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Growth Investing Portfolio

High Risk

Ride the earnings momentum

Focus on companies delivering exceptional earnings growth that the market will reward with premium valuations. Growth investors accept higher P/E ratios for faster compounding.

Investment Philosophy

Growth investing bets on companies whose revenues and profits are growing significantly faster than the market average. The idea is that sustained high growth eventually justifies premium valuations. Key: growth must be quality growth — funded by operations, not debt.

Selection Criteria

  • ✓ Revenue growth > 20% CAGR over 3 years
  • ✓ Earnings (PAT) growth > 25% CAGR over 3 years
  • ✓ ROE > 18%
  • ✓ Promoter holding > 40% (skin in the game)
  • ✓ Operating cash flow positive and growing

Top 5 Picks

1. Zomato

ZOMATO · Internet / Food Tech

Large Cap

CMP

₹235

P/E

110.0

ROE

8.5%

Div

0.0%

India's leading food delivery and quick commerce platform. Revenue growing 50%+ YoY. Blinkit (quick commerce) is the growth engine. Turned profitable and scaling rapidly.

2. Trent

TRENT · Retail

Large Cap

CMP

₹5,450

P/E

92.5

ROE

25.8%

Div

0.1%

Zudio is India's fastest-growing value fashion brand. Revenue CAGR of 45%+ over 3 years. Same-store sales growth above 20%. Massive runway with only 550+ stores vs potential of 3,000+.

3. Dixon Technologies

DIXON · Electronics Manufacturing

Large Cap

CMP

₹14,500

P/E

98.5

ROE

28.2%

Div

0.1%

India's largest EMS company. Revenue CAGR of 50%+ driven by PLI scheme. Manufacturing for Samsung, Xiaomi, Bosch. Beneficiary of Make in India and China+1.

4. Persistent Systems

PERSISTENT · IT Services

Mid Cap

CMP

₹4,850

P/E

62.5

ROE

24.8%

Div

0.5%

Mid-tier IT with 25%+ revenue CAGR — outgrowing all large-cap IT peers. Strong in healthcare, BFSI, and product engineering. Deal wins accelerating.

5. Kaynes Technology

KAYNES · Electronics Manufacturing

Mid Cap

CMP

₹5,200

P/E

85.2

ROE

18.5%

Div

0.0%

Leading PCB and EMS player in India. Revenue growing 40%+ YoY. Beneficiary of defence electronics, EV components, and IoT. Order book provides 2-year revenue visibility.

Strategy Details

Time Horizon
3–7 years
Risk Level
High
Ideal For
Aggressive investors with a higher risk appetite who want to capitalise on structural growth stories in India.
Number of Stocks
5
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Disclaimer: This stock list is for educational purposes only. The stocks mentioned are not buy/sell recommendations. Prices, P/E ratios, and other metrics are approximate as of April 2026 and may not reflect current values. All investments carry risk, including loss of principal. Consult a SEBI-registered investment advisor before making any investment decisions.