Portfolio Update – Jul’24
Core – Sold HDFC Life and Nestle
Satellite – Sold BCL Ind, Added Tube Investments, Indigo, PG Electroplast and Ahluwalia Contracts
Mutual Fund – Only active SIP is Old Bridge Focused
Core Portfolio – 70%
| Instrument | Weight |
|---|---|
| United Spirit | 14 |
| Titan | 11 |
| ITC | 10 |
| Bajaj FinServ | 9 |
| Havells | 6 |
| Dr Lal PathLabs | 6 |
| Pidilite | 5 |
| LTTS | 5 |
| HCL Tech | 5 |
Satellite Portfolio – 30%
| Instrument | Weight |
|---|---|
| Indigo | 4 |
| PG Electroplast | 4 |
| Tube Investments | 4 |
| Ahluwalia Contarcts | 3 |
| RATNAMANI | 3 |
| EID Parry | 3 |
| SHYAMMETALIC | 2 |
| BAJEL | 2 |
| ACCELYA | 2 |
| CLEANSCIENCE | 1 |
MF – Active SIP
Old Bridge Focused EQ
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