Its time to also review our Portfolio of 14 for 2014 released by our team on 1st Jan 2014, we are glad to share that our portfolio of 14 mid and small cap stocks have outperformed BSE Mid Cap and Small Cap Index by 42.3% and 29.1% respectively. Mid Cap index has given 51.5% (6,737 on 1st Jan'14 to 10,204 on 29th Dec'14) and Small Cap Index has given 64.7% (6,649 on 1st Jan'14 to 10,953 on 29th Dec'14) returns during the year where as Saral Gyan Portfolio of 14 mid and small cap stocks for 2014 have outperformed both indices giving absolute returns of 93.8% in same period.
Performance update of our 14 mid & small cap stocks of 2014 since 1st Jan'14
Star performer of our portfolio was Atul Auto giving returns of 293% followed by Wim Plast (266%), Ajanta Pharma (149%), Tide Water Oil (148%) and Cera Sanitaryware (147%) where as laggards were Tata Global Beverages (-7%) and J & K Bank (5%).
Saral Gyan Portfolio of 14 Small & Mid Caps for 2014 Report: Click here to Download
We also take this opportunity to share the past performance of our recently released Diwali Muhurat Portfolio (released on 22nd Oct'14) which is outperforming Sensex by 11.3%. Since 22nd Oct'14, Sensex has given returns of 2.1% (26,787 to 27,362), where as during the same period, Diwali Muhurat Portfolio has given absolute returns of 13.4%.
As on date performance of Saral Gyan Diwali Muhurat Portfolio - 2014.
Diwali Muhurat Portfolio was shared with all our members on 22 Oct'14 and we will review the performance of same before Diwali 2015. Hence, suggest our members to continue holding these stocks for time period of 1 year.
If you missed the opportunity to invest in our Diwali Muhurat Portfolio, you can choose to receive portfolio of 15 small & mid cap stocks for 2015 to invest in high quality stocks with strong fundamentals by subscribing to our services.
Our selection process includes lot of research and data analysis. We first identify the sectors that are likely to do well in next 12 months. Having that done, we further refine our search to select companies from that sector. We created a portfolio worth Rs. 1 Lakh comprising 15 stocks so that it can help investors to create a model portfolio with lump sum investment upto 1 Lakh.
We have given the different allocation to each of the scrips keeping in mind the risk versus returns ratio. We have also fine tuned the portfolio with mid-cap and small cap scrips from different sectors so that the investors can invest in a complete mix of stocks to balance their portfolio. Saral Gyan Portfolio of 15 for 2015 includes best of Hidden Gems and Value Picks recommended by our equity analyst’s team during last couple of years.
We continue to follow our simple but effective approach by evaluating each stock on the basis of below mentioned criteria’s.