This document analyzes and compares the DSP Merril Lynch Bond Fund and DSP Merril Lynch Equity Fund over time. It discusses the objectives, background of the fund houses, portfolio structures, asset allocations, sector allocations, top holdings, returns and risks of both funds from 2006 to 2008. The analysis shows that the bond fund's asset ratings have declined and the equity fund has shifted assets from growth to more stable sectors while increasing its cash exposure and reducing equity exposure.
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Notes for each of the slides are present in the notes section
(Images used for representational purposes only)
Please download the file and view the presentation.
Notes for each of the slides are present in the notes section
(Images used for representational purposes only)
Report on the Financial Ratios and IT Industry AnalysisPushkar Metha, MBA
This report is the detailed Ratio analyses of Tech Mahindra and Infosys and are immensely helpful in making a comparative of the financial statement for several years.
The analysis shows the company financial position is very secure. It is observed that most of the ratios are as per the industry standard.
It has been also been observed that in most of the ratio likes EPS, Book Value, Dividend Per share, PBITA Margin, ROE etc., Infosys Ltd. is doing better than the Tech Mahindra which shows Infosys Ltd. is much more stable as compared with the Tech Mahindra and in turn can provide more returns to Shareholders / Investors.
The empirical results reveal that the dividend payout policies of Tech Mahindra and Infosys Ltd. are significant and strong positively correlated with leverage. Tech Mahindra and Infosys ltd. are significant and strong positively correlated with provision for Taxation.
The Technology has been changing at the rapid space and it demands to invest in new technologies like cloud computing, mobility and analytics, Big Data and innovation which will provide tremendous opportunities. The customer demands are more dynamic which require more technological work force. The companies need to take the proactive steps in moving Digital and building the competency for new technologies where there are huge opportunities to grow.
Financial Chronicle Jan 4, 2010 Indian Firms High On Equity, Low On DebtJagannadham Thunuguntla
Money from initial public offers (IPOs) and follow-on public offers (FPOs) for the year was around Rs 20,000 crore while Rs 31,000 crore came through qualified institutional placements (QIPs), says SMC Capitals Equity Head Jagannadham Thunuguntla. In 2009, Indian companies raised money through debt and equity routes for valid reasons.
5 must have stocks if Nifty corrects post RBI rate cutShailesh Saraf
The major event that took place on 4th October 2016 is the Reserve Bank of India’s (RBI) fourth bi-monthly monetary policy meeting. The RBI after the third bi-monthly monetary policy on 9th August 2016, decided to keep the policy repo rate unchanged at 6.5 per cent. The RBI in its monetary policy review yesterday cropped its key lending rate or the repo rate by 25 basis points to a six-year low of 6.25 per cent, from 6.5 per cent. Banks are anticipated to pass on the RBI rate cut to customers. Yesterday’s rate decision, the first in the tenure of new RBI chief, Urijit Patel, commenced a new era for the central bank. Today’s policy decision was for the first time initiated by a six-member panel called the monetary policy committee or MPC; the decision was taken by the RBI governor alone.
This is the Statement of Credentials put forward by Aurum Equity Partners LLP. This document was last updated on February 2017. For inquiries, visit http://www.aurumequity.com
Mercer Capital's Business Development Companies Quarterly Newsletter | Q3 2014Mercer Capital
"Business development companies are an important and growing source of funding for middle market companies. Along with private equity and other investment funds, BDCs provide billions of dollars of investment capital to private companies in every segment of the economy.
For over thirty years, Mercer Capital has met the valuation needs of the same middle market companies to which BDCs and other funds provide capital.
This quarterly newsletter tracks the financial and stock market performance of the public BDCs."
Report on the Financial Ratios and IT Industry AnalysisPushkar Metha, MBA
This report is the detailed Ratio analyses of Tech Mahindra and Infosys and are immensely helpful in making a comparative of the financial statement for several years.
The analysis shows the company financial position is very secure. It is observed that most of the ratios are as per the industry standard.
It has been also been observed that in most of the ratio likes EPS, Book Value, Dividend Per share, PBITA Margin, ROE etc., Infosys Ltd. is doing better than the Tech Mahindra which shows Infosys Ltd. is much more stable as compared with the Tech Mahindra and in turn can provide more returns to Shareholders / Investors.
The empirical results reveal that the dividend payout policies of Tech Mahindra and Infosys Ltd. are significant and strong positively correlated with leverage. Tech Mahindra and Infosys ltd. are significant and strong positively correlated with provision for Taxation.
The Technology has been changing at the rapid space and it demands to invest in new technologies like cloud computing, mobility and analytics, Big Data and innovation which will provide tremendous opportunities. The customer demands are more dynamic which require more technological work force. The companies need to take the proactive steps in moving Digital and building the competency for new technologies where there are huge opportunities to grow.
Financial Chronicle Jan 4, 2010 Indian Firms High On Equity, Low On DebtJagannadham Thunuguntla
Money from initial public offers (IPOs) and follow-on public offers (FPOs) for the year was around Rs 20,000 crore while Rs 31,000 crore came through qualified institutional placements (QIPs), says SMC Capitals Equity Head Jagannadham Thunuguntla. In 2009, Indian companies raised money through debt and equity routes for valid reasons.
