India Equity Research: CARTICA CAPITAL

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CARTICA CAPITAL - Portfolio (14 Jan)

Company	Value (Rs Crore)	% of portfolio
PAGE INDUSTRIES LTD	1,949.18	25.2%
TVS MOTOR COMPANY LTD	1,516.06	19.6%
SHREE CEMENT LTD	1,090.47	14.1%
Cholamandalam Investment and Finance Company Ltd	973.206	12.6%
MARICO LTD	956.13	12.4%
PI Industries Ltd	683.419	8.8%
RBL Bank Ltd	565.571	7.3%

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