CRR_Call Tracker

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ValueProductView

ValueProductPastPerformance

Company NameReco DateReco PriceExit PriceExit Date% ReturnIn days
Bharat Forge Ltd. 25/07/20241,593.85952.3007/04/2025 -40.25% 256 days
ITC Ltd. 28/12/2023464.20487.5002/01/2025 5.02% 1 yrs
Britannia Industries Ltd. 27/07/20234,875.805,028.2512/11/2024 3.13% 1 yrs
JSW Steel Ltd. 22/02/2024826.951,003.0026/09/2024 21.29% 217 days
Bajaj Auto Ltd. 22/08/20249,910.0011,930.0017/09/2024 20.38% 26 days
Dr. Reddy's Laboratories Ltd. 26/10/20235,429.306,536.0005/07/2024 20.38% 253 days
Shriram Finance Ltd. 25/04/20242,430.102,955.0028/06/2024 21.60% 64 days
Coal India Ltd. 25/01/2024389.50501.6022/05/2024 28.78% 118 days
Infosys Ltd. 27/10/20221,522.601,411.6019/04/2024 -7.29% 1 yrs
State Bank Of India 25/05/2023581.30782.0505/03/2024 34.53% 285 days

CRR_MVC_PastPerformance

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Fund of Fortnight

Fund of Fortnight

This is our mutual fund recommendation. Every fortnight , we recommend one open-ended equity diversified fund that has the best potential of returns for the next one year considering its constituents remain the same. 

Kotak Standard Multicap Fund - Direct Plan (Growth)

Reason for recommendation

The spread of corona virus and subsequent nationwide lockdown has had a significant impact on economy and the equity market. They are likely to remain under pressure for a while despite all the initiatives and action announced by the government and the RBI. We are entering into uncharted territory. In these uncertain times, it is always recommended to invest in funds having bigger exposure to large-cap stocks. The reason is simple: large-cap companies being leaders in their respective sectors can withstand tough times better than others. Kotak Standard Multicap Fund is one such multi-cap fund with higher exposure to large-cap stocks. At the end March 2020, the fund had 70 per cent exposure to large-cap stocks and 27 per cent invested into mid-cap stocks. The good part of the fund is that it has performed better in the current falling market while in a rising market it has kept pace with the category. Hence, overall it has posted a superior performance over a long-term period, which has placed it in the top quartile in its category in terms of performance. In a five-year period the fund has outperformed its category and index in excess of 300 basis points. The fund is well-diversified, holding 56 stocks at the end of March 2020 with the top 10 stocks comprising 43.08 per cent of 

the corpus. In terms of portfolio, the fund has invested more in industry leaders. For example, in the financial sector the fund’s top holdings are HDFC Bank and ICICI Bank. In the construction sector, Ultratech Cement and Larsen & Toubro are its major holdings. Similar is the case with other sector holdings. This portfolio is likely to make the performance of the fund stable even in volatile times. Hence, the fund is suitable for those investors those who want to take moderate risk. 

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DALAL STREET INVESTMENT JOURNAL - DEMOCRATIZING WEALTH CREATION

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