Cautious approach

Ajay Parmar
Head Research Institutional Equities, Emkay

Ajay Parmar executed just one trade wherein he bought 100 shares of eClerx for an investment of Rs 58,000. In the past week, his networth grew by 3.8 per cent to Rs 13.25 lakh. Parmar has 23 stocks in his portfolio, of which Rallis India and Excel Crop Care are the top performers with gains around 45 per cent each. On the other hand JM Financial and JK Tyre are the major losers, down around 17 per cent each. Parmar’s investments are valued at Rs 9.73 lakh, while he holds Rs 3.52 lakh cash.
 

Top Holdings	% of  assets	Cost  price (Rs)	Current  price (Rs)	Value (Rs lakh)
Torrent Pharm	6.31	545.75	557.20	0.84
Lupin	5.67	1510.25	1879.90	0.75
Greaves Cotton	5.29	371.95	350.40	0.70
eClerx	4.83	577.00	640.60	0.64
Rallis India	4.79	735.26	1058.15	0.63
Total investments	73.43			9.73
Cash	26.56			3.52
Net worth				13.25

Returns (%)32.52   

Amar Ambani
Vice President (Research), India Infoline

Amar Ambani executed four trades, all on the buy side. His net purchases totaled Rs 1.44 lakh. His fresh investments are United Phosphorous, MRF, FAG Bearings and Astec Life. He holds 21 stocks in his portfolio, of which Lanco Infratech and Banco Products are the top gainers, up 12 per cent each. Sesa Goa down over 6 per cent is the major loser. Barring IDFC where he has invested over Rs 70,000, investment in other stocks are valued in the range of Rs 26,000-40,000. Ambani’s cash levels stand high at around Rs 5.96 lakh, while his total investments are valued at Rs 7.76 lakh.

Top Holdings	% of  assets	Cost  price (Rs)	Current  price (Rs)	Value (Rs lakh)
IDFC	5.51	154.89	164.35	0.76
Astec Life	2.96	65.45	67.60	0.41
Indian Bank	2.79	212.75	225.55	0.38
Bata India	2.78	267.60	272.30	0.38
United Phos	2.76	187.90	189.50	0.38
Total investments	56.54			7.76
Cash	43.46			5.96
Net worth				13.72

Returns (%)37.21   

Vinay Khattar
Head – Research of WAIS, Edelweiss

Vinay Khattar executed five trades last week, one of the sell side. His net investments totaled Rs 76,000. Fresh buys include Balaji Telefilms, HDFC and Timken while he sold BGR Energy — for a gain of nearly 14 per cent on his invesment. Khattar’s total investments are now valued at Rs 8.08 lakh, and he hold Rs 3.45 lakh cash. His portfolio is made up of 14 stocks, of which Reliance Communications and Balaji Telefilms with gains of 19 per cent and 12 per cent, respectively, are the major movers. Bajaj Finserve down over 6 per cent the major laggard in his portfolio.
 

Top Holdings	% of  assets	Cost  price (Rs)	Current  price (Rs)	Value (Rs lakh)
Tata Motors	6.33	769.50	802.20	0.73
Sabero Org	6.30	73.80	76.70	0.73
Havells India	6.25	610.05	627.00	0.72
Aries Agro	6.13	120.00	121.35	0.71
Sterlite Tech	6.11	101.25	101.95	0.70
Total investments	70.10