Dear All,
We are pleased to share roll out of two Thematic Advisory Portfolio’s as a basket. The recommendations are purely advisory in nature. Investors replicating the same are requested to take informed decision based on their own research and judgement.
Evergreen Stock Basket: Stock selection is based on:
Longevity
Predictability of business cycle
Consistent revenue/profit compounder
Valuation comfort
Product relevance
Market share vis-à-vis competition &
Earnings growth rate going ahead (Future Prospects).
Based on aforesaid factors we arrive at undermentioned
recommendations allocation – equal weight:
Evergreen Basket
1) Kotak Bank
2) ICICI Bank
3) Dr Reddy’s
4) Asian Paints
5) UPL
6) Hindunilever
7) HDFC Life
Dark Horses Stock Basket: Stock selection is based on:
Deep Valuation Comfort – based on future prospects
Longevity
Poised to compound faster revenue/profit vis-à-vis historical
trend
Business relevance
Market share vis-à-vis competition &
Turn around prospect and/or aggressive new entrant.
Based on aforesaid factors we arrive at undermentioned recommendations allocation – equal weight:
Dark Horses Basket
1. Indian Energy Exchange
2. Vedanta
3. Hindustan Zinc
4. Navin Fluorine
5. Aditya Birla Fashion Retail
6. Dabur
7. Canfin Home
CSEC Evergreen Basket
A basket of large-cap stocks with diversified sector exposure
CSEC Dark Horse Basket
A group of Multi-cap companies with diversified sector exposure
