Stock Name Industry Type
Tata Consultancy Information
Services Technology
Reliance Industries Conglomerate (Oil,
Ltd. Telecom, Retail)
IndusInd Bank Ltd. Banking
HDFC Asset
Financial Services
Management
BSE Ltd. Financial Services
Container Corporation Logistics and
(CONCOR) Container Shipping
Conglomerate (FMCG,
ITC Ltd.
Hotels, Paperboards)
Tata Steel Ltd. Steel Manufacturing
Aerospace and
Bharat Electronics Ltd.
Defense Electronics
Page Industries Ltd. Textiles and Apparels
Hindalco Industries
Metals and Mining
Ltd.
Engineering and
Larsen & Toubro Ltd.
Construction
Infrastructure and
Patel Engineering Ltd.
Construction
SBI Cards & Payment
Financial Services
Services Ltd.
Motilal Oswal
Financial Services
Financial Services Ltd.
Investment Allocation
Price of Stock (₹) Market Value (₹) No. of Shares to Buy
(₹)
3,500.00 350,000.00 350,000 100
2,700.00 270,000.00 270,000 100
1,000.00 200,000.00 200,000 200
2,500.00 125,000.00 125,000 50
1,000.00 55,000.00 55,000 55
780 78,000.00 78,000 100
450 90,000.00 90,000 200
125 62,500.00 62,500 500
120 60,000.00 60,000 500
57,500.00 115,000.00 115,000 2
550 55,000.00 55,000 100
2,000.00 200,000.00 200,000 100
25 25,000.00 25,000 1,000
800 80,000.00 80,000 100
900 90,000.00 90,000 100
1,855,500.00
NAV calculation
total fund value 4000000
cash 2,144,500.00
expense ratio 0.44
expense 816420
fund invested 1,855,500.00
no of shares 40000
nav 100
reason to buy
Reason to Buy: India's
largest IT services
company saw a surge
after the CEO
indicated a demand
revival, citing faster
deal signings and
increased client
confidence in digital
transformation
projects.
Momentum: Stock
jumped 6% on Jan 10,
marking its highest
single-day gain since
July 2024.
Reason to Buy: RIL's
diversified portfolio in
oil, telecom (Jio), and
retail helped maintain
strong earnings
growth. Additionally,
Jio's 5G rollout and
expanding retail
footprint attracted
investors.
Momentum: Stock
climbed steadily with
increased trading
volume, ending the
period up 4.5%.
Reason to Buy: The
company reported
strong profit growth,
an increase in assets
under management
(AUM), and improved
investor sentiment
towards mutual
funds.
Momentum: Jumped
4.2% after Q3 results
exceeded analyst
expectations.
Reason to Buy:
Reported higher
quarterly profits,
indicating effective
fund management
and growth.
Momentum:
Advanced 4.2%
following the profit
announcement.
Reason to Buy: The
stock exchange
operator received a
positive rating from
Nuvama, citing higher
trading volumes and
increasing interest in
India’s stock markets.
Momentum: Surged
5.4% on strong
institutional buying.
Recent Performance:
The stock was
recommended with a
buy range of ₹740 -
₹760 on January 15,
2025, indicating
potential for
appreciation.
Reason to Buy:
Consistent growth in
FMCG and other
sectors, coupled with
a strong dividend
yield.
Momentum: The
stock saw a modest
increase during this
period.
Reason to Buy: Rising
steel demand and
global price hikes
contributed to its
appeal.
Momentum:
Experienced an uptick
of approximately 6%
in January.
Reason to Buy:
Strong order inflows
from the Indian
defense sector,
including contracts for
radar systems, missile
guidance, and
electronic warfare
equipment.
Benefitting from
government's push
for indigenous
defense
manufacturing
(Atmanirbhar Bharat)
and increased defense
budget allocations.
Momentum: Stock
saw steady upward
movement in early
January due to new
military procurement
orders and rising
investor confidence in
the defense sector.
Reason to Buy:
Festive season and
winter demand boost
for premium apparel
brands like Jockey,
leading to higher sales
volumes.
Strong pricing power
and brand loyalty
allow consistent profit
margins despite rising
input costs.
Expansion in
athleisure and
premium innerwear
segments, capitalizing
on growing consumer
preference for
branded apparel.
Reason to Buy:
Benefited from the
'Make in India'
initiative, leading to
increased orders in
the defense sector.
Momentum:
Experienced a bullish
trend due to
heightened investor
interest.
Reason to Buy:
Government
infrastructure push
led to increased order
inflows. The company
also announced major
defense contracts and
smart city projects.
Momentum: Grew
4.8% on news of large
order wins.
Reason to Buy:
Strong presence in
infrastructure: Patel
Engineering is
involved in
hydropower, road
projects, and urban
infrastructure
development, which is
expected to benefit
from increased
government spending
on infrastructure and
urbanization.
Large order backlog:
The company has
secured significant
multi-year contracts
for water
management and
irrigation systems,
which promise steady
revenue streams.
Reason to Buy:
Rapid adoption of
digital payments: SBI
Cards is positioned to
benefit from India’s
growing credit card
penetration and the
shift to cashless
payments in both
urban and rural
markets.
Strong customer base:
SBI Cards has a large
and loyal customer
base, backed by the
trusted SBI brand. Its
card offerings have
grown due to
increased spending on
e-commerce, travel,
and lifestyle.
Reason to Buy:
Strong growth in
wealth management
and broking services:
Motilal Oswal’s focus
on wealth
management, equity
broking, and
investment advisory
services has helped it
tap into India’s
growing investor
base, especially with
the increasing interest
in retail trading.
Robust performance
of asset management
business: The
company has seen
strong growth in
mutual fund AUM
(assets under
management),
particularly in equity
funds.
