Hi Sir,
I would delete this post as it is not relevant to the discussion and the question has not been asked to me as well.
Sahil Sir probably exited IDFC bank in JAN 2023 and I think he must have exited close to 60 Rs. Since then IDFC bank is up by 20%.
Now he must have probably deployed this money in the following stocks below.
FOCUS – UP by 150% from 31st JAN 2023
KRSNAA – UP by 44% from mid March ( I think this is when he entered)
KSOLVES – UP by 110% form 31st JAN 2023
XPRO – UP by 30% from mid Feb 2023
ANGEL ONE – UP by 15% from end march
There might be many more like this of which I am not aware
It is not about pure percentage like angel one is giving him higher XIRR then IDFC would have IDFC is up by 20% in 5months from 31st JAN and ANGEL ONE is up by 15% in 3months.
I think when he see that a particular stock cannot give him incrementally more return which another stock can then he exits that stock despite the business being good.
I think that money from IDFC has generated him more return than IDFC could have done
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