Amansa Capital Portfolio in August 2017

Stock Market Fund Expert

Amansa Capital or Amansa Investment or Amansa Holdings has had exceptional returns with their portfolio in the past. Here is their current portfolio.

Amansa Capital has struck gold in many of its stock picks such as Cholamandalam Investment, Edelweiss Financial Services, Bharat Financial, and Ashok Leyland. Many of their picks have more than doubled in the last one year.

The firm mostly invests in mid-cap companies. Amansa Capital has some Rs 8,100 crore investment in domestic equities.

About Fund Manager

The Fund Manager is Akash Prakash. He founded Amansa Capital. He has worked at Temasek Holding, GIC, and Morgan Stanley. He has a B-school degree from IIM-A and a B Com. degree from University of Mumbai.

Fund Portfolio

Company Value/Percentage of Portfolio as on March 2017
Gateway Distriparks 8.7%
Fortis Healthcare Rs 349 crore
Crompton Greaves -
RK Forgings 6%
SRF Rs 610.67 crore
Tata Communications Rs 393 crore
Sun TV Rs 353 crore
Eveready 5.5%
SRF 6.5%
MindTree 4.5%
ENIL 4.8%
Mahindra Life 5.7%
Zensar Tech 5.3%
CEAT 5.19%
Triveni Turbine 4.5%
Cyient 3.7%
Federal Bank 7.38 crore shares (~3.7%)

Latest Exits

  • DB Corp
  • M&M Fin
  • Sadbhav Infra

Latest Entries

  • RK Forging
  • Tejas Networks (in June 2017)

Sources

  • http://economictimes.indiatimes.com/articleshow/58123385.cms
  • https://youtu.be/4opsOKIqWq8

Disclaimer

The information on this web-page is NOT any recommendation on buy and sell of stocks and/or derivatives. The information on this web-page is just for education and entertainment purpose. We do not claim that the information on this web-page is accurate. Sharesume or anyone from our team is not responsible for the inaccuracy of the information. Sharesume or anyone from our team is not responsible for any profits or loss that you make.