Stock name
Stock code
Stock price at purchase
Stock price now
Sector
Allocation percentage
Forward P/E(2011 projected)
3-year CAGR ( 2010 net income)
Dividend yield(YE2009)

Return contr. to portfolio

Sintex Industries
SINTEX.NS
191
355.4
Conglo.
5%
16.5
52.61%
0.3%
4.30%
IVRCL* Infratsructure
IVRC.NS
71.3
157.1
Infra
5%
17
34.47%
0.4%
6.02%
Karuturi Global
KARUTGLOB.BO
16.11
20.4
Speciality
5%
4.5
(-) 23%
0.5%
1.33%
Amara raja batteries
AMARAJABA.NS
43
190.05
Lead Batteries
5%
8.65
50%
0.4%
17.1%
Opto Circuits
OPTOCIRCU.NS
88.2
279.9
Speciality
5%
18
81.42%
1.4%
10.87%
Infosys
INFOSYSTC.NS
1079.3
2713.85
IT
5%
22.4
14.6%
0.9%
7.57%
SKF India
SKFINDIA.NS
132
561.5
Auto Ancil.
5%
21.2
(-)2.6%
0.7%
16.27%
Geodesic Info systems
GEODESIC.NS
67.9
95.6
IT
4%
3.7
47.64%
1.6%
1.63%
Selan Exploration
SELAN.NS
128.85
327.1
Oil Expl.
4%
13.6
39.67%
0.9%
6.15%
Ankur Drugs
ANKURDRUG.NS
86.2
129.55
Pharma
4%
2.7
125.5%
1.9%
2.01%
Venus Remedies
VENUSREM.NS
214
299
Pharma
4%
4.9
5.3%
1.0%
1.59%
ICSA Industries
ICSA.NS
130.4
125
Power
4%
3.9
33.34%
1.3%
(-)0.17%
Welspun Gujarat
WELGUJ.NS
100
232.8
Steel pipes
4%
8.3
55.9%
0.9%
5.31%
Eastern Silk
EASTSILK.NS
9.75
13.2
Textiles
4%
2.7
(-) 55%
1.5%
1.46%
Parekh Aluminex
PARAL.NS
56.1
307.1
Aluminium
3%
8.5
44.9%
0.8%
13.42%
First Leasing
FIRSTLEAS.NS
32.15
70.55
Finance
3%
4.4
12.9%
2.6%
3.58%
Prajay Engineering
PRAENG.NS
21.75
28.55
Housing
3%
NA
Negative
0%
0.94%
Ganesh Housing
GANESHHOU.NS
52.25
193.85
Housing
3%
8.8
25.6%
0.8%

8.13%
Rajesh Exports
RAJESHEXP.NS
24.5
93.05
Jewellery
3%
11.6
8.22%
0.6%
8.39%
Rolta
ROLTA.NS
111.1
164
IT
3%
9.1
32.14%
1.8%
1.43%
Ind-Swift laboratories
INDSWFTLA.NS
27.9
124.5
Pharma
3%
6.7
6.44%
0.8%
10.39%
SRF
SRF.NS
72.7
264
Speciality
3%
6.6
10.63%
5.3%
7.89%
Mercator Lines
MLL.NS
30.8
47.3
Shipping
3%
23.6
23.83%
1.1%
1.61%
Micro technologies
MICROTECH.NS
98.7
188.45
IT
3%
2.6
29.76%
0.5%
2.73%
Panama petrochem
PANAMA.BO
64.6
242.1
Oil
2%
5.8
21.3%
1.7%
5.50%
Hindustan Dorr Olivier*
HINDDORRO.NS
17.5
135.35
Infra
2%
15.9
68.8%
0.4%
13.47%
Sarla Polyester
SARLAPERF.BO
34.95
136.85
 Textiles
2%
10.5
2.71%
2.6%
5.83%
Visaka Industries
VISAKAIND.NS
41.15
156.1
Asbestos Sheeting
1%
4.99
23.12%
2.9%
2.79%
         
100%
1.15%
167.55%
    Beginning Index Value
100
        
    Curent Index Value
268
        
    Targetted Index Value before YE2011
400
        

Please note: The portfolio is updated on the last day of the month.
Last updated: 31 August 2010

Performance Comparison:

SENSEX Value on 23 Jan 09: 8674.35; Value on 31 August 10: 17971.12

SENSEX Performance: 107%

Indiafolio performance: Value on 23 Jan 09: 91; Value on 31 August 10: 268

Indiafolio return: 194%

"Outperformance with respect to the SENSEX": 81%

CNX Midcap value on 23 Jan 09: 3323.25 CNX Midcap value on 31 August 10: 8679.85

Benchmark performance: 161%

 

*- Stock prices listed reflect effects of stock splits/bonuses from time of recommendation.

 



   
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