MONTHLY PORTFOLIO DISCLOSURE. Portfolio as on 30-Nov-2011. ICICI Prudential Fixed Multiple Yield Fund Plan A



Similar documents
(7) The Average Maturity Period of the Portfolio has been months. HSBC FLOATING RATE FUND - LONG TERM PLAN (An Open-ended Income Scheme)

Monthly Portfolio Disclosure - All Schemes

folios have been opened in Invest Today!! Call us on SMS ELSS to

WHATS IN - WHATS OUT? MUTUAL FUND UPDATE

CRISIL - AMFI ELSS Fund Performance Index. Factsheet March 2016

The Indian institutes available on MONEY MONITOR are as follows:

Invest in Tax-Saving Mutual Fund (ELSS)

RISKOMETER. Name of Scheme This Product is suitable for investors who are seeking* Riskometer JM High Liquidity Fund An Open-Ended Liquid Scheme

INVESTMENT SERVICES - PRODUCTS OFFERED - July 2012*

CRISIL - AMFI Diversified Equity Fund Performance Index. Factsheet September 2015

CRISIL - AMFI Short Term Debt Fund Performance Index. Factsheet March 2014

MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY.

FIRST MORNING TECHNICAL CALL T E C H N I C A L S. Friday, September 04, 2015 MARKET OUTLOOK

Tier 2 ICT Used Certificates of Sponsorship for the period 1 January 2013 to 30 June Top 25 Employers. Tata Consultancy Services

List of Top 100 BSE and NSE Listed companies arranged by Sector

Performance Analysis of Growth Oriented Equity Diversified Mutual Fund Schemes Using Sortino Ratio

Chapter 4. HDFC Mutual Fund: A Case Study

Useful websites directory

Equity Large Cap Fund

IJMSS Vol.03 Issue-04, (April, 2015) ISSN: International Journal in Management and Social Science (Impact Factor- 3.25)

CONTENTS. 2 March 2016 Intouch mutually

Disclosures Under BASEL III Capital Regulations For the quarter ended 31 st December, 2013

Mutual Fund Category Analysis Banking Sector Funds

AVIVA INVESTOR PORTFOLIO RETURNS SINCE INCEPTION FUND PERFORMANCE

COMPARATIVE ANALYSIS OF EQUITY DIVERSIFIED SCHEMES OF HDFC MUTUAL FUND AND RELIANCE MUTUAL FUND

Mutual Funds. INVESTMENT SERVICES - PRODUCTS OFFERED - October 2011*

ICICI PRUDENTIAL MUTUAL FUND Current Expense Ratio Scheme Wise (Effective11-Jul-2016) Sr.No Scheme Name Annual Expense Ratio (%) $

NMIMS SCHOOL OF BUSINESS MANAGEMENT, BANGALORE. FINAL PLACEMENT REPORT Batch

CRISIL MUTUAL FUND RANKING

FUND UPDATE MARCH 2016

ICICI PRUDENTIAL MUTUAL FUND Current Expense Ratio Scheme Wise (Effective20-Nov-2015) Sr.No Scheme Name Annual Expense Ratio (%) $

COMBINED SCHEME INFORMATION DOCUMENT EQUITY SCHEMES OF KOTAK MAHINDRA MUTUAL FUND

HELPING YOU SPOT OPPORTUNITIES

Reliance Index Fund - Sensex Plan (An Open Ended Index Linked Scheme)

CHAPTER 5 FINANCIAL REPORTING PRACTICES OF LIFE INSURANCE COMPANIES

DIRECTORS REPORT. The issued share capital of the Company as at March 31, 2011, was Rs. 5,00,000 divided into 50,000 equity shares of Rs. 10/ each.

Reliance Mutual Fund - R*Shares NV20 ETF (an open ended Index Exchange Traded Fund) [Rajiv Gandhi Equity Savings Scheme (RGESS) qualified scheme]

Edelweiss Absolute Return Fund^

PRODUCT SUITABILITY. including equity derivatives of large capitalization Companies

CRISIL mutual fund index returns

ANALYSIS AND CLUSTERING OF NIFTY COMPANIES OF SHARE MARKET USING DATA MINING TOOLS

1 Years 3 Years 5 Years 7 Years 10 Years

FINAL PLACEMENTS BATCH OF 2015

Berger Paints, BPCL, CBC, Dabur, Decathlon, HCL, HCL SSJV, ICICI Bank, KPMG, L&T, LatentView, Mahindra, TAFE

