I see. I agree with your point about Pidilite, which is why I have only halved my position and not made a complete exit. I have reduced Pidilite allocation because I feel there is better opportunity in Fine Organic, atleast over next couple of years.
My current portfolio allocation:
COMPANY_NAME | WEIGHT |
---|---|
Avenue Supermarts Ltd | 19.38% |
Page Industries Limited | 10.82% |
Asian Paints Ltd | 12.78% |
Pidilite Industries Limited | 5.90% |
3M India Ltd | 2.60% |
Info Edge (India) Ltd | 6.73% |
HDFC Bank Limited | 3.59% |
Kotak Mahindra Bank Ltd Fully Paid Ord. Shrs | 3.48% |
Nestle India Limited | 9.94% |
Bajaj Finance Ltd | 6.82% |
Fsn E-Commerce Ventures Ltd | 9.72% |
Fine Organic Industries Ltd | 8.23% |
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