My long term portfolio

Thanks @vijayM and @giridesh3 .

yes , the weight on pharma is quite high as i am quite bullish on small cap , well managed pharma companies due to the patent expiries in 2017 and more so on granules as it has least USFDA worries . i did not find time to look at the recent observations (3) on granules recently an shall do it this weekend.

the other sector i believe will grow in a country like india is HFCs and well managed companies shall have a great time for the next 3 years at least. that is why the weightage on these two sectors.

willing to add shilpa and repco on dips. suggestions invited ….

two shares tracking closely and shall add when fully convinced ;

1. oriental carbon and chemicals

2. kitex garments.

there is a thread on both the above shares which i have read , but inspite would like suggestions if any..

Thanks