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Karim Meghani

@karimmeghani

14 Tweets • 2022-09-22 09:51:21 UTC •  See on Twitter


rattibha.com 

Thread on Top 5 Holdings and Latest Addition of


few popular PMS.

SageOne Small Cap Fund

1. Apollo Tricoat
2. Apollo Pipes
3. Balaji Amines
4. Deepak Nitrate
5. Valiant Organics

Latest Addition - Fiem & Indiabulls Real


Abakkus Emerging Opportunities Fund

1. Federal Bank
2. Allcargo
3. ION Exchange
4. Canfin Homes
5. Max financial

Latest Addition - Canara Bank

Negen PMS

1. Sapphire Foods
2. Saregama
3. Meghmani Finech
4. IIFL
5. IndiaBulls Real

Latest Addition - Patanjali Foods.


Unifi BCAD Breakout 20 Fund

1. CG Consumers
2. Axis Bank
3. Embassy Office Park REIT
4. Narayana Hrudayala
5. Kolte Patil

Latest Addition - Go Fashion

Unifi Blend/Rangoli

1. Axis Bank
2. Sbi Bank
3. Atul
4. JK Papers
5. Tube Investments

Latest Addition - Tamilnad Mercantile Bank (IPO)


Unifi Insider Shadow Fund

1. SBI
2. Eclerx
3. Godrej Ind
4. DCM Shriram
5. Atul

Latest Addition - IIFL Wealth Demerger.

Alchemy Leaders of Tomorrow

1. Bajaj Finance
2. Titan
3. Tata Elxsi
4. Syngene Intl
5. KDDL

Latest Addition - One 97


Alchemy High Growth

1. ICICI Bank
2. Hdfc Bank
3. Bajaj Finance
4. Praj Ind
5. PI Ind

Latest Addition - Greenpanel Ind

ASK IEP Fund

1. Bajaj Finance
2. Au Small Finance
3. Chola Invest & Finance
4. Bajaj Finserv
5. PI Ind

Latest Addition - Patanjali Foods


ASK 2025 Fund

1. Apl Apollo
2. Patanjali Foods
3. Bajaj Finserv
4. Astral
5. Navin Florine

Latest Addition - Polycab

Marcellus CCP

1. Asian Paints
2. Bajaj Finance
3. Titan
4. Page
5. Pidilite

Last Addition - ICICI Lombard


Marcellus Little Champ

1. Alkyl Amines
2. Garware Tech
3. Suprajit En
4. GMM Pfaudler
5. MoldTek

Last Addition. - Tarsons & Paushak.

Disc : Some of the stocks may vary as most of the


Fund Managers are managing customised portfolio.
These are not recommendations !!!

@sahil_vi @KiranRajput_ @LnprCapital


@assetyogi

Negen cap portfolio is not updated as per


information given by @NeilBahal

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