I really don’t know CAGR and I don’t intend to measure it as chasing CAGR is fraught with accidents . (Also difficult to measure as I have few demat accounts and last time I tried to figure out it was close to index + div yield). Idea is to hold simple to understand, secular growth stories for long.
Downside is that I completely missed out on chemical growth.
Biocon: I had much larger weight. But I trimmed as it too complex to warrant a large holding.
Chola and Titan have been 10 baggers whereas Dabur, Marico, Biocon and Nestle ~3x .
Glenmark and Lupin where temporary 3x but back to buying price 
| Subscribe To Our Free Newsletter |
