| Season 2 set to end higher |
| Rex Cano / Mumbai July 23, 2010, 0:59 IST |
With little over a month remaining for the closure of Smart Portfolios Season 2, it's going to be another successful year for our fund managers. An investment of Rs 10 lakh at the start of Smart Portfolios on September 1, 2009, is now valued at Rs 11.79 lakh, up 18 per cent.
Ajay Parmar and Amar Ambani have outperformed the benchmark by a wide margin. While the former's net worth has soared over 38 per cent, the latter's portfolio value has appreciated by almost 47 per cent. Phani Sekhar, who joined the season a fortnight later, has seen gains of around 14.5 per cent, and finally Vinay Khattar, who replaced Praveen Panjwani mid-way, had logged net gains of 21.5 per cent.
Ajay Parmar
Head, Research (Institutional Equities), Emkay
Ajay Parmar's net worth is now valued at Rs 13.83 lakh, which includes investments of Rs 12.48 lakh. He has 27 stocks in his portfolio, of which Rallis India – up 64 per cent from cost price – is the top gainer. Excel Crop and Cadila Healthcare are the other major gainers. JM Financials and JK Tyres continue to remain major laggards in his portfolio, down 19 per cent and 17 per cent, respectively. Parmar still holds Rs 1.34 lakh in cash.
| Top Holdings | % of assets | Cost price (Rs) | Current price (Rs) | Value (Rs lakh) |
| Torrent Pharm | 9.55 | 554.18 | 574.35 | 1.32 |
| Lupin | 5.39 | 1510.25 | 1862.20 | 0.74 |
| Rallis India | 5.23 | 735.26 | 1206.00 | 0.72 |
| eClerx | 5.01 | 577.00 | 692.65 | 0.69 |
| Greaves Cotton | 4.92 | 371.95 | 340.45 | 0.68 |
| Total investments | 90.28 | 12.48 | ||
| Cash | 9.72 | 1.34 | ||
| Net worth |
13.83 |
Amar Ambani
Vice-President (Research), India Infoline
Amar Ambani executed 14 trades and was a net buyer of stocks worth Rs 1.42 lakh. His net worth is now at Rs 14.69 lakh, while investments are valued at Rs 13.85 lakh. Fresh prominent purchases include Everonn, Tulip Tele and Motherson Sumi. And top exits are Graphite and Koutons Retail. Ambani has 35 stocks in his portfolio. Gitanjali Gems is the top gainer, while Escorts the top loser. He now holds Rs 84,000 in cash.
| Top Holdings | % of assets | Cost price (Rs) | Current price (Rs) | Value (Rs lakh) |
| BF Utilities | 4.21 | 709.95 | 883.95 | 0.62 |
| Phil Carbon | 3.60 | 197.65 | 211.55 | 0.53 |
| Motherson Sumi | 3.38 | 153.20 | 165.70 | 0.50 |
| Tulip Tele | 3.18 | 176.60 | 187.10 | 0.47 |
| Voltamp Tran | 3.17 | 958.95 | 1033.25 | 0.46 |
| Total investments | 94.25 | 13.85 | ||
| Cash | 5.75 | 0.84 | ||
| Net worth |
14.69 |
Vinay Khattar
Head, Research (WAIS), Edelweiss
Vinay Khattar executed 21 trades in the last one week. He was a net buyer of stocks worth Rs 2.72 lakh. His top buys included Uflex, Cosmo Films, Motherson Sumi, Mirc Electronics and Havells India. On the other hand, he sold Ashok Leyland, Mahindra & Mahindra, CanFin Homes and Sterlite Technologies, among others. Khattar's portfolio value is now worth Rs 12.15 lakh.
| Top Holdings | % of assets | Cost price (Rs) | Current price (Rs) | Value (Rs lakh) |
| Aries Agro | 9.54 | 123.19 | 150.35 | 1.16 |
| Jet Airways | 9.47 | 613.46 | 628.75 | 1.15 |
| Havells India | 8.97 | 683.68 | 680.80 | 1.09 |
| Sabero Org | 8.69 | 77.02 | 81.15 | 1.06 |
| Hindalco | 8.45 | 155.92 | 157.90 | 1.03 |
| Total investments | 99.54 | 12.09 | ||
| Cash | 0.46 |
