Portfolio Update:
Exits: Sold IEX Fully, Nothing bad about company just found better options, Sold Rajshree Poly will re-enter time to time, Sold Intellect Design due to Currency fears and Margins in near future
Entry: Pudumjee Paper Short term bet, Best Agro
- Credit Access Grameene(16%)
- Shivalik Bimetal(14%)
- Hester Bio(12%)
- Nesco(10%)
- Acrysil(6%)
- Shivalik Rasayan(6%)
- MAS Finacial(4%)
- Calcom(4%)
- SJS(4%)
- Gujarat Themis(6%)
- Optiemus(4%)
- Gulshan Polyol(4%)
- Bemco(2%)
- Sanrhea Textile(1.5%)
- Pudumjee (2%)
- Best Agro(1.5%)
- Dynemic(1%)
- Gufic(2%)
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