Portfolio Management

Name :-Anirudh Singh thakur 

Company – FUNDSROOM
Basic Need – Moderate Risk 
Investment Amt. – ₹50000
Date of investment - 11/09/2022

Creating a Portfolio for the allocation of fund in various Sectors and Companies.
Sector’s: -
 automobile
 IT
 chemical
So, the Allocation of fund in the above sectors will be in 4:2:4 way which will assist to higher Returns 
automobile (40%), IT (20%), chemical (40%) 

 Automobile (40%) ₹20000

1. Varroc engineering - Varroc was established by Tarang Jain in 1990, in Aurangabad, India with the
commencement of company's polymer division. Between 1992 and 1998, the company focused on
product diversification and capacity expansion and started its electrical and metallic division. Varroc
started more polymer manufacturing facilities in 1997 in Pune and Aurangabad.[3]
In 2001, Varroc expanded its development capabilities by collaborating with Mitsuba Corporation,
a Japanese manufacturer of automobile parts. The company collaborated with Brussels based materials
technology company, Umicore, in 2005 and started production of automotive catalytic converter.

● Share Price -₹280.05 (12/11/22)

● Company Valuation- ₹4,280Cr

● RETURNS
o 1 Day- 1.06%
o 1 Week -5.58%
o 1 Month -10.57%
o 1 Year -0.69%
o 5 Year -72.41%

- News
- Varroc Engg cuts 4w lighting biz price; settles IPR infringement
- Varroc engg ltd leads losers in A group
- Varroc engg drops after lighting biz deal revised lower
- Varroc engg completes diverstment of 4- wheeler lighting biz

● Order details
o Stock Price-297.05
o Quantity -27
o Total Investment =₹8000
o Risk Associated -high

2. Frontier

Established in 1981, Frontier Springs Ltd. started with the production of Leaf Springs and
Laminated Bearing Springs for Automobiles and Railways. Steadily as the railways
modernized, so did we and within a few years had expanded our plant to accommodate the
high demand for Coil Springs for wagons, railways and locomotives.

● Share Price -₹460.15 (12/11/22)

● Company Valuation- ₹181Cr

● RETURNS
o 1 Day- -0.87%
o 1 Week -4.50%
o 1 Month 2.20%
o 1 Year 142.15%
o 5 Year 144.76%

 News

o Frontier springs ltf Q4FY22 PAT up QOQ at ₹1.86 crore

o Frontier springs board recommends dividend og ₹1
o Frontier springs bags first order of ₹2 crore for supply of air spring; stock sheds 1 %

● Order details

o Stock Price-471.08
o Quantity -25
o Total Investment =₹12000
o Risk Associated -moderate

 IT (Fund allocation 20%) 10000

3. Alpha logic

Alpha logic Techsys Limited is a Public incorporated on 13 December 2018. It is classified as Non-
govt company and is registered at Registrar of Companies, Pune. Its authorized share capital is Rs.
140,000,000 and its paid-up capital is Rs. 112,865,888. It is involved in Maintenance and repair of
office, accounting and computing machinery

Alpha logic Techsys Limited's Annual General Meeting (AGM) was last held on 30 July 2021 and as
per records from Ministry of Corporate Affairs (MCA), its balance sheet was last filed on 31 March
2021.
● Share Price -₹39.40 (12/11/22)
● Company Valuation- ₹87 crore

● RETURNS
o 1 Day- 0.60%
o 1 Week 2.34%
o 1 Month -4.14%
o 1 Year 78.82%
o 5 Year 426.92%

4. News
o Alphalogic Techsys Proceedings Of Extraordinary General Meeting Held On 11 November 2022.
o Alphalogic Techsys Announcement under Regulation 30 (LODR)-Monthly Business Updates
o Alphalogic Techsys Board Meeting Intimation for Approval of Un-Audited Financials (Standalone &
Consolidated) For the Quarter and Half Year...