Rate of Interest Structure - Fixed Deposits (July, 2016)

Introduction to Government Bond, Corporate Bond and Money Markets

Merchant Banking & Financial Services MCQ

Final Placements 2015

IJPSS Volume 2, Issue 6 ISSN:

NMIMS School of Business Management, Mumbai FINAL PLACEMENTS 2015

MindTree Limited Balance sheet

March CRISIL MutualFundRanking

Financial Liberalisation in India: Interest Rate Deregulation and Related Issues

India's Mutual Fund Industry

Save Taxes Wisely. November 30, 2011

CREDIT RATING PRESENTED BY: SAGAR PATIL 88 VINAYAK ALASE 107

KOTAK MAHINDRA BANK LIMITED

CHAPTER 2 MUTUAL FUND INDUSTRY OVERVIEW

Table of Contents. Reset Password Options Answer Secret Question Upload Digital Signature Certificate Using OTP (PINs)...

Mutual fund: SIP vis-à-vis lump sum investment

How to Start Trading in Shares & Select the Best Demat and Trading Account

Credit Rating in India A Study of Rating Methodology of Rating Agencies

Indian General Insurance Industry

Health Insurance Industry in India

CONSOLIDATED SCHEME INFORMATION DOCUMENT OF: This Product is suitable for investors who are seeking*:

CERTIFICATE COURSE ON FINANCIAL MARKETS AND SECURITIES LAWS. MODULE 1: Introduction to Financial Market & Money Market

Liquid Funds Corpus (in Crs) Plans/ Min. Inv. Options Exit Load Fund Manager 7 Days 1 Month

International Journal of Advance Research in Computer Science and Management Studies

Liquidity Enhancement Incentive Programme for Equity Derivatives

URBAN GAS SUPPLIERS LIMITED Regd. Office: 11B, Mittal Towers, Nariman Point, Mumbai DIRECTORS REPORT

Online Fund Transfer 1

Investment Rationale

Reset Password. Reset Password User Manual. Page 1

STATE OF NEW JERSEY NEW JERSEY STATE EMPLOYEES DEFERRED COMPENSATION PLAN Financial Statements June 30, 2006 and 2005 (With Independent Auditors

Quantum Mutual Fund is directed by a set of values that we treasure as the Quantum Philosophy:

N o v e m b e r Birla Sun Life. Birla Sun Life Frontline Equity Fund

Online Life Insurance Market in India

A COMPARATIVE STUDY OF LOAN PERFORMANCE, NPA AND NET PROFIT IN SELECTED INDIAN PRIVATE BANKS

A Study on the Performance of select Private Sector Balanced Category Mutual Fund Schemes in India

Century SIP. SIP with Free Life Insurance Cover upto 100 Times. Birla Sun Life Asset Management Company Ltd.

Transcription:

MONTHLY PORTFOLIO DISCLOSURE ICICI Prudential Fixed Multiple Yield Fund Plan A Sr. No. Name of the Instrument % to Net Assets of the scheme Market Value A Equity Shares 20.46% 2377.57 Index Futures 4.12% 478.99 Money Market Instruments 7.38% 857.85 (I) Certificate of Deposit 4.07% 473.19 (II) CLO/ Repo 3.31% 384.66 D onds and Debentures of 69.62% 8090.22 (III) Private Corporate odies 69.62% 8090.22 E Fixed Deposits 0.77% 90.00 (IV) Term Deposits 0.77% 90.00 F Cash and Net Current Assets -2.36% -274.15 G Net Assets 100.00% 11620.48

