i mostly have a suggestion to make here.
Suven Caplin granules ajanta – Your picks in pharma are good if the whole pharma sector catches tailwind for next 10 years. And i would suggest not to take an overweight 10Y view in pharma.
Syngene Laurus management will give u more stability for 3-5Y for sure.
Asian Paints berger – only keep 1 which is market leader. And keep buying such stocks whenever there is pessimism in the sector.
TechM is not a bet u would want to take as the management is upto the mark – they lost their biggest customer british telecom coz they did a very sad job at that. British telecom took over on the techM business from them. TCS Infy HMinds are ok bets. Hcltech can be replaced with some ER&D play ie Elxsi or LTTS. ER&D as a sector has more growth ahead of them which gives a more probability of getting it right.
Dabur marico – are good ones – very high PE stocks. Might need to see the competition.
Banks are all good CDSL CAMS both are good too
I really liked minda – possibly the best one of the lot in ur pf
| Subscribe To Our Free Newsletter |
