Added S Chand & Company. Implementation of the NEP is a good trigger for the company to grow its revenues and profitability + current paper situation should help an organised player. Looking to add more once we get more clarity on implementation of the National Curriculum Framework (NCF). Company has come out with decent results and could be debt free by the EOY.
Updated portfolio below:
| Stock Name | Industry | % Allocation |
|---|---|---|
| Narayana Hrudalaya | Healthcare Facilities | 7.26% |
| Intellect Design Arena | IT Software & Products | 6.65% |
| Grindwell Norton Ltd | Other Industrial Products | 6.54% |
| Jash Engineering Ltd | Other Industrial Products | 6.14% |
| Cochin Shipyard | Marine Port & Services | 5.68% |
| PI Industries | Agrochemicals | 5.38% |
| EID Parry | Sugar | 5.12% |
| Ajanta Pharma | Pharmaceuticals | 5.02% |
| Borosil Limited | Houseware | 4.99% |
| Bharat Electronics Ltd | Defence | 4.68% |
| Eris Lifesciences | Pharmaceuticals | 4.50% |
| HDFC Bank Limited | Banks | 3.90% |
| Indo Count Industries | Textiles | 3.71% |
| S Chand & Company | Publishing | 3.70% |
| HCG | Healthcare Facilities | 3.70% |
| RHI Magnesita India Ltd | Other Industrials Goods | 3.47% |
| Varun Beverages Ltd | Non-Alcoholic Beverages | 3.27% |
| Century Plyboards India Ltd | Forest Products | 3.01% |
| Sharda Cropchem Ltd | Agrochemicals | 2.99% |
| Everest Kanto Cylinder Ltd | Other Industrial Products | 2.66% |
| Infosys | IT Consulting & Software | 2.65% |
| Rushil Decor | Forest Products | 2.60% |
| KSB Pumps | Industrial Machinery | 2.60% |
| KEI Industries | Electrical Products | 2.26% |
| Bajaj Healthcare | Pharmaceuticals | 2.05% |
| Pix Transmissions Ltd | Auto tyres & Rubber Products | 1.21% |
| ITD Cementation India Ltd | Construction & Engineering | 0.83% |
| CAMS | Capital Markets | 0.77% |
| Dhanuka Agritech | Agrochemicals | 0.18% |
| Prince Pipes & Fittings | Plastic Products | 0.12% |
| VA Tech Wabag Ltd | Non-Electrical Utilities | 0.05% |
| Tarsons Products | Plastic Products | 0.03% |
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