A contrarian move is gaining steam in the Nifty 50. The idea centers on building a value basket from laggards, with HUL, Asian Paints, TCS, and HDFC Life cited as potential turnarounds [1].
A Reddit thread pitched a small value basket of underperformers, spotlighting those four names as examples of what could pivot in a longer horizon [1]. The chatter isn’t all glow—the crowd also calls some bets a “catching a falling knife” play and debates whether too much focus on laggards ignores broader diversification (even hinting at IT exposure) [1].
This contrarian thread vibes with beginner questions about long-term stock selection seen elsewhere in the discussion sphere. Some newcomers ask for a single stock for a long horizon or lean toward simpler routes like ETFs and mutual funds, underscoring the appeal of long-term, low-friction paths such as a NIFTY ETF [2]. A veteran nudge adds that successful direct equity investors spend years learning—3-5 years before consistently beating indices, with many still underperforming after the time cost [2].
• Potential rewards: laggards’ multiples can revert, unlocking meaningful upside if fundamentals catch up [1] • Risks: “catching a falling knife” and secular shifts (e.g., IT) complicate timing [1] • Beginner angle: education, due diligence, and simple starting points like NIFTY ETF can be prudent for long horizons [2]
Bottom line: contrarian value ideas can spark a turnaround, but patience and learning pace matter just as much as picks [2].
References
I’m thinking of building a small “value basket” of Nifty 50 stocks that have underperformed in the last 3 years, like HUL, Asian Paints, TCS, and HDFC Life.
Discussing contrarian value basket of Indian Nifty 50 underperformers; seeks opinions; cites HUL, Asian Paints, TCS, HDFC Life.
View sourceNeed a stock for long time investments
New to equities asks for beginner-friendly Indian stocks and mutual funds, discusses long-term investing, diversification, and learning resources
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