Okay, I am curious. What led you to this move? Don’t you think LIC at 1000 was a hold? I mean, it isn’t bad that you booked north of 40% returns but I think LIC may have more value than HDFCLife at this point, or let’s say the upside is more for LIC in the medium term. Ofcourse, from a decadal perspective HDFCLife can give more returns.
Yeah this makes sense! Current valuations are bit stretched. Let’s see if some kind of downturn occurs.
Regarding other sectors, I normally stay away from sectors which I don’t understand well. For example, chemical sector. I am mostly value driven and I prefer simple boring investment ideas. One of the best examples sitting in my portfolio right now is Sun TV.
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