Model Portfolio Of Stocks For 2015 By ICICI-Direct

Our indicative large cap equity model portfolio (“Quality-21”) has continued to deliver an impressive return (inclusive of dividends) of ~74% since its inception (June 21, 2011) vis-à-vis the index return of ~52% during the same period, an outperformance of ~22%. This validates our thesis of selecting companies with sound business fundamentals that forms the core theme of our portfolio. Our midcap portfolio (“Consistent-15”) outperformed the benchmark by ~1.5x since June 2011 (~1x during June 2014). Our consistent outperformance demonstrates our superior stock picking ability as markets in H2CY15 aligned to our view of favourable risk-reward, good franchisee vs. reward-at-any-risk businesses. Some key performers of our portfolio are Lupin, Sun Pharmaceuticals, Axis Bank, TCS and Info Edge delivering ~120-230% returns since inception

Download IDirect Model Portfolio Update Dec14