Portfolio Update
We are still carrying this portfolio except that we’ve exited Kalptaru Power.
We’ve now 80% cash deployed in the markets , some of new entries during April 1st week are as following :
Aarti Pharma (special situation )
Glenmark
Apcotex
Camlin Finechem
Borosil Renewables
Data Patterns
Mahrastra Seamless
Newgen
Wabag
Neuland Labs
Cochin Shipyard
Total -22 positions
Would be sharing the charts in coming days.
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