FORM NL-12-INVESTMENT SCHEDULE |
Name of the Insurer: GENERAL INSURANCE CORPORATION OF INDIA |
Investments |
INVESTMENTS - SHAREHOLDERS' FUND |
|
|
|
(` '000) |
|
Particulars |
As At 30.06.2014 |
As at 30.06.2013 |
LONG TERM INVESTMENTS |
1 |
Government securities and Government guaranteed bonds including Treasury Bills |
27423252 |
22051383 |
2 |
Other Approved Securities |
1205705 |
1237369 |
3 |
Approved Investments |
|
|
|
(a) Shares |
|
|
(aa) Equity - Indian |
85708838 |
59875389 |
Equity - Foreign |
7816 |
7816 |
(bb)Preference |
11523 |
11182 |
(b) Mutual Funds/Venture Funds |
0 |
0 |
(c) Debentures /Bond |
6618378 |
5538872 |
(d) Debentures Foreign |
0 |
350303 |
(e) Guaranteed Equity |
144 |
131 |
(f) Subsidiaries |
0 |
0 |
(g) Associates - Indian |
700000 |
0 |
Associates - Foreign |
591162 |
591162 |
4 |
Investments in Infrastructure and Social Sector |
17256024 |
13252516 |
5 |
Other Investments (Excl. Associate Co.) |
0 |
0 |
|
(a) Equity/Preference/Debentures/Venture Funds |
4385541 |
2948718 |
|
(b) Associates Equity - Indian |
0 |
700000 |
|
(c) Equity - Foreign |
0 |
0 |
|
SHORT TERM INVESTMENTS |
1 |
Government securities and Government guaranteed bonds including Treasury Bills |
462541 |
756904 |
2 |
Other Approved Securities |
116213 |
64422 |
3 |
Approved Investments |
0 |
0 |
|
(a) Shares |
0 |
0 |
(aa) Equity |
0 |
0 |
(bb) Preference |
0 |
0 |
(b) Mutual Funds |
1238946 |
196653 |
(c) Debentures and Bonds |
716408 |
734297 |
(d) Subsidiaries |
350099 |
0 |
(e) Guaranteed Equity |
0 |
0 |
(f) Subsidiaries |
0 |
0 |
(g) Associates - Indian |
0 |
0 |
Associates - Foreign |
0 |
0 |
(h) Commercial Paper |
0 |
50018 |
4 |
Investments in Infrastructure and Social Sector |
1385948 |
1213511 |
5 |
Other Investments |
2508845 |
424069 |
|
TOTAL |
150687383 |
110004715 |
Figures for the previous year have been regrouped where necessary. |
|
|
|
|
INVESTMENTS - POLICYHOLDERS' FUND |
|
Particulars |
As At 30.06.2014 |
As at 30.06.2013 |
|
LONG TERM INVESTMENTS |
|
|
1 |
Government securities and Government guaranteed bonds including Treasury Bills |
67565497 |
62082088 |
2 |
Other Approved Securities |
2970619 |
3483610 |
3 |
Approved Investments |
0 |
0 |
|
( a) Shares |
0 |
0 |
|
(aa) Equity - Indian |
211169714 |
168569437 |
|
Equity - Foreign |
0 |
0 |
|
(bb)Preference |
28390 |
31480 |
|
(b) Mutual Funds/Venture Funds |
0 |
0 |
|
(c) Debentures /Bond |
16306380 |
15593796 |
|
(d) Debentures Foreign |
0 |
0 |
|
(e) Guaranteed Equity |
356 |
369 |
|
(f) Subsidiaries |
0 |
0 |
|
(g) Associates - Indian |
0 |
0 |
|
Associates - Foreign |
0 |
0 |
4 |
Investments in Infrastructure and Social Sector |
42515448 |
37310308 |
5 |
Other Investments (Excl. Associate Co.) |
0 |
0 |
|
(a) Equity/Preference/Debentures/Venture Funds |
10805111 |
8301635 |
|
(b) Associates Equity - Indian |
0 |
0 |
|
(c) Equity - Foreign |
0 |
0 |
|
SHORT TERM INVESTMENTS |
1 |
Government securities and Government guaranteed bonds including Treasury Bills |
1139610 |
2130941 |
2 |
Other Approved Securities |
286327 |
181374 |
3 |
Approved Investments |
0 |
0 |
|
(a) Shares |
0 |
0 |
|
(aa) Equity |
0 |
0 |
|
(bb) Preference |
0 |
0 |
|
(b) Mutual Funds |
3052519 |
553646 |
|
(c) Debentures and Bonds |
1765089 |
2067294 |
|
(d) Subsidiaries |
0 |
0 |
|
(e) Guaranteed Equity |
0 |
0 |
|
(f) Subsidiaries |
0 |
0 |
|
(g) Associates - Indian |
0 |
0 |
|
Associates - Foreign |
0 |
0 |
|
(h) Commercial Paper |
0 |
140820 |
4 |
Investments in Infrastructure and Social Sector |
3414703 |
3416443 |
5 |
Other Investments |
6181300 |
1193897 |
|
TOTAL |
367201063 |
305057138 |
Figures for the previous year have been regrouped where necessary. |
Notes: |
(a) Investments in subsidiary/holding companies, joint ventures and associates shall be separately disclosed, at cost. |
(i) Holding company and subsidiary shall be construed as defined in the Companies Act, 1956: |
(ii) Joint Venture is a contractual arrangement whereby two or more parties undertake an economic activity, which is subject to joint control. |
(i) Joint control - is the contractually agreed sharing of power to govern the financial and operating policies of an economic activity to obtain benefits from it. |
(ii) Associate - is an enterprise in which the company has significant influence and which is neither a subsidiary nor a joint venture of the company. |
(iii) Significant influence (for the purpose of this schedule) - means participation in the financial and operating policy decisions of a company, but not control of those policies.Significant influence may be exercised in several ways, for example, by representation on the board of directors, participation in the policymaking process, material inter-company transactions, interchange of managerial personnel or dependence on technical information.Significant influence may be gained by share ownership, statute or agreement.As regards share ownership, if an investor holds, directly or indirectly through subsidiaries, 20 percent or more of the voting power of the investee, it is presumed that the investor does have significant influence, unless it can be clearly demonstrated that this is not the case.Conversely, if the investor holds, directly or indirectly through subsidiaries, less than 20 percent of the voting power of the investee, it is presumed that the investor does not have significant influence, unless such influence is clearly demonstrated. |
A substantial or majority ownership by another investor does not necessarily preclude an investor from having significant influence. |
(b) Aggregate amount of company's investments other than listed equity securities and derivative instruments and also the market value thereof shall be disclosed. |
(c) Investments made out of Catastrophe reserve should be shown separately. |
(d) Debt securities will be considered as “held to maturity” securities and will be measured at historical cost subject to amortisation. |
(e) Investment Property means a property [land or building or part of a building or both] held to earn rental income or for capital appreciation or for both, rather than for use in services or for administrative purposes. |
(f) Investments maturing within twelve months from balance sheet date and investments made with the specific intention to dispose of within twelve months from balance sheet date shall be classified as short-term investments |