Feedback on my holdings

Hi,

I have these stocks in my account

SunPharma - 14.5%

Balmer Lawrie - 3.4%
Tamil Newsprint - 7.2%
UFlex - 8.25%

Infosys - 8%

JK Tyre - 2.6%
Apollo tyres - 3.4%
Rico Auto - 6.9%
Jamna Auto - 7.4%

GujaratAlkalies - 7.9%
IOC - 12.7%

SBI - 8.9%
Karnataka Bank - 8.6%

Which are worth holding? And should I change my %allocation.

I had no IT stocks, only picked up Infosys during the drop last month.

I'm planning to add to these stocks every month (sort of like my own SiP) on dips. Is it a good plan?

 

Good portfolio sir , but if you want reduce some percentage in " sunpharma ", " IOC ", " infosys "
and " Auto mobile sector " and invest in other growth sectors

 

Thank you Rama sir, I'm thinking of buying ITC as my FMCG is 0%. But right now I feel ITC is very high, so waiting for it to drop a little. I am too afraid of putting in realty. Any other sector I need to focus on in particular?

 

Metals , Consumer durable , Engineering ,paints ...

 

Thank you, I'll check it out.

 

if fmcg then see godrej consumer, as of their wide range and increase in consumer base