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If You Would Have Invested Rs.10,00,000 What Would Have Been Weightage To Both The Categories?

The document compares the performance of dividend stocks and growth stocks between 2013-2018. It provides share price, net profit, and CAGR returns for various companies over this period. An example is given showing how Rs. 10,00,000 could be invested between the two categories, with 50% weightage to growth stocks and 50% weightage to dividend stocks. This would result in a weighted average return of 39.92% over the period.

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Rajarshi Daharwal
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67 views4 pages

If You Would Have Invested Rs.10,00,000 What Would Have Been Weightage To Both The Categories?

The document compares the performance of dividend stocks and growth stocks between 2013-2018. It provides share price, net profit, and CAGR returns for various companies over this period. An example is given showing how Rs. 10,00,000 could be invested between the two categories, with 50% weightage to growth stocks and 50% weightage to dividend stocks. This would result in a weighted average return of 39.92% over the period.

Uploaded by

Rajarshi Daharwal
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLS, PDF, TXT or read online on Scribd
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Dividend Stocks Growth Stocks

Vedanta Ltd. MRF Ltd.


Hindustan Petroleum Corporation
Ltd (HPCL) Eicher Motors Ltd.
Hero MotoCorp Ltd. Shree Cements Ltd.
Power Finance Corporation Ltd. Page Industries Ltd.
Indian Oil Corporation Limited Titan Company Ltd.

Dividend Stocks Share Price


Company 28-Mar-13 31-Mar-14 31-Mar-15 31-Mar-16
Vedanta Ltd. 155.65 187.95 189.45 89.90
Hindustan Petroleum Corporation
Ltd (HPCL) 63.35 68.83 144.46 174.56
Hero MotoCorp Ltd. 1,541.90 2,272.85 2,642.60 2,943.40
Power Finance Corporation Ltd. 90.75 96.70 136.38 85.93
Indian Oil Corporation Limited 70.37 69.75 92.08 98.37

Growth Stocks Share Price


Company 28-Mar-13 31-Mar-14 31-Mar-15 31-Mar-16
MRF Ltd. 11,992.60 21,739.00 38,809.95 38,368.50
Eicher Motors Ltd. 2,544.50 5,955.50 15,890.20 19,139.85
Shree Cements Ltd. 4,057.95 5,638.40 10,767.50 12,420.90
Page Industries Ltd. 3,322.40 6,482.70 13,732.45 12,160.75
Titan Company Ltd. 256.50 262.45 392.00 338.80

Dividend Stocks Net Profit


Company Mar-13 Mar-14 Mar-15 Mar-16
Vedanta Ltd. (131.03) 10,339.38 (11,373.48) (17,862.62)
Hindustan Petroleum Corporation
Ltd (HPCL) 500.49 1,079.62 1,488.87 3,732.42
Hero MotoCorp Ltd. 2,118.16 2,105.93 2,348.51 3,077.96
Power Finance Corporation Ltd. 4,437.74 5,461.84 6,004.40 6,184.00
Indian Oil Corporation Limited 3,627.30 6,966.58 4,871.78 12,167.81

Growth Stocks Net Profit


Company Mar-13 Mar-14 Mar-15 Mar-16
MRF Ltd. 579.41 808.61 908.33 2,509.43
Eicher Motors Ltd. 525.38 701.74 879.77 1,190.10
Shree Cements Ltd. 1,003.94 787.21 426.30 1,143.10
Page Industries Ltd. 112.53 153.78 196.02 232.66
Titan Company Ltd. 724.94 734.76 816.25 676.52

If You would have invested Rs.10,00,000 what would have been weightage to both the categories?
You are allowed give weightage to different stocks

Example: Funds 1000000


Proportion o Amount of CAGR
(Weight) % Investment Returns (%)
Growth Stocks
MRF Ltd. 5 50,000 43.23
Eicher Motors Ltd. 25 250,000 61.94
Shree Cements Ltd. 5 50,000 31.87
Page Industries Ltd. 10 100,000 46.84
Titan Company Ltd. 5 50,000 29.69
Total Investment 50% 500,000
Dividend Yield Stocks
Vedanta Ltd. 5% 50,000 12.32
Hindustan Petroleum Corporation
Ltd (HPCL) 25% 250,000 40.28
Hero MotoCorp Ltd. 10% 100,000 18.12
Power Finance Corporation Ltd. 0% - (1.09)
Indian Oil Corporation Limited 10% 100,000 20.16
Total Investment 50% 500,000
31-Mar-17 28-Mar-18 CAGR %
274.70 278.30 12.32

350.32 344.15 40.28


3,223.85 3,545.50 18.12
145.90 85.90 (1.09)
193.38 176.30 20.16

31-Mar-17 28-Mar-18 CAGR %


60,723.85 72,300.70 43.23
25,554.15 28,336.95 61.94
17,020.00 16,181.50 31.87
14,639.60 22,684.65 46.84
461.30 941.20 29.69

Mar-17 Mar-18 CAGR %


11,319.00 13,692.00 153.41

5,916.84 5,896.70 63.77


3,229.29 3,672.51 11.64
2,236.10 8,775.34 14.61
19,745.34 21,715.20 43.03

Mar-17 Mar-18 CAGR %


1,486.22 1,131.61 14.33
1,477.61 1,703.11 26.52
1,339.08 1,384.15 6.63
266.28 346.98 25.26
699.05 1,104.68 8.79

categories?
Weighted Weighted
Returns Average Returns (%)

21,617
154,846
15,934
46,844
14,847
254,088 50.82 X

6,162

100,704
18,120
- Weighted Average Returns (%)
20,164 (X+Y)/2
145,149 29.03 Y 39.92

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