Portfolio of JM Equity Fund as on 31st March 2008
Total Assets : Rs.81.08 Crores
| No | Name of the company | Sector | P/E Ratio | % of total |
| 1 | Apollo Tyres Ltd | Tyres | 0 | 6.51 |
| 2 | Balrampur Chini Mills Ltd | Sugar | 0 | 3.19 |
| 3 | Bharati Shipyard | Shipping | 0 | 6.12 |
| 4 | Bombay Rayon Fashions Ltd | Textiles Products | 0 | 8.04 |
| 5 | Debt | DEBT | 0 | 4.39 |
| 6 | Futures and Options | Futures and Options | 0 | 7.48 |
| 7 | Grasim Industries Ltd | Diversify-Mega | 0 | 6.24 |
| 8 | Hindustan Construction Company Ltd | Construction | 0 | 4.41 |
| 9 | Hindustan Unilever Ltd | Diversify-Mega | 0 | 0.05 |
| 10 | IVRCL Infrastructures & Projects Ltd | Construction | 0 | 4.5 |
| 11 | Jet Airways Ltd. | Transport - Air | 0 | 3.36 |
| 12 | JSW Steel Ltd | Steel - Large | 0 | 3.64 |
| 13 | Maruti Suzuki India Ltd | Auto-Passeng.Car | 0 | 6.02 |
| 14 | McDowell & Company Ltd (Merged) | Breweries & Dist | 0 | 0.08 |
| 15 | Nahar Industrial Enterprises Ltd | Solvent Extract | 0 | 2.15 |
| 16 | Other Equity | Other | 0 | -2.77 |
| 17 | Punj Lloyd Ltd | Construction | 0 | 2.59 |
| 18 | Reliance Communications Ltd | Telecom - Equipment | 0 | 4.5 |
| 19 | Reliance Industries Ltd | Diversify-Mega | 0 | 0.02 |
| 20 | Renaissance Jewellery Ltd | DiamondCut/Jewel | 0 | 0.22 |
| 21 | Satyam Computer Services Ltd | Computer-SW-Larg | 0 | 7.94 |
| 22 | Simplex Projects Ltd | Construction - Civil /Turnkey-Medium | 0 | 0.13 |
| 23 | Suzlon Energy Ltd | Power Generation | 0 | 2.28 |
| 24 | Tata Power Company Ltd | Power Generation | 0 | 4.91 |
| 25 | Tech Mahindra Ltd | Computer-SW-M/S | 0 | 2.96 |
| 26 | Unitech Ltd | Construction | 0 | 0.01 |
| 27 | United Phosphorus Ltd | Chemicals | 0 | 4.38 |
| 28 | Voltas Ltd | Diversify-Mega | 0 | 6.65 |
| Total: | 100 | |||










0 comments:
Post a Comment