10 year CAGR 22% 
Nice to see Maruti in your auto pack!
I notice even though you have 37% allocation to Pharma, you dont have Ajanta Pharma in the list!
Any specific reasons to leave that out? 
NH has recently got approvals for medical insurance business, should do well given good governance
Amongst banks, i see you favour Kotak and Axis over HDFC amongst large caps
Chemicals, seem to be going through a downcycle currently, are you planning to increase stakes here? specially UPL
Thanks!
| Subscribe To Our Free Newsletter |
