0.42 |
| IVRCL | 60.65 | 73.90 | 0.37 |
| Total investments | 7.48 | ||
| Cash | 2.82 | ||
| Net worth | 10.30 | ||
AJAY PARMAR
Co-head (investment banking), Emkay Global
Parmar was fairly active, with 10-odd trades. He didn’t take any fresh position. However, he booked sharp losses in Suzlon Energy and Lovable Lingerie, losing over 16 per cent each. Tree House Education & Accessories, Coromandel International, Jain Irrigation Systems and Sintex Industries were the other scrips which fell out of favour. Meanwhile, Bajaj Auto was the only scrip in which he booked a profit of 7.5 per cent. His top picks include IVRCL, Nestle India, KSK Energy Ventures, State Bank of India and Indiabulls Financial Services.
| AJAY PARMAR | |||
| Top Holdings | Cost price (Rs) | Current price (Rs) | Value (Rs lakh) |
| IVRCL | 61.10 | 73.90 | 0.74 |
| Nestle India | 4715.31 | 4921.15 | 0.49 |
| KSK Energy Ventures | 59.45 | 59.00 | 0.47 |
| SBI | 2134.07 | 2227.55 | 0.44 |
| Indiabulls Financial Services | 219.50 | 213.55 | 0.43 |
| Total investments | 6.30 | ||
| Cash | 4.27 | ||
| Net worth | 10.57 | ||
For Smart Portfolios, visit www.smartinvestor.in/sp