Portfolio Update – Mar’24
Core – Added Bajaj FinServ and Havells
Satellite – Sold Fine Organics, Reduced BCL Ind. Added EID Parry
Mutual Fund – Stopped SIP in PPAFS Flexi Cap (achieved targeted corpus). Continuing SIP in Helios Flexi Cap, Started SIP in Old Bridge Focussed EQ and Edelweiss Greater China Fund
Core Portfolio
| Instrument | Weight |
|---|---|
| United Spirit | 14.5 |
| Titan | 14 |
| ITC | 11.4 |
| HDFC Life | 9.3 |
| LTTS | 6.7 |
| Pidilite | 5.6 |
| Bajaj FinServ | 4.8 |
| Nestle | 4.8 |
| Dr Lal PathLabs | 4.3 |
| Havells | 2.7 |
Satellite Portfolio
| Instrument | Weight |
|---|---|
| RATNAMANI | 3.2 |
| BCL Ind | 2.8 |
| EID Parry | 2.6 |
| SHYAMMETALIC | 2.4 |
| BAJEL | 1.8 |
| ACCELYA | 1.5 |
| CLEANSCIENCE | 1.2 |
ETF
| Instrument | Weight |
|---|---|
| MAFANG | 5 |
MF – Active SIP
Helios Flexi Cap
Old Bridge Focussed EQ
Edelweiss Greater China EQ
| Subscribe To Our Free Newsletter |
