| Sundaran BNP Paribas Select Focus |
| Portfolio Date: Jun 30, 2010 |
| Security |
Weight |
| Reliance Industries |
6.7 |
| Infosys |
6.2 |
| ICICI Bank |
6.2 |
| Dr Reddy's Labs |
5.4 |
| Axis Bank |
4.5 |
| ITC |
4.2 |
| Larsen & Toubro |
4.1 |
| State Bank of India |
4.1 |
| T C S |
4.0 |
| Tata Tea |
4.0 |
| Bajaj Auto |
3.6 |
| Cairn India |
3.5 |
| Sun TV |
3.2 |
| Mahindra & Mahindra |
3.2 |
| Maruti |
3.1 |
| H D F C |
3.1 |
| Sterlite Industries |
2.9 |
| Tata Motors (Class A) |
2.7 |
| Indian Hotels |
2.6 |
| Lanco Infratech |
2.6 |
| StanChart IDR |
2.0 |
| O N G C |
1.9 |
| Tata Power |
1.8 |
| TVS Motors |
1.8 |
| Siemens India |
1.7 |
| H D F C (Warrants) |
1.6 |
| Bajaj FinServ |
1.4 |
| Ashok Leyland |
1.2 |
| Grasim |
1.1 |
| Titan Industries |
1.1 |
| Sobha Developers |
1.0 |
|
|
| Equity |
96.6 |
|
|
| Derivatives |
|
|
|
| Debt |
1.3 |
|
|
| Cash/Others |
2.1 |
|
|
| Asset Base (Rs Crore) |
1,148 |
|
|
| Number of Stocks |
30 |
Equity Funds
