Diwali is often an auspicious time for Indian investors to reassess and make strategic additions to their portfolios. Reviewing the stock Diwali Picks from last Diwali, we have some notable outperformers as well as underperformers. Here’s a comparison of each stock’s performance over the past year and a look at top stock picks for the upcoming year.
Last Year’s Diwali Stock Picks Performance:
Here’s a summary of each stock, starting with its price from last year, its current price, and the annual return:
| Stock | Last Year Price | Current Price | Annual Return |
|---|---|---|---|
| Bank of India Ltd | 103 | 107 | 3.88% |
| Birlasoft Ltd | 584 | 575 | -1.54% |
| DLF Ltd | 605 | 827 | 36.69% |
| Garware Hi-Tech Films Ltd | 1,399 | 3,731 | 166.69% |
| Delta Corp Ltd | 140 | 116 | -17.14% |
| Syngene International Ltd | 715 | 858 | 20.00% |
| Tata Consumer Products Ltd | 915 | 1,022 | 11.69% |
| Kirloskar Oil Engines Ltd | 548 | 1,112 | 102.92% |
| Kolte-Patil Developers Ltd | 484 | 369 | -23.76% |
| Sanofi India Ltd | 7,787 | 6,597 | -15.28% |
| Tata Motors Ltd | 652 | 840 | 28.83% |
Performance Analysis of Diwali Picks:
- Top Gainers:
- Garware Hi-Tech with an impressive 166.69% return, driven by innovation and robust earnings, demonstrated outstanding growth.
- Kirloskar Engine recorded 102.92% growth, showcasing the strength of industrial manufacturing sectors.
- DLF and Tata Motors also had solid gains at 36.69% and 28.83% respectively, benefitting from the post-pandemic real estate boom and the recovery of the auto sector.
2. Moderate Performers:
- Syngene (20.00%) and Tata Consumer (11.69%) delivered stable returns, showing resilience despite market fluctuations.
- Bank of India had modest growth at 3.88%.
- Underperformers:
- Delta Corp faced regulatory challenges and a declining stock price, leading to a -17.14% return.
- Kolte Patil (-23.76%) struggled amid sector-specific downturns, while Sanofi also faced a significant drop (-15.28%) due to increased competition and regulatory pressures.
- Overall Return:
The average return across these stocks was approximately 29.25%, making this basket a strong performer despite a few underperformers.
Top 6 Diwali Stock Picks for Next Year- 2025 : Focus on Lifetime Investment
As we celebrate Diwali, it’s an opportune moment to evaluate and add high-quality stocks to a portfolio intended for long-term growth. The following stocks are selected not just for their potential next year but as lifetime investments, ideal for building wealth over time through regular, interval-based additions.
and provide steady returns over time.
- DOMS Ltd.
- Current Price: ₹2786
- Overview: Known for its wide array of stationery products, DOMS Ltd. is a recognized brand in the education and office supply sector. With a strong distribution network across India and growing exports, it continues to solidify its presence, making it a promising choice for lifetime investment.
- Investment Note: DOMS Ltd. stands out for its brand loyalty and consistent demand across different market conditions, making it a stable investment for long-term growth.
- IDFC First Bank
- Current Price: ₹65.93
- Overview: As a progressive bank focusing on digitalization and financial inclusion, IDFC First Bank is rapidly gaining market share. It has an extensive loan portfolio and a rising customer base, giving it robust growth potential. IDFC First Bank is poised to benefit from the expanding economy and the increasing demand for banking and financial services.
- Investment Note: With its customer-focused approach and growing range of products, IDFC First Bank is positioned well for a long-term growth trajectory in India’s banking sector.
- 3M India
- Current Price: ₹36047
- Overview: 3M India is known for its diversified product portfolio, ranging from healthcare to industrial and consumer goods. Its strong brand reputation, commitment to innovation, and global presence make it a resilient investment. With a vast array of products that cater to multiple industries, 3M India remains well-equipped to drive consistent returns over time.
- Investment Note: 3M India’s commitment to quality and innovation makes it an appealing choice for investors seeking stable, long-term growth in an established and diverse company.
- Bosch Ltd.
- Current Price: ₹35121
- Overview: Bosch Ltd. has been a leading player in automotive and industrial technology in India. Known for its engineering excellence, Bosch has positioned itself as a key provider of technology and services, especially in the automotive space as India shifts toward electric and sustainable vehicle solutions.
- Investment Note: Bosch’s focus on future mobility and its commitment to sustainability provide significant potential for growth, making it a sound choice for lifetime investment.
- Manyavar (Vedant Fashions Ltd.)
- Current Price: ₹1402
- Overview: Manyavar, owned by Vedant Fashions Ltd., is a prominent player in the Indian ethnic wear segment, catering to a growing market for traditional attire. With a wide footprint across India and increasing international presence, Manyavar capitalizes on India’s cultural affinity and evolving fashion trends.
- Investment Note: Manyavar’s brand equity and market dominance in ethnic wear make it a promising long-term investment, especially as demand for Indian ethnic apparel grows both domestically and internationally.
- Jio Financial Services Ltd.
- Current Price: ₹323
- Overview: As a recent addition to the financial services sector by Reliance Industries, Jio Financial aims to disrupt the market with a range of digital finance products, including payments, insurance, and lending. Leveraging Reliance’s vast customer base, Jio Financial has the potential to become a major player in digital financial services.
- Investment Note: With its strong backing and innovative approach, Jio Financial Services is an attractive long-term investment for those looking to capitalize on India’s digital finance revolution.
Investment Strategy
We recommend these stocks as part of a lifetime investment portfolio, suitable for consistent, interval-based additions. Regular investments, rather than lump-sum buys, can help average out costs and mitigate short-term market fluctuations, ultimately contributing to long-term wealth creation.
These picks represent companies with strong fundamentals, sector leadership, and the potential to generate stable returns over time. A disciplined, long-term approach can help maximize the value these stocks bring to your portfolio.
Conclusion
Last year’s Diwali picks had an overall positive return, led by high-performing stocks like Garware Hi-Tech and Kirloskar Engine, which capitalized on sector-specific opportunities. Looking ahead, our picks for the coming year focus on sectors like finance, technology, renewable energy, and telecommunications, which are set to grow as India continues to develop its infrastructure and digital economy.
Investors should approach these picks with a long-term perspective and stay informed about market trends and economic shifts that can impact their portfolios. Happy Diwali and prosperous investing!
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