Hindalco Industries Ltd / New Shs Bharat Heavy Electricals Ltd / Instrument Tata Steel Ltd Steel / Dr Reddys Laboratories Ltd / Larsen And Toubro Ltd / PERIOD Industry Godrej Consumer Products Ltd Coal / Software Ltd / Investment Style Blend Industry Growth Bajaj Auto Ltd / Baroda Crompton Greaves Ltd / Yes Bank Ltd / Gail India Ltd / Tata Consultancy Services Ltd / Tata Steel Ltd Steel / Power Finance Corp Ltd / Pharmaceuticals Paints/Varnish Capital Goods - Electrical Equipment Pharmaceuticals / Saraswat Co-op Bank / Non Ferrous Metals Jindal Steel / India Ltd Bank of Baroda Crompton / Oil & Natural Gas Corp Ltd / Maruti Suzuki India Ltd / Bank of India / Tata Motors Ltd / P1+ IDBI Bank / HCL Technologies Ltd / Banks Automobile Bharat Heavy Electricals Ltd / Crompton Greaves Ltd / AIG / Bank Ltd State Bank of India Tata / Cash Bank / Cement HCL Technologies Ltd / Bank of Baroda Banks / Textiles Colgate-Palmolive (India) Ltd / Gas Distribution Ultratech Cement Ltd / Banks Aditya Birla Nuvo Ltd / Sun Pharmaceutical Industries Ltd / Mahindra And Mahindra Ltd Bharti Airtel Ltd / Airtel Ltd Larsen And Toubro Ltd / Capital Goods-Non / Hybrid Funds / Bank Ltd Infosys Ltd HDFC Bank State / FMCG Hindustan Zinc Ltd / Non Ferrous Metals United Phosphorus Ltd / Pharmaceuticals Hindalco Industries Ltd / Sterlite Industries (India) Ltd / Asian Paints (India) Ltd / Instrument Titan Industries Ltd / Cadila Healthcare Ltd / Sector Allocation Fund Performance Instrument Dr Reddys Laboratories Ltd Pharmaceuticals / Glaxosmithkline Consumer Healthcare Ltd / Jindal Steel & Power Ltd Steel / Inst Premium Plan-Gr Cash Bank / Hindustan Unilever Ltd / Investment Style Blend Industry Tata Consultancy Services Ltd / Investment Style Value Instrument Equity Reliance Industries Ltd / S&P / Ltd Exide Industries Ltd / Torrent Pharmaceuticals Ltd / Cipla Ltd Pharmaceuticals / CNX Nifty / Bosch Ltd / Divi'S Laboratories Ltd / Shree Cement Ltd / Bajaj Auto Ltd / Bharti Airtel Ltd / Godrej Consumer Products Ltd / Services Ltd Mahindra And Mahindra Ltd / Jindal Steel & Power Ltd / Colgate-Palmolive (India) Ltd / Reliance Industries Ltd HDFC Bank ITC Ltd / Non Ferrous Metals Cash Bank / Agro Chemicals Petronet Lng Ltd / Cash Bank & Others - Non Interest Bearing Securities / Tata Steel Ltd / Grasim Industries Ltd / Entertainment (Films TV etc) Hotels / Crompton Greaves Ltd Capital / Motherson Sumi Systems Ltd / Alstom Projects India Ltd Capital / Coal India Ltd / Punjab National Bank Rallis India Ltd / Union Bank of India Banks / Investment Style Value Instrument Equity Infosys Ltd / IT - Software Allahabad Bank Banks Power Finance Corp Ltd / Bank of India Coromandel International Ltd / Equipment Banks Pharmaceuticals Steel Finance Large Axis Bank Ltd / Shriram Transport Finance Co Ltd / Bank of India Bharti / Federal Bank / Punjab National Bank Dr Reddys Laboratories Ltd Coal / PERIOD DATE Instrument Industry Equity Lupin Ltd / Bharat Forge Ltd / NTPC Ltd / Wipro Ltd / Bank Ltd Mahindra And Mahindra Ltd / Titan Industries Ltd / Oil & Natural Gas Coal India Ltd / Capital Goods-Non Electrical Equipment Telecomm-Service Automobile Bharti Airtel Ltd / Punjab National Bank Banks / Investment Style Value Instrument Equity ITC Ltd / Bharat Heavy Electricals Ltd / Nestle India Ltd Bank / Gas Distribution Steel Pharmaceuticals Lupin Ltd / Thermax Limited Capital / Infosys Ltd ITC Ltd HDFC Bank ICICI / Metals Jindal Steel & Power Ltd Steel / Castrol India Ltd / New Shs Larsen And Toubro Ltd / Divi'S Laboratories Ltd Pharmaceuticals / Non Interest Bearing Securities / Gujarat Gas Company Ltd / Growth Size Large Mid Sterlite Industries (India) Ltd / New Shs Axis Bank Ltd / India Ltd Bank of Baroda Tata / Sintex Industries Ltd / Exide / Mid Small NAV S & P India / Bharat Petroleum Corp Ltd / /
Continent
Europe / /
Country
Japan / Korea / China / India / Taiwan / United States / Greece / /
Currency
USD / EUR / pence / /
Event
Natural Disaster / /
IndustryTerm
oil requirements / insurance / food / /
MarketIndex
S & P India 500 Shariah / S&P CNX Nifty NAV Change / MSCI Asia ex Japan / BSE Sensex 100 / Wholesale Price / NSE CNX MIDCAP NAV Change / S & P India 500 NAV Shariah Index Change / TSE 110 / BSE 30 / BSE Sensex NAV Change / CNX / MSCI World / /
Organization
International Monetary Fund / IMD / US Federal reserve / /
Person
Saravana Kumar / / /
Position
Fund Manager / Officer / CIO / /
Product
Equity / Punjab National Bank Banks 1.43 / DATE / DATE Instrument / /
CIO’s Letter Market Outlook Equity