Portfolio Update – Dec2023
No change in Core Portfolio. Few Entries in Satellite portfolio.
Core Portfolio
| Instrument | Weight |
|---|---|
| Titan | 15 |
| United Spirit | 15 |
| ITC | 13 |
| HDFC Life | 9 |
| LTTS | 7 |
| Pidilite | 6 |
| Dr Lal PathLabs | 5 |
| Nestle | 5 |
Satellite Portfolio
| Instrument | Weight |
|---|---|
| BCL Ind | 7 |
| MAFANG | 5 |
| FINEORG | 3 |
| RATNAMANI | 3 |
| SHYAMMETALIC | 3 |
| CLEANSCIENCE | 1 |
| ACCELYA | 1 |
| BAJEL | 1 |
MF – exited Motilal Midcap, started SIP in Helios Flexicap –
PPFAS Flexicap
Helios Flexicap
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