TITAN - market leader in the jewelery segment. A large cap stock and interesting thing to note here is that it has given 358 percent returns in the past 5 years which are really good for a company that has such a large market capitalization.
DMART - strong relationship between suppliers and effective pricing model to maintain their margins and at the same time giving products at a cheaper cost to their customers. They don’t have any leased land for their stores and instead their stores are managed on their own lands which is another plus.
BAJAJ FINANCE - market penetration for this sector is still less and therefore it can continue to dominate. It is a fin tech type NBFC.
FINE ORGANICS - market leader in oleochemicals which are very essential for chemical sector companies, pharma companies as well as paint chemicals because without these chemicals these companies cannot create their products. Therefore, I feel Fine Organics will continue to dominate.
LTI - backed by brand of L&T, a strong IT company that focusses on its niche verticals and aligns to it.
LTTS - another strong company backed by brand of L&T. Working on specialized technologies like metaverse, machine learning and very highly specialized R&D.
TUBE INVESTMENTS OF INDIA (Auto Ancillaries) - one of dominant players in auto ancillaries and components that are needed for cars manufacturing and maintenance
Look at the returns that it has given over the past 5 years. It has grown money from x to 11x. Stellar returns, isn’t it ?
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