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Company Hindalco Industries Ltd / Industry Crompton Greaves Ltd / Electrical Equipment Diversified Industry Asset Allocation IT - Software Paints/Varnish Instrument Exide Industries Ltd / Nestle India Ltd / Tata Consultancy Services Ltd / Gail India Ltd / Other Equity (less then 1% of corpus) Torrent Pharmaceuticals Ltd Pharmaceuticals / Power Finance Corp Ltd / Ltd HDFC Bank ITC Ltd / Large Tata Motors Ltd / Sun TV Network Ltd / Saraswat Co-op Bank / Sintex Industries Ltd Diversified Union Bank / Non Ferrous Metals Jindal Steel / Oil & Natural Gas Corp Ltd / Maruti Suzuki India Ltd / Investment Style Blend Industry Sun Pharmaceutical Industries Ltd / Bank of India / Tata Motors Ltd / P1+ IDBI Bank / Ultratech Cement Ltd / HCL Technologies Ltd / AIG / Cash Bank / Diversified Sterlite Industries (India) Ltd / Varnish Diversified Banks Gas Distribution Bharti Airtel Ltd / Bank of Baroda Banks / P1+ Andhra Bank / Others (Non Interest Bearing Securities) Instrument Software Ltd / Equity Funds Debt Funds Hybrid Funds / Sun Pharmaceutical Industries Ltd / Size Axis Bank Ltd / Toubro Ltd / Birla Cash Plus Inst - Tata Steel Ltd Steel / Baroda Gail India Ltd / Reliance Industries Ltd / Non Ferrous Metals Alstom Projects India Ltd Capital / Bharat Heavy Electricals Ltd Capital / Pharmaceuticals Hindalco Industries Ltd / Sterlite Industries (India) Ltd / Units Fund Cash Bank / Asian Paints (India) Ltd / Auto Ancillaries Gujarat Gas Company Ltd / Mahindra Ltd / Toubro Ltd Capital / Glaxosmithkline Consumer Healthcare Ltd / Jindal Steel & Power Ltd Steel / Hindustan Unilever Ltd / ITC Ltd / Investment Style Value Instrument Equity Reliance Industries Ltd / S&P / Cipla Ltd Pharmaceuticals / Industry Banks Paints/Varnish Glaxosmithkline Consumer - Investment Style Instrument ING Vysya Bank Ltd / IT - Software Last 3 Months Instrument Sterlite Industries (India) Ltd / Distribution Asian Paints (India) Ltd / 38 Larsen / Bosch Ltd / Shree Cement Ltd / Bajaj Auto Ltd / Auto Ancillaries Cash Bank / Bharti Airtel Ltd / Godrej Consumer Products Ltd / Infosys Technologies Ltd / Paints/Varnish Thermax Limited Capital / Plan-Growth Bank of Baroda Banks / Natural Gas Corp Ltd / Jindal Steel & Power Ltd / Ltd Diversified Union Bank of India Banks / Colgate-Palmolive (India) Ltd / Gas Distribution Titan Industries Ltd / Exide Industries Ltd / Industry Non Ferrous Metals Titan Industries Ltd / INDEX Change Pharmaceuticals / Non Ferrous Metals ICICI Bank Ltd / Investment Style Blend Growth Tata Steel Ltd / FMCG Voltas Limited / Cadila Healthcare Ltd Pharmaceuticals / United Spirits Ltd / Grasim Industries Ltd / Entertainment (Films TV etc) Hotels / Crompton Greaves Ltd Capital / Others Bajaj Auto Ltd / Motherson Sumi Systems Ltd / Bank of India Banks / Automobile Capital Goods Electrical Equipment Maruti Suzuki India Ltd / Healthcare Ltd / Ltd Sintex Industries Ltd Bank / Union Bank of India Banks / IT - Software Punjab National Bank Banks Cipla Ltd Pharmaceuticals / New Shs Crompton Greaves Ltd / Lehman / Gas Distribution Chemicals Steel FMCG Exide Industries Ltd / NAV S & P India / Large Tata Steel Ltd Steel / HDFC Ltd / Federal Bank / 71 Larsen / Bharat Forge Ltd / Industries Ltd Diversified Union Bank of India / Small Instrument Instrument Sterlite Industries (India) Ltd / Wipro Ltd / Allahabad Bank Shriram Transport Finance Co Ltd / Titan Industries Ltd / Auto Ancillaries Wipro Ltd / Dr Reddys Laboratories Ltd Pharmaceuticals / Aditya Birla Nuvo Ltd / Bharat Heavy Electricals Ltd / Sun Pharmaceutical Industries Ltd Pharmaceuticals / FMCG Colgate-Palmolive (India) Ltd / Jain Irrigation Systems Ltd / Indian Overseas Bank Banks / Consumer Durables Wipro Ltd / Lupin Ltd Pharmaceuticals / Castrol India Ltd / Axis Bank Ltd / Bank of India Larsen / Divi'S Laboratories Ltd Pharmaceuticals / Mid Small Sun Pharmaceutical Industries Ltd / Oil & Natural Gas Unit Funds / Services Ltd / Non Interest Bearing Securities / Others Cash Bank / Jammu & Kashmir Bank Ltd / Coromandel International Ltd / Automobile Motherson Sumi Systems Ltd / ICICI Bank Ltd / HDFC Bank Banks / / Country India / / Currency USD / pence / / Event Natural Disaster / / IndustryTerm food inflation front / crude oil / marginal buyer / higher manufacturing inflation / mining / food inflation / / MarketIndex S & P India 500 Shariah / S&P CNX Nifty NAV Change / BSE Sensex 100 / NSE CNX MIDCAP NAV Change / S & P India 500 NAV Shariah Index Change / BSE 30 / BSE Sensex NAV Change / CNX / / NaturalFeature Kerala coast / / Person Saravana Kumar / / Position Fund Manager / Officer / CIO / / Product Birla Cash Plus Inst - 13.02 / / ProvinceOrState Kerala / Punjab / / SocialTag 
CIO’s Letter Market Outlook Equity