Hi
Portfolio Update
Due to some finance requirements have to part away with few stocks like Rallis India, NRB bearings and Gati. While the first two have given very good returns with NRB clocking over 200% the same wasn’t the story with Gati. Exited Gati with some loss.
In the meanwhile have steadily increased allocation to few stocks in downturns
Axis Bank
Marico
Atul Auto – On Diwali Day
Have reduced some positions in
KPIT at 166 and Care at 1300 to finance above increased allocation
Happy Investing
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