Institutional - Current Equity Portfolio - 2011

Below's the Institutional equity portfolio holding. Stocks are listed in descending order of %Holding.

I personally like Magma Fincorp, ITC, Voltas, South Ind Bk and LIC Housing Fin from the below list.

Company	%Holding	Rs Crore	No. of Holders
HDFC	87.27	88,251	1,260
IDFC	84.5	16,328	600
Tata Motors (D)	75.35	4,031	218
ICICI Bank	63.41	68,173	1,650
Federal Bank	61.74	4,343	326
Magma Fincorp	60.17	690	39
YES BANK	59.69	6,608	358
Jain Irrigation	58.15	2,823	293
NCC	56.62	794	136
United Spirits	55.52	6,229	394
Max India	53.91	2,632	135
Stride Arcolab	52.9	1,215	107
United Phos	52.69	3,619	400
Larsen	52.18	45,071	1,271
ICRA	52.11	471	69
ITC	50.49	84,436	1,277
Hexaware Tech	50.3	1,325	144
Voltas	48.85	1,630	280
South Ind Bk	48.69	1,290	113
Tata Power	48.62	11,735	813
Zee Entertain	48.2	5,479	399
Infosys	47.37	77,789	1,310
LIC Housing Fin	46.78	5,087	307
Sintex Ind	46.32	1,462	238
Redington	46.15	1,716	127
Gujarat Pipavav	45.77	1,368	72
Indiabulls Real	45.55	1,359	223
Shriram TransFi	45.2	6,287	383
IFCI	44.25	1,058	401
Tata Chemicals	44.21	3,797	512

I personally like Lupin, IndraprasthaGas, HDFC Bank, Opto Circuits and M&M Financial from the below list.

Company	%Holding	Rs Crore	No. of Holders
Usha Martin	43.63	437	117
Pantaloon Ret	43.6	1,729	195
Lupin	43.33	9,173	614
Dewan Housing	43.19	1,009	98
IVRCL	43.04	466	134
Rei Agro	42.95	977	79
IndusInd Bank	42.39	5,568	403
Tata Steel	42.38	19,535	1,423
Guj State Petro	42.36	2,387	224
Hindalco	42.34	11,526	787
Vikash Metal	42	29	1
Tamil Newsprint	41.92	295	73
IndraprasthaGas	41.85	2,399	254
Gateway Distri	41.81	672	94
Grasim	41.12	9,584	569
Dr Reddys Labs	40.74	11,547	705
Welspun Syntex	40.72	13	15
Tata Global Bev	40.56	2,251	279
HDIL	40.44	1,686	275
HDFC Bank	40.27	45,430	869
Amtek Auto	39.51	1,148	126
Opto Circuits	39.46	1,829	186
Hero Motocorp	39.03	16,816	718
Glenmark	39.02	3,200	268
Orient Paper	38.98	444	108
Axis Bank	38.93	18,497	817
KPIT Cummins	38.89	560	58
NIIT	38.84	308	104
M&M Financial	38.8	2,760	143
GAIL	38.62	21,015	745

Company	%Holding	Rs Crore	No. of Holders
Indian Hotels	38.57	2,045	240
Ambuja Cements	38.42	9,428	497
ING Vysya Bank	38.29	1,990	179
HCL Info	38.19	546	113
Crompton Greave	38.06	3,449	257
Apollo Hospital	38.03	2,537	167
Gammon India	37.89	345	86
HPCL	37.85	4,344	368
ALLSEC Tech	37.76	8	6
Ballarpur Ind	37.71	688	163
GSFC	37.4	1,399	211
Tata Motors	37.31	20,708	1,053
Jubilant Food	37.12	2,019	161
Nava Bharat Ven	37.11	585	90
Dhanlaxmi Bank	37.05	205	68
Maruti Suzuki	36.94	12,040	492
PNB	36.55	11,134	404
3i Infotech	36.43	181	72
Greaves Cotton	36.29	790	111
Geodesic	36.16	196	76
Reliance Infra	36.06	4,418	1,259
NIIT Tech	36.05	492	150
Jyoti Structure	36.02	181	81
Corporation Ban	35.64	2,189	152
Raymond	35.51	856	172
Info Drive Soft	35.34	16	8
CESC	35.31	1,187	207
Kalpataru Power	35.29	588	103
Info Edge	35.22	1,334	68
Sagar Tourist	35.19	3	10

I Personally like eClerx Services, Manappuram Fin and Exide Industries in the below list.

Company	%Holding	Rs Crore	No. of Holders
Oriental Bank	35.18	3,126	322
BEML	34.92	763	148
Sobha Developer	34.91	875	120
Indiabulls	34.72	1,698	157
Page Industries	34.4	965	51
Rolta	34	434	141
eClerx Services	33.99	726	73
GTL	33.82	167	61
Cipla	33.43	8,000	528
Container Corp	33.43	4,327	194
Manappuram Fin	33.16	1,622	78
Voltamp Trans	33.08	163	28
Cummins	33.06	3,537	298
Shree Renuka	32.97	1,283	202
GSS Infotech	32.8	59	7
S Kumars Nation	32.69	371	76
GlaxoSmithKline	32.59	5,834	333
Persistent	32.11	400	48
Financial Tech	32.07	1,080	146
Ipca Labs	32.06	968	162
Exide Industrie	32.03	3,264	358
Trent	31.98	862	122
Aurobindo Pharm	31.77	1,188	173
Kotak Mahindra	31.76	11,945	460
Murli	31.72	51	3
Mphasis	31.68	2,241	167
FAG Bearings	31.64	689	73
Mahindra Life	31.63	394	234
Ashok Leyland	31.58	2,260	229
Arvind	31.52	862	223