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Star Portfolios

HERMES INVESTMENT FUNDS PLC ON BEHALF OF HERMES GLOBAL EMERGING MARKETS FUND

Institution · data to Sep 2021

Disclosed value

₹1,182 Cr

Sep 2021 closes

At current prices

Current holdings

2

Tracked since

Dec 2017

Portfolio value over time

Sum of disclosed holdings across all combined entities, valued at each quarter's closing price.

Current holdings (Sep 2021)

-0.31pp₹743 Cr
-0.43pp₹439 Cr

Portfolio Summary

Sep 2021

As of Sep 2021, HERMES INVESTMENT FUNDS PLC ON BEHALF OF HERMES GLOBAL EMERGING MARKETS FUND — an institution tracked through public shareholding filings — disclosed 2 holdings in Indian listed companies worth ₹1,182 crore. The same holdings-at-filing-value basis put it at ₹899 crore in Jun 2021 (+31.5%). Solomo carries these filings back to Dec 2017.

Largest disclosed positions in Sep 2021: Bharat Forge Ltd (BHARATFORG2.19% of the company, ₹743 crore); Container Corporation Of India Ltd (CONCOR1.28% of the company, ₹439 crore).

Changes in the Sep 2021 filings: Stake reduced in Bharat Forge Ltd (−0.31 pp).

Combined disclosed portfolio value by filed quarter, valued at each quarter's closing prices.
QuarterDisclosed valueChange
Sep 2021₹1,182 Cr+31.5%
Jun 2021₹899 Cr−30.6%
Mar 2021₹1,295 Cr+15.5%
Dec 2020₹1,122 Cr+41.6%
Sep 2020₹792 Cr+41.3%
Jun 2020₹561 Cr−6.8%
Mar 2020₹602 Cr−3.6%
Dec 2019₹624 Cr+59.7%
All star portfolios 2 further positions appear in earlier filings but not in Sep 2021.Quarterly shareholding filings (BSE/NSE); only stakes above the 1% disclosure threshold are public. Not investment advice.