UPDATE:
Exited from MK Exim (was smallest holding), added majority to Kilpest, Krsnaa, also Ugro averaging them down. Also averaged up on Ujjivan fin (biggest holding, 10% of total) and IDFCF bank (3rd biggest, 7% of total). Now left with 20 holdings, trying to get closer to 15 mark.
MK Exim is of quite unpredictable quality, since very little is covered in public domain about it, no thread here or con calls/presentations or analyst reports, makes it difficult to gain conviction.
The holdings added to were quite new, ~5 months old and needed ramp up in weights.
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