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Market fluctuations weigh on fund managers' strategies

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Jinsy Mathew Mumbai
Last Updated : Jan 21 2013 | 4:10 AM IST

The markets remained in the red for a major part of the week due to several factors like a weakening rupee, a disappointing March Index of Industrial Production, which contracted 3.5 per cent raising concerns over economic growth and plans to review the tax treaty with Mauritius.

However, one positive news was clarity on the General Anti-Avoidance Rule; the finance ministry delayed its rollout by a year. The fund managers of Smart Portfolios Season 4 saw their portfolio value erode by two to five per cent. Ashish Mittal of Centrum Wealth saw a near-two per cent rise in portfolio value, while Ajay Parmar of Emkay Global saw a five per cent erosion. Three of the four fund managers remained active between May 2 and May 11.

Rikesh Parikh
Parikh carried out 10 transactions. He bought Allahabad Bank, ICICI Bank, Pantaloon Retail, Power Finance Corp (PFC), Engineers India, Petronet LNG and SBI. He exited Ipca Labs, Petronet LNG and Idea Cellular. His current top holdings include ICICI Bank, Allahabad Bank, PFC, Engineers India and Hindalco Industries. Parikh’s net worth is at Rs 9.69 lakh, down 3.08 per cent.

Ashish Mittal
Mittal carried out three transactions. He exited Hindustan Zinc and bought Unichem Labs. His top holdings include Tide Water Oil Co (I), Balmer Lawrie & Co, Bombay Burmah Trading Corp, J B Chemicals & Pharmaceuticals and Unichem Labs. Mittal’s net worth stands at Rs 9.81 lakh, up 1.8 per cent.

Alex Mathews
Mathews was the most active fund manager. He carried out 42 transactions. The stocks he exited included Kingfisher Airlines, Parsvnath, IVRCL Assets & Holdings, Century Textiles, Adani Enterprises, Muthoot Finance, Aptech, Hindustan Unilever, Bata India, Escorts, ITC, Raymond, Lovable Lingerie and BF Utilities. He bought Hindalco, MMTC, Maruti Suzuki, TTK Prestige, Titan Industries, Bank of India, Axis Bank, Venky’s (I), Hercules Hoists, Raymond, ICICI Bank and Larsen & Toubro.

Mathews’ net worth totals Rs 9.57 lakh, down 4.22 per cent.

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Ajay Parmar
Parmar was inactive during the week. His top holdings include IVRCL, KSK Energy Ventures, Nestle India, Indiabulls Financial Services and Bata India.

Parmar’s net worth is valued at Rs 9.48 lakh, down 5.15 per cent.

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First Published: May 14 2012 | 12:51 AM IST

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