Sensex has cooled off a bit in the month of February post budget announcement amid various concerns like inflation, PNB scam, LTCG, rising US bonds yield etc. However, this correction has also come after a decent rally we had seen in January 2018. Moreover, BSE 100 benchmark returns have been decent 18% in the past 1 year. Now, the growth in earnings is slated to revive in coming financial year which is likely to keep the positive buoyancy in market sentiments in 2018, amid the continued inflow by domestic investors. Our top picks have generated a return of 70% since inception (i.e. October 2015). We wish our investors a very colorful and happy Holi. Happy investing!!
We recommend our top picks as the good bets to utilize this opportunity which are offering healthy returns in the next 1 year. Our top picks have generated a return of 70% since inception, a outperformance of 37% over BSE 100. In this month, we have added Safari Industries (for its robust growth trajectory in luggage segment) and HSIL (a bet on housing boom and evolving demerger story) to the portfolio basket. We have booked out Asian Granito (for rising fuel cost may negatively impact its margin) with a return of 98% in a period of 17 month).

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