1 Lakh Cash – Looking for High-Conviction Stock Ideas for the Next 7–8 Months
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I currently have around ₹1 lakh in cash that I want to deploy in the Indian equity market.
My investment horizon is around 7–8 months, and I’m looking for growth-oriented stocks with strong business fundamentals and a reasonable risk/reward, rather than blindly chasing momentum.
I’m particularly interested in hearing from experienced investors:
Which 3–5 stocks would you consider at current levels?
Which stocks/sectors are currently undervalued or sitting in a good accumulation zone?
What would be your buying range, downside risk and expected target?
Would you deploy the ₹1 lakh in 2–3 stocks or diversify across 4–5?
Are there any stocks you would avoid at current valuations, despite having a good business?
Would you keep some cash aside for a market correction?
I’m currently looking at names like KOEL and a few other growth/cyclical stocks, but I’m open to completely different ideas.
Please share the thesis behind your pick, not just the stock name. I'm trying to learn from people who have actually studied the businesses.
7–8 month horizon | ₹1 lakh capital | Moderate-to-high risk | Growth focused