5 must have stocks if Nifty corrects post RBI rate cutShailesh Saraf
The major event that took place on 4th October 2016 is the Reserve Bank of India’s (RBI) fourth bi-monthly monetary policy meeting. The RBI after the third bi-monthly monetary policy on 9th August 2016, decided to keep the policy repo rate unchanged at 6.5 per cent. The RBI in its monetary policy review yesterday cropped its key lending rate or the repo rate by 25 basis points to a six-year low of 6.25 per cent, from 6.5 per cent. Banks are anticipated to pass on the RBI rate cut to customers. Yesterday’s rate decision, the first in the tenure of new RBI chief, Urijit Patel, commenced a new era for the central bank. Today’s policy decision was for the first time initiated by a six-member panel called the monetary policy committee or MPC; the decision was taken by the RBI governor alone.
This is the Statement of Credentials put forward by Aurum Equity Partners LLP. This document was last updated on February 2017. For inquiries, visit http://www.aurumequity.com
Mercer Capital's Business Development Companies Quarterly Newsletter | Q3 2014Mercer Capital
"Business development companies are an important and growing source of funding for middle market companies. Along with private equity and other investment funds, BDCs provide billions of dollars of investment capital to private companies in every segment of the economy.
For over thirty years, Mercer Capital has met the valuation needs of the same middle market companies to which BDCs and other funds provide capital.
This quarterly newsletter tracks the financial and stock market performance of the public BDCs."
Parag Parikh Long Term Value Fund - Factsheet for November 2016 PPFAS Mutual Fund
Our top three holdings are... Alphabet (11.78%), Bajaj Holdings and Investment Ltd. (7.23%) and HDFC Bank (6.56%).
The top 10 equity holdings comprise 56.24% of the core portfolio. These include three stocks listed overseas, viz. Alphabet, UPS and IBM.
SBI Emerging Business Fund: An Equity Mutual Fund Scheme - Nov 17SBI Mutual Fund
SBI Emerging Business Fund focuses on emerging businesses and invests in companies that are considered emergent. It has the flexibility to invests across market caps. SBI Emerging Business Fund may invests into large, mid and/or small cap stocks in any proportion based on the market conditions making the most of various market phases. Visit SBI Mutual Fund to know more this fund at https://www.sbimf.com/en-us/equity-schemes/sbi-emerging-businesses-fund
11. Non-Equity Market(0ct ‘06) • Bond Markets: The yield on the 10-year Indian government bond remained largely steady, ranging around 7.65-7.70% • Currency: The USD/INR FX rate closed the month at 45.03 against 45.93 as of September end; this represents an INR
19. Comparison Of Rating Profile of Instruments Rating Profile(in%) Ratings OCT'06 SEP'08 AAA 54.9 31.78 AA+ 34.59 5.56 AA 16.08 A1+/P1+ 35.77 CASH& CASH EQUIVALENT 10.51 10.81 TOTAL 100 100
20.
21. Returns & risk Aggregates Rating & Risk Modern Portfolio Stat Volatility Measures Fund Rating R-Squared 0.08 Mean 4.35 Fund Risk Grade Average Alpha -1.14 Standard Deviation 2.16 Fund Return Grade Below Average Beta 0.08 Sharpe Ratio -0.4
22.
23. Market Overview OCT 2006 • The month of October saw the BSE Sensex Index rise to an all-time high of 13,076 to close at 12,962, an appreciation of 4.07% over the previous month. On a year-to-date basis the Sensex rose 37.92%. • The rally in the market was quite broad-based with stocks across sectors as well as market capitalisation registering gains during the month. The BSE Midcap index gained 4.81% followed by the BSE Smallcap Index which gained 3.75%. • India outperformed both emerging markets and Asia in October. India is now the 7th best performing emerging market (year-to-date). After being the second worst performing market during the May crash, India remains the second best performing market since the June bottom from the previous month. • The BSE IT index was the biggest gainer with a rise of 9.75% on the back of surprisingly good results by all the major IT companies. The BSE Bankex and BSE Capital Goods sectoral indices continued their previous months rally to gain 7.37% and 5.64% during the month. The rally in the global metal prices led to a 6.55% rise in the BSE Metals index.
26. TOP 5 HOLDINGS Sector Percentage Industrial Capital Goods 10.23% Consumer Non Durables 10.82% Software 10.31% Auto Ancillaries 7.22% Banks 6.88% TOTAL 45%
27. Top 5 Company Holding Company Percentage L&T 4.37% Reliance Industries 4.02% Grasim Industries 3.37% ICICI Bank 2.97% State Bank of India 2.93% TOTAL 17.67%
37. Returns and Risk Aggregates Rating & Risk Modern Portfolio Stat Volatility Measures Fund Rating R-Squared 0.9 Mean 17.6 Fund Risk Grade Below Average Alpha 6.26 Standard Deviation 30.9 Fund Return Grade Above Average Beta 0.92 Sharpe Ratio 0.4