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One of the qualities of a sustainable stock investment is not just short term performance, but the ability to give strong returns over longer periods of time. This stock screener looks at Nifty500 stocks that saw returns of over 50% in one or two years, but also generated very strong five year returns. Many of these stocks are well known, while some are relatively under the radar.

Bajaj Finance has been the stock name on many fund managers' lips. This was a powerful wealth creator over the past one year as well as a strong five year performer, with the highest five year returns of 1,120% among these fifteen stocks. However, its one year return, while at an astonishing 60.7% has still been beaten by textile manufacturer SRF as well as housing finance company Manappuram Finance and chemicals company Deepak Nitrite.

Holding company Bajaj Finserv was next in the list, with returns of 620.8% over five years. Third in line was building materials company APL Apollo Tubes, which has seen a recent recovery from muted share price growth two years ago, rising over 60% in share price over the past year. In five years it generated 447.4% returns.

Capri Global Capital is another stock that has generated both strong short term and long term returns. It jumped 58.7% over one year and over 440% in five years. Pharma company Procter & Gamble Health had risen sharply in 2018, but 2019 was more muted with a 39%+ return compared to the other top performers. See the full screener with 10 year returns and the 49 qualifying stocks here.

The Baseline created a screener Companies with rising interest …

27 Dec 2019

Companies with rising interest payments over past five years

Companies whose interest payments have been rising over five years

The Baseline

24 Dec 2019

The Top Performing Equity Mutual Funds of 2019

The mutual fund market boomed in 2019, as India saw a shift of money from real estate and gold to MFs. The MF Industry’s AUM has grown from Rs. 10.90 trillion as on 30th November, 2014 to Rs 27.05 trillion as on 30th November, 2019, a 2.5 times increase in five years. Number of mutual fund accounts have grown for the 66th consecutive month. Here are the top five equity fund performers.

Among equity funds, the top performers delivered substantial returns in 2019, with one fund - IIFL Focused Equity Fund (Direct Growth) - seeing over 30% in one year returns. Nearly 27% of the fund's AUM has been in banking stocks, especially ICICI Bank, HDFC Bank and Axis Bank.

Tata Banking and Financial Services Fund was another top performer. The fund delivered 29.2% returns over the year, with 34% of its AUM invested again, in the same two stocks - HDFC Bank and ICICI Bank - as the top performing equity fund. It's third biggest holding was Housing Development Finance Corp.

Sundaram Financial Services Opportunities Fund delivered 28.9% returns over the year. The fund had 38.3% of its holdings in HDFC Bank and ICICI Bank, and its third holding was the same as the Tata Banking and Financial Services Fund - Housing Development Finance Corp.

Taurus Banking and Financial Services Fund delivered 26.7% returns over the year. The top two holdings - which had 40% of the fund's AUM - are the same two familiar stocks, ICICI Bank and HDFC Bank. In addition, the fund had substantial holdings in Kotak Mahindra Bank and State Bank of India.

Baroda Banking and Financial Services Fund delivered 24.7% returns over the year. The top four holdings were the same as Taurus fund, and top two holdings identical as all the other top performers. It also had the highest AUM% invested in HDFC Bank and ICICI Bank compared to the others, at 47%.

To see all mutual funds and sort by category, performance, etc, see here.

The Baseline

20 Dec 2019

Screener: Black Rose and HDFC Asset Management among stocks with consistent growth in profit margins

One way to look at company profitability is to see net profit and operating margin growth. This stock screener looks at companies that have delivered consistent profit margin growth over the last few quarters as well as TTM. Among the stocks fulfilling this criteria are HDFC Asset Management, specialty chemicals firm Black Rose, and gas company Gujarat Gas. In all, approximately 150 stocks in total and 67 Nifty500 stocks meet the rising profit margin criteria.

The Baseline

20 Dec 2019

Top Gainers in the News: Varroc Engineering, Dish TV, Suprajit Engineering, Jamna Auto, Indiabulls Ventures

Varroc Engineering: The shares of Varroc Engineering surged 10.6% at Rs 461.5 as of this writing. Around 1.5 lakh shares in volume have been traded today so far. As per Trendlyne data, the share price has increased by 11.3% since the last week and 5.5% in the last month. The company is a global automotive component manufacturer and supplier of exterior lighting systems, powertrains, electrical and electronics, body and chassis parts to passenger car and motorcycle segments. Varroc Engineering is listed in 16 screeners on Trendlyne.

Dish TV: The shares of Dish TV are among the top gainers today in the stock market. The share price advanced 8% at Rs 14.2 with around 48.2 million shares traded in volume today. The price has increased by 4.4% since the last week and decreased by 16.3% since the last month, as per Trendlyne data. In a board meeting held on December 12, 2019, Dish TV reappointed Jawahar Lal Goel as its Managing Director from December 17, 2019 to March 31, 2020. The company released a statement saying, “Goel shall continue to be the Chairman of the Board of Directors post expiry of his tenure as Managing Director". Dish TV is listed in 20 screeners on Trendlyne.

Suprajit Engineering: The shares of Suprajit Engineering rose 7.2% at Rs 181 while around 1.9 lakh shares in volume have been traded today so far. As per Trendlyne data, the share price increased 3.9% since the last week and 3.3% since the last month. The company is engaged in providing automotive cables, speedometers and automotive components and is the largest halogen bulb manufacturer in India. Suprajit Engineering is listed in 16 screeners on Trendlyne.

Jamna Auto Industries: The shares of Jamna Auto Industries are on the top gainers list for the second consecutive day in a row. The price advanced 5.4% at Rs 46.3 while around 1.1 million shares in volume have been traded today so far. The price surged 7.2% at Rs 43.4 yesterday. The share price increased by 14.6% since the last week and 1.7% since the last month, as per Trendlyne data.

The auto stocks have been rising in the trading session on hopes of revival in demand for personal vehicles and value buying. Siddharth Khemka, VP – Head of Research (Retail) at Motilal Oswal Financial Services commented, “Auto is one sector that has seen growing interest from traders as there is hope that if there is a revival in economic growth then the demand will pick up quickly. Plus valuations are comparatively low and there is under ownership in the sector”. Jamna Auto Industries is listed in 9 screeners on Trendlyne. Link

Indiabulls Ventures: The shares of Indiabulls Ventures are in the top gainers list for second consecutive trading session today. The share price rose 5% at Rs 177.3 and 4% at Rs 169.6 yesterday. Around 1.9 million shares in volume have been traded today so far. As per Trendlyne data, the share price increased by 6.2% since the last week and 23.5% since the last month. According to a study released on Wednesday, December 18, Indiabulls Ventures is one of the biggest, fastest and most-consistent wealth creators. It is the fastest wealth creator for the second time in a row, with stock returns at 78% CAGR. Indiabulls Ventures is listed in 16 screeners on Trendlyne.