Muhurat Pick

Script RELIANCE INDUSTRIES TATASTEEL LARSEN & TOURBO HDFC AXISBANK TCS RANBAXY HINDUNLVR M & M MARUTI NIFTY BEES TOTAL

SCRIPTS AND SECTORAL WEIGHTAGE

9 9 9 9 9 9 9

% Weightage

9 9 9 9

100 %

18% 9%

SECTORAL WEIGHTAGE

9% 9% 9% 9% 9% 9% 18% OIL & GAS METAL INFRA BFSI IT PHARMA FMCG AUTO ETF

RELIANCE INDUSTRIES

RELIANCE INDUSTRIES

BSE Code Face Value Book Value Div Yield(%) EPS P/E Mcap (Cr.) NP(Cr.) Industry 500325 10 502.52

1.07

58.14

13.61

256528.35

20,040.00

Oil & Gas

CMP: 805 STRATEGY: BUY WEIGHTAGE: 9 %

 RIL is a Fortune Global 500 company and India's largest private sector company by revenue and profit.

 The company operates through 3 business segments: petrochemicals, refining, & oil-gas.

 Largest refining capacity at any single location  Largest producer of Polyester Fibre and Yarn  5th largest producer of Paraxylene (PX)  5th largest producer of Polypropylene (PP)  8th largest producer of Purified Terephthalic Acid (PTA) and Mono Ethelen Glycol (MEG) Valuations 3 Years Aggregate Sales Growth 32% Net Profit 9.18% Return on Equity 12.25 % Debt-Equity Ratio 0.36

TATA STEEL

TATA STEEL

BSE Code Face Value Book Value Div Yield(%) EPS P/E Mcap (Cr.) NP(Cr.) Industry 500470 10 537.64

3.1

60.06

6.33

36896 6696.42

Iron & Steel Valuations 3 Years Aggregate

CMP: 399 STRATEGY: BUY WEIGHTAGE: 9 %

 Tata Steel is among the top 10 global steel companies with an annual crude steel capacity of over 28(mtpa).

 It is now one of the world's most geographically-diversified steel producers, with operations in 26 countries and a commercial presence in over 50 countries.

 Tata Steel has set the target of achieving a capacity of 100 million tons by 2015. It is planning for capacity expansion to be balanced roughly 50-50 between greenfield developments and acquisitions.

 Overseas acquisitions have already added up to 21.4 million tonne, which includes Corus production at 18.2 million tonne, Natsteel production at two million tonne and Millennium Steel production at 1.2 million tonne.

Sales Growth 11.80% Net Profit 10% Return on Equity 13.50% Debt-Equity Ratio 0.45

Larsen & Tourbo

LARSEN & TOURBO

BSE Code Face Value Book Value 500510 2 410.59

Div Yield(%) EPS P/E Mcap (Cr.) NP(Cr.) Industry 1.17

74.50

18.46

84451.14

4456 Construction & Eng

CMP: 1665 STRATEGY: BUY WEIGHTAGE: 9%

 L&T is India's largest engineering and construction company, [ with a dominant presence in India's infrastructure, power, hydrocarbon, machinery and railway related projects. In recent years, L&T has expanded its global presence and international projects contributed 9% of its overall order book for the 2010 –11 period.

• • • • •  L&T is a technology-driven USD 12.8 billion company that infuses engineering with imagination. The company ranked #14 in the 2011

Fortune India 500

list of the largest Indian companies by total revenues.

Roads & Bridges Power

5 projects 19 projects (10 operational) 2842 MW 2090 Kms Proj. Cost: Rs 211 Bn Proj. Cost: Rs 216 Bn

Ports

3 projects (2 operational)

Metro Rails Urban Infra

1 project 16 projects 71.16 Km 45 MTPA Proj. Cost: Rs.164 Bn 26.5 Million sq.ft

Proj. Cost: `Rs 57 Bn Proj. Cost: Rs. 196 Bn Valuations 3 Years Aggregate Sales Growth 16.40% Net Profit 9.58% Return on Equity 20% Debt-Equity Ratio 0.39

HDFC

HDFC

BSE Code Face Value Book Value Div Yield(%) EPS P/E Mcap (Cr.) NP(Cr.) Industry 500010 2 0 1.46

27.88

26.53

11369699 4122 Housing Finance Valuations 3 Years Aggregate Sales Growth 16.8%

CMP: 784 STRATEGY: BUY

Net Profit 21.80% Return on Equity 20%

WEIGHTAGE: 9 %

 A pioneer and leader in housing finance in India, since inception, HDFC has assisted more than 4.02 million customers to own a home of their own, through cumulative housing loan approvals of over Rs. 4.63 trillion and disbursements of over Rs. 3.74 trillion as at March 31, 2012.

