Focus & Feast Performance
We publish our Focus and Feast recommendations once every year and recommend a holding period of 1 year. This means that our SELL and BUY recommendations happen to fall on the same day. We recommend a SELL in our current holdings and release the BUY recommendations on the last working day on month of May/first working day of June. In other words, we re-balance the recommendations annually.
Our recommendations are classified based on the stock selection universe, hence our two product offerings. One for Large & Mid Cap companies (Focus) and another one for All Cap companies (Feast).
Historically, the Feast recommendations (as a single equal weighted portfolio) have performed slightly better than the Focus but has also been more volatile.
We received our SEBI registration in Jan 2021 and published our first recommendations in the same year. The table below gives the performance of our recommendations published since 2021-22 investment year. You can also track the performance of the the current recommendations here.
Our recommendations are classified based on the stock selection universe, hence our two product offerings. One for Large & Mid Cap companies (Focus) and another one for All Cap companies (Feast).
Historically, the Feast recommendations (as a single equal weighted portfolio) have performed slightly better than the Focus but has also been more volatile.
We received our SEBI registration in Jan 2021 and published our first recommendations in the same year. The table below gives the performance of our recommendations published since 2021-22 investment year. You can also track the performance of the the current recommendations here.
Note:
The returns below are calculated for a hypothetical equal-weighted portfolio of all our recommendations for every financial year. We use end-of-the day adjusted close price as on the day of our recommendation to calculate the returns (both buy and sell). If SELL recommendation is not yet released, we use the last known price of the stock.Real-life Performance (Pre-Fees & Pre-Taxes)
- 2023-24
- 2022-23
- 2021-22
Returns (Unrealised)
PRODUCT | NUMBER OF STOCKS | CAPITAL RETURNS (%) | DIVIDEND RETURNS (%) | TOTAL RETURNS (%) | BENCHMARK | BENCHMARK RETURNS (%) |
---|---|---|---|---|---|---|
FOCUS (LARGE & MID CAP) | 6 | 21.34 | 0.00 | 21.34 | Nifty 200 | 26.79 |
FEAST (ALL CAP) | 12 | 34.20 | 0.00 | 34.20 | NIFTY 500 | 28.47 |
Returns (Realised)
PRODUCT | NUMBER OF STOCKS | CAPITAL RETURNS (%) | DIVIDEND RETURNS (%) | TOTAL RETURNS (%) | BENCHMARK | BENCHMARK RETURNS (%) |
---|---|---|---|---|---|---|
FOCUS (LARGE & MID CAP) | 7 | 21.66 | 1.30 | 22.96 | Nifty 200 | 11.25 |
FEAST (ALL CAP) | 15 | 17.56 | 1.46 | 19.03 | NIFTY 500 | 11.70 |
Returns (Realised)
PRODUCT | NUMBER OF STOCKS | CAPITAL RETURNS (%) | DIVIDEND RETURNS (%) | TOTAL RETURNS (%) | BENCHMARK | BENCHMARK RETURNS (%) |
---|---|---|---|---|---|---|
FOCUS (LARGE & MID CAP) | 9 | 8.12 | 0.88 | 9.00 | NIFTY 200 | 7.22 |
FEAST (ALL CAP) | 34 | 7.58 | 1.47 | 9.04 | NIFTY 500 | 7.23 |