Some of the previous bets are still there and in almost same weightage. Like Bajaj Finance, Divis , Asian Paints, LTI, Abbott , PI Industries, Nestle, SRF…
Only thing happened is, some like Polycab,Astral, Apl Apollo grew in size while i tried to remove some duplicacy like instead of 3 banks now only 1 bank. And NBFC also instead of 3 just 2…I had posted my portfolio exactly in sept 2022, 1 year is over, and i have tilted towards large and midcap growth companies more instead of only Stalwart . Thats a major change. Also i have decided to do on my own instead of mutual funds while in small cap space, i will go with mutual funds. Also i am.not locking any funds in Nifty and Nifty Next 50 Index funds
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