Table showing Inve

Asset Class Specific Asset Class Date of Investment

Zomato 9-Jan

Hero Motor Corp 10-Jan

Adani Power 9-Jan

Equity

Varun Beverages 10-Jan

Tata Motors 10-Jan

Sun Pharma 10-Jan

Real Assets Gold(in 10gm) 8-Jan

ETF Real Estate Investment Trust 9-Jan

Nippon India Growth Fund 10-Jan

Mutual Fund
HDFC Balanced Advantage
10-Jan
Fund

Fixed Deposit HDFC Bank

 Real Estate Land purchased in Ayodhya

Cash

SUMMARY
ASSET CLASS % OF TOTAL
Equity 19%
Real Assets 19%
ETF 6%
Mutual Fund 14%
Fixed Deposit 20%
Real Estate 20%
Cash 1%
 IAPM CIA 1

Table showing Investment of Rs 10,00,000 in different financial asset classes

Price per unit (Rs) No of units Investment Amount Percentage of Total

134.5 20 2690.0

4098.62 20 81972.4

542.4 75 40680.0
19%

1271.42 31 39414.0

796.07 15 11941.1

388.42 45 17478.9

63970 3 191910.0 19%

245 250 61250.0 6%

3240 20 64800.0

14%

36.46 2000 72920.0

200000.0 20%
 200000.0 20%

14943.6 1%

% OF TOTAL
Cash
1% Equity
Real Estate
20% 19%

Real Assets
Fixed Deposit 19%
20%

ETF
Mutual Fund 6%
14%
 Submitted by
T Kavya 2111331
Kanhaiyya Lal Agarwal 2111351
Nilesh Kumar Kapri 2111352
l asset classes
Reason
It is a leading player in India's online food delivery, shows promising growth potential with
improving financials, diversification into new segments, strong brand loyalty, and a tech-driven
platform.

Hero MotoCorp, the world's largest two-wheeler manufacturer, benefits from dominant market
share and economies of scale in India. With recovering demand, new product launches, a focus on
rural markets, and perceived undervaluation, the stock holds potential for significant upside.

With a focus on renewables, ambitious capacity targets, government support, and recent positive
performance, the company will benefit from the global push toward clean energy and attract
investors seeking both short-term gains and long-term sustainability.
Varun Beverages, excels with robust financials, widespread presence, and ongoing expansion
initiatives, highlighted by the recent acquisition of BevCo in South Africa
Tata Motors excelled in Q2 FY24, reporting a net profit of Rs 3,764 crore, a significant
improvement from the previous year's loss. Improved margins and proactive debt reduction
contribute to their positive financial outlook, aiming for net cash positivity by FY25.

Sun Pharma, a leading global specialty generic company, thrives on its diverse therapeutic
portfolio, ensuring revenue stability. Robust financials, exemplified in Q2 FY24, underscore their
consistent profitability, affirming strong prospects for future growth.

Gold is a historically stable asset, preserving value amid inflation. It diversifies portfolios, acts as
a safe haven during crises, ensures liquidity, and benefits from its durability and limited supply.

REITs offer steady income through high dividends. They provide portfolio diversification,
liquidity, exposure to real estate, and potential for capital appreciation.
successful track record, provides a wide array of mutual funds, including top-performing schemes.
Their experienced fund management team and strong brand reputation offer confidence to
investors.

employs dynamic asset allocation for risk management, historically delivering favorable risk-
adjusted returns. Managed by Prashant Sharma, its large AUM reflects investor confidence and
stability.
Fixed Deposits (FDs) offer a fixed interest rate, ensuring predictability for risk-averse investors.
Insured by DICGC, FDs provide safety, security, and an option for regular income.
The construction of the Ram Mandir in Ayodhya has spurred rising land values, driven tourism
growth, and prompted infrastructure development, creating investment opportunities with
sentimental value given the city's religious significance.