Not comfortable, never understand clearly, did some entry and exit earlier – mostly at wrong times due to inability to understand the companies/sector
Same as Pharma
L&T Finance was once my largest holding. With past experience, decided to focus on sectors that better suit my style.
I held Havells once not as FMEG but rather as Consumer Durables (Llyod piece etc.). Had to sell it in order to consolidate within the sector. I like Havells as a company and how it has grown. Never studies Polycab.
Have a very small holding in Titan added recently as part of Consumer Discretionary piece. In hindsight, should have added more.
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