Akashdeep Portfolio : Learning along the way

Thank you @ranvir bhai for replying.

1. Correct I do not have any banking or NBFC names as I am not able to understand differentiation between different banks and not able to rationalise why I should choose HDFC over ICICI and vice-versa. Same goes for NBFC and small finance banks, hence I have decided to invest in NIFTY Bank BEES till the time I reach a certain level of conviction on particular stocks in the sector.
2. Carysil, Caplin are high and actually I loaded up on both of them in the last 1 month guessing they have reached their bottoms. I will not deploy any further cash on them hence the allocation will balance itself to 3-5%(which I intend to allocate per stock)
3. Regarding hospital stocks, currently I am evaluating them and have narrowed down to KIMS (Good operating margin, Tier II presence, Best margin in the industry because of owning lands, good capex in progress+ recent acquisitions) and Max Health (Market leader with best occupancy rate plus good capex), but I am not sure this is the right price to make entry or any further correction is pending.
   Regarding FMEG, funnily enough I sold Crompton Greaves Consumer Electrical at a loss after holding it for a long time and the next day you had posted that you bought into it. Recent results were a bit off as well. (Impatient me I was founding it undervalued at 420, and now I am selling it a much lesser price)

Thanks for your suggestions @ranvir bhai, helps a newbie like me. I am still in search of 6 stocks to complete my list of 25, will update the thread once I do that.