Top five cyclical stocks

India Inc has been steady with dividend distribution and most often this pot grows faster than the growth in either the profits or revenue. What looks like a small amount today will grow to a large source of income in few years time. You just have to be patient and little optimistic.

Find out top five cyclical stocks.......

Bharat Heavy Electricals Ltd:

Total Return: 33.9%
Capital Return: 30.6%
Dividend return: 3.2%

Larsen & Toubro Ltd:

Total Return: 31.7%
Capital Return: 28.8%
Dividend return: 3.0%

Tata Steel Ltd:

Total Return: 29.9%
Capital Return: 23.0%
Dividend return: 6.9%

Bosch Ltd:

Total Return: 26.8%
Capital Return: 25.7%
Dividend return: 1.1%

Grasim Industries Ltd:

Total Return: 25.8%
Capital Return: 22.7%
Dividend return: 3.2%

Top five defensive Stocks

Though the dividend distribution policy varies across corporates, in case of companies such as Tata Steel, Tata Tea, Indian Hotels, ACC, Colgate Palmolive and GSK Pharma dividend account for as much as a quarter of the total shareholder return in last seven years.

Given this, equity investors can ignore dividend as their own peril. Investing for dividends also protects investors from the wild fluctuations associated with equity markets. The growth in dividends is significantly less volatile than the movements in stock prices.

Find out top five defensive Stocks.......

Marico Ltd:


Total Return: 26.7%
Capital Return: 23.5%
Dividend Return: 3.2%

Dabur India Ltd

Total Return: 21.8%
Capital Return: 17.8%
Dividend Return: 4.0%

Tata Tea Ltd

Total Return: 21.6%
Capital Return: 16.2%
Dividend Return: 5.5%

ITC Ltd:

Total Return: 18.6%
Capital Return: 14.9%
Dividend Return: 3.7%

Colgate-Palmolive (India) Ltd

Total Return: 18.6%
Capital Return: 14.3%
Dividend Return: 4.3%

India's Leading Telecom Companies

Bharti Airtel, the country’s biggest telecom operator, has once again attained the top slot in the ET sectoral listings for the telecom sector. With over Rs 37,500 crore in annual revenue, Bharti reported robust growth of 38%. Net profit, however, rose at a slower pace of 23%.

RComm, second in the ranking, reported sales of Rs 20,753 crore, 21% higher than the year-ago level. Its total income during the year was Rs 22,959 crore. Net profit rose by 12% to Rs 6,045 crore. While Bharti has retained its ranking at number 16 in overall ET industry listing, RCom has slipped by one step to the 27th place.

Tata Communications (earlier known as VSNL) has retained its third place ranking in the telecom sector listing, but has lost one position in the industry ranking, slipping to the 63rd rank. Its sales rose by 20% to Rs 9,963 crore, while total turnover stood at Rs 10,173 crore. The company sold a portion of its holdings in Tata Teleservices to Japan’s NTT DOCOMO, boosting its bottomline for the year by Rs 286 crore. As a result, its bottom-line shot up 30 times to Rs 316 crore.

Find out financial health of India's Leading Telecom Companies...

Bharti Airtel Ltd

Turnover (Rs Crore): 37,504 Net Profit (Rs Crore): 7,859 Market Cap* (Rs Crore): 1,53,809 Reliance Communications Ltd Turnover (Rs Crore): 22,959 Net Profit (Rs Crore): 6,045 Market Cap* (Rs Crore): 53,757 Tata Communications Ltd Turnover (Rs Crore): 10,173 Net Profit (Rs Crore): 316 Market Cap* (Rs Crore): 14,089 Idea Cellular Ltd Turnover (Rs Crore): 10,148 Net Profit (Rs Crore): 901 Market Cap* (Rs Crore): 24,319 Mahanagar Telephone Nigam Ltd Turnover (Rs Crore): 5,361 Net Profit (Rs Crore): 218 Market Cap* (Rs Crore): 6,057 Tata Teleservices (Maharashtra) Ltd Turnover (Rs Crore): 2,058 Net Profit (Rs Crore): -160 Market Cap* (Rs Crore): 6,413 ITI Ltd Turnover (Rs Crore): 1,956 Net Profit (Rs Crore): -636 Market Cap* (Rs Crore): 1,067 Spice Communications Ltd Turnover (Rs Crore): 1,297 Net Profit (Rs Crore): -812 Market Cap* (Rs Crore): 4,148

Best sectoral performers - 18 Sep 2009

It has been a roller-coaster ride for investors right from the beginning of the year. Those who dared to bet against the crowd during the panic of March, have raked in unbelievable returns.

Real estate and metal shares witnessed the sharpest bounceback, partly because these had also been badly beaten down during the bear phase.

Other strong performers are banking and automobile shares. Investors briefly shifted to defensives like FMCG and Pharma but shunned them the moment the broad market started to look up.

Realty Sector



Metal Industries


Textiles Industries


Auto Companies


Sugar Industries

How does SIP compare with other investment options?

SIP	STP	Lump Sum
Regular investment frequency	Regular investment frequency	One time investment
Entry load of 2.25% or nil if directly invested	Switching charges on the amount transferred	Entry load of 2.25% or nil if directly invested
Useful if you don’t have any investment with the fund house	Helps to switch your existing investments with a fund house to maximize returns	Useful if you are making a first time investment or want to add on to your investment
Allows you exposure to equities	Gives you exposure to both debt and equities.	Allows exposure only to equities
Can be started with amounts as low as Rs 100	Require high amounts as most liquid funds expect an investment of at least Rs. 1 lakh	Minimum amount required is Rs 5000 for the first investment and Rs 1000 for subsequent investment

Nifty grazes 5000

ET Bureau

Nifty , the favourite 50-share index used by traders to bet on the future, briefly flirted with the psychological 5,000 mark on Thursday in a global rally of stocks on hopes that the worst global recession since the Great Depression is coming to an end. But the 68% surge this year has also made some believe that gains from here may be limited if the economic and earnings data do not catch up.

The S&P CNX Nifty rose to a high of 5003.05 before closing 0.14% higher at 4965.55.

Here are the best performing stocks in this rally:

Tata Motors 18 Sep 2009, 1022 hrs IST

Price: Rs 605.75 Percentage change (over 13 Sep, 09): 130.63 Hindalco Industries 18 Sep 2009, 1018 hrs IST Price: Rs 136.40 Percentage change (over 13 Sep, 09): 94.03 HCL Technologies 18 Sep 2009, 1015 hrs IST Price: Rs 342.65 Percentage change (over 13 Sep, 09): 87.55 Unitech Ltd 18 Sep 2009, 1011 hrs IST Price: Rs 110.15 Percentage change (over 13 Sep, 09): 69.46 Jindal Steel & Power 18 Sep 2009, 1006 hrs IST Price: Rs 626.95 Percentage change (over 13 Sep, 09): 58.62