Seems like a fine mix to me
There are core companies and there are some possible compounders.
Sectoral spread is also decent with a good mix of all Finance – Banks and Allied, IT-Tech, Utilities/Energy, Defence, FMCG, Pharma, Chemical, Engineering and Materials, Auto and Auto Ancillaries.
Marjorly around Large and Mid Caps … In future if the market corrects, you could consider adding some small caps as well … for the extra Alpha for the portfolio given that you are looking at long term horizon with 10 years or more.
-Ameya
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