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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, 03:44PM

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.