June 2012, EDELWEISS PORTFOLIO OPTIMIZER The beauty of Long – Short

Long Portfolio Wts
HDFCBANK 35.8%
TATAMOTORS 21.4%
HINDUNILVR 19.7%
M&M 12.1%
ONGC 6.5%
SBIN 2.7%
LT 1.5%
BHARTIARTL 0.3%
Total weight 100%

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Short Portfolio Wts
TATASTEEL 29.8%
RELIANCE 21.4%
HDFC 18.5%
ITC 12.0%
INFY 9.1%
ICICIBANK 7.7%
TCS 1.4%
Total weight 100%
Source: Edelweiss research