Portfolio Construction - Pharma and Cement

Probability of 2 x in 3 years - 20% even within index companies!

Not to ignore - Pharma and Cement - not at all obvious!

Rolling 3 yr return may give even better insights

Comp Name	Trading Date	Latest Traded Price(Rs.)	1 Year	2 Years	3 Years
Jindal Steel & Power	24-Jul-13	202	(51)	(68)	(68)
BHEL	24-Jul-13	163	(25)	(59)	(67)
Reliance Infra	24-Jul-13	384	(25)	(34)	(66)
JP Associate	24-Jul-13	47	(36)	(37)	(63)
Sesa Goa	24-Jul-13	143	(23)	(50)	(61)
NMDC	24-Jul-13	108	(43)	(58)	(58)
Tata Steel	24-Jul-13	230	(42)	(61)	(57)
DLF	24-Jul-13	175	(13)	(27)	(46)
PNB	24-Jul-13	631	(22)	(46)	(40)
IDFC	24-Jul-13	118	(10)	(17)	(39)
Hindalco	24-Jul-13	103	(12)	(42)	(35)
Larsen & Toubro	24-Jul-13	867	(4)	(29)	(33)
Tata Power	24-Jul-13	92	(5)	(29)	(30)
NTPC	24-Jul-13	141	(8)	(23)	(30)
Ranbaxy Labs.	24-Jul-13	314	(36)	(42)	(30)
GAIL India	24-Jul-13	330	(4)	(29)	(29)
SBI	24-Jul-13	1,803	(14)	(28)	(28)
Axis Bank	24-Jul-13	1,123	8	(13)	(19)
Bank Of Baroda	24-Jul-13	590	(14)	(34)	(19)
Reliance Industries	24-Jul-13	909	25	4	(14)
Hero MotoCorp	24-Jul-13	1,758	(14)	(3)	(10)
Cairn India	24-Jul-13	308	(5)	(5)	(6)
ONGC	24-Jul-13	309	8	10	(2)
Coal India	24-Jul-13	298	(16)	(19)	-
Maruti Suzuki	24-Jul-13	1,416	28	22	4
Infosys	24-Jul-13	2,908	34	3	5
ICICI Bank	24-Jul-13	953	4	(11)	5
Bharti Airtel	24-Jul-13	337	9	(18)	8
Power Grid Corpn.	24-Jul-13	110	(1)	1	9
BPCL	24-Jul-13	348	(7)	4	10
Cipla	24-Jul-13	415	27	29	28
HDFC	24-Jul-13	803	19	14	34
Mahindra & Mahindra	24-Jul-13	894	30	24	43
ACC	24-Jul-13	1,231	(3)	24	50
Grasim Industries	24-Jul-13	2,794	7	26	53
HDFC Bank	24-Jul-13	660	15	32	62
Bajaj Auto	24-Jul-13	2,003	28	38	62
Ambuja Cement	24-Jul-13	191	14	47	66
Dr Reddys Lab	24-Jul-13	2,346	44	49	72
Tata Motors	24-Jul-13	298	38	49	78
Kotak Mahindra Bank	24-Jul-13	689	26	42	79
Asian Paints	24-Jul-13	4,989	40	61	98
Indusind Bank	24-Jul-13	423	28	53	100
TCS	24-Jul-13	1,783	47	57	113
Lupin	24-Jul-13	871	50	93	129
Ultratech Cement	24-Jul-13	1,918	19	91	130
HCL Tech.	24-Jul-13	899	87	78	141
ITC	24-Jul-13	376	50	81	150
Hindustan Unilever	24-Jul-13	709	49	112	171
Sun Pharma Inds.	24-Jul-13	1,128	85	120	224