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Portfolios see active churning

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Rex Cano Mumbai
Last Updated : Jan 20 2013 | 1:24 AM IST

The volatile markets on account of futures and options expiries and disappointment in earnings saw fund managers churning portfolios at every opportunity. Cumulatively, they sold stocks worth Rs 2.69 lakh at the net level in the last five trading days. As far as the weekly returns were concerned, it was yet another mixed week. The S&P CNX 500 index portfolio value declined 1.4 per cent to Rs 10.94 lakh, but IT is up 9.4 per cent from the starting date of September 1. Shishir Bajpai and Vinay Khattar registered net gains while Ajay Parmar and Siddarth Bhamre posted net losses for the week.

Ajay Parmar,
Head-research (Institutional Equities), Emkay

Ajay Parmar, registered a marginal cut in portfolio value to Rs 10.85 lakh from Rs 10.92 lakh. He was in the sidelines for almost a fortnight now. However, on Thursday he exited from TRF with a significant loss of over 19 per cent on his investment. He has added Insecticides India to his portfolio. His net sales stood at Rs 16,000. Parmar’s portfolio value now stands at Rs 10.85 lakh, up 8.5 per cent. At present, he holds Rs 18,000 in cash.

Shishir Bajpai,
Senior vice-president, IIFL Private Wealth

Shishir Bajpai continued executing 30 trades in the last five trading days. His 16 trades were on the sell side, and his net sold stocks were worth Rs 62,000. Prominent buys included Tata Steel, JSW Steel, Edelweiss, Nalco, IBREL and Everest Kanto. Speaking about his fresh investments, he believes Infosys is a good buy post correction. Prominent sell side trades included RIL, IFCI, Gitanjali Gems and Punj Lloyd. Pipavav Shipyard, Orchid Chemicals and Central Bank of India were the most profitable trades for him, with gains in the range of 9-15 per cent each. Bajpai’s net worth rose 4 per cent to Rs 14.31 lakh, and is up a whopping 43 per cent in just two months.

Siddarth Bhamre,
Head-equity derivatives, Angel Broking

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Siddarth Bhamre, too, was fairly active with 13 trades, of which seven were on the sell side. His gross purchases totalled Rs 2.79 lakh, and gross sales stood at Rs 2.96 lakh. Prominent buys included Oriental Bank of Commerce, Balrampur Chini and MTNL. United Phosphorus and RIL were the most profitable trades, with gains of 16 per cent and 9 per cent, respectively. His other sell side trades included BEML, OnMobile Global, KEC International and Jyoti Structures. Bhamre’s portfolio declined 2 per cent to Rs 10.39 lakh. It is, however, up almost 4 per cent since inception.

Vinay Khattar, 
Head (research) of WAIS, Edelweiss

Vinay Khattar executed eight trades, of which five were on the sell side. He was a net seller of stocks worth Rs 1.74 lakh. Prominent sell side trades included Pitti Laminations and DPSC — in which he incurred losses of 9 per cent and 20 per cent, respectively. He also reduced his holdings in RCom. Meanwhile, he has added Donear Industries and Subex to his portfolio. Khattar’s net worth saw a marginal 0.5 per cent gain in the last five trading days. However, his net worth is down 1 per cent at Rs 9.90 lakh.

To view individual portfolios of fund managers, visit www.smartinvestor.in/smartportfolio/  

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First Published: Oct 29 2010 | 12:27 AM IST

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