 HDFC has a wide network of 318 offices catering to over 2,400 towns & cities spread across the country. It also has offices in

Dubai, London

and

Singapore

and service associates in the Middle East region, to provide housing loans and property advisory services to Non-Resident Indians (NRIs) and Persons of Indian Origin (PIOs).

 In addition, HDFC covers over 90 locations through its outreach programmes. HDFC's marketing efforts continue to be concentrated on developing a stronger distribution network. Home loans are also sourced through HDFC Sales, HDFC BANK Limited and other third party Direct Selling Agents (DSA).

Debt-Equity Ratio 5.05

AXIS BANK

AXIS BANK

BSE Code Face Value Book Value Div Yield(%) EPS P/E Mcap (Cr.) NP(Cr.) Industry 532215 10 550 1.68

107.45

8.87

39506.71

4242 Banks Valuations 3 Years Aggregate

CMP: 1220 STRATEGY: BUY WEIGHTAGE: 9%

 The Bank as on 30th June, 2012 is capitalized to the extent of Rs. 414.29 crores with the public holding (other than promoters and GDRs) at 54.24%.

 The Bank has a very wide network of more than 1600 branches. The Bank has a network of over 10000 providing 24 hrs a day banking convenience to its customers.

This is one of the largest ATM networks in the country.

 The Bank has strengths in both retail and corporate banking and is committed to adopting the best industry practices internationally in order to achieve excellence.

 In 2011-12, Axis Bank set up 6 SME centers and SME cells each across the country, taking the total number to 32 SME Centers. The Bank also organized the ‘Business Gaurav SME Awards’ in association with Dun & Bradstreet to recognize and award achievements in the SME space.

 In year 2011-12 , Bank got the Bank of the Year – India The Banker Awards 2011 Sales Growth Net Profit 32.80% Return on Equity 17.35% Capital Adequacy Ratio 13.66

TATA CONSULTANCY

TATA CONSULTANCY

BSE Code Face Value Book Value Div Yield(%) EPS P/E Mcap (Cr.) NP(Cr.) Industry 532540 1 126.49

1.77

59.84

22.93

268579 10975 I.T. & Software

CMP: 1321 STRATEGY: BUY WEIGHTAGE: 9%



TCS

is an Indian multinational information technology (IT) services, business solutions and outsourcing services company. TCS is a subsidiary of the Tata Group and is one of the five largest India-based IT services firms.

 On February 6, 2012, TCS signed a multi-year, multi-million euro contract with European car rental company Europcar for the deployment of IT services in France.

 TCS signed a Rs 94Cr. deal with the Karnataka government for 6-year period to automate its treasury and finance department operations.TCS has received a multi-year, multi-million dollar contract to provide application support, maintenance and development services to the gases company Air Liquide.

Valuations 3 Years Aggregate Sales Growth 2085% Net Profit 33% Return on Equity 40% Debt-Equity Ratio 0.01

RANBAXY

RANBAXY

BSE Code Face Value Book Value Div Yield(%) EPS P/E Mcap (Cr.) NP(Cr.) Industry 500359 5 45.57

0.36

23646.84

-3052 Pharma

CMP: 547.00

STRATEGY: BUY WEIGHTAGE: 9%

 Ranbaxy, India's largest pharmaceutical company, is an integrated, research based, international pharmaceutical company, producing a wide range of quality, affordable generic medicines, trusted by healthcare professionals and patients across geographies.

 Ranbaxy today has a presence in 23 of the top 25 pharmaceutical markets of the world. The company has a global footprint in 43 countries, world-class manufacturing facilities in 8 countries and serves customers in over 125 countries.

 In June 2008, Ranbaxy entered into an alliance with one of the largest Japanese innovator companies, Daiichi Sankyo Company Ltd., to create an innovator and generic pharmaceutical powerhouse. The combined entity now ranks among the top 20 pharmaceutical companies, globally.

 Today, the company has multi-disciplinary R&D centers at Gurgaon, in India, with dedicated facilities for generics research and innovative research. The R&D environment reflects its commitment to be a leader in the generics space offering value added formulations and development of NDA/ANDAs, based on its Novel Drug Delivery System (NDDS) research capability.

