Market cooled off slighlty in the month of November after witnessing a severe pain in the previous two months as the crude oil price fell from the peak of $85 to below $60 and the rupee also showed decent appreciation. BSE 100 saw a slight appreciation of 3% in November after seeing a fall of 9% in the previous two months. Our top picks have generated a total return of 56.4% since inception (i.e. October 2015), an outperformance of 20.6% 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, TTK Prestige, Bata, and Blue Star.
