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Our stocks. Buy hold or sell - The help ourselves Board
 The Equity Desk Forum :Market Strategies :Our stocks. Buy hold or sell - The help ourselves Board
Message Icon Topic: Standard Chartered Premier Eq Fund – A quasi VC Post Reply Post New Topic
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PKB2000
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Quote PKB2000 Replybullet Posted: 30/Dec/2007 at 3:38pm
Originally posted by SORUB

basanthji,
     i searched in my icici dmat,this fund is not available...can i buy this fund in the standard charted bank branches?
 
 
Nowadays it is not avialable in HDFC bank also for onlije booking. Not in reliance money.
Seven months back I booked it through HDFC bank (that time they offered the same through minimum deposit of INR25000 gradually I increased the percentage after observibg the growth.(normal funds generally intial payment is Rs. 5000) and it has given appreciable return.
For my brother I was trying to gather the information and found that is very easy to fill the form in simple format and deposit the same in any of its nearest branch. also they are offering redemption through phone.
An easy transaction system and the form is very simple to fill also.
Yes Mr. rajiv Anand interviews in TV are charming.
I am always doing that which I cannot do, in order that I may learn how to do it. ~Pablo Picasso
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PKB2000
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Quote PKB2000 Replybullet Posted: 01/Jan/2008 at 9:37pm
The following information I have received from its Pune office
1. They have stopped taking money (locked) for one time investment in Stanchat Premier equity fund - growth
2. The minimum SIP is for six months @ INR2000.00(minimum)
3. The soft copy  common_application_form(new).pdf.zip for enrollment is available in my email box. I can send them those are interested in it. They can fill the same and courier to the nearest branch office as given in their website, http://www.standardcharteredmf.com/aboutus/SCMFoffices.asp
I am always doing that which I cannot do, in order that I may learn how to do it. ~Pablo Picasso
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deveshkayal
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Quote deveshkayal Replybullet Posted: 01/Jan/2008 at 10:00am
StanChart Premier bought additional 3lakhs shares on 19th Dec taking their stake to 5.994% in Kaveri Seed.
 
I did some research and it does look interesting. The company will do an EPS of 14.5 in FY08 and their Profit is growing at over 100%. So we can expect an EPS of 29 in FY09. At CMP of 326, it is trading at a PE of around 11. Even if we assume a PE of 20, one year returns can be over 90%. ROE and ROCE of over 50%.
 
It is one of the indirect play on Bio-diesel (ethanol).
 
Another StanChart holdings which is Goldstone Technologies have great business model. The company is into IPTV, Biometrics and film colourisation. Acquired 51% stake in 4G Informatics. Bagged order from Finance Ministry order for Bio-metric PAN. Company is targetting 1000 crs turnover by 2011 which can result in a 6 bagger in 3 years.
 
PL will soon come out with a report on Goldstone Technologies.
"You don't need to be a rocket scientist. Investing is not a game where the guy with the 160 IQ beat the guy with a 130 IQ. Rationality is essential"- Warren Buffett
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PKB2000
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Quote PKB2000 Replybullet Posted: 02/Jan/2008 at 1:16pm
Originally posted by deveshkayal

. The company is into IPTV, Biometrics and film colourisation. Acquired 51% stake in 4G Informatics. Bagged order from Finance Ministry order for Bio-metric PAN. Company is targetting 1000 crs turnover by 2011 which can result in a 6 bagger in 3 years.
 
PL will soon come out with a report on Goldstone Technologies.
 
Any idea on ORG informatics?
If so then what is its future?
I am always doing that which I cannot do, in order that I may learn how to do it. ~Pablo Picasso
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basant
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Quote basant Replybullet Posted: 12/Jan/2008 at 9:08am
Originally posted by PrashantS

Pril has become top pic of the fund (standard chartered) and guess what Axis is a new inclusion ...

On a serious note : Axis has become a hot favourite >first Martin Ping and others will follow i guess ...can it close in on HDFC ..will have to wait and watch
 
Pantaloon is the 2nd holding. But Axis has been a monster now everyone wants to have a bit of it. Regular price and EPS upgrades are an indication of the kind of things to follow. But at TED we have always been ahead of the curveSmile
 


Edited by basant - 12/Jan/2008 at 9:10am
'The Thoughtful Investor: A Journey to Financial Freedom Through Stock Market Investing' - A Book on Equity Investing especially for Indian Investors. Book your copy now: www.thethoughtfulinvestor.in
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deveshkayal
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Quote deveshkayal Replybullet Posted: 13/Jan/2008 at 1:51pm
But at TED we have always been ahead of the curve
--------------------------------------------------------------------------
Cheers !!!
 
I am surprised to see Moser Baer in the Fund. Maybe they are betting big on Solar Energy.
"You don't need to be a rocket scientist. Investing is not a game where the guy with the 160 IQ beat the guy with a 130 IQ. Rationality is essential"- Warren Buffett
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PrashantS
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Quote PrashantS Replybullet Posted: 13/Jan/2008 at 2:03pm
Originally posted by basant

Originally posted by PrashantS

Pril has become top pic of the fund (standard chartered) and guess what Axis is a new inclusion ...

