Members Volunteerly Quarterly Disclosure of their Investment Portfolio upto only 30 Stocks

Most recent folio.

Specialty Chemicals/Paints
Asian Paints
Navin flurine

Diversified Chemicals
PI Ind
Pidilite

Financial Services/ Banking/ NBFC
Bajaj Finserv
Bajaj Finance
Kotak Bank
Muthoot Fin

Food products
Britannia
Tata Consumer

Biotechnology
Biocon

Auto Components
Balkrishna Ind

system software
Birlasoft

Capital Goods
KEI ind

footware
relaxo

Oil/Digital
Reliance

Gas utilities
Indraprasta Gas

Consumer durables
Dixon

 

Below is my current portfolio 1- RIL 10%, 2- Banks HDFC bank 7 5%, ICICI bank 8%, Kotak 5%, Axis 2.7%, 3 -Insurance HDFC life 5%, ICICPru 2.5%, Sbi life, 1.5%, ICICI lombard 2.5%, 4 -NBFC _ HDFC 3. 5,Bajaj Fin 0.7%, 5 -Housing theme - Asian paints 6.5%, Pedilte 3.7%, 6- Consumption - Titan 4%,Dmart 4% Hevells 0 .8%,Voltas 0 .8%, 7- Infrastructure - L&T 3.5%,Ultratech cement 1.2%,Hedilberg cement 0.4%, 8 - Pharma - Divi lab 1.6%, 9 -AMC HDFC amc 1.8%, Nippon amc 0.9%, 10 - FMCG HUL 3.5%, ITC 2%, Nestle 1.5%, Dabur 0.8%, Tata consumer 0.6%, 11- IT and IT platforms - Infosys 6%, TCS 4%, HCL Tech 1.6%, L& T info 2%, L& T tech 1%, Bse 0.4%,Iex 0.6%,Jubliant food 0.3%, Infoedge 0.15%.

 

My latest portfolio,Icici bank 11%, Reliance 9.5% ,hdfc bank 8.5%, Titan 6.5%,L&T 6%, Infosys5.9%, ITC 5.7%, HUL4.5%,Kotak 4.5%,Asian paints 4.5%, Pidilte 4% TCS4%,hdfc ltd 3%,hdfc life 3.7%, Axis Bank 3.5%, SBI life 2.5% ,Dmart 2%, Icici lombard 1.5%, icici prudential 1.5%,HCL tech 1.5%, L& T Info 1.5, Nestle 1.5%,Bharti 2%, Ultratech 1.5%,Hevels1%, Tata consumer 0.8%

 

My latest portfolio,ICICI Bank 11.5%, Reliance 10.5%, Hdfc bank 9.5%,L& T 8.5%,Titan 8%, Infosys 5.5%, ITC 5.2%,TCS,4.3%,Axis Bank 3.9%,Kotak Bank 2.8%, Bharti Airtel,3.3%M& M 3.2%,SBI 3.2%,SBI life 2.8%,ultratech cement 2.4%,NTPC 2%, Nestle 1.8%,Asian paints 2%,Jio fin 1.8%,Pidilite1.7%,HCL tech 1.5%,LTIM 1.5%,ICICI Lombard 1.5%,Zomoto 1%, Hevells 1%,Tata power 0.75,%,Adani Port 0.75%,Tata consumer 0.75%