Student Managed Investment

Course
•
•
Sirsa Bandopadhya – 20B147
Abhishek Dutta – 20B102
Team - The Titans
20B102 – Abhishek Dutta
20B104 – Alok Anand Jain
20B140 – Saurabh Vijay Bhutada
20B147 – Sirsa Bandyopadhyay
20B150 – Sunny Malik
20B153 – Tom Cyriac

Guide: Dr. Madhu Veeraraghavan

 Investment Philosophy

“Our approach is centered around identifying potential sectors and

investing in good quality stocks on the basis of strong fundamentals
and holding it over a period of time.”
 Risk Profiles

Risk score • Risk Profile – Moderate to High

75

66
70 68
74
70
66
• Tool Used – FinMetrica, CalcXML, RBS Morgan
65 65
59
63
56 58 60 • Based on the tools used, the average risk score of
54
50 50 50 our team is 62 out of 100 indicating we are
moderate to high-risk takers.

Abhishek Alok Saurabh Sirsa Sunny Tom

Finametrica CalcXML RBS Morgan

 Economy Analysis
• Normalisation in economic activities as the rollout of Covid-19 vaccines
gathers traction
• IMF estimate of real GDP growth of 11 per cent in 2021-22 for India and 6.8
per cent in 2022-23.

• India is expected to emerge as the fastest growing economy in the next two
years.
 Economy Analysis
• Supply-side push from reforms and easing of regulations.
• Push to infrastructural investments, boost to manufacturing sector through
the Productivity Linked Incentive Schemes.
• Recovery of pent-up demand for services sector, increase in discretionary
consumption.
• Pick up in credit given adequate liquidity and low interest rates.
• In May 2021, foreign direct investment (FDI) inflows in India stood at US$ 12.1
billion, an increase from US$ 4 billion in May 2020.
 Sectoral Selection
1. Metal:
1. The BSE Metal index has outperformed all other indexes and gained a whopping 79%.
2. Metal stocks have seen a rally by estimates of record growth in domestic demand plus China
putting export curbs on metal over green concerns.
3. Infrastructure projects continue to provide lucrative business opportunities for steel, zinc, and
aluminium producers.
2. IT:
1. The Covid-19 pandemic added a spark to existing trends as people shopped from home, sought
entertainment from OTT platforms. IT companies have benefitted from this trend.
2. Strong demand environment, improving visibility, sustained margins, and improving free cash flow.
3. As per The Economic Times, the IT sector is expected to witness a five-year mega growth cycle due
to the speed at which American enterprises transform themselves digitally.
 Sectoral Selection
3. Power:
1. India is the third-largest producer and second-largest consumer of electricity in the world and growing urban & rural population is likely
to boost demand for energy.
2. For India’s energy segment, the government has opened 100% FDIs in the sector for investments and private energy players to enter at
ease.
3. The energy sector is likely to account for 24% capital expenditure over FY 2019-25 under the National Infrastructure Pipeline an initiative
by Government of India.
4. Renewable energy industry especially Solar energy is likely to grow at a CAGR of approx. 9% to 10% which will boost the power sector of
India.
5. Under the ambit of Atmanirbhar Bharat, manufacturing continues to be a major focus and due this increase in the MSME’s will boost the
power sector in India

Healthcare:
6. The BSE healthcare index is up 21% since January 2021.
7. It is expected to do well as there’s an ever-increasing demand for life saving drugs, immunity boosting supplements and people are
focused more on buying healthcare products.
8. With vaccination drive in full swing, there’s a good opportunity for pharma companies as India looks forward to various types of vaccine.
4. Automobile:
1. Automobile industries are witnessing a major technological shift from internal combustion vehicle (ICV) to electric vehicle (EV).
2. In Union Budget 2021-22, the government introduced the voluntary vehicle scrappage policy.