On a serious note : Axis has become a hot favourite >first Martin Ping and others will follow i guess ...can it close in on HDFC ..will have to wait and watch
 
Pantaloon is the 2nd holding. But Axis has been a monster now everyone wants to have a bit of it. Regular price and EPS upgrades are an indication of the kind of things to follow. But at TED we have always been ahead of the curveSmile
 



Basantji are u close to the fund manager or did you meet  him by chance LOL  ..anyway TED zindabad..Axis is as hot as a red chilli lets see what happens this week.
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PrashantS
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Quote PrashantS Replybullet Posted: 13/Jan/2008 at 2:32pm
Changes in Equity holding of Standard Chartered AMC for month of December, 2007
Equity Value :  Rs 4072  crore
Top Ten ADDITION by No of Shares   Top 10 SALE by No of Shares  
Company No of shares Added Total  Shares after addition   Company No of Shares Sold Total Shares after sale  
Idea Cellular Ltd 1308709 1308709   Ace India Ltd (8547674) 13416440  
SpiceJet Ltd 1000008 2403128   IFCI Ltd (3691393) 15774  
Cairn India Ltd 878700 878700   Reliance Natural Resources Ltd (3426843)    
Moser Baer (India) Ltd 554043 554043   Chambal Fertilisers & Chemicals Ltd (894224) 668912  
Parekh Aluminex Ltd 417203 417203   GMR Infrastructure Ltd (541273)    
Ashok Leyland Ltd 402148 2103018   Petronet LNG Ltd (535238) 2350698  
Reliance Petroleum Ltd 389451 3489057   Alok Industries Ltd (504414) 549661  
Kaveri Seed Company Ltd 297910 821101   Industrial Development Bank of India Ltd (412298) 1714960  
Balrampur Chini Mills Ltd 275282 275282   Syndicate Bank (357200)    
Vijaya Bank 249991 1353988   Mahanagar Telephone Nigam Ltd (309254) 322297  
               
Top 10 ADDITION Change in Mkt Value addition Top 10 SALE Change in Mkt Value 
Company Market Value Change (Rs Cr) Total Market Value (Rs Cr) % to total AUM Company Market Value Change (Rs Cr) Total Market Value (Rs Cr) % to total AUM
Pantaloon Retail (India) Ltd 23.87 73.32 1.80 Reliance Natural Resources Ltd (57.64)   0.00
Cairn India Ltd 22.64 22.64 0.56 Other Equities (52.28) 79.67 1.96
Axis Bank Ltd 19.78 28.57 0.70 IFCI Ltd (34.92) 0.15 0.00
Tata Steel Ltd 19.70 53.94 1.32 State Bank of India (21.55) 224.88 5.52
Idea Cellular Ltd 18.15 18.15 0.45 GMR Infrastructure Ltd (13.78)   0.00
Moser Baer (India) Ltd 16.96 16.96 0.42 Voltamp Transformers Ltd (13.19) 4.70 0.12
SREI Infrastructure Finance Ltd 15.41 58.86 1.45 Television Eighteen India Ltd (13.17)   0.00
Reliance Energy Ltd 15.00 54.56 1.34 Grasim Industries Ltd (8.88) 32.68 0.80
Shree Renuka Sugars Ltd 14.27 45.49 1.12 Divis Laboratories Ltd (8.76) 16.17 0.40
SpiceJet Ltd 13.52 20.90 0.51 MRF Ltd (7.06)   0.00
               
Top 10 Holdings by Mkt Value   Top 10 Holdings by No of Shares    
Company Market Value (Rs Cr) % to total AUM   Company No of Shares    
Reliance Industries Ltd 302.28 7.42   Ace India Ltd 13416440    
State Bank of India 224.88 5.52   NTPC Ltd 4113512    
Oil & Natural Gas Corpn Ltd 137.81 3.38   Reliance Petroleum Ltd 3489057    
Reliance Communication Ltd 123.70 3.04   Exide Industries Ltd 3253280    
NTPC Ltd 102.86 2.53   Apollo Tyres Ltd 2761765    
Bharti Airtel Ltd 99.94 2.45   Steel Authority of India Ltd 2464472    
ICICI Bank Ltd 99.50 2.44   SpiceJet Ltd 2403128    
Larsen & Toubro Ltd 96.30 2.36   Petronet LNG Ltd 2350698    
Bharat Heavy Electricals Ltd 89.65 2.20   SREI Infrastructure Finance Ltd 2311274    
Sesa Goa Ltd 80.37 1.97   ITC Ltd 2167036    
               
Companies ADDED in Portfolio     Companies EXITED from Portfolio    
Company No of Shares     Company No of Shares    
Idea Cellular Ltd 1308709     Reliance Natural Resources Ltd (3426843)    
Cairn India Ltd 878700     GMR Infrastructure Ltd (541273)    
Moser Baer (India) Ltd 554043     Syndicate Bank (357200)    
Parekh Aluminex Ltd 417203     Television Eighteen India Ltd (276462)    
Balrampur Chini Mills Ltd 275282     India Cements Ltd (205240)    
Nagarjuna Fertilizers & Chemicals Ltd 238299     Sterlite Technologies Ltd (154627)    
Jyothy Laboratories Ltd 156418     Biocon Ltd (75619)    
Bata India Ltd 119512     MRF Ltd (9990)    
Mercator Lines Ltd 117500            
Shipping Corporation of India Ltd 114985            
NIIT Ltd 108577            
Triveni Engineering and Industries Ltd 100359            
Maytas Infra Ltd 94999            
Indian Hotels Co Ltd 94528            
Ispat Industries Ltd 70588            
Canara Bank 70272            
Arvind Mills Ltd 64461            
Network 18 Fincap Ltd 63561            
SRF Ltd 19496            
Global Broadcast News Ltd 19136            
HTMT Global Solutions Ltd 7208            
Motor Industries Company Ltd 1804            
               
               
               
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