MFSL has proven itself yet again. Our recommendations on 5th August 2013 have registered an average growth of 47% in span of 265 days. The returns of our portfolio is a huge 2.5 times more than that of sensex or nifty.

1. SENSEX HAS ZOOMED
Our recommendations zoomed 2.5 times of Sensex.

2. Our performance versus index
Annualizedpercentagegrowth
* Average performance of our recommendations

3. Our recommendations
 We had recommended a list of 20 ensuing stock busters
on August 5th
2013. The list was uploaded on a public
domain. http://
www.slideshare.net/vikasmunoth/ensuing-block-buster-stocks
 In course of 265 days
 Sensex grew 17.98%
 Nifty grew 18.93%
 Our portfolio recommendation grew 46.59%

4. What went wrong?
 3 out of our 20 recommendations
 REI Agro - World’s largest basmati rice processing company.
 Down by 50% to CMP INR 5.00
 Core Education – India’s largest global education company.
 Down by 38% to CMP INR 12.50
 IL&FS Investments – subsidiary of India’s largest fund
management company.
 Down by 13% to CMP INR 13.95
Returns over 265 days of holding

5. What went right?
 17 out of our recommendations
 Petronet LNG – India’s fastest growing company in energy sector.
 Up by 16.96%
 Rajesh Exports – World’s largest manufacturer of gold jewellery.
 Up by 18.05%
 Merck Limited – 47 year old consistent performer in chemicals &
pharmaceuticals.
 Up by 24.72%
 Coromandel International – India’s 2nd
largest phosphatic fertilizer
company.
 Up by 29.45%
Returns over 265 days of holding

6. What went right?
 Continuation
 MOIL Limited – Government owned company operating 10 mines.
 Up by 34.37%
 TATA Motors – India’s largest automobile company.
 Up by 45.36%
 Mind Tree – a global information technology solutions company.
 Up by 45.43%
 NMDC Limited – India’s largest producer of Iron ore.
 Up by 50.70%
Returns over 265 days of holding

7. What went right?
 Continuation
 BHEL – Government owned machinery manufacturing company.
 Up by 54.01%
 Apar Industries – Established in 1958, is a $700 million company in
diversified businesses.
 Up by 58.90%
 Opto Circuits – Global medical equipment manufacturing company.
 Up by 59.75%
 MRF Limited – India’s leading tyre manufacturing company.
 Up by 61.75%
Returns over 265 days of holding

8. What went right?
 Continuation
 Eclerx Services – 8 out of 10 investment banks worldwide rely on
Eclerx solutions.
 Up by – 62.25%
 Engineers India – India’s premier consultancy company for oil &
gas, metallurgy, infrastructure and other industries.
 Up by 71.53%
 L G Balakrishnan – World’s leading manufacturer of off-road Tyres
 Up by 107.70%
Returns over 265 days of holding

9. What went right?
 Continuation
 Gujarat Gas – India’s largest private sector natural gas
distribution company.
 Up by 136.16%
 Apollo Tyres – Exports to over 110 countries worldwide.
 Up by 155.63%
Returns over 265 days of holding

10. OUR PERFORMANCE
SPEAKS FOR ITSELF.
"It is impossible to produce superior performance unless
you do something different from the majority.“
John Templeton

11. Contact us for more
information on Portfolio
Management services.
Incorporated in 1990, MFSL is promoted by century old Munoth
group headquartered out of Chennai and originating from
Rajasthan. The company is registered with SEBI to offer a gamut of
services in the capital market arena.
MFSL’s services include
Merchant banking
Stock broking & dematerilisation services
Portfolio Management services
Mutual fund & IPO distribution
MFSL caters to institutional, corporate, HNI’s and retail clienteles.
The company periodically invests in technology to ensure that its
customers get access to seamless, secured and quick service. The
management’s rich experience is well complimented by its qualified,
experienced and trained manpower.
MFSL, appointed by IL&FS trust company, is also the Investment
Manager for Valmark Infra & Realty Trust, a CAT II Alternate
Investment Fund [AIF].
HQ: Munoth Centre, 343 Triplicane High Road, Chennai 600 005. India
Landline: +914428591185 | Fax: +914428591189 | Email: vikas@munothfinancial.com
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