Updated portfolio, not much change though.
Reduced Asian Paints.
Added BCL Industries.
| Instrument | Weight | Comments |
|---|---|---|
| Titan | 16.52 | Core portfolio for growth |
| United Spirit | 15.65 | |
| ITC | 15.15 | |
| HDFC Life | 11.8 | |
| 59.12 |
| Instrument | Weight | Comments |
|---|---|---|
| Pidilite | 8.82 | Core Portfolio – Stable compounder |
| Nestle | 5.58 | |
| Asian Paints | 2.88 | |
| 17.28 |
| Instrument | Weight | Comments |
|---|---|---|
| IEX | 7.98 | Satellite portfolio – expected more growth, little risky but fundamentally strong |
| LTTS | 7.36 | |
| Dr Lal PathLabs | 6.26 | |
| BCL Ind | 2 | |
| 23.6 |
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