October 9, 2025
Best 12 Stocks To Buy For Diwali 2013 By IndiaInfoline
Indiainfoline's model portfolio for Diwali 2012 gave a fabulous absolute return of 17%. This year, Indiainfoline has created a model portfolio of 12 stocks which they call the "Diwali Dozen". Indiainfoline promises that these stocks will give investors a return of 12-21% individually in 6-9 months
Indiainfoline’s model portfolio for Diwali 2012 gave a fabulous absolute return of 17%. This year, Indiainfoline has created a model portfolio of 12 stocks which they call the “Diwali Dozen”. Indiainfoline promises that these stocks will give investors a return of 12-21% individually in 6-9 months




Diwali Dhamaka 2013: A Dozen reasons to smile

It’s not really been a cracker of a year and indices are celebrating near new highs with less fireworks. However, the market liquidity is back just in time to welcome the festival of lights. Whether it was destined or not, we are not sure! Coincidentally, two Governors have been instrumental in bringing back cheer and optimism to the Indian bourses. A litany of fresh hopes has further improved the sentiment in anticipation of what lies ahead. There are many macro problems that pose a hurdle to the dream run, but for now, a new high seems round the corner and the liquidity tap is very much on.

Company

Sector

Mkt Cap (Rs bn)

Weight (%)

CMP

Target

Upside

Cipla

Pharmaceuticals

332

10.0

413

482

16.7

Emami

FMCG

111

9.0

497

576

15.9

HDFC Bank

BFSI

1,628

10.0

681

777

14.1

Hero Motocorp

Auto

417

7.0

2,078

2,350

13.1

Hindalco

Metals

237

6.0

115

129

12.2

Idea

Telecom

563

8.0

172

200

16.3

Infosys

IT

1,909

10.0

3,310

3,744

13.1

ING Vysya

BFSI

111

8.0

589

712

20.9

M&M

Auto

409

8.0

888

1,041

17.2

Reliance

Oil & Gas

2,907

10.0

915

1,027

12.2

Shriram Transport Fin

BFSI

139

6.0

611

722

18.2

Wipro

IT

1,173

8.0

478

576

20.5

The best way to approach this market would be to adopt an asset allocation strategy; broadly, a 60% exposure to fixed income and other assets and 40% to equities. Within equities, we favour companies catering to rural demand, global markets that are recovering and beneficiaries from rupee depreciation.

Last Diwali, we had recommended nine stocks, out of which eight were successfully closed, in what was a difficult year for stock markets. Only one stock remained open but that too with positive return. Assuming equal investment in each stock, the portfolio delivered an absolute return of 17%, excluding dividends. If annualized, these returns would be significantly higher. We had also recommended fixed income investment in NCDs, which have been serviced timely.

These 12 scrips account for ~15% of India’s equity market capitalisation. Wishing you and your families a Happy Diwali and a bright and prosperous Samvat 2070!

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1 thought on “Best 12 Stocks To Buy For Diwali 2013 By IndiaInfoline

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