Focus & Feast Performance
We offer two products for subscription based on EVM shortlisted stocks. These recommendations are published annually and are classified based on the stock selection universe. One is for Large & Mid Cap companies (Focus) and another one for All Cap companies (Feast Portfolio).
There are minor differences in how we shortlist small cap companies as against large and mid cap companies. This is because small cap companies are inherently more volatile and risky. The selection criteria for such companies is hence more stringent than the Large & Mid Cap portfolio.
Historically, the Feast recommendations (as a single equal weighted portfolio) have performed slightly better than the Focus, but has also been more volatile. Here is a quick comparison of how the recommendations have performed in comparison with NIFTY 50 from 2010 till 2021. You can also track the performance of the live 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.
FY2021-22 Recommendations Performance
- 2021-22
Returns
PRODUCT | NUMBER OF STOCKS | CAPITAL RETURNS (%) | DIVIDEND RETURNS (%) | TOTAL RETURNS (%) | BENCHMARK | BENCHMARK RETURNS (%) |
---|---|---|---|---|---|---|
FOCUS (LARGE & MID CAP) | 9 | 8.12 | 0.73 | 8.85 | NIFTY 200 | 7.22 |
FEAST (ALL CAP) | 34 | 16.63 | 6.17 | 22.80 | Nifty 500 | 0.00 |
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Yearly Perfomance
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- 2021-22
- 2020-21
- 2019-20
Returns (Unrealised - Live Portfolio)
PRODUCT | NUMBER OF STOCKS | TOTAL RETURNS | BENCHMARK | BENCHMARK RETURNS |
---|---|---|---|---|
FOCUS | 9 | #N/A | NIFTY 200 | #REF! |
FEAST | 34 | #N/A | NIFTY 500 | #REF! |
Returns (Realised)
PORTFOLIO | NUMBER OF STOCKS | TOTAL RETURNS | BENCHMARK | BENCHMARK RETURNS |
---|---|---|---|---|
FOCUS (LARGE & MID CAP) | 9 | 42.36% | NIFTY 200 | 56.59% |
FEAST (ALL CAP) | 13* | 67.92% | NIFTY 500 | 59.63% |
Returns (Realised)
PORTFOLIO | NUMBER OF STOCKS | TOTAL RETURNS | BENCHMARK | BENCHMARK_RETURNS |
---|---|---|---|---|
FOCUS (LARGE & MID CAP) | 15 | 4.06% | NIFTY_200 | -17.05% |
FEAST (ALL CAP) | 25 | 4.56% | NIFTY_500 | -17.81% |