PFC 20% (REC covered), IRFC 10% (30)
IOC 7% HPCL 3% (40)
ONGC 3% OIL INDIA 5% (48)
NTPC+SJVN -7% (55)
Can increase above percentage if more liquidity required.
Risky (Illiquid)
Maha scooter: 10% (exposure to Bajaj Twins!!)
VINDHYA TELE : 5%
Summit Securities: 5% (20)
Kama Holdings: 5
RPSG Ventures: 5
Notables: Distressed Banks (RBL), Indiabulls Housing etc… – 5%
Cash: 10 %
Any more stocks which can be added in deep value category? The one I am most bullish on is PFC
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