Model Portfolio

Friends,

I give below my model portfolio....please let me know your thoughts on the same.

1. Auto Ancialliary - 15%. This includes Bosch 10% and Timken 5%.

2. Finance - 27%. This includes Yes Bank - 15%, CARE - 6% and Gruh Finance - 6%.

3. FMCG - 25%. This includes Britannia - 14% and Godrej Consumer - 11%.

4. Pharma - 29%. This includes Ajanta Pharma - 19%, Torrent Pharma - 7% and Marksans Pharma - 3%.

5. Textiles - 4%. This includes Mayur Uniquoters - 3% and Pioneer Embroidery - 1%.

I believe the above portfolio can give good returns - waiting for your thoughts.

Cheers
Bhavesh.