Harshal’s long term folio for wealth creation

Thank you for your question. I completely agree with your point, the reason my allocation is less in KEI is because i have recently started adding positions in it, while i have been invested in Polycab at lower levels. I am going to increase the allocation in KEI, maybe not as much as Polycab but certainly around 3%-4%. The reason for slightly less allocation in KEI as compared to Polycab is because of the following reasons

1. Polycab being the market leader.
2. Polycab having higher free cash flow generation.
3. Higher promotor holding in Polycab.
4. Polycab having slighly higher OPM.

Having said that, I have high hopes for both of these quality scrips and they are capable enough to provide tremendous amount of return.

Thanks.