My present portfolio is as follows
| Company | Weight by Cost | Weight by present value | Avg purchase price |
|---|---|---|---|
| KEI Industries | 75 | 93.6 | 503.5 |
| Chola Finalce | 25 | 6.4 | 788 |
I have sold Jamna auto in mid 2023 and added Cholamandalam finance in batches .
No buy or sell in KEI industries
| Subscribe To Our Free Newsletter |