Annexure A Equity Shares Standard Chartered PLC - IDR 4.07% 472.79 Reliance Industries Ltd. 3.37% 392.04 ICICI ank Ltd. 2.38% 276.59 Wipro Ltd. 2.25% 261.16 Tata Power Company Ltd. 2.14% 248.29 Sterlite Industries (India) Ltd. 1.65% 192.24 Oil & Natural Gas Corporation Ltd. 1.39% 161.89 Union ank Of India 1.18% 136.79 Infosys Ltd. 1.05% 122.08 Natco Pharma Ltd. 0.49% 57.48 Mindtree Ltd 0.30% 34.59 Cairn India Ltd. 0.17% 19.94 United Phosphorus Ltd. 0.01% 1.69 Index Futures S&P CNX Nifty 4.12% 478.99 C D E Money Market Instruments Category of Issuer Name of the Issuer Rating % to NAV Market Value (I) State ank Of Hyderabad ICRA A1+ 4.07% 473.19 (II) CLO/ Repo 3.31% 384.66 onds & Debentures Category of Issuer Name of the Issuer Rating % to NAV Market Value (III) Sundaram Finance Ltd. ICRA AA+ 17.72% 2059.60 (III) Kotak Mahindra Prime Ltd. ICRA AA+ 17.31% 2011.99 (III) Cholamandalam Investment & Finance Co. Ltd. ICRA AA- 17.29% 2009.58 (III) Shriram Transport Finance Company Ltd. CARE AA+ 17.29% 2009.05 Fixed Deposits ank Name (IV) ICICI ank Ltd. 0.77% 90.00

MONTHLY PORTFOLIO DISCLOSURE ICICI Prudential Fixed Multiple Yield Fund Plan Sr. No. Name of the Instrument % to Net Assets of the scheme Market Value A Equity Shares 20.61% 2555.73 Index Futures 3.82% 474.16 C Money Market Instruments 3.75% 464.73 (I) CLO/ Repo 3.75% 464.73 D onds and Debentures of 72.37% 8971.72 (II) Private Corporate odies 72.37% 8971.72 E Fixed Deposits 0.60% 74.70 (III) Term Deposits 0.60% 74.70 F Cash and Net Current Assets -1.16% -143.28 G Net Assets 100.00% 12397.76

Annexure A Equity Shares Reliance Industries Ltd. 4.11% 509.07 Standard Chartered PLC - IDR 3.56% 441.40 ICICI ank Ltd. 2.38% 295.16 Wipro Ltd. 2.12% 262.78 Union ank Of India 2.10% 260.50 Tata Power Company Ltd. 1.99% 246.19 Oil & Natural Gas Corporation Ltd. 1.39% 172.65 Sterlite Industries (India) Ltd. 1.21% 149.45 Infosys Ltd. 0.96% 118.56 Natco Pharma Ltd. 0.49% 61.24 Mindtree Ltd 0.30% 36.93 United Phosphorus Ltd. 0.01% 1.80 Index Futures S&P CNX Nifty 3.82% 474.16 C D Money Market Instruments Category of Issuer Name of the Issuer Rating % to NAV Market Value (I) CLO/ Repo 3.75% 464.73 onds & Debentures Category of Issuer Name of the Issuer Rating % to NAV Market Value (II) Sundaram Finance Ltd. ICRA AA+ 20.12% 2494.79 (II) Mahindra & Mahindra Financial Services Ltd. CRISIL AA+ 20.12% 2494.09 (II) Cholamandalam Investment & Finance Co. Ltd. ICRA AA- 20.08% 2489.12 (II) Indiabulls Financial Services Ltd. CARE AA+ 12.05% 1493.72 E Fixed Deposits ank Name (III) ICICI ank Ltd. 0.60% 74.70

MONTHLY PORTFOLIO DISCLOSURE ICICI Prudential Multiple Yield Fund Plan C Sr. No. Name of the Instrument % to Net Assets of the scheme Market Value A Equity Shares 20.25% 1589.39 Index Futures 3.98% 311.97 C onds and Debentures of 70.25% 5512.77 (I) anks/fis 70.25% 5512.77 D Money Market Instruments 6.82% 535.19 (II) CLO/ Repo 6.82% 535.19 E Fixed Deposits 1.11% 87.30 (III) Term Deposits 1.11% 87.30 F Cash and Net Current Assets -2.41% -189.03 G Net Assets 100.00% 7847.59

Annexure A Equity Shares ank Of aroda 3.05% 239.21 Tata Power Company Ltd. 2.66% 209.05 Reliance Industries Ltd. 2.65% 207.89 United Phosphorus Ltd. 2.20% 172.51 Oriental ank Of Commerce 1.89% 148.25 Oil & Natural Gas Corporation Ltd. 1.76% 138.23 Sterlite Industries (India) Ltd. 1.68% 132.12 Wipro Ltd. 1.66% 129.97 Infosys Ltd. 0.95% 74.76 Mindtree Ltd 0.64% 50.12 ICICI ank Ltd. 0.62% 48.61 Natco Pharma Ltd. 0.49% 38.67 Index Futures S&P CNX Nifty 3.98% 311.97 onds and Debentures of (I) Cholamandalam Investment & Finance Co. Ltd. ICRA AA- 19.53% 1532.99 (I) Indiabulls Financial Services Ltd. CARE AA+ 19.02% 1492.48 (I) Mahindra & Mahindra Financial Services Ltd. CRISIL AA+ 19.00% 1490.79 (I) Sundaram Finance Ltd. ICRA AA+ 12.70% 996.51 C Money Market Instruments (II) CLO 6.82% 535.19 E Fixed Deposits ank Name (III) ICICI ank Ltd. 1.11% 87.30

