Hello everyone,
I wish to share my portfolio with you to have your expert views on the same:
Pharma: (40%)
1. Granules : 30%
2. Ajanta: 8%
2. Caplin: 2%
Financials: (40%)
1. Repco : 25%
2. HDFC BK : 7.5%
3. Indusind: 7.5%
Agrochem & IPR(10%)
1. PI Ind : 10%
Consumer (5%)
1. Amara Raja : 5%
Cash: 5%
Exited in recent past but kept under observation for re-entry:Page and Gruh due to high PEs.
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