DG - Bear Stearns Holding In India

Dear Friends,

Follwing is the list of holding of stocks in Bear Stearns portfolio. It is

mostly made up of mid cap stocks. I am assumiung that large cap....being

more liquid have got sold out.

While some stocks may have excellent quality, be careful in recommending

the same, as they may remain under pressure due to liquidation from the

fund.

Bear Stearns holding in India

Total investment value is Rs 2734 cr

Top holding is Jaiprakash Associates is Rs 651 cr

Co. Name	% Stake	No. of Shares	MKt Price	Mkt Value (Rs Cr)
Jaiprakash Assoc	2.38	27616140	235.95	651.6
Opto Circuits(I)	3.30	3106152	350.25	108.79
Havells India	3.83	2219000	473.95	105.17
Madhucon Project	5.96	2198954	472.3	103.86
SKumars Nation	2.92	5900916	151.65	89.49
Lakshmi Energy	6.71	4030057	209.65	84.49
Jindal Steel	1.17	359745	2043.45	73.51
K S Oils	3.29	10374030	70.75	73.4
Koutons Retail	2.52	770006	941	72.46
Sadbhav Engg.	5.08	635000	1123.75	71.36
Ship. Corp.(I)	1.21	3420182	204.8	70.05
Tanla Solutions	2.39	1197213	550.15	65.86
Jain Irrigation	1.53	1033000	616.35	63.67
ICSA(India)	3.77	1560585	381.95	59.61
Jyoti Structures	4.00	3247805	172.65	56.07
MIC Electronics	3.23	650919	750	48.82
Karuturi Net.	7.02	2145000	201.6	43.24
Usha Martin	2.39	5973215	71.55	42.74
RPG Transmission	8.93	1395000	271.55	37.88
Orbit Corporatio	2.07	750000	491.35	36.85
Hind Construct.	1.06	2713000	132.9	36.06
Aurobindo Pharma	2.19	1179797	288.8	34.07
Northgate Techno	2.34	815472	389.5	31.76
Mahindra Lifespa	1.82	726871	429.95	31.25
Ganesh Housing	4.09	874331	356.2	31.14
Adlabs Films	1.14	491942	626.35	30.81
Adlabs Films	1.04	449320	626.35	28.14
Bombay Ryn Fash	1.79	1127912	249.3	28.12
Nava Bharat Vent	1.67	1300000	188.3	24.48
GTL	1.05	993260	245.3	24.36
Aztec soft	7.95	3577806	67.8	24.26
Gitanjali Gems	1.08	911983	252.5	23.03
D S Kulkarni	6.24	1372077	166.45	22.84
Karur Vysya Bank	1.08	579995	391.45	22.7
Adhunik Metal	1.71	1562320	141.9	22.17
SREI Infra Fin.	1.33	1445201	147.3	21.29
Bhagyanagar Indi	6.48	4829573	43.9	21.2
T N Newsprint	2.69	1863334	97.1	18.09
Man Inds	3.03	1616111	98.05	15.85
Ratnamani Metals	2.16	194514	795.15	15.47
HEG	1.30	554000	270.7	15
Unity Infra	1.92	256384	573.1	14.69
Megasoft	3.95	1747086	79.15	13.83
LanxessABS	4.46	784329	175.1	13.73
IndoTech	2.29	242808	535	12.99
Sterlite Tech	1.10	709512	170.95	12.13
Euro Ceramics	4.73	808010	146.3	11.82
Rain Commodities	2.16	694527	170	11.81
J K Tyre & Indust	2.89	889000	122.05	10.85
Paramount Comm.	4.35	3675000	28	10.29
MIRC Electronics	3.53	5016823	18.75	9.41
Wire & Wireless	1.09	2373370	38.75	9.2
Venus Remedies	2.56	216191	391.35	8.46
KPIT Cummins	1.54	1199823	70.35	8.44
Arihant Foundatn	3.09	216118	381.15	8.24
Clutch Auto	6.54	1066200	68.7	7.32
Oriental Hotels	1.43	256200	279.85	7.17
Sonata Software	2.00	2100000	33.3	6.99
Sical Logistics	1.11	440324	157	6.91
Binani Inds.	1.57	465545	146	6.8
C & C Constructi	1.64	300000	187.35	5.62
Royal Orchid Hot	2.06	561000	99.8	5.6
Suprajit Engg.	4.45	534594	87.55	4.68
Zodiac Cloth Co	1.19	99442	461.1	4.59
Crew B.O.S.Prod	4.93	631453	69.45	4.39
LanxessABS	1.42	250000	175.1	4.38
C C L Products	2.14	284954	153.3	4.37
Kamat Hotels	1.88	248674	169.4	4.21
Alps Inds.	3.06	1056741	39.5	4.17
S T I India	8.08	2344062	17	3.98
Thirumalai Chem.	2.21	225940	169	3.82
Logix Microsys.	1.63	200000	166.5	3.33
Saregama India	1.56	229129	134.25	3.08
Tour Fin Corp.	1.66	1118400	23.8	2.66
Shree Ganesh Frg	2.21	276634	58	1.6
Sarla Performanc	1.70	118460	134.2	1.59

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