Yes I did plan to reduce my holdings in largecap stocks, which are a part of Largecap Mutual Funds or even ETFs and reinvest those funds into Quality Midcap and Small Cap stocks, but as you know market hasn’t showed mercy to anybody ‘s portfolio for the last year and currently most of my largecap investments are either at breakeven or in unrealised losses. As soon as the marker recovers, I will be rebalancing my portfolio by exiting big Large cap Positions and shifting those funds to Large Cap Mutual Funds and limit my portfolio to 10-12 Midcap and Smallcaps.
Also all my new investments are into Small Cap or Midcap companies, be it KEI Ind, Polycab, Vguard, Olectra, KPIT Tech and most recently Deepak Nitrite.
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