Market witnessed severe pain in the month of September owing to several concerns like rising crude oil prices, falling rupee amid IL&FS debacle. Amid liquidity concerns, market also struggled with valuation concerns which led to a 4.5% fall in the BSE 100 benchmark in the month of September. Our top picks have generated a total return of 45.5% since inception (i.e. October 2015), an outperformance of 9.5% 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, Amber, TTK Prestige, Bata, Blue Star, Parag Milk Foods and few turnaround stories like Inox Wind and Jindal Steel and Power.

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