| Steady rise in Smart Portfolios |
| Rex Cano / Mumbai July 6, 2009, 0:21 IST |
In a week marked by the Economic Survey and the Railway Budget, and amidst high volatility, the BSE 200 index gained a per cent. The benchmark portfolio has now appreciated over 2 per cent to Rs 10.21 lakh from its initial corpus of Rs 10 lakh at the start of Smart Portfolios on September 1, 2008.
Amar Ambani and Anand Agarwal were the most active fund managers with 21 trades each out of a total of 49 trades executed last week. Cumulatively, while they bought shares worth around Rs 43,700, Anand Agarwal was the lone manager whose purchase value exceeded those of his sales. Ambani was a net seller of stocks worth Rs 41,758. The figures for Pujara and Shetty were Rs 79,060 and Rs 6,350.
At the end of week, Pujara's net worth has appreciated by 24.4 per cent to Rs 12.44 lakh, Ambani's portfolio has expanded by 41.7 per cent to Rs 14.17 lakh, Shetty's kitty has risen by 31.6 per cent to Rs 15.24 lakh while Agarwal's stocks have soared over 52 per cent to Rs 15.24 lakh.
For more details on Smart Portfolios please visit:-https://www.business-standard.com/smartportfolios
SMART GAINER
ANAND AGARWAL
Head - Products & Investments, Reliance Money
Anand Agarwal's portfolio value increased by 1.7 per cent to Rs 15.24 lakh from Rs 14.98 lakh on week-on-week basis. Agarwal executed 21 trades of which 12 were on the buy side and nine on the sell side. His total purchases amounted to Rs 5.30 lakh, while his gross sales totaled Rs 3.59 lakh. He holds 18 stocks in his portfolio.
| Top Holdings | % of assets | Cost (Rs) Price | Current price (Rs) | Value (Rs lakh) |
| Indiabulls Real | 8.53 | 207.32 | 216.60 | 1.30 |
| Opto Circuits | 8.38 | 159.20 | 159.60 | 1.28 |
| Colgate-Pam | 8.13 | 557.90 | 619.75 | 1.24 |
| BEML | 6.10 | 982.03 | 1033.00 | 0.93 |
| Nagarjuna Const | 5.52 | 138.53 | 140.25 | 0.84 |
| Total investments | 75.92 | - | - | 11.57 |
| Cash | 24.08 | - | - | 3.67 |
| Net worth | - | - | - | 15.24 |
| Returns (%) | 52.40 | - | - | - |
Colagate-Pamolive and Oracle Financial are his best performing stocks with gains over 11 per cent each. Network 18 Media is the sole stock in his portfolio, which is dragging down his returns. The scrip is down 10.7 per cent from his cost price. Agarwal now holds cash worth Rs 3.67 lakh.
BALANCED TRADES
SADANAND SHETTY
Vice President, Kotak Securities
Sadanand Shetty's net worth appreciated over 2 per cent to Rs 13.16 lakh from Rs 12.89 lakh the week before. Shetty executed four trades, of which three on the buy side. His total purchases stood at Rs 64,485, and a single sale transaction was worth Rs 70,840. He holds 22 stocks in his portfolio.
| Top Holdings | % of assets | Cost (Rs) Price | Current price (Rs) | Value (Rs lakh) |
| Reliance Cap | 5.99 | 835.36 | 937.90 | 0.78 |
| McLeod Russel | 5.75 | 100.31 | 115.10 | 0.76 |
| GVK Power & Infra | 5.52 | 36.30 | 43.35 | 0.73 |
| BHEL | 5.47 | 2050.22 | 2182.05 | 0.72 |
| Ranbaxy | 5.44 | 273.99 | 250.55 | 0.72 |
| Total investments | 90.05 | - | - | 11.85 |
| Cash | 9.95 | - | - | 1.31 |
| Net worth | - | - | - | 13.16 |
| Returns (%) | 31.61 | - | - | - |
Larsen & Toubro and Godrej Consumer with gains in excess of 36 per cent each are the best performing stocks in his portfolio. Only three of the 22 stocks are in the red, with Reliance Capital down 9.7 per cent. Shetty now holds Rs 1.31 lakh in cash.
NOMINAL LOSSES
KASHYAP PUJARA
Fund Manager, ENAM Direct
Kashyap Pujara's net worth saw a marginal dip of 0.5 per cent on a week-on-week basis to Rs 12.44 lakh from Rs 12.50 lakh in the previous week. Of the three trades he executed, Pujara exited from Pantaloon Retail for a profit of over 32 per cent.
| Top Holdings | % of assets | Cost (Rs) | Current | Value |
| Price | price (Rs) | (Rs lakh) | ||
| Reliance Cap | 15.08 | 855.03 | 937.90 | 1.88 |
| SBI | 14.56 | 1434.69 | 1810.65 | 1.81 |
| Aditya Birla Nuvo | 14.24 | 694.83 | 885.85 | 1.77 |
