What’s working well
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Added small quantities of TIIL and Exide recently
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Institutions seem to be back in 4 out of the top 5 holdings [Source: StockEdge]
What’s not working well
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Haven’t been able to add Sansera / AMI / TaMo. The fact that Sansera isn’t in the top 5 (even Max India has a higher allocation) is starting to bother me.
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Haven’t been able to raise cash up to the desired level. Have to figure out something
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DCM Shriram – another year where management hasn’t clarified the timeline expectations.
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