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Company Hindalco Industries Ltd / Power Grid Corp / Ambuja Cements Ltd / Cash Bank & Others Coal / Wipro Ltd Steel / Nestle India Ltd / Larsen And Toubro Ltd / Chambal Fertilizers And Chemicals Ltd / Blend Instrument Bharat Heavy Electricals Ltd / Yes Bank Ltd / Tata Consultancy Services Ltd / Gail India Ltd / Refineries Steel / Equity Funds / Punjab National Bank ICICI Bank Ltd / Power Finance Corp Ltd / Canara Bank / Bank Of Commerce / Saraswat Co-op Bank / S&P India / PERIOD Banks Banks Industries Ltd / Oil & Natural Gas Corp Ltd / Maruti Suzuki India Ltd / Bank of India / Tata Motors Ltd / Forgings & Fastners Bharat Forge Ltd / HCL Technologies Ltd / Ultratech Cement Ltd / Growth Industry Capital Goods - Infosys Ltd / Growth Size Large Mid Small Bajaj Auto Ltd / Oracle Financial Services Software Ltd / Unit Funds Cash Bank / Bank Of Baroda Banks / Equity Funds Debt Funds Hybrid Funds / Marico Ltd / Other Equity (less than 1% of corpus) Titan Industries Ltd / Reliance Industries Ltd / Sector Allocation NAV S & P India / Bharat Heavy Electricals Ltd Capital / Sterlite Industries (India) Ltd / Asian Paints (India) Ltd / Federal Bank Ltd / Distribution Miscellaneous Agro Chemicals Cash Bank / Months Auto Ancillaries Tata Steel Ltd / Glaxosmithkline Consumer Healthcare Ltd / Jindal Steel & Power Ltd Steel / Hindustan Unilever Ltd / ITC Ltd / S&P / Rallis India Ltd / Banks Axis Bank Ltd / Finance ITC Ltd / Cipla Ltd Pharmaceuticals / NAV Tobacco Products Tata Motors Ltd / HSBC / Larsen And Toubro Ltd Capital / Hindustan Zinc Ltd / Capital Goods - ICICI Bank Ltd / CP's Tata Steel Ltd Steel / Bosch Ltd / Shree Cement Ltd / Bajaj Auto Ltd / Hero Honda Motors Ltd / Bharti Airtel Ltd / IPCA Laboratories Limited Pharmaceuticals / Godrej Consumer Products Ltd / Colgate-Palmolive (India) Ltd / Cements Ltd / Exide Industries Ltd / Cadila Healthcare Ltd Pharmaceuticals / Auto Ancillaries Tata Steel Ltd Fund / Wabco Tvs (India) Ltd / Torrent Pharmaceuticals Ltd Pharmaceuticals / Mahindra And Mahindra Ltd / Other Equity (less than 1% of corpus) Mahindra And Mahindra Ltd / Entertainment (Films TV etc) Hotels / Crompton Greaves Ltd Capital / Punjab National Bank Union / Pharmaceuticals Fertilizers Instrument Ultratech Cement Ltd / Bank Of India Banks / Coal India Ltd / United Phosphorus Ltd / Instrument Motherson Sumi Systems Ltd / Shriram Transport Finance Co Ltd / Cairn India Ltd / Cement Mahindra And Mahindra Ltd / Punjab National Bank / Bank Of Baroda CD/CP / Large HCL Technologies Ltd / NTPC Ltd / Bank of Hyderabad / Titan Industries Ltd / Mid Tata Steel Ltd Steel / Dr Reddys Laboratories Ltd Pharmaceuticals / Andhra Bank / Sun Pharmaceutical Industries Ltd Pharmaceuticals / Automobile Electrical Equipment Gail India Ltd / Infosys Ltd Oil & Natural / FIIs / Large Andhra Bank 2012 - CD Nestle India Ltd / Steel Cash Bank / Lupin Ltd Pharmaceuticals / Castrol India Ltd / Axis Bank Ltd / Small Bajaj Auto Ltd / Divi'S Laboratories Ltd Pharmaceuticals / Petronet Lng Ltd / Cash Bank & Others - Non Interest Bearing Securities Sterlite Industries (India) Ltd / Healthcare Ltd Fund / Non Interest Bearing Securities / Gujarat Gas Company Ltd / Industry Reliance Industries Ltd / NAV Equity ICICI Bank Ltd / ICICI Bank Ltd / HDFC Bank Banks / Bharat Petroleum Corp Ltd / / Country India / / Currency USD / / Event Natural Disaster / / Facility Liquidity Adjustment Facility / Power Grid Corp Of India Ltd Power Generation / / IndustryTerm crude oil prices / insurance / retail sectors / elevated food inflation / crude oil / petroleum products / manufacturing / non-food / oil prices / oil seeds / gas availability / banking / food inflation / / MarketIndex S & P India 500 Shariah / S&P CNX Nifty NAV Change / BSE Sensex 100 / Purchase Manager / NSE CNX MIDCAP NAV Change / Wholesale Prices / S&P / TSE 110 / S & P India 500 NAV Shariah / / Organization Indian Meteorological Department / US Federal Reserve / Central Statistics Office / Others Units Fund / Financial Institutions Fund / Hotels / Banks and Financial Institutions Fund / / Person Saravana Kumar / / / Position securities Fund Manager / Manager Index / Manager / Fund Manager / Officer / CIO / Purchase Manager / / Product DATE Instrument / / SocialTag 
CIO’s Letter Market Outlook Equity