Investment Portfolio (12 - 18 Months)

April 2010
Company Market Cap Strategy CMP Target Retunrs
Sector
(Rs. Crs.) (Rs.) (Rs.) (%)

Adventa India 878 Buy 521 650 25

Chambal Fertiliser 2,506 Buy 60 80 33
Agriculture Kaveri Seeds 386 Buy 282 375 33
Tata Chemicals 7,632 Buy 314 400 27
United Phosphorous 6,631 Buy 150 200 33

Amara Raja 1,401 Buy 165 225 36

Bharat Forge 5,571 Buy 250 325 30
Auto & Auto Components Exide 9,886 Buy 116 145 25
Escorts 1448 Buy 154 200 30
Motherson Sumi 4,825 Buy 130 160 23

IDFC 20,940 Buy 161 195 21

IDBI 8,278 Buy 114 140 23
India Infoline 3,372 Buy 118 155 31
BFSI Fin Tech 7,496 Buy 1,626 2,000 23
LIC Housing 7,739 Buy 815 1,050 29
M & M Fin 3,782 Buy 390 470 21
Rel. Cap 19,022 Buy 774 975 26

Crompton Greaves 16,419 Buy 256 325 27

Jyoti Structures 1,380 Buy 168 195 16
Capital Goods Siemens 25,057 Buy 740 875 18
Suzlon 11,333 Buy 73 105 44
Thermax 8,016 Buy 673 800 19

India Cement 4,085 Buy 133 180 35

JK Lakshmi 872 Buy 72 95 32
Cement
Madras Cement 2,781 Buy 117 155 32
Prism Cement 2,655 Buy 53 70 32

Dish TV 3,924 Buy 37 55 49

DB Corp 4,619 Buy 255 310 22
Gitanjali 977 Buy 115 165 43
Jubilent Food 2,152 Hold 338 375 11
Consumer, Media & Retail Liberty Shoes 173 Buy 101 150 49
Marico 6,806 Buy 112 140 25
Pantaloon 8,084 Buy 392 525 34
designed by creativetantraas - work@creativetantraas.com

PVR 401 Buy 173 210 21

Raymond 1,510 Buy 246 300 22

AB Nuvo 9,055 Buy 880 1,200 36

Godrej Ind 4,532 Buy 143 200 40
Diversified
Moser Baer 1,242 Buy 74 105 42
Videocon 6,586 Buy 233 325 39
For Private Circulation Only

Cairn 54,957 Hold 295 325 10

Essar Oil 17,739 Buy 140 180 29
Energy GSPL 4,964 Buy 88 105 19
Petronet LNG 5,854 Buy 78 100 28
RIL 359,409 Hold 1,099 1,200 9
(Prices as of 26.03.2010) Page 1
 Company Market Cap Strategy CMP Target Retunrs
Sector (Rs. Crs.) (Rs.) (Rs.) (%)

GVK Power 6,998 Buy 44 55 25

GMR Infra 22,224 Buy 61 90 48
IVRCL Infra 4,455 Buy 167 225 35
JP Associates 31,975 Buy 151 200 32
Infrastructure
Mundra Power 29,753 Buy 743 900 21
Punj Lloyd 6,150 Hold 185 210 14
Rel Infra 22,884 Buy 1,008 1,400 39
Simplex Infra 22,824 Buy 446 625 40

Bartronics 460 Buy 148 200 35

ICSA 618 Buy 131 180 37
Infosys 159,306 Hold 2,777 3,000 8
IT & ITES Oracle 19,291 Buy 2,294 2,800 22
Polaris 1,752 Buy 177 225 27
Rolta 2,883 Buy 179 225 26
TCS 161,567 Buy 825 975 18

Gati 478 Buy 56 75 34

Gateway Distripark 1,322 Buy 123 175 42
Logistics & Suppy Chain
Essar Shipping 4,214 Buy 68 90 32
Redington 2,847 Buy 362 475 31

Adhunik Metalic 1,485 Buy 120 160 33

Metals Electrosteel Casting 1,570 Buy 48 60 25
Godavari Power 681 Buy 243 300 23

Fortis Health 5,707 Buy 180 220 22

Biocon 5,907 Buy 295 350 19
Opto Circuit 4,060 Buy 222 300 35
Pharma & Healthcare
Dabur 14,277 Buy 165 200 21
Dishman Pharma 1,760 Buy 218 280 28
Piramal Health 8,848 Buy 423 520 23

designed by creativetantraas - work@creativetantraas.com

Anant Raj Ind 3,959 Buy 133 180 35
DLF 50,116 Buy 295 400 36
Real Estate HDIL 9,846 Buy 285 380 33
India Bull Real 6,146 Buy 153 210 37
Unitech 17,056 Buy 71 100 41

Cox & King 2,996 Buy 476 575 21

For Private Circulation Only

Hotel Leela 1,774 Buy 47 60 28

Indian Hotels 7,286 Buy 101 125 24
Travel & Tourism
Kingfisher Airline 1,302 Buy 49 65 33
Mahindra Resorts 4,605 Buy 547 650 19
SpiceJet 1,399 Buy 58 75 29
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review, retransmission, or any other use is prohibited. Kindly note that this document does not constitute an offer or solicitation for the buy or sell of any financial instrument or as
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don't guarantee any returns on investments. As per SEBI requirements it is stated that, Vision 2025 Asset Management, and/or individuals thereof may have positions in
securities referred herein and may have positions in it.

TM

Asset Management
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