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My Dream Team (of Stocks) for 2021!

Making a Dream Team of playing XI was very common during IPL 2020.
So, I have also decided to make my Dream Team, but of stocks for the next 1 year.
2020 has created history where the Nifty crashed by 5000 points but then latter rallied by 7000 points!
12 thousand points movement in a year. Amazing!

So here are my 11 stocks for the next 1 year.
Here it goes:


YES BANK LTD

VODAFONE IDEA LTD.

HAPPIEST MINDS LTD.

RELIANCE INDUSTRIES LTD.

HDFC BANK LTD

BAJAJ FINANCE LTD.

TCS
LTD.

M&M
LTD.

HDFC LIFE
LTD.

ITC LTD.

L&T LTD.


1. Aggressive Openers

YES BANK LTD.
Yes Bank was one of the leading private bank before its financial troubles began. With the step-in of SBI and improving quarterly results, Yes Bank seems to be a golden bet for investing. It’s recent FPO also received a terrific response. AMFI is likely to include YES BANK in the large cap category which would further boost its market price. It has been profitable for the last quarters.
CMP: Rs 17.55

VODAFONE IDEA LTD.
Currently, the top 2 mobile service providers are Jio and Airtel. But govt. won’t allow a duopoly to take place in telecom sector, so I am bullish on VI. It has a 25% market share. AGR restructuring over 20 years also benefits its balance sheet. VIL is a part of Aditya Birla Group (ABG) and Vodafone Group Plc (VGP) which further ensures trust on its management and thus makes it a good bet for long term.
CMP: Rs 10.10

Happiest Minds LTD.
Happiest minds is one of leading next generation digital transformation IT company having its presence in AI, block chain, cloud, digital process automation. After having place in market, almost a decade later the Company floated IPO in the current FY. The IPO was a grand success giving Investors about the premium of 114%. The IPO was subscribed 151 times on the last day of bidding. The financials of the company are at strong levels, given the considerable market conditions the company could be next Infosys! So I have named it Baby Infosys!
CMP: Rs 347.05

2. Market Leaders

RELIANCE INDUSTRIES LTD.
The hotshot of NSE. That one stock which literally shot up during the pandemic is Reliance Industries. From it’ March lows of 900 to lifetime high of 2200, Reliance has delivered more than 100% returns. With its diversified and growing business, it’s a must-have stock in your portfolio.
CMP: Rs 1994.15

HDFC BANK LTD.
India’s leading private bank has been a consistent money generator for its investors. HDFC Bank and Reliance together make up to 25% of Nifty 50 Index. So if both of them start running, the index rallys! HDFC Bank has been performing consistently with a CAGR of 20% over the last 10 years.
CMP: Rs 1397.10

3. Growth Stocks

BAJAJ FINANCE LTD.
It is a subsidiary of Bajaj Finserv that operates as a NBFC. It deals in consumer finance, small and medium-sized enterprises, commercial lending and wealth management. The sector leader has delivered a stock CAGR of 54% over 10 years.
CMP: Rs 5185


TATA CONSULTANCY SERVICES LTD.
An almost debt free IT sector leader, TCS is one of India’s finest companies. TCS offers IT servcies, business solutions and consultations. With the growing dependence on IT services due to COVID-19, TCS is what investors might be looking at. The same is proved with the fact that the current year’s stock price CAGR is 31% and is 30% for 3 years.
CMP: Rs 2,908.95

MAHINDRA AND MAHINDRA LTD.
A light commercial vehicle (LCV), tractors and a jeep manufacturer named Mahindra and Mahindra is a part of Mahindra group led by Anand Mahindra. A change in overall automotive industry has paved its way for the company to boost its growth in the coming future. Also, the FII’s have increased their stake in the September quarter. The electric vehicles are the new future!
CMP: Rs 711

HDFC LIFE LTD.
HDFC life, a joint venture between Housing Development Finance Corporation and Standard Life Aberdeen. Later on, the Standard life has diluted their stake in the firm. In the year 2017, when the company floated its IPO, it was under subscribed. And now after 3 years, the share price has doubled the issue price. The company has got strong financials indicating a strong performance in coming years. Also, the company is debt free! Now who won’t think of investing in this.
CMP: Rs 656.95

4. Defensive Stocks

ITC LTD.
The “Rahul Dravid” of NSE. Like we have The Wall in cricket, we have ITC in our portfolio. Literally, the stock cant be broken down. The stock has been trading in a range for over 6 years. It has diversified business and mainly into tobacco products. It is also growing its FMCG business. Patience is what requires to be an ITC investor. ITC has good dividend yield (always better than FD returns).
CMP: Rs 208

L&T LTD.
L&T has the trust of its investors due to its ethical management and due diligence. One of India’s best companies, it has maintained good growth over the years. With the new contracts it has been getting, the previous one being Statue of Unity and the latest one being the Bullet Train Project, L&T seems to be a safe investment.
CMP: Rs 1262


Disclaimer: These are my personal references and not stock recommendations. Please consult your financial advisor before investing.

Thank You for Reading!

Edited by
Aditi Bhanshe
Mihir Jathar

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