Model Portfolio Update By ICICI-Direct (Oct 15)

Our indicative large cap equity model portfolio (“Quality-20”) has continued to deliver an impressive return (inclusive of dividends) of 80% since its inception (June 21, 2011) vis-à-vis the index return of ~53% during the same period, an outperformance of ~27%. This validates our thesis of selecting companies with sound business fundamentals that form the core theme of our portfolio. Our midcap portfolio (“Consistent-15”) outperformed the benchmark by ~1.9x since June 2011. Our consistent outperformance demonstrates our superior stock picking ability as markets in H1CY15 aligned to our view of favourable risk-reward, good franchisee vs. reward-at-any-risk businesses. Some key performers of our portfolio are Lupin, Axis Bank and TCS in the large cap portfolio while Natco Pharma and Shree Cement have delivered stupendous returns in the midcap portfolio

Click here to download Model Portfolio By ICICI-Direct