Prashant Jain’s 3P India Equity Fund Portfolio
October 20, 2024
Latest Portfolio of Prashant Jain’s 3P India Equity Fund
| Sr. No | Stock | % of AUM | Nos of shares | Value (Rs Cr) |
| Banks/ Financials | ||||
| 1 | HDFC Bank | 9.3 | ||
| 2 | ICICI Bank | 8.2 | ||
| 3 | State Bank of India | 7.5 | ||
| 4 | Axis Bank | 4.6 | ||
| 5 | HDFC AMC | 2.6 | ||
| 6 | SBI Life | 1.3 | ||
| InfoTech | ||||
| 7 | Nippon India ETF IT | 4.1 | ||
| 8 | Infosys | 3.6 | ||
| FMCG | ||||
| 9 | ITC | 3.9 | ||
| Energy and utilities | ||||
| 10 | NTPC | 3.1 | ||
| 11 | REC | 3 | ||
| 12 | PFC | 2.6 | ||
| 13 | Coal India | 0.5 | ||
| Telecom | ||||
| 14 | Bharti Airtel | 2.9 | ||
| Consumer discretionary and industrials/capex | ||||
| 15 | Reliance | 4.9 | ||
| 16 | Mahindra & Mahindra | 3 | ||
| 17 | Maruti Suzuki | 2 | ||
| 18 | Zomato | 2 | ||
| 19 | Indigo | 1.8 | ||
| 20 | Larsen & Toubro | 3.7 | ||
| 21 | 3M India | 1.5 | ||
| 22 | Kalpataru Projects | 1.1 | ||
| Pharma | ||||
| 23 | Cipla | |||
| 24 | Sun Pharma | |||
| 25 | IPCA Laboratories | |||
| 26 | Aurobindo Pharma | |||
| Miscellaneous | ||||
| 27 | Landmark Cars | 477000 | 38.7 | |
| 28 | Wonderla Holidays | |||
| 29 | Senco Gold | 960,000 | 69.8 | |
| 30 | Anup Engineering | |||
| 31 | RR Kable | |||
| 32 | Dynamatic Technologies | |||
| 33 | Centum Electronics | 278,700 | 38.3 | |
| 34 | Time Technoplast | 0.4 | ||
| 35 | Vardhaman Textiles | 0.1 | ||
| 36 | J Kumar Infra | 1,077,094 | 53.3 | |
| 37 | Ashoka Buildcon | 32,10,000 | 44.1 |
