Apologies everyone for the delayed response - July was a very busy month for me on the professional front and in August I was traveling abroad for majority of the time.
@sougataG have answered this question here 
. Regarding sharing the template - I would have to spend a lot of time to scrub the data as I have multiple sheets with Equity, Mutual Funds, NPS, etc. details in it. Not sure that would be so easy for me.
@Mudit.Kushalvardhan - I’m currently holding 30 scrips, with 95% allocation in the top 25. I will likely always hold more than 20 stocks. I believe in adequate diversification as I’m not the promoter managing the business, no matter how much I deep-dive/analyze/study any company - a business can face various unseen and unimaginable risks. Diversification is your only free lunch in the market.
Also I recently posted here - the number of stocks in your portfolio has no correlation with your portfolio returns.
@Investor_No_1 - I’ve been adding HCL Tech aggressively throughout 2022 - avg buy price ~1010. Recent correction seems to be offering another good opportunity. I’d love to buy midcap IT but they are either at quite stretched valuations (anything above 30x P/E is relatively high multiple) or not as robust business model as the large cap IT plays.
Both Rajshree Polypack and Beta Drugs have their threads (RPPL quite a detailed one) on VP. I think most of the information about these companies is covered there.
The management of Rajshree has a great execution track record in my view. All the planned capex over the past 2-3 years is now bearing fruit along the lines of management guidance. The last quarter had the highest ever quarterly sales in the company’s history. Management has also done a preferential issue at a price of 193 for the next phase of company’s growth.
Beta Drugs is a branded generics oncology play with the main advantage of it being a pea sized fish in an ocean. There is massive opportunity/runway for growth and the management has delivered fabulously so far. With Indian pharma companies, I think scale becomes a big challenge and I don’t like any large sized pharma companies given the intense competition, regulatory hurdles and challenges. In pharma, being small in size is a massive advantage in my view. The management / corporate governance of Beta Drugs is average in my view - they just about meet expectation. Promoters have taken considerable salary increase with exponential growth in profits (not a red flag but obviously not the best corporate governance).
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