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Portfolio

The document lists stock holdings across various sectors along with their current market prices, and mutual fund and bond holdings. It also indicates an investment style of "highly aggressive" with 60% allocation to equities.

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Wecare Smile
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29 views4 pages

Portfolio

The document lists stock holdings across various sectors along with their current market prices, and mutual fund and bond holdings. It also indicates an investment style of "highly aggressive" with 60% allocation to equities.

Uploaded by

Wecare Smile
Copyright
© Attribution Non-Commercial (BY-NC)
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOC, PDF, TXT or read online on Scribd
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Pharmaceuticals - CIPLA Auto/Auto ancillary - BHAFOR Auto/Auto ancillary - TELCO Banking/Finance - STABAN Banking/Finance - UTIBAN Cement - SHRCEM Cement

- ACC Engineering/Capital Goods - BHEL Engineering/Capital Goods - LARTOU Metals - TISCO Metals - NATALU FMCG - COLPAL FMCG - DABIND Information Technology - INFENT Information Technology - INFTEC Pharmaceuticals - GLEPHA Refineries/Oil-Gas - HINPET Refineries/Oil-Gas - MADREF Telecom/Telecom Equipment - BHATE Telecom/Telecom Equipment - MTNL Power - NTPC Textile - ARVMIL Textile - RAYMON

2.00 2.25 2.25 2.25 2.25 2.50 2.50 2.75 2.75 2.25 2.25 1.50 1.50 2.50 2.50 2.00 2.50 2.50 1.50 1.50 2.00 2.00 2.00 45.00 5.00 10.00 10.00 10.00 5.00 5.00 5.00 5.00

Mutual Funds:
Equity- Sectoral - PRUDENTIAL ICICI MUTUAL FUND - FMCG FUND-GROWTH Equity Others - PRUDENTIAL ICICI MUTUAL FUND - POWER PLAN GROWTH Equity Others - DSP MERRILL LYNCH MUTUAL FUND - DSP OPPORTUNITIES FUND GROWTH Balanced - TATA MUTUAL FUND - TATA BALANCE FUND - GROWTH Debt- Income - HDFC ASSET MANAGEMENT COMPANY LIMITED - HDFC INCOME FUND GROWTH Debt- Gilt/Liquid - SUNDARAM ASSET MANAGEMENT COMPANY LIMITED - SUNDARAM MONEY FUND - APPRECIATION

GOI Bonds & Others:


8% Govt. of India Savings Bonds (2003) - CUMULATIVE

Aggressive

Equity

40.00

Auto/Auto ancillary - BHAFOR Auto/Auto ancillary - TELCO Banking/Finance - STABAN Banking/Finance - UTIBAN Cement - ACC Cement - SHRCEM Engineering/Capital Goods - BHEL Engineering/Capital Goods - LARTOU Metals - TISCO Metals - NATALU FMCG - COLPAL FMCG - DABIND Information Technology - INFENT Information Technology - INFTEC Pharmaceuticals - GLEPHA Pharmaceuticals - LUPIN Refineries/Oil-Gas - HINPET Refineries/Oil-Gas - MADREF Telecom/Telecom Equipment - BHATE Telecom/Telecom Equipment - MTNL Power - NTPC Textile - ARVMIL Textile - RAYMON

1.80 1.80 1.80 1.80 2.00 2.00 2.20 2.20 1.80 1.80 1.20 1.20 2.00 2.00 1.60 1.60 2.00 2.00 1.20 1.20 1.60 1.60 1.60 50.00 7.50 7.50 20.00 10.00 5.00 10.00 10.00

Mutual Funds:
Equity Others - PRUDENTIAL ICICI MUTUAL FUND - POWER PLAN GROWTH Equity Others - DSP MERRILL LYNCH MUTUAL FUND - DSP OPPORTUNITIES FUND GROWTH Balanced - TATA MUTUAL FUND - TATA BALANCE FUND - GROWTH Debt- Income - HDFC ASSET MANAGEMENT COMPANY LIMITED - HDFC INCOME FUND GROWTH Debt- Gilt/Liquid - SUNDARAM ASSET MANAGEMENT COMPANY LIMITED - SUNDARAM MONEY FUND - APPRECIATION

