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PKB2000
Senior Member
Joined: 11/Aug/2006
Location: India
Online Status: Offline
Posts: 1453
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 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.
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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
Senior Member
Joined: 11/Aug/2006
Location: India
Online Status: Offline
Posts: 1453
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 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
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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
Senior Member
Joined: 04/Sep/2006
Online Status: Offline
Posts: 3903
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 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.
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"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
Senior Member
Joined: 11/Aug/2006
Location: India
Online Status: Offline
Posts: 1453
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 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?
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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
Admin Group
Joined: 01/Jan/2006
Location: India
Online Status: Offline
Posts: 18403
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 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
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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 curve 
Edited by basant - 12/Jan/2008 at 9:10am
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'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
Senior Member
Joined: 04/Sep/2006
Online Status: Offline
Posts: 3903
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 Posted: 13/Jan/2008 at 1:51pm |
But at TED we have always been ahead of the curve
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Cheers !!!
I am surprised to see Moser Baer in the Fund. Maybe they are betting big on Solar Energy.
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"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
Senior Member
Joined: 14/Oct/2006
Online Status: Offline
Posts: 1294
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 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
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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 curve 
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Basantji are u close to the fund manager or did you meet him by chance  ..anyway TED zindabad..Axis is as hot as a red chilli lets see what happens this week.
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PrashantS
Senior Member
Joined: 14/Oct/2006
Online Status: Offline
Posts: 1294
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 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 |
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Top 10 SALE by No of Shares |
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Company |
No
of shares Added |
Total Shares after addition |
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Company |
No
of Shares Sold |
Total
Shares after sale |
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Idea Cellular Ltd |
1308709 |
1308709 |
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Ace India Ltd |
(8547674) |
13416440 |
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SpiceJet Ltd |
1000008 |
2403128 |
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IFCI Ltd |
(3691393) |
15774 |
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Cairn India Ltd |
878700 |
878700 |
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Reliance Natural Resources Ltd |
(3426843) |
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Moser Baer (India) Ltd |
554043 |
554043 |
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Chambal Fertilisers & Chemicals Ltd |
(894224) |
668912 |
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Parekh Aluminex Ltd |
417203 |
417203 |
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GMR Infrastructure Ltd |
(541273) |
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Ashok Leyland Ltd |
402148 |
2103018 |
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Petronet LNG Ltd |
(535238) |
2350698 |
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Reliance Petroleum Ltd |
389451 |
3489057 |
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Alok Industries Ltd |
(504414) |
549661 |
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Kaveri Seed Company Ltd |
297910 |
821101 |
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Industrial Development Bank of India Ltd |
(412298) |
1714960 |
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Balrampur Chini Mills Ltd |
275282 |
275282 |
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Syndicate Bank |
(357200) |
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Vijaya Bank |
249991 |
1353988 |
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Mahanagar Telephone Nigam Ltd |
(309254) |
322297 |
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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) |
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0.00 |
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Top 10 Holdings by
Mkt Value |
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Top 10 Holdings by No of Shares |
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|
Company |
Market Value (Rs
Cr) |
% to total AUM |
|
Company |
No of Shares |
|
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Reliance Industries Ltd |
302.28 |
7.42 |
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Ace India Ltd |
13416440 |
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State Bank of India |
224.88 |
5.52 |
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NTPC Ltd |
4113512 |
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Oil & Natural Gas Corpn
Ltd |
137.81 |
3.38 |
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Reliance Petroleum Ltd |
3489057 |
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Reliance Communication Ltd |
123.70 |
3.04 |
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Exide Industries Ltd |
3253280 |
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NTPC Ltd |
102.86 |
2.53 |
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Apollo Tyres Ltd |
2761765 |
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Bharti Airtel Ltd |
99.94 |
2.45 |
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Steel Authority of India Ltd |
2464472 |
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ICICI Bank Ltd |
99.50 |
2.44 |
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SpiceJet Ltd |
2403128 |
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Larsen & Toubro Ltd |
96.30 |
2.36 |
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Petronet LNG Ltd |
2350698 |
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Bharat Heavy Electricals Ltd |
89.65 |
2.20 |
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SREI Infrastructure Finance Ltd |
2311274 |
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Sesa Goa Ltd |
80.37 |
1.97 |
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ITC Ltd |
2167036 |
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Companies ADDED in
Portfolio |
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Companies EXITED from Portfolio |
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|
Company |
No of Shares |
|
|
Company |
No of Shares |
|
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Idea Cellular Ltd |
1308709 |
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Reliance Natural Resources Ltd |
(3426843) |
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Cairn India Ltd |
878700 |
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GMR Infrastructure Ltd |
(541273) |
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Moser Baer (India) Ltd |
554043 |
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Syndicate Bank |
(357200) |
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Parekh Aluminex Ltd |
417203 |
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Television Eighteen India Ltd |
(276462) |
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Balrampur Chini Mills Ltd |
275282 |
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India Cements Ltd |
(205240) |
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Nagarjuna Fertilizers &
Chemicals Ltd |
238299 |
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Sterlite Technologies Ltd |
(154627) |
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Jyothy Laboratories Ltd |
156418 |
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Biocon Ltd |
(75619) |
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Bata India Ltd |
119512 |
|
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MRF Ltd |
(9990) |
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Mercator Lines Ltd |
117500 |
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Shipping Corporation of India
Ltd |
114985 |
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NIIT Ltd |
108577 |
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Triveni Engineering and
Industries Ltd |
100359 |
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Maytas Infra Ltd |
94999 |
|
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Indian Hotels Co Ltd |
94528 |
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Ispat Industries Ltd |
70588 |
|
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Canara Bank |
70272 |
|
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Arvind Mills Ltd |
64461 |
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Network 18 Fincap Ltd |
63561 |
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SRF Ltd |
19496 |
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Global Broadcast News Ltd |
19136 |
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HTMT Global Solutions Ltd |
7208 |
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Motor Industries Company Ltd |
1804 |
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