Aurion Advisors and/or its Management may invest in various asset classes and/or investment products. These could be based on their individual financial goals and liquidity management, asset allocation, time horizon, and risk-return objectives.
Aurion Advisors and its representatives have the following holdings or positions as of 31st December 2023 in the financial products or securities which are subject matter of advice.
Name of Security | Vintage > 3 Months | Vintage < 3 Months |
Adani Green Energy | NO | YES |
Alkyl Amines Chemicals | YES | NO |
Anand Rathi Wealth | YES | NO |
Bajaj Finance | YES | NO |
Caprihans India | NO | YES |
Cyient Limited | NO | YES |
Delhivery | NO | YES |
Dreamfolks Services | YES | NO |
eClerx Services | YES | NO |
eMudhra | YES | NO |
FSN E-Commerce Ventures | YES | NO |
Godrej Properties | YES | NO |
Himadri Speciality Chemical | YES | NO |
ICICI Prudential Nifty Auto ETF | YES | NO |
Kilburn Engineering | NO | YES |
Larsen & Toubro | YES | NO |
Latent View Analytics | YES | NO |
Laurus Labs | YES | NO |
Mahindra Lifespace Developers | YES | NO |
Maruti Suzuki | YES | NO |
Mirae Asset Nifty Financial Services ETF – RG | YES | NO |
One 97 Communications | YES | NO |
Piramal Enterprises | YES | NO |
Piramal Pharma Ltd | YES | NO |
Polycab India | YES | NO |
SEPC | YES | NO |
Singer India | NO | YES |
Sirca Paints India | YES | NO |
SRF Limited | YES | NO |
Suprajit Engineering | YES | NO |
Tech Mahindra | YES | NO |
Walchandnagar Industries | YES | NO |
Zim Laboratories | YES | NO |
Zomato | YES | NO |
HDFC MID-CAP OPPORTUNITIES FUND – Growth Option | YES | NO |
HDFC Small Cap Fund – Direct Growth Plan | YES | NO |
ICICI Prudential Bluechip Fund – Direct Plan – Growth | YES | NO |
ICICI Prudential Value Discovery Fund – Direct Plan – Growth | YES | NO |
Motilal Oswal Long Term Equity Fund -Direct Growth | YES | NO |
Motilal Oswal Nasdaq 100 Fund of Fund- Direct Plan Growth | YES | NO |
Nippon India Multi Cap Fund – Direct Plan Growth Plan – Growth Option | YES | NO |
Nippon India Small Cap Fund – Direct Plan Growth Plan – Growth Option | YES | NO |
Name of Security | Vintage > 3 Months | Vintage <3 Months |
---|---|---|
AAVAS Financiers | Yes | No |
Alkyl Amines Chemicals | Yes | No |
Anand Rathi Wealth | Yes | No |
Bajaj Finance | Yes | No |
Caprihans India | Yes | No |
Cyient Limited | Yes | No |
Delhivery | Yes | No |
Dreamfolks Services | Yes | No |
eClerx Services | Yes | No |
eMudhra | Yes | No |
FSN E-Commerce Ventures | Yes | No |
GMR Power & Urban Infra | No | Yes |
Goodluck India | No | Yes |
Himadri Speciality Chemical | Yes | No |
ICICI Prudential Nifty Auto ETF | Yes | No |
Jio Financial Services | Yes | No |
Kilburn Engineering | Yes | No |
Kolte-Patil Developers | Yes | No |
Larsen & Toubro | Yes | No |
Latent View Analytics | Yes | No |
Maruti Suzuki | Yes | No |
One 97 Communications | Yes | No |
Polycab India | Yes | No |
Praveg | Yes | No |
Reliance Power | Yes | No |
SEPC | Yes | No |
Sheela Foam | No | Yes |
Singer India | Yes | No |
Sirca Paints India | Yes | No |
Suprajit Engineering | Yes | No |
Swan Energy | No | Yes |
Ultracab (India) | No | Yes |
Walchandnagar Industries | Yes | No |
Zim Laboratories | Yes | No |
Zomato | Yes | No |
Mutual Funds (Equity) | ||
ICICI Pru Bluechip Direct Growth Plan | Yes | No |
ICICI Pru Value Discovery - Direct Growth Plan | Yes | No |
HDFC MID-CAP OPPORTUNITIES FUND - Growth Option | Yes | No |
HDFC Small Cap Fund - Direct Growth Plan | Yes | No |
Motilal Oswal Long Term Equity Fund -Direct Growth | Yes | No |
Nippon India Multi Cap Fund - Direct Plan Growth Plan - Growth Option | Yes | No |
Nippon India Small Cap Fund - Direct Plan Growth Plan - Growth Option | Yes | No |
Stock Name | Vintage > 3 months | Vintage < 3 months |
AAVAS Financiers | Yes | No |
Alkyl Amines Chemicals | Yes | No |
Amal Limited | No | Yes |
Anand Rathi Wealth | Yes | No |
Bajaj Finance | Yes | No |
Blue Jet Healthcare | No | Yes |
5.5% Britannia Ind. Jun 24 | yes | No |
Caprihans India | Yes | No |
Cyient Limited | Yes | No |
Delhivery | Yes | No |
Dreamfolks Services | Yes | No |
eClerx Services | Yes | No |
eMudhra | Yes | No |
Everest | No | Yes |
FSN E-Commerce Ventures | Yes | No |
Geodesic | Yes | No |
GMR Power & Urban Infra | Yes | No |
Goodluck India | Yes | No |
Himadri Speciality Chemical | Yes | No |
ICICI Prudential Nifty Auto ETF | Yes | No |
ITD Cementation India | No | Yes |
Kilburn Engineering | Yes | No |
Kolte-Patil Developers | Yes | No |
Larsen & Toubro | Yes | No |
Latent View Analytics | Yes | No |
Lloyds Metals and Energy | No | Yes |
Maruti Suzuki | Yes | No |
One 97 Communications | Yes | No |
Praveg | Yes | No |
Reliance Power | Yes | No |
SEPC | Yes | No |
Sheela Foam | Yes | No |
Singer India | Yes | No |
Sirca Paints India | Yes | No |
Supriya Lifesci | No | Yes |
Swan Energy | Yes | No |
TD Power Systems | No | Yes |
The Anup | Yes | No |
Ultracab (India) | Yes | No |
Zomato | Yes | No |
Mutual Funds (Equity) | ||
ICICI Pru Bluechip Direct Growth Plan | Yes | No |
ICICI Pru Value Discovery – Direct Growth Plan | Yes | No |
HDFC MID-CAP OPPORTUNITIES FUND – Growth Option | Yes | No |
HDFC Small Cap Fund – Direct Growth Plan | Yes | No |
Motilal Oswal Long Term Equity Fund -Direct Growth | Yes | No |
Nippon India Multi Cap Fund – Direct Plan Growth Plan – Growth Option | Yes | No |
Nippon India Multi Cap Fund – Direct Plan Growth Plan – Growth Option | Yes | No |