Some updates on portfolio : –
Sold –
- Muthoot Finance
- HCL Technologies
- Berger Paints
Bought : –
- Uno Minda
- Mold-Tek-Packaging
Sold –
- All flexicap funds like Parag Parikh etc as well as Focused funds like SBI focused and Quant Active Fund.
Only kept Small cap fund Like SBI small cap , Nippon Small cap and Quant small cap fund.
I have kept only 6% into mutual funds .Remaining 94% into stocks. I am planning to make my portfolio more concentrated. So going forward some more selling will happen.
I will keep updated.
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