Deepak’s Portfolio – Feedbacks are welcomed

Hi ValuePickrs,

I am Deepak …

I have started investing in stock market since Jan’23…

MY INVESTMENT STRATEGY

My investment strategy is focused two key points :

1. buying good business at the reasonable prices.
2. Consistent compounder

I am new to value investing.

My portfolio :
ICICI Bank – 19.2%
HDFC Bank – 19.2%
NIFYBees – 13.4%
BANKBEES- 1.9%
GoldBees – 0.7%
NTPC – 4.4%
Reliance – 4.3%
IOC – 3.8%
LIC – 8.8%
Deepak Fertilizer – 8.8%
TCS – 7.3%
PCBL- 3.3%
BPCL- 2.8%
INFY – 2.6%

…

MF Portfolio…

My investment Style –

Doing SIP in PPFAS, Nippon India Small Cap.

I want to switch from Debit Mutual funds to equity share preferably small caps. Could not find any good stock with reasonable valuation.

Suggestion are welcomed.