PORTFOLIO MANAGEMENT AND STOCK ANALYSIS

Name: Mikhlesh Ekka

Company: FUNDSROOM
Investment Amt.: ₹50,000
Date of Investment: 28/02/2022

Management of portfolio and analysis of stocks of three different sectors and each sector
contains three companies each and the names of the sectors and companies are as follows:

1. Healthcare Sector
i. Dr. Reddy’s Laboratories
ii. Zydus Lifesciences Ltd.
iii. Sun Pharma Industries Ltd.
2. Automobile Sector
i. Maharashtra Scooters Ltd.
ii. TVS Motor Company Ltd.
iii. Tube Investment of Indian Ltd.
3. Power Sector
i. NHPC Ltd.
ii. NTPC Ltd.
iii. Coal India Ltd.

HEALTHCARE SECTOR

Dr. Reddy’s Laboratories

Dr. Reddy's Laboratories is an Indian multinational pharmaceutical company based

in Hyderabad. The company was founded by Kallam Anji Reddy, who previously worked in
the mentor institute Indian Drugs and Pharmaceuticals Limited.[2] Dr. Reddy's manufactures
and markets a wide range of pharmaceuticals in India and overseas. The company has over
190 medications, 60 active pharmaceutical ingredients (APIs) for drug manufacture,
diagnostic kits, critical care, and biotechnology.

Zydus Lifesciences Ltd.

Zydus Lifesciences Limited, formerly known as Cadila Healthcare Limited, is an Indian

multinational pharmaceutical company headquartered in Ahmedabad, which is primarily
engaged in the manufacture of generic drugs. It ranked 100th in the Fortune India 500 list in
2020.

Sun Pharma Industries Ltd.

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Sun Pharmaceutical Industries Limited is an Indian multinational pharmaceutical company
headquartered in Mumbai, that manufactures and sells pharmaceutical formulations and
active pharmaceutical ingredients in more than 100 countries across the globe.

STOCK
COMPANY
SECTOR PRICE TOTAL INVESTMENT
NAME
[CURRENT]
Dr. Reddy's
4415 5000
Labs
Zydus
Lifesciences 456 10000
Healthcare
Ltd
Sun Pharma
Industries 963.9 2500
Ltd.

100%

AUTOMOBILE SECTOR

Maharashtra Scooters Ltd.

The Company, which was incorporated on 11th June, 1975, started manufacture of "Priya"
brand of motorised geared scooters from 13th August, 1976, in technical know-how /
collaboration with erstwhile BAL. Subsequently, the Company started manufacture of "Bajaj
Super" / "Bajaj Chetak" models of scooters and with the gradual shift in consumer
preferences from geared scooters to the motorcycles, the Company discontinued production
of geared scooters effective 1st April, 2006. The manufacturing activity of the Company is
currently restricted to the manufacture of pressure die casting dies, jigs and fixtures, primarily
meant for two and three - wheeler industry.

TVS Motor Company Ltd.

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TVS Motor Company is an Indian multinational motorcycle manufacturer headquartered in
Chennai. It is the third largest motorcycle company in India in terms of revenue. The
company has annual sales of three million units and an annual production capacity of over
four million vehicles.

Tube Investment of Indian Ltd.

Tube Investments of India Limited is an Indian engineering and manufacturing company that
specializes in bicycles, metal formed products, and chains. It is based in Chennai and a part
of Murugappa Group. It was incorporated as TI Cycles of India Limited in 1949, as a joint
venture company.

100%

POWER SECTOR

NHPC Ltd.

NHPC Limited (erstwhile National Hydroelectric Power Corporation ) is an

Indian government hydropower board under the ownership of Ministry of
Power, Government of India that was incorporated in the year 1975 with an authorised capital
of ₹2,000 million and with an objective to plan, promote and organise an integrated and
efficient development of hydroelectric power in all aspects. Recently it has expanded to
include other sources of energy like Solar, Geothermal, Tidal, Wind etc.
At present, NHPC is a Mini Ratna Category-I Enterprise of the Govt. of India with an
authorised share capital of ₹150,000 Million . With an investment base of over ₹387,180
Million Approx., NHPC is among the top ten companies in the country in terms of
investment. Baira Suil Power station in [Salooni] Tehsil of Chamba district was the first
project undertaken by NHPC.

NTPC Ltd.

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NTPC is India’s largest energy conglomerate with roots planted way back in 1975 to
accelerate power development in India. Since then it has established itself as the dominant
power major with presence in the entire value chain of the power generation business. From
fossil fuels it has forayed into generating electricity via hydro, nuclear and renewable energy
sources. This foray will play a major role in lowering its carbon footprint by reducing green
house gas emissions. To strengthen its core business, the corporation has diversified into the
fields of consultancy, power trading, training of power professionals, rural electrification, ash
utilisation and coal mining as well.
NTPC became a Maharatna company in May 2010. As of January 2020, there are 10
Maharatnas CPSEs in India. NTPC is ranked No. 1 Independent Power Producer(IPP) in
Platts Top 250 Global Energy Company rankings.

Coal India Ltd.

Coal India Limited (CIL) the state-owned coal mining corporate came into being in
November 1975. CIL, today is the single largest coal producer in the world and one of the
largest corporate employer with manpower of 248550 (as on 1st April, 2022). CIL functions
through its subsidiaries in 84 mining areas spread over eight (8) states of India. Coal India
Limited has 318 mines (as of 1st April 2022) of which 141 are underground, 158 opencast,
and 19 mixed mines and also manages other establishments like workshops, hospitals, and so
on. CIL is a Maharatna company - a privileged status conferred by the Government of India
to select state-owned enterprises in order to empower them to expand their operations and
emerge as global giants. The select club has only ten members out of more than three
hundred Central Public Sector Enterprises in the country.

100%

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 ANALYSIS

Overall Investment

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Inferences:

Highest - Automobile Sector (Tube Investment of Indian Ltd.), Healthcare Sector (Zydus
Lifesciences Ltd.)

Lowest – Power Sector (NHPC Ltd.)

RETURNS

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Average Returns

Inferences:

Highest- Tube Investment of Indian Ltd. (Automobile Sector) with 0.3074 %

Lowest- Dr. Reddy’s Labs (Healthcare Sector) with 0.0518%

Returns in Past 1 Month, 6 Months and 1 Year

Profits of Companies of Different Sectors

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Estimated Profits of Companies of Different Sectors after Investment

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Market Capital of Companies of all Three Sectors

Profit % of Companies of all Three Sectors

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Profit Growth YOY% of Companies of all Three Sectors

Revenue of Companies of all Three Sectors

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Revenue Growth YOY % of Companies of all Three Sectors

Competitor’s Average Growth % of Companies of all Three Sectors

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Buy % of Companies of all Three Sectors in Forum

Buy % of Companies of all Three Sectors as Per Brokers

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Performance, Valuation and Entry Point of Companies of Different Sectors

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Some of the charts and dashboards which may be useful for comparison are as follows:

Dashboard

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