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  • Midcap Portfolio For Investors

    Загружено:

    Amarnath Ramaraj
    19 просмотров5 страниц
    The document summarizes a midcap investment portfolio for investors requiring INR 10 lakhs minimum. The portfolio will invest in 8-10 midcap stocks suitable for SIP that adhere to the firm's quality-growth-liquidity philosophy. Since inception in July 2010, the portfolio has outperformed the broader Sensex and BSE 500 indexes with returns of 326% versus 49% and 55% respectively. The current portfolio holdings have an average P/E of 27x, dividend yield of 1%, and estimated EPS growth of 30% over the next few years. Top holdings include Manpasand Beverages, Can Fin Homes, PVR, and Sterling Tools.

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    Midcap Portfolio

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    The document summarizes a midcap investment portfolio for investors requiring INR 10 lakhs minimum. The portfolio will invest in 8-10 midcap stocks suitable for SIP that adhere to the firm's quality-growth-liquidity philosophy. Since inception in July 2010, the portfolio has outperformed the broader Sensex and BSE 500 indexes with returns of 326% versus 49% and 55% respectively. The current portfolio holdings have an average P/E of 27x, dividend yield of 1%, and estimated EPS growth of 30% over the next few years. Top holdings include Manpasand Beverages, Can Fin Homes, PVR, and Sterling Tools.

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    © All Rights Reserved
    Скачайте в формате PDF, TXT или читайте онлайн в Scribd
    Отметить как неприемлемый контент
    19 просмотров5 страниц

    Midcap Portfolio For Investors

    Загружено:

    Amarnath Ramaraj
    The document summarizes a midcap investment portfolio for investors requiring INR 10 lakhs minimum. The portfolio will invest in 8-10 midcap stocks suitable for SIP that adhere to the firm's quality-growth-liquidity philosophy. Since inception in July 2010, the portfolio has outperformed the broader Sensex and BSE 500 indexes with returns of 326% versus 49% and 55% respectively. The current portfolio holdings have an average P/E of 27x, dividend yield of 1%, and estimated EPS growth of 30% over the next few years. Top holdings include Manpasand Beverages, Can Fin Homes, PVR, and Sterling Tools.

    Авторское право:

    © All Rights Reserved
    Скачайте в формате PDF, TXT или читайте онлайн в Scribd
    Отметить как неприемлемый контент
    из 5

    Midcap Portfolio for Investors

    The Midcap Investment Portfolio characteristics:

    • Portfolio requirement of INR 10 Lakhs

    • 10 companies to invest in at the maximum, 8 minimum

    • Stocks that are suitable for SIP investments

    • Adheres to our QGLP philosophy


    Computed Returns

    Absolute Returns 3m 6m 12m 2YR 3YR Since inception*


    Portfolio -5% 13% 15% 122% 185% 326%
    Sensex -6% 0% 2% -7% 28% 49%
    BSE 500 -5% 4% 6% 2% 47% 55%
    * Inception date: July 2010
    # Absolute returns as on 30th Nov 2016
    Key Characteristics of Midcap Portfolio
    Our current set of recommended stocks have the following
    characteristics:

    • FY17 P/E of 27x

    • FY17 Dividend Yield of 1.0%

    • FY17 ROE of 30%

    • FY16-18 EPS growth estimated at 30%


    Midap Portfolio
    Portfolio Allocation for Fresh Funds
    Portfolio as on 30 Nov 2016
    Scrip Name Allocation
    Manpasand Bev. 10%
    Can Fin Homes 10%
    PVR 10%
    Sterling Tools 10%
    PI Inds. 10%
    SRF 10%
    TVS Motors 10%
    Shriram City Union 10%
    Castrol 10%
    CG Consumer Elec 10%
    Total 100%
    Denotes New Entry
    Midcap Portfolio
    Price performance of holdings in portfolio
    Portfolio as on 30 Nov 2016 end
    Scrip Name Buy Price CMP Gain/Loss
    Manpasand Bev. 553 615 11%
    Can Fin Homes 1207 1693 40%
    PVR 843 1149 36%
    Sterling Tools 990 900 -9%
    PI Inds. 569 870 53%
    SRF 1365 1575 15%
    TVS Motors 230 374 63%
    Shriram City Union 2311 1900 -18%
    Castrol 430 408 -5%
    CG Consumer Elec 165 148 -10%
    Total
    Denotes New Entry

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