Blue Chip Wealth Maximizer Portfolio For 2015 By Karvy

Indian equities had outperformed major global indices, barring China during CY2014, mainly driven by MODIfied political and investment scenario. Among the domestic factors, Lok Sabha elections 2014, in which BJP under the leadership of Mr Modi had got the decisive mandate removing the political uncertainty and brought hopes for good governance. Sharp drop in crude oil prices and stronger rupee had improved fiscal health and led to a turnaround in Indian macros. Globally, steady recovery in the US economy had led to the US Fed ended the QE and readying for increase in interest rates, confirming the healthy recovery in the worlds’ largest economy. Our Wealth Maximizer 2014 performed well with Nine out of ten stocks exceeding the targets. We retain six out of the ten stocks and replaced four stocks due to expected under-performance in the next few quarters.

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