Sold Bandhan and angel one in mean time and bought more of Kotak. the gains in angel one offset the losses in Bandhan.
Had to sell Bandhan since there have been no respite in this quarter’s result too. Angel one because of the new clause which might hinder new additions into F&O. Portfolio absolute returns in mid 30’s.
Tomorrow the Piramal pharma result will let me decide whether to keep it or discard it and since the rights issue is also up, I hope the result would be in the right direction.
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