MONTHLY PORTFOLIO DISCLOSURE ICICI Prudential Multiple Yield Fund Plan D Sr. No. Name of the Instrument % to Net Assets of the scheme Market Value A Equity Shares 21.03% 1774.48 Index Futures 3.81% 321.64 C onds and Debentures of 66.03% 5570.54 (I) anks/fis 66.03% 5570.54 D Money Market Instruments 11.44% 965.14 (II) CLO/ Repo 11.44% 965.14 E Fixed Deposits 0.66% 55.80 (III) Term Deposits 0.66% 55.80 F Cash and Net Current Assets -2.98% -251.55 G Net Assets 100.00% 8436.05

Annexure A Equity Shares Standard Chartered PLC - IDR 4.91% 414.58 Reliance Industries Ltd. 3.30% 278.61 Cairn India Ltd. 2.35% 197.84 United Phosphorus Ltd. 2.34% 197.08 Tata Power Company Ltd. 2.07% 174.40 Wipro Ltd. 1.46% 123.34 Sterlite Industries (India) Ltd. 1.43% 120.35 Infosys Ltd. 0.95% 80.19 Mindtree Ltd 0.64% 53.74 ICICI ank Ltd. 0.62% 52.12 Natco Pharma Ltd. 0.49% 41.60 ajaj Holdings & Investment Ltd 0.48% 40.63 Index Futures S&P CNX Nifty 3.81% 321.64 onds and Debentures of (I) Mahindra & Mahindra Financial Services Ltd. CRISIL AA+ 18.85% 1590.10 (I) Sundaram Finance Ltd. ICRA AA+ 17.72% 1494.46 (I) Kotak Mahindra Prime Ltd. CRISIL AA+ 17.68% 1491.54 (I) Tata Capital Ltd CARE AA+ 11.79% 994.44 C Money Market Instruments (II) CLO 11.44% 965.14 E Fixed Deposits ank Name (III) ICICI ank Ltd. 0.66% 55.80

MONTHLY PORTFOLIO DISCLOSURE ICICI Prudential Multiple Yield Fund Plan E Sr. No. Name of the Instrument % to Net Assets of the scheme Market Value A Equity Shares 20.99% 1499.85 Index Futures 5.31% 379.62 C onds and Debentures of 34.27% 2449.18 (I) anks/fis 34.27% 2449.18 D Money Market Instruments 44.18% 3157.04 (II) CLO/ Repo 44.18% 3157.04 E Fixed Deposits 0.96% 68.40 (III) Term Deposits 0.96% 68.40 F Cash and Net Current Assets -5.71% -407.85 G Net Assets 100.00% 7146.24

Annexure A Equity Shares Tata Power Company Ltd. 3.52% 251.39 Reliance Industries Ltd. 3.51% 251.04 Motherson Sumi Systems Ltd. 2.87% 204.84 ajaj Holdings & Investment Ltd 2.42% 172.86 Persistent Systems Ltd. 2.10% 149.87 Axis ank Ltd. 1.88% 134.60 ank Of aroda 1.38% 98.74 Mindtree Ltd 1.23% 87.65 Vardhman Textiles Ltd. 1.14% 81.22 Natco Pharma Ltd. 0.49% 35.32 ML Infrastructures Ltd. 0.44% 31.28 United Phosphorus Ltd. 0.01% 1.04 Index Futures S&P CNX Nifty 5.31% 379.62 onds and Debentures of (I) Mahindra & Mahindra Financial Services Ltd. CRISIL AA+ 19.61% 1401.40 (I) Sundaram Finance Ltd. FITCH AA+ 14.66% 1047.78 C Money Market Instruments (II) CLO 44.18% 3157.04 E Fixed Deposits ank Name (III) ICICI ank Ltd. 0.96% 68.40