list of investments

10 largest stock positions at 30 April 2009

Stock Portfolio Weight (%) Sector
Reliance Industries Ltd 7.6 Energy
Bharti Airtel Limited 5.4 Telecommunications Services
ITC Ltd 4.7 Consumer Staples
Infosys Technologies Ltd 4.4 Information Technology
ICICI Bank Ltd 4.0 Financials
State Bank of India 3.4 Financials
Oil and Natural Gas Corporation Ltd 3.1 Energy
Bharat Heavy Electricals 3.0 Industrials
Larsen & Toubro Ltd 2.8 Industrials
Reliance Infrastructure Ltd 2.5 Utilities
40.8