Market have rebounded in the month of July after posting couple of subdued months. Overall, BSE 100 benchmark returns have perked up to 11.5% in the past 1 year. After adding 8 new stocks in the month of June, we haven’t added any new stocks in the month of July. Overall, our top picks have generated a total return of 70% since inception (i.e. October 2015), an outperformance of 28% over BSE100.

We recommend our top picks as the good bets to utilize this opportunity which are offering healthy returns in the next 1 year. All of our top picks are backed by sound business model and are likely to do well in coming years. We remain overweight on discretionary consumption theme with stocks like Safari Industries, Bata, Blue Star and Parag Milk Foods.

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