I have started investing in my core portfolio in sip mode. These are the companies that I have selected.
| Company name | Sector | Industry | Sub-Industry |
|---|---|---|---|
| Borosil Ltd. | Consumer cyclical | Consumer durable | Glassware |
| Central Depository Services (India) Ltd. | Financial services | Capital market | Depository |
| Tata Elxsi Ltd. | Information technology | Software services | ER&D |
| Avenue Supermarts Ltd. | Consumer defensive | Retail | Discount stores |
| Tata Consumer Products Ltd. | Consumer defensive | FMCG | Packaged foods |
I will take small strategic bets in the satellite portfolio. I have sold Heritage foods. I am thinking of buying the rights entitlement if they are available at discount. I am also interested in Hatsun Agro Product Ltd rights issue, the dilution is different in this one.
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