Market largely stayed stable in the month of January after witnessing a severe pain in the previous few months as the crude oil price fell from the peak and the rupee also showed decent appreciation. Our top picks have generated a total return of 49% since inception (i.e. October 2015), an outperformance of 13.3% 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.