Valuations 3 Years Aggregate Sales Growth 19% Net Profit Return on Equity Debt-Equity Ratio 2.25

HINDUSTAN UNILEVER

HINDUSTAN UNILEVER

BSE Code Face Value Book Value Div Yield(%) EPS P/E Mcap (Cr.) NP(Cr.) Industry 500696 1 16.25

1.40

16.01

33.43

115714.98

2691.4

FMCG

CMP: 533 STRATEGY: BUY WEIGHTAGE: 9%

 HUL is India's largest Fast Moving Consumer Goods Company with a heritage of over 75 years in India. Its products include foods, beverages, cleaning agents and personal care products .

 It’s distribution covers over 2 million retail outlets across India directly and its products are available in over 6.4 million outlets in the country. As per Nielsen market research data, two out of three Indians use HUL products.

 It is the market leader in Indian consumer products with presence in over 20 consumer categories such as soaps, tea, detergents and shampoos amongst others with over 700 million Indian consumers using its products.

Valuations 3 Years Aggregate Sales Growth 3% Net Profit 3.20% Return on Equity 82% Debt-Equity Ratio -

MAHINDRA & MAHINDRA

MAHINDRA & MAHINDRA

BSE Code Face Value Book Value Div Yield(%) EPS P/E Mcap (Cr.) NP(Cr.) Industry 500520 5 197.18

1.64

48.86

15.65

46963 2879 Automobile

CMP: 915 STRATEGY: BUY WEIGHTAGE: 9%

 Mahindra & Mahindra is a major automobile manufacturer of utility vehicles, passenger cars, pickups, commercial vehicles, and two wheelers. Its tractors are sold on six continents.

 M&M made its entry into the passenger car segment with the Logan in April 2007 under the Mahindra Renault joint venture. M&M will make its maiden entry into the heavy trucks segment with Mahindra Navistar , the joint venture with International Truck , USA.

 It has acquired plants in China and the United Kingdom, and has three assembly plants in the USA. M&M has partnerships with international companies like Renault SA , France and International Truck and Engine Corporation , USA  It is ranked #21 in the list of top companies of India in Fortune India 500 in 2011.

Valuations 3 Years Aggregate Sales Growth 34% Net Profit 62% Return on Equity 25.5% Debt-Equity Ratio 0.26

MARUTI SUZUKI

MARUTI SUZUKI

BSE Code Face Value Book Value Div Yield(%) EPS P/E Mcap (Cr.) NP(Cr.) Industry 532500 5 525.6

0.61

52.25

23.07

34818 1635 Automobiles

CMP: 1452 STRATEGY: BUY WEIGHTAGE: 9 %

 Maruti- India's largest passenger car company, with market share of 45%.

 It offers wide range of cars across different segments.Itoffers15 brands & over 150 variants.

 Since inception, it has produced and sold over 7.5 mn vehicles in India and exported over 5Lac units to Europe and other countries. In FY 2009-10 Maruti became the only Indian company to manufacture and sell 1 Million cars in a year.

 In an environment friendly initiative & to meet high Petrol Price issue, Maruti introduced factory fitted CNG option in Aug-2010 on its 5 models- Eeco,Alto, Estilo,WagonR and Sx4.

 It is gearing up for a major producton slaught with the launch of 15-20 new vehicles in 5 years.

 Financial: Company has near to Zero Debt with Consistently increase in Reserves  Seeing the Customer Trust & Satisfaction Maruti Stands at one of the Most Trusted brand.

Valuations 3 Years Aggregate Sales Growth 21% Net Profit 22% Return on Equity 16% Debt-Equity Ratio 0.07

NIFTYBEES

NIFTYBEES

BSE Code NSE CODE Pricing(Per Unit) Div Yield(%) P/B P/E Mcap (Cr.) 590103 NiftyBEES 1/10th of Index 1.52

3.08

18.12

3525346

CMP:577 STRATEGY: BUY WEIGHTAGE: 9%



Objectives:

The Investment objective of Nifty BeES is to provide investment returns that, before expenses, closely correspond to the total returns of securities as represented by the S&P CNX Nifty Index.

 One Unit of Nifty BeES is approximately 1/10th of the S&P CNX Nifty Index. GS Nifty BeES is listed and traded on the NSE -Capital Market Segment and is settled in the Rolling Segment on T+2 basis. GS Nifty BeES can be settled only in electronic (demat) form