GOI Bonds & Others:


8% Govt. of India Savings Bonds (2003) - CUMULATIVE

Model

Pharmaceuticals - CIPLA Auto/Auto ancillary - BHAFOR

1.60 1.80

Auto/Auto ancillary - TELCO Banking/Finance - UTIBAN Banking/Finance - STABAN Cement - ACC Cement - SHRCEM Engineering/Capital Goods - BHEL Engineering/Capital Goods - LARTOU Metals - NATALU Metals - TISCO FMCG - COLPAL FMCG - DABIND Information Technology - INFENT Information Technology - INFTEC Pharmaceuticals - GLEPHA Refineries/Oil-Gas - HINPET Refineries/Oil-Gas - MADREF Telecom/Telecom Equipment - BHATE Telecom/Telecom Equipment - MTNL Power - NTPC Textile - ARVMIL Textile - RAYMON

1.80 1.80 1.80 2.00 2.00 2.20 2.20 1.80 1.80 1.20 1.20 2.00 2.00 1.60 2.00 2.00 1.20 1.20 1.60 1.60 1.60 50.00 7.50 7.50 10.00 10.00 5.00 5.00 5.00 10.00 10.00

Mutual Funds:
Equity Others - PRUDENTIAL ICICI MUTUAL FUND - POWER PLAN GROWTH Equity Others - DSP MERRILL LYNCH MUTUAL FUND - DSP OPPORTUNITIES FUND GROWTH Balanced - TATA MUTUAL FUND - TATA BALANCE FUND - GROWTH Balanced - FRANKLIN TEMPLETON MUTUAL FUND - BALANCED FUND-GROWTH Debt- Income - HDFC ASSET MANAGEMENT COMPANY LIMITED - HDFC INCOME FUND GROWTH Debt- Income - RELIANCE MUTUAL FUND - RELIANCE INCOME PLAN - RETAIL - GROWTH PLAN - GROWTH Debt- Gilt/Liquid - SUNDARAM ASSET MANAGEMENT COMPANY LIMITED - SUNDARAM MONEY FUND - APPRECIATION

GOI Bonds & Others:


8% Govt. of India Savings Bonds (2003) - CUMULATIVE

Balanced

Equity
Auto/Auto ancillary - BHAFOR Auto/Auto ancillary - TELCO Banking/Finance - UTIBAN

60.00 2.70 2.70 2.70

Banking/Finance - STABAN Cement - ACC Cement - SHRCEM Metals - TISCO Metals - NATALU FMCG - COLPAL FMCG - DABIND Information Technology - INFTEC Information Technology - INFENT Pharmaceuticals - GLEPHA Refineries/Oil-Gas - MADREF Refineries/Oil-Gas - HINPET Telecom/Telecom Equipment - BHATE Telecom/Telecom Equipment - MTNL Power - NTPC Textile - ARVMIL Textile - RAYMON Engineering/Capital Goods - BHEL Engineering/Capital Goods - LARTOU Pharmaceuticals - CIPLA

2.70 3.00 3.00 2.70 2.70 1.80 1.80 3.00 3.00 2.40 3.00 3.00 1.80 1.80 2.40 2.40 2.40 3.30 3.30 2.40 40.00 10.00 7.50 7.50 5.00 5.00 5.00 0.00

Mutual Funds:
Equity- Sectoral - PRUDENTIAL ICICI MUTUAL FUND - FMCG FUND-GROWTH Equity Others - PRUDENTIAL ICICI MUTUAL FUND - POWER PLAN GROWTH Equity Others - DSP MERRILL LYNCH MUTUAL FUND - DSP OPPORTUNITIES FUND GROWTH Balanced - TATA MUTUAL FUND - TATA BALANCE FUND - GROWTH Debt- Income - HDFC ASSET MANAGEMENT COMPANY LIMITED - HDFC INCOME FUND GROWTH Debt- Gilt/Liquid - SUNDARAM ASSET MANAGEMENT COMPANY LIMITED - SUNDARAM MONEY FUND - APPRECIATION

GOI Bonds & Others:

Highly aggressive

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