● Order details

o Stock Price-39.40
o Quantity -230
o Total Investment =₹9000
o Risk Associated -low

4. Bodhtree (10% allocation) ₹1000

Bodhtree is a global IT services provider headquartered in California with offices across North
America, Singapore and India. Founded in 1998, we have 800 employees across the globe and
most of our employees work out of our Development Center in Hyderabad. The company enables
enterprises to transform their business using Cloud CRM and Analytics. In addition, we also
provide Product Engineering and Enterprise Services to Fortune 500 firms and SMEs. While we
work with businesses across industries, we specialize in healthcare & life sciences, hi-tech
manufacturing, education and government verticals.

● Share Price -₹17.45(12/11/22)

● Company Valuation- ₹45crore

● RETURNS
o 1 Day- -1.13%
o 1 Week -10.80%
o 1 Month -14.11%
o 1 Year -55.26%
o 5 Year -76.36%

5. News
o Bodhtree Consulting Board Meeting Intimation for Intimation To Stock Exchange On Board Meeting
Scheduled On 07.11.2022
o Bodhtree Consulting Statement Of Investor Complaints For The Quarter Ended September 2022
o Bodhtree Consulting Announcement under Regulation 30 (LODR)-Code of Conduct under SEBI
(PIT) Regulations, 2015

● Order details
o Stock Price-19.2
o Quantity -52
o Total Investment =₹1000
o Risk Associated -very high

 Chemical (40% Allocation) ₹20000

5. DIC India
DIC India is a part of the World's largest manufacturer of printing Inks and allied material, DIC
Corporation of Japan. DIC Japan has a 71.75% share holding in DIC India Limited through DIC
Asia Pacific Pte Ltd, Singapore. DIC India is one of the largest companies in the Indian printing,
publishing and packaging industry segment, serving top-of-the-line newspapers, magazines,
packaging and printing establishments in the country. Formerly known as COATES OF INDIA
LIMITED, DIC India was formally born on April 02, 1947. Today, DIC India has spread its
business operations across the country with factories and logistic centres at strategic locations.
DIC India's R & D Centre at Kolkata and Noida, a member of DIC Group's international R & D
network, focuses on development of new products, improvement of existing ones, new
technologies, processes and applications for indigenous and pan Asia-Pacific markets.

● Share Price 390.55(12/11/22)

● Company Valuation- ₹376crore

● RETURNS
o 1 Day- -19.30%
o 1 Week -10.80%
o 1 Month -14.11%
o 1 Year -55.26%
o 5 Year -76.36%

 News
o DIC INDIA ltd Q3CY22 PAT falls to RS. 162 crore
o DIC INDIA standalone net profit decline 49.22% in the march 2022 quarter
o DIC INDIA to declare quarterly result

● Order details
o Stock Price-408
o Quantity -14
o Total Investment =₹6000
o Risk Associated -very high

6. Apcotex IND
At Apcotex, we partner with various companies as a chemical manufacturer & supplier across
key markets extending from Paper & Paper Products, Tyre Cord dipping to Carpets, Paints, Oil
 resistant Gaskets, Construction, Textiles, Footwear & Micro sheet, Conveyor belts, Hoses &
Automotive components. Over the years, our indigenous solutions have helped transform
products across a broad range of chemical applications. As one of the leading producers of VP
latex, SB and Carboxylated SB latexes, Acrylic latexes, Nitrile latex, SBR Latex, High Styrene
Rubber, and NBR, NBR-PVC Polyblends and NBR Powder in India. We are proud to be an
‘Engineered in India’ organisation. Established in 1981 as a division of Asian Paints (India),
Apcotex Industries Limited (AIL) became a separate company in 1991 and is now part of the
'APCO' group of companies headed by Mr. Atul Choksey, Chairman of Apcotex Industries and
former Managing Director, Asian Paints. We currently export to more than 45 countries across
the EU, SEA, US, Japan, China, Russia, South Asia, East/ West Africa, and Gulf countries.

● Share Price 496.75(12/11/22)

● Company Valuation- ₹2585crore

● RETURNS
o 1 Day- -0.37%
o 1 Week -3.77%
o 1 Month -11.66%
o 1 Year 22.75%
o 5 Year 156.59%

 News
o Apcotex Industries standalone net profit rises 38.36% in the September 2022 quarter.
o Apcotex Industries Ltd leads loser in A group

● Order details
o Stock Price-515.65
o Quantity -27
o Total Investment =₹14000
o Risk Associated -high

POWER BI REPORT