Nice protfolio.
But you can replace hdfc with icici bank showing good results.it give u more CAGR.
Nazara tech may tax issue hai. Gov kabhi bhi koi bhi action implement kr deti hai. But business model mast h.
Affle- one of my favourite stock but is may bhi Data wala problem hai. If gov data se related koi action Leti hai to is pe effect hoga.
Indigo- kya apko lgta hai ye Asian paint ka market share capture kr skti hai. Asian paint bhi high se 15% se jada correct hua hai.
Kotak Mahandar bank- nice bank value unlocking Baki hai is may. Management may bhi changes hua hai. Dekhte kya changes hota hai.
Hp advise- kabhi study ni kiya iska bre may. Baki stock bhi study ni hai. To no comment on it.
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