PERSONAL INVESTMENT ASSIGNMENT

Prof. Maria Joseph

Topic: Equity

Name:
TARUN.K.CHAJJED
DEP. No: 08-CO-669
 CONTENTS

 INTRODUCTION

 NEED FOR THE STUDY

 OBJECTIVES

 METHODOLOGY

 ABOUT THE COMPANY

 PERFORMANCE OF THE COMPANY

 GROWTH OF PARTICULAR SCHEMES

 CONCLUSION
INTRODUCTION :

EQUITY :

 A stock or any other security representing an

ownership interest.
 On a company's balance sheet, the amount of the
funds contributed by the owners (the
stockholders) plus the retained earnings (or
losses). Also referred to as "shareholders'
equity".
 In the context of margin trading, the value of
securities in a margin account minus what has
been borrowed from the brokerage.
 In the context of real estate, the difference
between the current market value of the property
and the amount the owner still owes on the
mortgage. It is the amount that the owner would
receive after selling a property and paying off the
mortgage.

GROWTH OF EQUITY IN INDIA :

 Since the early 1950s till the early 1990s, Indian
policy makers had been nourishing the goal of
Socialist pattern of society. They had been following
the development planning strategy of the former
Soviet Russia in a mixed economic framework.
From July 1991, in the face of an unprecedented
foreign exchange crisis, Indian economy started
experiencing an IMF-World Bank dictated regime
of liberalisation.

One aspect of this is financial liberalisation. There is

a move towards privatisation of nationalised banks –
these banks are selling their shares in the stock
market. Transnational banks are encouraged to
operate in the Indian banking sector. Attempts are
made to attract foreign direct investment in different
sectors. There is an increasing entry of foreign
portfolio capital due to stock market liberalisation.
People are encouraged to invest in stocks through
income tax benefits and abolition of capital gains
tax. There is a move to develop a national pension
fund which will be invested in different stocks to get
returns out of which pension will be provided to
retired people.
Contd…..
It is expected that boosting up of stock market will
accelerate the process of capital accumulation and
growth.

Stock market development has been an important part

of financial liberalisation in the less developed
countries (LDCs). In the pro-liberalisation circle,
stock market is assigned to play an important role in
the capitalist development of LDCs.

NEED FOR STUDY OF EQUITY :

I have taken up this project mainly to know about

Equity and its functioning. This helps to know in
detail about Equity Market right from its inception
stage, growth and future prospects. By doing this
project I can also get to know the different form of
Equity and how they perform in the market.

The project study is done to ascertain the asset

allocation, volume of investments, their
diversification in the market, and their individual
growth in the market. Ultimately this would help in
understanding the benefits of Equity to investors.

OBJECTIVE:
  To give a brief idea about the benefits available from
Equity investment
 To give an idea of the types of Equity schemes
available
 To discuss about the market trends of Equity
investment
 To study some of the Equity schemes and analyse
them

METHODOLOGY:
. To achieve the objective of studying the stock
market data has been collected. Research methodology
carried for this study can be two types:
 Primary
 Secondary

PRIMARY:
The data, which has being collected for the first
time and it, is the original data.In this project the primary
data has been taken from few know investors who have
invested in few schemes in the company BHARTI
AIRTEL.

SECONDARY:
The secondary information is taken from websites, books,
journals, etc.

INTRODUCTION TO BHARTI AIRTEL

Airtel comes to you from Bharti Airtel Limited,
one of Asia’s leading integrated telecom services
providers with operations in 19 countries across
Asia and Africa. Bharti Airtel since its inception,
has been at the forefront of technology and has
pioneered several innovations in the telecom sector.
The company is structured into four strategic
business units - Mobile, Telemedia, Enterprise and
Digital TV. The mobile business offers services in
India, Sri Lanka and Bangladesh. The Telemedia
business provides broadband, IPTV and telephone
services in 89 Indian cities. The Digital TV business
provides Direct-to-Home TV services across India.

OWNERSHIP PATTERN :
  Established on July 07, 1995, as a PublicLimited
Company by Sunil Bharti Mittal
 Formerly known as Bharti Tele-Ventures
LTD(BTVL).
 Globally, Bharti Airtel is the 3rd largest
incountrymobile operator by subscriber base
 Asia’s leading integrated telecom services
providers.

Business Divisions

Mobile Services :
 GSM technology in India & Srilanka
 Total customers 11,05,11,416 in India

 13,62,464 outlets
 Network in 4,34,795 towns and villages – 83%
coverage
 1million customers within six months of launch
in Srilanka

Telemedia Services :
 Provide broadband (DSL), data and telephone
services (fixed line) in 95 cities
 29,28,254 customers
Digital TV Services :
1.3 million customers

Enterprise Services :
Long distance wholesale voice and data services.

Company Key Developments :

 Ranked among six best performing technology
companies in the world by Business Week
 Most Preferred Cellular Service Provider Award
at the CNBC Awaaz Consumer Awards 2009.
 NDTV Profit Business Leadership Award 2009
 Manoj Kohli, CEO and Joint MD of Bharti
Airtel, was named the Voice & Data Telecom
Person of the Year 2009.
 Bharti Airtel signed up as the Title Sponsor of
Champions League Twenty 20 for a perod of 5
years along with ESPN Star Sports.
 ANALYSIS OF BHARTI AIRTEL
SHARE PRICE FROM 22-SEP-2010 TO
28-SEP-2010
No. Of
Date Open High Low Close Traded Value Traded Qty
Trades
22-09-2010 369.85 375.00 358.70 362.75 1,726,733,675.75 39530 4756235
23-09-2010 364.10 364.90 354.10 355.50 886,221,310.15 22990 2481395
24-09-2010 355.10 369.35 353.05 368.15 2,999,101,776.70 55919 8185982
27-09-2010 370.10 376.40 365.25 373.15 2,420,910,257.95 54349 6494046

28-09-2010 371.05 376.95 370.00 373.25 1,369,344,183.40 38084 3668221

ANALYSIS OF THE GROWTH OF
BHARTI AIRTEL WITH SENSEX AND
TELECOM SERVICE
ANNUAL TREND OF BHARTI AIRTEL
WITH PEER GROUP

Last Price Market Cap. Sales Net Profit Total Assets

(Rs. cr.) Turnover

Bharti Airtel 373.25 141,742.81 35,609.54 9,426.16 41,776.11

Reliance Comm 170.25 35,140.06 12,290.61 478.93 74,977.17

Idea Cellular 75.05 24,771.05 11,895.77 1,053.66 17,983.66

Tata Comm 318.80 9,085.80 3,218.04 483.18 9,919.69

TataTeleservice 22.75 4,316.12 2,249.10 -298.01 2,943.10

MTNL 63.95 4,028.85 3,770.41 -2,514.87 12,059.38

Spice Comm 56.95 3,929.12 1,585.34 -1,015.22 1,875.94

Tulip Telecom 167.35 2,426.57 1,608.28 249.58 2,116.15

Nu Tek India 46.05 158.96 185.98 15.87 213.81

TECHNICAL ANALYSIS OF BAHRTI
AIRTEL WITH PEER GROUP :