Security Analysis and Portfolio Management

Vidhi Kohli 43 Vinay Menon 47 Shruti Pillai 67 Siby Varghese 97

Presented By

Agriculture – 1,00,00,000 Real Estate – 2,80,00,000 Gold – 1,00,00,000 HDFC Fixed Deposit - 50,00,000 IIFL – 60,00,000 Time Deposit – 1,60,00,000 Stock – 2,50,00,000

Investment

Office area/ Industrial gala 4240 +7030 sq feet (carpet/opened area) Total investment- 2.86 Cr. Tax implication- 20% on capital gains Selling price- 7.899 Cr. (after 5yrs) Place :Rajpatra Industrial Estate, Vasai

(east)

Real Estate

Total investment- 1 cr. 25 hectare land Plot cost 25 lac Development cost 75 lac (in 4 yrs) Income from 5th yr onwards – 721440 p.m. Tax implication - NIL if no other income

- 20% of profit if otherwise. Selling price of the land – minimum of 5.5 cr.

(550% appreciation)Place : Vaibhav Vadi, (Border of Maharashtra Goa)

Agricultural Land

Gold ETF is a stock traded on the market with gold price as its base

Company buy’s gold on your behalf Average Return of 12 percent in 5 years Current price is Rs 2828 Tax rate 10% on LTCG All Gold ETF’S are similarly priced

SBI Gold ETF

IIFL secured bonds Interest of 12% per annum No TDS AA Rating by CARE Duration- 5 years

Bonds

Interest rate – 9% p.a for 60 months TDS is charged for amount exceeding

10,000 rs

HDFC Fixed Deposit

Any individual (a single adult or two adults jointly) can open an account.

Rate of interest - 8.20%, 8.20%, 8.30%, 8.40% compounded quarterly for 1,2,3 & 5 years TD.

The investment in the case of  5 years TD qualify for the benefit of Section 80C of the Income Tax Act, 1961 from 1.4.2007.

India Post Time Deposit

 Type of Account

Minimum Deposit

Maximum Deposit

1,2,3 & 5 Year TD INR.200/- and in multiples of INR. 200/- thereafter

No limit

Invested amount: Rs. 1,60,00,000 Rate of Interest: 8.40% Tax: NIL Annual Interest(1st year): Rs. 13,86,931.82 Total Interest(after 5 years): Rs.

82,45,705.42 Total Returns: Invested + Total

Amount Interest

= Rs. 2,42,45,705.43

Number one IT company in India P/E – 28.86 Industry P/E- 21.72 Market Cap- 3,82,444.98 EPS- 67.71 Market price has tripled in 4 years Beta- 0.50

Tata consultancy services

200 crore deal with SAS Multi- million euro deal with DNB 200 crore deal with income tax department Sales expansion of 4.1% in the first quarter

of 2013-14. Target M/P – 2300 Rs

News

MARKET CAP (RS CR)173,086.27 P/E- 18.89 EPS- 159.55 BETA- 0.65 Target- 3200

infosys

MARKET CAP (RS CR)4,755.16 P/E - 12.34 EPS - 92.05 Target – 1200 Q1 Net profit up 52 % on yoy Partnership with SAP America Stock has quadrupled in 4 years

Mindtree

MARKET CAP (RS CR)40,094.21 EPS- 74.40 P/E – 32.19 Stock has gained 50 % of its MP in the last

year Net profit grew 12 % in Q1 Beta – 0.57 Gets USFDA nod for Azacitidine for Injection

Dr reddy’s

MARKET CAP (RS CR)6,318.86 EPS- 126.23 P/E -10.06 MARKET P/E- 14.60 Steady growth of 11 percent in 5 years Strong candidate to get new banking

license Target- 1520 Q1 net up 27%

Bajaj finance

MARKET CAP - 44,469.21 P/E- 17.10 INDUSTRY P/E - 16.38 EPS - 86.07 Target- 1550 BETA- 0.79 Car sales doubled in august on yoy basis Production up by 63 % in august

Maruti suzuki

MARKET CAP (RS CR)9,288.35 P/E - 32.37 INDUSTRY P/E - 20.17 EPS - 4.64 Q1 NET UP 44% Stock has gained 50 percent in 3 years

Tata global beverages

Investment

Total Amount Invested

Annual Returns

Return after 5 years

Annual Return(%)

Real Estate 28602000 9760749.12 48803745.6 40%

Agricultural Land

1000000 8308132 41540659 41.5%

ETF Gold 10000000 9,58,963 60,96,024 9.5%

HDFC Fixed Deposit

5000000 3,80,000 19,00,000 7.6%

IIFL 60,00,000 6,45,840 32,29,200 10.76%

IPTD 16000000 1386931.82 8245705.42 8.67%

stocks 25000000 15,70,923 78,54,618 6.28%

Total Returns

THANKYOU!!!