Hi …
Please go through the post no – 944 on this thread. I shared my portfolio there
There have been few changes post that. Major among them are –
Trimming ( halving of positions ) in KIMS, Narayen Hrudalaya
Exits from – ABSL AMC, UTI AMC, ICICI SEC, Wonderla Holidays, Maruti Suzuki, GFL
Additions in – Kamat Hotels, SAMHI hotels, Kopran, Supriya Lifesciences, Usha Martin, Kajaria Ceramics, Speciality Restaurants, Piramal Pharma, Marathon Next Gen Realty
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