L And T Mutual Fund Trustee Ltd- L And T India Prudence Fund

As of Mar 2018, L And T Mutual Fund Trustee Ltd- L And T India Prudence Fund — an institution tracked through public shareholding filings — disclosed 7 holdings in Indian listed companies worth ₹958 crore. The same holdings-at-filing-value basis put it at ₹558 crore in Dec 2017 (+71.6%). Solomo carries these filings back to Sep 2016.

Largest disclosed positions in Mar 2018: Dishman Carbogen Amcis Ltd (DCAL — 4.96% of the company, ₹256 crore); The Ramco Cements Ltd (RAMCOCEM — 1.10% of the company, ₹187 crore); Ashoka Buildcon Ltd (ASHOKA — 4.92% of the company, ₹153 crore); Somany Ceramics Ltd (SOMANYCERA — 4.29% of the company, ₹122 crore); IIFL Finance Ltd (IIFL — 1.04% of the company, ₹108 crore). Those 5 account for 86% of the disclosed value.

Changes in the Mar 2018 filings: newly disclosed — Ashoka Buildcon Ltd, IIFL Finance Ltd, Tata Chemicals Ltd. Stake raised in Somany Ceramics Ltd (+0.32 pp), The Ramco Cements Ltd (+0.08 pp). Stake reduced in Swaraj Engines Ltd (−0.08 pp). No longer disclosed after the previous quarter: Trent Ltd, Apar Industries Ltd — which can mean a sale, a stake falling below the 1% disclosure line, or that name not filing this quarter.