Download - Muhurat Pick. SCRIPTS AND SECTORAL WEIGHTAGE Script% Weightage RELIANCE INDUSTRIES9 TATASTEEL9 LARSEN & TOURBO9 HDFC9 AXISBANK9 TCS9 RANBAXY9 HINDUNLVR9.

Muhurat Pick

SCRIPTS AND SECTORAL WEIGHTAGE

Script % Weightage

RELIANCE INDUSTRIES 9

TATASTEEL 9

LARSEN & TOURBO 9

HDFC 9

AXISBANK 9

TCS 9

RANBAXY 9

HINDUNLVR 9

M & M 9

MARUTI 9

NIFTY BEES 9

TOTAL 100 %

SECTORAL WEIGHTAGE

RELIANCE INDUSTRIES

RELIANCE INDUSTRIES CMP: 805 STRATEGY: BUY WEIGHTAGE: 9 %

BSE Code 500325

Face Value 10

Book Value 502.52

Div Yield(%) 1.07

EPS 58.14

P/E 13.61

Mcap (Cr.) 256528.35

NP(Cr.) 20,040.00

Industry Oil & Gas

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 Sales Growth Net Profit Return on Equity Debt-Equity Ratio

3 Years Aggregate 32% 9.18% 12.25 % 0.36

TATA STEEL

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.

TATA STEEL CMP: 399 STRATEGY: BUY WEIGHTAGE: 9 %

BSE Code 500470

Face Value 10

Book Value 537.64

Div Yield(%) 3.1

EPS 60.06

P/E 6.33

Mcap (Cr.) 36896

NP(Cr.) 6696.42

Industry Iron & Steel


3 Years Aggregate 11.80% 10% 13.50% 0.45

Larsen & Tourbo

LARSEN & TOURBO CMP: 1665 STRATEGY: BUY WEIGHTAGE: 9%

BSE Code 500510

Face Value 2

Book Value 410.59

Div Yield(%) 1.17

EPS 74.50

P/E 18.46

Mcap (Cr.) 84451.14

NP(Cr.) 4456

IndustryConstruction & Eng

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 19 projects (10 operational) 2090 Kms Proj. Cost: Rs 216 Bn

• Power 5 projects 2842 MW Proj. Cost: Rs 211 Bn

• Ports 3 projects (2 operational) 45 MTPA Proj. Cost: `Rs 57 Bn

• Metro Rails 1 project 71.16 Km Proj. Cost: Rs.164 Bn

• Urban Infra 16 projects 26.5 Million sq.ft Proj. Cost: Rs. 196 Bn


3 Years Aggregate 16.40% 9.58% 20% 0.39

HDFC

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).

HDFC CMP: 784 STRATEGY: BUY WEIGHTAGE: 9 %

BSE Code 500010

Face Value 2

Book Value 0

Div Yield(%) 1.46

EPS 27.88

P/E 26.53

Mcap (Cr.) 11369699

NP(Cr.) 4122

IndustryHousing Finance


3 Years Aggregate 16.8% 21.80% 20% 5.05

AXIS BANK

AXIS BANK CMP: 1220 STRATEGY: BUY WEIGHTAGE: 9%

BSE Code 532215

Face Value 10

Book Value 550

Div Yield(%) 1.68

EPS 107.45

P/E 8.87

Mcap (Cr.) 39506.71

NP(Cr.) 4242

Industry Banks

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

Valuations Sales Growth Net Profit Return on Equity Capital Adequacy Ratio

3 Years Aggregate - 32.80% 17.35% 13.66

TATA CONSULTANCY

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.

TATA CONSULTANCY CMP: 1321 STRATEGY: BUY WEIGHTAGE: 9%

BSE Code 532540

Face Value 1

Book Value 126.49

Div Yield(%) 1.77

EPS 59.84

P/E 22.93

Mcap (Cr.) 268579

NP(Cr.) 10975

Industry I.T. & Software


3 Years Aggregate 2085% 33% 40% 0.01

RANBAXY

RANBAXY CMP: 547.00 STRATEGY: BUY WEIGHTAGE: 9%

BSE Code 500359

Face Value 5

Book Value 45.57

Div Yield(%) 0.36

EPS -

P/E -

Mcap (Cr.) 23646.84

NP(Cr.) -3052

Industry Pharma

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.


3 Years Aggregate 19% - - 2.25

HINDUSTAN UNILEVER

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.

HINDUSTAN UNILEVER CMP: 533 STRATEGY: BUY WEIGHTAGE: 9%

BSE Code 500696

Face Value 1

Book Value 16.25

Div Yield(%) 1.40

EPS 16.01

P/E 33.43

Mcap (Cr.) 115714.98

NP(Cr.) 2691.4

Industry FMCG


3 Years Aggregate 3% 3.20% 82% -

MAHINDRA & MAHINDRA

MAHINDRA & MAHINDRA CMP: 915 STRATEGY: BUY WEIGHTAGE: 9%

BSE Code 500520

Face Value 5

Book Value 197.18

Div Yield(%) 1.64

EPS 48.86

P/E 15.65

Mcap (Cr.) 46963

NP(Cr.) 2879

Industry Automobile

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.


3 Years Aggregate 34% 62% 25.5% 0.26

MARUTI SUZUKI

MARUTI SUZUKI CMP: 1452 STRATEGY: BUY WEIGHTAGE: 9 %

BSE Code 532500

Face Value 5

Book Value 525.6

Div Yield(%) 0.61

EPS 52.25

P/E 23.07

Mcap (Cr.) 34818

NP(Cr.) 1635

Industry Automobiles

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.


3 Years Aggregate 21% 22% 16% 0.07

NIFTYBEES

NIFTYBEES CMP:577 STRATEGY: BUY WEIGHTAGE: 9%

BSE Code 590103

NSE CODE NiftyBEES

Pricing(Per Unit) 1/10th of Index

Div Yield(%) 1.52

P/B 3.08

P/E 18.12

Mcap (Cr.) 3525346

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