Download - Hdfc Top 200 Report
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WealthHandHolding ([email protected]) Page 1
HDFC TOP 200:
To generate long term capital appreciation from a portfolio of equity and equity-linked instruments
primarily drawn from the companies in BSE 200 index.
Fund Manager : Prashant Jain
5 PARAMETER ANALYSIS
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VIEW IN TOP 10 HOLDING ( 44 % OF TOTAL
INVESTMENT)
Stocks Sector Percentage Comments PE
Color
Given
State Bank of India Banks 8.18 Results expected, though after last year
consolidation. There are huge expectation in
company. 18.5818.5818.5818.58
ICICI Bank Ltd. Banks 5.78 +ve Q4 Results, will help to sustains the level
and gain further in Stocks. 16.516.516.516.5
Infosys Ltd. Software 5.3 Bad news floating market, will defly impact
the stock and inturn overall returns 16.216.216.216.2
ITC Ltd. Consumer
Non
Durables
5.29
Stable to Growth Outlook 32.9432.9432.9432.94
Tata Motors Ltd.
DVR
Auto 4.4 Have strong homding in market and Jaguar
deal may also start generating returns for the
company in coming year.
Tata Consultancy
Services Ltd.
Software 3.27
Stable Outlook 21
Bharti Airtel Ltd. Telecom -
Services
3.1 Stable Outlook but Telecom has been seeing
many changes and control from regulator.
Which may lead to unexpected returns 19.49
Bank of Baroda Banks 3.04 Stable 6.56
HDFC Bank Ltd. Banks 2.96 Stable Outlook 24.5
Reliance Industries
Ltd.
Petroleum
Products
2.8
Stable to Negative outlook 14.11
* Yellow Stable outlook , market has huge expectation in stock
* Green Stocks can go for the overweight and very high PE also signifies some how stock trading on very high values
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1. Portfolio holds good share of Banking stocks, Top 2 India Private Bank and India largest
public sector bank. Being Banking getting pressure from the Euro Zone and if bad news
further floats in Market may impact the portfolio overall in short run. But in long run problem
doesnot hold.
2. Bharti most sound stock in Telecom. Growing global and diversifying. But grown to stage in
India and Increasing competition.
3. Infosys the Software company is in bad times. Projects from Infosys has been taken by
competitors like IBM and Congni. Holding a huge pressure on the company. While holding is
stable outlook as no major mark ups is expected in company
4. Tata Motors is sound investment in holdings as growing sales but at the same time pressure of
increasing raw material. Jaguar going to support the coming in long term
5. Reliance is in all time lows. Company being have stable outlook.
.40% is cash holding, which will help to meet redemptions.
RETURN HISTORY:
Trailing ReturnsTrailing ReturnsTrailing ReturnsTrailing Returns
As of 28 Apr 2012As of 28 Apr 2012As of 28 Apr 2012As of 28 Apr 2012 Fund ReturnFund ReturnFund ReturnFund Return Category ReturnCategory ReturnCategory ReturnCategory Return S&S&S&S&P CNX NiftyP CNX NiftyP CNX NiftyP CNX Nifty SensexSensexSensexSensex
Year-to-Date 15.44 14.41 12.21 10.84
1-Week -3.15 -3.04 -2.69 -2.13
1-Month 0.23 0.19 0.09 0.46
3-Month 1.97 3.11 0.60 0.31
1-Year -9.80 -9.49 -11.58 -12.35
2-Year 2.64 -1.61 -1.26 -1.74
3-Year 22.53 18.96 14.19 14.74
5-Year 11.81 5.82 4.43 3.78
Return Since Launch 22.76 -- -- --
Return less than 1-year are absolute and over 1 year are annualised.
BRIEF ANALYSIS:
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WealthHandHolding ([email protected])
Disclaimer:
It is purely based on Analysis of WealthHandHolding. It may vary from the investment
other. For any contradictory views and fund outcomes against the analysis of WHH the WHH will not
be responsible. As analysis is mix of Fundamental and Perception of Analyst.
AUM: 11,38,105.57
Such Huge AUM reduces the Redemption Risk.
But at the same time , dilute the share of profit
and restriction of 10% reduces chances to gain
profit from the highly bullish stock.
5 Parameter generally give the
right overview and leads to stable
outlook. Currently not holding very
high outlook on stock.
Long Term Investment
•Invest with minimum
Horizon of 1-1.5 years
WealthHandHolding ([email protected])
VIEW:
It is purely based on Analysis of WealthHandHolding. It may vary from the investment
other. For any contradictory views and fund outcomes against the analysis of WHH the WHH will not
be responsible. As analysis is mix of Fundamental and Perception of Analyst.
11,38,105.57
Such Huge AUM reduces the Redemption Risk.
But at the same time , dilute the share of profit
and restriction of 10% reduces chances to gain
profit from the highly bullish stock.
Return of the fund from is
generally beating the benchmark
and fund has been quite
experienced fund manager which
further Increasing the confidenc.
5 Parameter generally give the
right overview and leads to stable
outlook. Currently not holding very
high outlook on stock.
Suggested for long term
investment but
HDFC Top 200
Investment Mode:
Equity portion 2-3% of
Portfolio
•Being large cap and
long term horizon.
Equity portion of 2-
3% can be invested.
Page 3
It is purely based on Analysis of WealthHandHolding. It may vary from the investment views from the
other. For any contradictory views and fund outcomes against the analysis of WHH the WHH will not
Return of the fund from is
generally beating the benchmark
and fund has been quite
experienced fund manager which
further Increasing the confidenc.
Suggested for long term
investment but
Nuetral
•Looking at high AUM
size and Holdings.
Timing market would
be very important.
Hence holding a
nuetral view instead
of negative
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WealthHandHolding ([email protected]) Page 4