Portfolio as of 02-Mar-2017
|
Company *
|
Initiated On
|
Initial Buy Price
|
Current Price
|
Absolute Return
|
Annualized Return
|
%Alloc
|
|
Ajanta Pharma
|
9/16/2013
|
250.4
|
1716
|
585.30%
|
74.41%
|
26.21%
|
|
Kovai Medical
|
3/21/2014
|
151
|
1100
|
628.48%
|
96.01%
|
11.72%
|
|
Hindustan Media
|
11/13/2013
|
119
|
268
|
125.21%
|
27.71%
|
11.48%
|
|
Mayur Uniquoters
|
9/18/2012
|
95
|
372
|
291.58%
|
35.85%
|
8.43%
|
|
HDFC
|
7/13/2008
|
387
|
1408
|
263.82%
|
16.05%
|
7.91%
|
|
Axis Bank
|
11/27/2012
|
256
|
512
|
100.00%
|
17.63%
|
7.74%
|
|
Dhanuka
|
10/23/2013
|
130
|
781
|
500.77%
|
70.54%
|
5.93%
|
|
HCL Technologies
|
12/13/2015
|
835
|
851
|
1.92%
|
1.52%
|
3.09%
|
|
HDFC Bank
|
11/26/2012
|
665
|
1393
|
109.47%
|
18.93%
|
3.04%
|
|
REC
|
12/27/2013
|
108
|
155
|
43.52%
|
11.98%
|
2.92%
|
|
Indo Count
|
8/23/2016
|
168
|
161
|
-4.17%
|
-4.40%
|
2.88%
|
|
TCS
|
11/29/2012
|
1300
|
2499
|
92.23%
|
16.60%
|
2.83%
|
|
Swaraj Engines
|
9/18/2012
|
415
|
1403
|
238.07%
|
31.45%
|
2.21%
|
|
Bajaj Corp
|
11/25/2013
|
237
|
367
|
54.85%
|
14.30%
|
1.50%
|
|
NMDC
|
2/13/2013
|
145
|
149
|
2.76%
|
0.57%
|
1.42%
|
|
Emami
|
3/25/2014
|
433
|
1044
|
141.11%
|
34.88%
|
0.46%
|
|
Britannia
|
11/13/2017
|
2882
|
3182
|
10.41%
|
10.42%
|
0.23%
|
Current Portfolio Ratios: Portfolio Earning Yield |
6%
|
|
ROE
|
21%
|
|
Portfolio Div Yield
|
1%
|
|
Expected Growth
|
17%
|
|
Total Expected Return
|
18%
|
|
Portfolio Goal:
Portfolio Earning Yield
|
10%
|
|
ROE
|
24%
|
|
Dividend Yield
|
3%
|
|
Earnings Growth
|
17%
|
|
Total Return
|
20%
|
|
No comments:
Post a Comment