Updating PF here in Valuepickr after long time.
Exited a few due to high valuations, underperformance, red flags or stagnation in earnings.
Currently top allocations are:
APL Apollo
Hari Om
Bajaj Finance
Rajratan Global
ICICI Bank
Deepak Nitrite
Shivalik Bimetal
Astral
Polycab
Tata Elxsi
Aditya Vision
Usha Martin
Divis Labs
Tata Consumer
SRF
Gujarat Themis
Indian Hotels
Godawari Power
Varun Beverages
Navin Fluorine
Dreamfolks
Saregama
Also addind on some new names where building position
Venus Pipes, Refex, Saksoft, Tanfac, SI Bank, Karnataka Bank, Ujjivan SFB, Permanent Magnets, Megastar, Mazdock,
High Energy Battery, Ethos, Dynacons, Datamatics, Diamines, Cigniti, Angel One
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