Not much movement in portfolio. The new entrants Paushak and shaily are doing good. Polymed has been a disappointment. Portfolio size reduced to one fourth of its size when sold kaveri, Mayur, Astral and part of Polymed to move money to real estate around 4-6 months ago. Came out of small holding in Polymed yesterday. Feel it will take some more time for any improvement in economy to get reflected in quarterly statements. I am not expecting portfolio to give anything more than 15 % in best case scenario.
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