Hi Mudit,
Fair point. ‘Its worth or not’ – I really dont know. Hopefully i can answer through this thread over a period of time
Just to clarify – i am not staying out of the market but mostly buying large cap stocks post mar 2020. Suprajit and ajanta pharma – which are small-mid caps – still form around 40 – 45% of the portfolio. Most of these positions were built in the last cycle as mentioned in the thread earlier.
I will post latest portfolio details in next few days to give clear picture on current allocations
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