SENSEX HAS ZOOMEDOur recommendations zoomed 2.5 times of Sensex.

Our performance versus index

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* Average performance of our recommendations

Our recommendations We had recommended a list of 20 ensuing stock busters

on August 5th 2013. The list was uploaded on a public domain. http://www.slideshare.net/vikasmunoth/ensuing-block-buster-stocks

In course of 265 days Sensex grew 17.98% Nifty grew 18.93% Our portfolio recommendation grew 46.59%

What went wrong? 3 out of our 20 recommendations

REI Agro - World’s largest basmati rice processing company. Down by 50% to CMP INR 5.00

Core Education – India’s largest global education company. Down by 38% to CMP INR 12.50

IL&FS Investments – subsidiary of India’s largest fund management company.

Down by 13% to CMP INR 13.95

Returns over 265 days of holding

What went right? 17 out of our recommendations

Petronet LNG – India’s fastest growing company in energy sector. Up by 16.96%

Rajesh Exports – World’s largest manufacturer of gold jewellery. Up by 18.05%

Merck Limited – 47 year old consistent performer in chemicals & pharmaceuticals.

Up by 24.72%

Coromandel International – India’s 2nd largest phosphatic fertilizer company.

Up by 29.45%

Returns over 265 days of holding

What went right? Continuation

MOIL Limited – Government owned company operating 10 mines. Up by 34.37%

TATA Motors – India’s largest automobile company. Up by 45.36%

Mind Tree – a global information technology solutions company. Up by 45.43%

NMDC Limited – India’s largest producer of Iron ore. Up by 50.70%

Returns over 265 days of holding

What went right? Continuation

BHEL – Government owned machinery manufacturing company. Up by 54.01%

Apar Industries – Established in 1958, is a $700 million company in diversified businesses.

Up by 58.90%

Opto Circuits – Global medical equipment manufacturing company. Up by 59.75%

MRF Limited – India’s leading tyre manufacturing company. Up by 61.75%

Returns over 265 days of holding

What went right? Continuation

Eclerx Services – 8 out of 10 investment banks worldwide rely on Eclerx solutions.

Up by – 62.25%

Engineers India – India’s premier consultancy company for oil & gas, metallurgy, infrastructure and other industries.

Up by 71.53%

L G Balakrishnan – World’s leading manufacturer of off-road Tyres Up by 107.70%

Returns over 265 days of holding

What went right? Continuation

Gujarat Gas – India’s largest private sector natural gas distribution company.

Up by 136.16%

Apollo Tyres – Exports to over 110 countries worldwide. Up by 155.63%

Returns over 265 days of holding

OUR PERFORMANCE SPEAKS FOR ITSELF."It is impossible to produce superior performance unless you do something different from the majority.“

John Templeton

Contact us for more information on Portfolio Management services.

Incorporated in 1990, MFSL is promoted by century old Munoth group headquartered out of Chennai and originating from Rajasthan. The company is registered with SEBI to offer a gamut of services in the capital market arena.

MFSL’s services include

Merchant banking

Stock broking & dematerilisation services

Portfolio Management services

Mutual fund & IPO distribution

MFSL caters to institutional, corporate, HNI’s and retail clienteles. The company periodically invests in technology to ensure that its customers get access to seamless, secured and quick service. The management’s rich experience is well complimented by its qualified, experienced and trained manpower.

MFSL, appointed by IL&FS trust company, is also the Investment Manager for Valmark Infra & Realty Trust, a CAT II Alternate Investment Fund [AIF].

HQ: Munoth Centre, 343 Triplicane High Road, Chennai 600 005. IndiaLandline: +914428591185 | Fax: +914428591189 | Email: vikas@munothfinancial.comIn

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