12 September 2014

IIFL: Midcaps – Performance report

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Midcaps – Performance report

We had released a theme report Midcaps –
Double your stakes, quadruple your money on June 30, 2014 where in we had handpicked several interesting mid cap stocks having potential to double in two years. We present here the performance of these stocks in the 50 trading sessions since the release of the report.

²  Average return of stocks covered is 28.1% (not annualized), in just 50 trading sessions!
²  An equal weighted portfolio of recommended stocks would have beaten Nifty by 20.4% and CNX Midcap index by 19.8%!
²  10 stocks have outperformed Nifty during this period
²  4 stocks have given more than 50% return and 7 stocks have given more than 30% return
²  We continue to have strong belief in investment thesis of these stocks and recommend investors to stay invested for even stronger returns in months to come


�� India Equity Research Reports, IPO and Stock News Visit http://indiaer.blogspot.com/ for complete details ��

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Midcap & Small Cap Fund



















Fund Name
Age (In Yrs)
 AUM
1yr
3yr
Since
Large Cap
Mid
Cash &
 Exit Period





Inception
(%)
Cap (%)
Debt (%)

SBI Magnum MidCap Fund
9.41
550.46
99.99
28.35
17.6
28.76
40.38
3.79
 12 Months
DSP BlackRock Small and Mid Cap Fund
7.82
1412.23
97.85
21.58
15.3
40.84
36.59
1.39
12 Months
HDFC Mid-Cap Opportunities Fund
7.18
6268.54
95.25
26.86
17.34
38.25
37.32
5.37
 12 Months
Franklin India Prima Fund
20.78
2180.96
88.56
28.48
21.24
37.41
35.82
8.84
 12 Months












Performance Summary







Sector
Reco Price
 2-yr Target Price
 Upside
CMP
Return


Rs
Rs
%
Rs
%
Alembic   Pharma 
 Pharma
269
550
104.5
416.2
54.70%
Bharat Forge
 Auto Ancillary
608
1,250
105.6
922.1
51.70%
Dhanuka Agritech
Agriculture
397
800
101.5
478.7
20.60%
Finolex Cables
Others
176
352
100
231.2
31.40%
Greaves Cotton
 Auto Ancillary
115
232
101.7
134.2
16.70%
Indiabulls Housing Fin
NBFC
383
771
101.3
407.6
6.40%
JK Lakshmi Cement
 Cement
210
433
106.2
320.2
52.50%
Jyoti Strucutres
Cap Goods
59
120
103.4
46.3
-21.60%
Kirloskar Oil Engines
 Cap Goods
238
485
103.8
266.4
11.90%
LG Balakrishnan
 Auto Ancillary
883
1,878
112.7
708.9
60.60%
Magma Fincorp
NBFC
98
198
102
128.6
31.20%
PTC India Fin Services
 NBFC
32
65
103.1
45.4
41.70%
SREI Infra Finance
NBFC
48
97
102.1
51.4
7.00%
Average return





28.10%
Nifty

7,509


8,086
7.70%
CNX Midcap

10,858


11,753
8.20%




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