Exited Homefirst finance, policybazaar, gland, laurus (may enter laurus if it falls to 300 levels), nykaa, rhi magnestia, and Garware technical fibres.
Increased the allocation of Kotak bank considering valuations and TRIL recently.
Entered West Coast Papers again after 3 years. Shouldn’t have exited it. I still feel Bangur family (promoter of West Coast) is managing it extremely well.
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