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Company Hindalco Industries Ltd / Shree Renuka Sugars Ltd / Cash Bank & Others Coal / IT - Software Grasim Industries Ltd / Diversified Thermax Limited Capital / Gas Distribution Punjab National Bank Banks Wipro Ltd / Automobile Gas Distribution IT - Software Capital Goods Electrical Equipment NTPC Ltd / Mcnally Bharat Engineering Co Ltd Capital / Other Equity (less then 1% of corpus) Shriram Transport Finance Co Ltd / Heavy Electricals Ltd / Hindustan Petroleum Corp Ltd Capital / Gail India Ltd / Tata Consultancy Services Ltd / Voltas Limited / Tata Steel Ltd Steel / Saraswat Co-op Bank / Sun TV Network Ltd / 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 / Telecomm-Service Others Cash Bank / Ltd ITC Ltd HDFC Bank / Crompton Greaves Ltd / AIG / Oracle Financial Services Software Ltd / Bank of Baroda Banks / P1+ Andhra Bank / Alstom Projects India Ltd / Other Equity (less then 1% of corpus) Sterlite Industries (India) Ltd / Equity Funds Debt Funds Hybrid Funds / Mahindra And Mahindra Ltd Bharti Airtel Ltd / Sun Pharmaceutical Industries Ltd / Aia Engineering Ltd / Apollo Hospitals Enterprise Ltd / Ltd Axis Bank Ltd / Toubro Ltd / Reliance Industries Ltd / Diversified Fixed Deposit Cash Bank / Bharat Heavy Electricals Ltd Capital / Pharmaceuticals Hindalco Industries Ltd / Sterlite Industries (India) Ltd / Asian Paints (India) Ltd / Cadila Healthcare Ltd / Punjab National Bank Banks NCC Ltd / Glaxosmithkline Consumer Healthcare Ltd / Toubro Ltd Capital / Jindal Steel & Power Ltd Steel / Hindustan Unilever Ltd / 49 Larsen / Varnish Banks Pharmaceuticals Diversified Banks Tata Consultancy Services Ltd / ITC Ltd / Investment Style Value Instrument Equity Reliance Industries Ltd / S&P / Jagran Prakashan Ltd / Cipla Ltd Pharmaceuticals / 43 Larsen / Shree Cement Ltd / Bajaj Auto Ltd / Bharti Airtel Ltd / IT - Software Exide Industries Ltd / Godrej Consumer Products Ltd / PTC India Ltd Trading / Infosys Technologies Ltd / Shs Jindal Steel & Power Ltd / Patni Computer Systems Ltd / Exide Industries Ltd / Investment Style Growth Infosys Technologies Ltd / NAV Equity Castrol India Ltd / FMCG Voltas Limited / Tata Steel Ltd / F&U Instrument Godrej Consumer Products Ltd / Natco Pharma Ltd Pharmaceuticals / PERIOD Non Electrical Equipment HCL Technologies Ltd / United Spirits Ltd / Torrent Pharmaceuticals Ltd Pharmaceuticals / Grasim Industries Ltd / Small DATE NAV S & P India / Entertainment (Films TV etc) Hotels / Crompton Greaves Ltd Capital / Steel Tata Motors Ltd / Bank of India Banks / Motherson Sumi Systems Ltd / Auto Ancillaries Cipla Ltd Pharmaceuticals / Cairn India Ltd / Large Tata Steel Ltd Steel / HDFC Ltd / Federal Bank / NAV Tata Motors Ltd Fund / Investment Style Blend Industry Reliance Industries Ltd / Instrument Gail India Ltd / Bharat Forge Ltd / India Inc / NTPC Ltd / Wipro Ltd / Distribution Colgate-Palmolive (India) Ltd / Titan Industries Ltd / Electrical Equipment Auto Ancillaries Asset Allocation Pharmaceuticals / Dr Reddys Laboratories Ltd Pharmaceuticals / Bharat Heavy Electricals Ltd / Sun Pharmaceutical Industries Ltd Pharmaceuticals / Sintex Industries Ltd Bank / Auto Ancillaries Asian Paints (India) Ltd / Indraprastha Gas Ltd / New Shs Jindal Steel / Growth Size Sterlite Industries (India) Ltd / Lupin Ltd Pharmaceuticals / Metals Jindal Steel & Power Ltd Steel / Castrol India Ltd / Axis Bank Ltd / Pantaloon Retail India Ltd / Bank of India Larsen / Divi'S Laboratories Ltd Pharmaceuticals / Non Interest Bearing Securities / Gujarat Gas Company Ltd / Jammu & Kashmir Bank Ltd / TRF Ltd Capital / ICICI Bank Ltd / HDFC Bank Banks / Bharat Petroleum Corp Ltd / / Country India / / Currency USD / pence / / Event Natural Disaster / Company Listing Change / / IndustryTerm bank credit / manufacturing chain / non-food manufacturing inflation / food grain production / food grains / moderate food inflation / manufacturing sector / bank / manufacturing / record food grain harvest / sticky oil prices / 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 / BSE 30 / BSE Sensex NAV Change / CNX / / Organization Indian Meteorological Department / IMD / BSE Meteorological Department / / Person Saravana Kumar / Benchmark / / / Position Fund Manager / Officer / CIO / / Product Diversified 4.22% IT / DATE Instrument / / ProvinceOrState Kerala / / RadioStation Mix 33.03 / / SocialTag 
CIO’s Letter Market Outlook Equity