Just by looking at your Tata Elxsi allocation it makes me nervous. I also hold Tata Elxsi and largest holding but whenever it goes above 10%, I usually get uncomfortable and now it has already hit all time high I am going through the same. Thumbs up to you for holding such a large position in one stock.
On Swiss Military , Do you have any idea how much of revenue can come from Lifestyle Products ?
If I may ask, What is rationale behind increasing allocation in Borosil after demerger. Is it because there might be chances of price going down or something else ?
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