Diwali bonanza for their portfolios

Similarly, fund managers too benefited from the rally in the markets, as they all posted gains. The S&P CNX 500 index portfolio value appreciated over four per cent to Rs 11.40 lakh. On the other hand, Ajay Parmar, Siddarth Bhamre and Vinay Khattar logged gains in the range of three-four per cent each. Shishir Bajpai saw the net worth rise by 1.3 per cent.

Ajay Parmar,
Head-research institutional equities, Emkay

Ajay Parmar was seen active this week after almost a fortnight. He exited from Shriram EPC for a net loss of over nine per cent, and has invested the net proceeds into Infinite Computer Solutions. Parmar’s total investments are now valued at Rs 11.11 lakh, and he holds Rs 13,000 cash. He has 22 stocks in his portfolio, of which GEI Industrial Systems with a gain of almost 35 per cent is the top gainer. Unichem Laboratories, Chambal Fertilisers and Aurobindo Pharma are up around 25 per cent each. Natco Pharma, Rallis India and Gulf Oil Corporation are just the three stocks which are trading below his cost price.
 

AJAY PARMAR, Head Research Institutional Equities, Emkay
Top Holdings	Cost price (Rs)	Current price (Rs)	Value (Rs lakh)
Unichem Labs	185.98	232.50	1.16
Natco Pharma	291.03	279.25	0.77
Chambal Ferts	75.38	93.85	0.75
eClerx Services	546.00	616.80	0.62
Bajaj Auto	1485.45	1610.35	0.56
Total investments			11.11
Cash			0.13
Net worth			11.24

Shishir Bajpai,
Senior vice-president, IIFL Private Wealth

Shishir Bajpai continued to churn his portfolio actively. In the eight sell side trades that he executed, he booked profit in four and losses in the remaining. He booked gains in the range of four-13 per cent on his investment in Ajmera Realty, JSW Steel, Ahmednagar Forgings and Ulfex. On the other hand, he incurred losses in the range of two-eight per cent each on his investments in Indiabulls Real Estate, Jindal Saw and Everest Kanto. Bajpai’s prominent fresh buys include IFCI, Jindal Saw, Tata Motors and Punj Lloyd. Jai Balaji Industries, up over 32 per cent from his cost price is the top performer in his portfolio. His net worth is up 45 per cent at Rs 14.50 lakh.
 

SHISHIR BAJPAI, Senior Vice President, IIFL Private Wealth
Top Holdings	Cost price (Rs)	Current price (Rs)	Value (Rs lakh)
Jai Balaji	246.10	325.45	1.30
Tata Motors	1227.80	1234.05	1.23
Infosys Tech	2994.25	3077.15	1.23
Jindal Saw	222.25	222.95	1.11
IFCI	71.45	74.05	1.11
Total investments			14.30
Cash			0.20
Net worth			14.50

Siddarth Bhamre,
Head- equity derivatives, Angel Broking

Siddarth Bhamre executed 10 trades, five on each side. He booked gains in the range of 5-8 per cent on his investments in Deccan Chronicle, Dish TV, Oriental Bank of Commerce, MTNL and Essar Oil. Bhamre has added CESC, Kotak Mahindra Bank, Praj Industries, Financial Technologies and Exide Industries to his portfolio. Indiabulls Securities, CESC, Praj Industries, Financial Technologies, Finolex Cables and Exide Industries are the top gainers in his portfolio. On the other hand, JK Tyre and Electrosteel Castings are the prominent laggards.
 

SIDDARTH BHAMRE, Head-Equity Derivatives, Angel Broking
Top Holdings	Cost price (Rs)	Current price (Rs)	Value (Rs lakh)
Indiabulls Sec	26.05	27.00	0.81
CESC	372.75	386.85	0.77
Great Offshore	379.20	383.70	0.77
Balrampur Chini	87.90	87.90	0.66
IVRCL Infra	161.55	155.55	0.62
Total investments			10.22
Cash			0.51
Net worth			10.73

Vinay Khattar,
Head- research of WAIS, Edelweiss

Vinay Khattar also executed 10 trades, five on each side. In the four out of the five sell side trades, he incurred a loss of one-eight per cent each on his investments in Chambal Fertilisers, Arrow Textiles, Meghmami Organics and Uniply Industries. However, he booked a gain of nearly four per cent in Reliance Communications. Meanwhile, he has added IFCI, KCP Sugar, Aarti Drugs, HBL Power and Apar Industries to his portfolio. Delta Corp with a gain of over 76 per cent is his top performing stock, while Donear Indus tries down over 22 per cent is the top loser.
 

VINAY KHATTAR, Head – Research of WAIS, Edelweiss
Top Holdings	Cost price (Rs)	Current price (Rs)	Value (Rs lakh)
Delta Corp	57.33	101.20	ce="Tahoma" si