Combined with Housing Development Finance Corp, those two names make up around 10% of our portfolio .

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In India, Jain likes HDFC Bank (HDB) and Housing Development Finance Corp, which is traded in Mumbai.

FORBES: April Picks in the BRICs by Four Money Managers

The likely holds for the fund are ICICI Bank (IBN), Housing Development Finance Corp, HDFC Bank (HDB) and Indus Ind Bank, to name a few.

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Jain owns Housing Development Finance Corp.

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