It was a remarkable week for Smart Portfolios, with a fund manager, Amar Ambani, clocking over 100 per cent growth in portfolio value. His net worth has now more than doubled to Rs 21.33 lakh, thanks mainly to his investments in Elantas.

Since its inception on September 1, 2008, fund managers have consistently outperformed the benchmark. This week, however, Kashyap Pujara underperformed with a gain of 1.60 per cent as against an appreciation of 2.12 per cent in the benchmark, the BSE 200. Anand Agarwal and Sadanand Shetty registered smart gains of 6.57 per cent and 7.24 per cent respectively, while Amar Ambani’s networth soared 24.59 per cent in the last five trading days.

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Last week, the managers were in buy mode buying shares worth Rs 13.19 lakh at the net level.

SWEET TOOTH
ANAND AGARWAL
Head – Products & Investments, Reliance Money

Anand Agarwal bought shares aggressively; his gross purchases totaled Rs 10.26 lakh while gross sales were at Rs 4.97 lakh. Among the stocks he sold last week, gains at 31 per cent were the highest on SRF.

A striking feature of his portfolio is that 65 per cent of his investments are in the sugar sector and in stocks such as Sakthi Sugar, EID Parry and Rajesh Sugar. Agarwal presently has 15 stocks in his portfolio of which just one, Falcon Tyres, is below his purchase price. The rest are up with an average gain of 8.02 per cent.

FULLY INVESTED
SADANAND SHETTY
Vice President, Kotak Securities

Sadanand Shetty was a buyer of stocks worth Rs 2.05 lakh at the net level with gross purchases amounting to Rs 6.53 lakh, and gross sales at Rs 4.48 lakh. He pocketed a handsome gain of 24 per cent on his investment in Bharat Forge. L&T, SBI and ICICI Bank gave him returns over 10 per cent each.
 

Of Shetty’s 20 stocks just three are below cost price. RIL, down 9.30 per cent is the major underperformer. Natco Pharma and Taj GVK with a gain of 28.90 per cent and 21.95 per cent respectively are the best performers in his portfolio.

HOLDING ON
KASHYAP PUJARA
Fund Manager, ENAM Direct

Kashyap Pujara was mostly on the sidelines, barring the single trade where he bought EID Parry for a consideration of Rs 32,600. Puajara has nine stocks in his portfolio of which RCom and SCI with losses of 18.18 per cent and 11.51 per cent are dragging down his portfolio.
 

Among the rest, Century Textiles has soared over 62 per cent from his cost price. Aditya Birla Nuvo and Balrampur Chini with gains of 33.59 per cent and 24.29 per cent, respectively, are the top performers.

ELANTAS EFFECT
AMAR AMBANI
Vice President (Research), India Infoline

The stupendous rise in Amar Ambani’s networth last week is mainly due to his investment in Elantas, which alone has given him returns of 69.37 per cent (Rs 3.52 lakh) so far. The fact that Elantas as a percentage of assets accounts for over 40 per cent weightage, has resulted in a sharp spike in absolute returns. Ambani holds 19 stocks in his portfolio, and 65.63 per cent of his capital is invested in his top five picks.
 

Of the 19 stocks, just six are trading below his cost price, with Bliss GVS Pharma down 5.5 per cent – the biggest underperformer. The average gains of the balance 13 stocks was at 15.71 per cent. Ambani bought stocks worth Rs 5.52 lakh at the net level, his gross purchases totalled Rs 10.71 lakh. Apart from Falcon Tyres where his net returns were 65.41 per cent, other stocks like Hinduja Ventures and Eclerx gave returns of over 11 per cent .

For more details on Smart Portfolios please visit http://www.business-standard.com/smartportfolios

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