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Part Six

Findings and Conclusion

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Findings and Conclusion:

At the end of the project we find the return of our Equity Portfolio in only
three months is 71% according to our Fundamental analysis and around 70%
return in only three months according to Technical Analysis.

Technical Analysis

1st 30th No. of

PARTICULARS Jan. June Amount Share Returns
Bajaj Auto 625.00 1059.00 181470.87 290.35 307484.24
Bharat Petrolium 363.00 436.90 281757.40 776.19 339117.93
Bharti Airtel 594.00 815.00 217287.48 365.80 298130.13
Colgate Palmolive (India) 458.00 609.80 238777.45 521.35 317918.10
DLF Limited 165.00 342.00 305635.15 1852.33 633498.31
Dr Reddy 476.00 793.70 121776.50 255.83 203054.64
Housing Dev. & Inf. Ltd. 82.00 270.00 300859.60 3669.02 990635.27
ICICI Bank 324.00 754.90 245940.78 759.08 573026.84
Infosys 1303.00 1799.00 210124.16 161.26 290110.03
ITC Limited 179.00 195.95 260267.43 1454.01 284912.87
Larsen And Toubro 663.00 1658.00 202960.84 306.12 507555.16
Maruti Suzuki 765.00 1077.00 231614.13 302.76 326076.36
NTPC 176.00 201.50 339064.00 1926.50 388189.75
Oil and Natural Gas Corp. 752.00 1089.00 319961.80 425.48 463348.94
Reliance Communication 173.00 311.00 217287.48 1256.00 390615.07
State Bank of India 980.00 1781.70 226838.58 231.47 412406.43
Sun Pharma 1053.00 1142.00 310410.70 294.79 336646.74
Suzlon 42.55 120.00 234002.00 5499.46 659935.14
Tata Consultancy Services 477.00 397.00 291308.50 610.71 242451.73
Tata Steel 218.00 411.95 262655.20 1204.84 496333.99
      5000000.05   8461447.64

As said above technical analysis gives us return around 70% with in a

Quarter (three months) of investing in our portfolio.

Fundamental Analysis

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No. of
Particulars 1-Jan 30-Jun Amount Share Returns
Maruti Suzuki 765.00 1077.00 240079.00 313.83 337993.57
Bajaj Auto 625.00 1059.00 311508.00 498.41 527819.16
           
Housing Dev. & Inf. Ltd. 82.00 270.00 267857.00 3266.55 881968.17
DLF Limited 165.00 342.00 212302.00 1286.68 440044.15
           
Infosys 1303.00 1799.00 321428.00 246.68 443782.79
Tata Consultancy
Services 477.00 397.00 307540.00 644.74 255960.96
           
Tata Steel 218.00 411.95 273810.00 1256.01 517412.98
Larsen And Toubro 663.00 1658.00 287698.00 433.93 719461.97
           
NTPC 176.00 201.50 176587.00 1003.34 202172.05
Suzlon 42.55 120.00 184524.00 4336.64 520396.71
           
State Bank of India 980.00 1781.70 308532.00 314.83 560930.07
ICICI Bank 324.00 754.90 288690.00 891.02 672629.88
           
ITC Limited 179.00 195.95 240080.00 1341.23 262813.83
Colgate Palmolive (India) 458.00 609.80 299603.00 654.16 398903.73
           
Bharti Airtel 594.00 815.00 118056.00 198.75 161979.19
Reliance Communication 173.00 311.00 141865.00 820.03 255028.99
           
Oil and Natural Gas
Corp. 752.00 1089.00 351191.00 467.01 508573.14
Bharat Petrolium 363.00 436.90 238095.00 655.91 286566.68
           
Sun Pharma 1053.00 1142.00 222222.00 211.04 241004.30
Dr. Readdy 476.00 793.70 208333.00 437.67 347382.15

      5,000,000.00   8,542,824.45

That is 71% return with in a quarter (three months) starting from 1-4-2009 to
end on 30-3-2006.
Conclusion:

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To, conclude we can say that our portfolio has some limitations but it gives
the best return with in a quarter that is an appreciable thing.

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Part Seven

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Suggestions and Recommendations:

 Since fundamental analysis is more suitable for long term investment,

the investor should not consider the short term fluctuations for long
term investments.
 Technical analysis explains the time of investment rather than the
script of investment for the short run. So the investor should invest
with target price for exist.
 Since there are list of factors that affect the market so rather than
sticking the analysis firmly, the investor should act according to the
fluctuation of the market.

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Appendix:
Tables of the 60 companies ratios out of which we selected 20
companies. The ratios are shown as below:
 Table of Quick Ratio
 Table of Debt-Equity
 Table of Return on Assets
 Table of Bonus in Equity Capital
 Table of Net Profit Ratio
 Table of Return on Long Term Funds
 Table of Market Capitalization

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