Current portfolio update.
(*Mark -New addition)
| Sl No | Company | Sector | % of Portfolio | View | Reson to buy |
|---|---|---|---|---|---|
| 1 | PNGS Gargi Fashion | Retail | 11.3% | Long Term | Same |
| 2 | E2E Networks | IT | 9.2% | Long Term | Same |
| 3 | Redtape | Retail | 9.0% | Long Term | Same |
| 4 | ACE | Capital Goods | 8.6% | Long Term | Same |
| 5 | Mrs.Bectors Food | FMCG | 7.1% | Long Term | Same |
| 6 | Frog Cellsat | Telecommunication | 6.1% | Long Term | Same |
| 7 | Poly Medicure | Healthcare | 5.9% | Long Term | Same |
| 8 | Aurionpro Solutions | IT | 5.5% | Long Term | Same |
| 9 | Shivalik Bimetal | Electronics | 4.5% | Long Term | Same |
| 10* | Jash Engineering | Water Equipments / Solution | 4.2% | Long Term | Water theme. Water is scarce commodity.Very unique product profile.Technocrate Management with growth ambition. |
| 11 | Brand Concepts | Retail | 3.7% | Long Term | Same |
| 12 | Lincoln Pharma | Pharma | 3.5% | Medium Term | Same |
| 13 | BEW Engineering | Capital Goods | 3.5% | Medium Term | Same |
| 14 | AMI Organics | Chemicals | 3.4% | Long Term | Same |
| 15* | DMR Hydro | Infra consulatancy | 3.2% | Medium Term | Infra play. Just taking bet on a very small microcap into growing infra sector. Promoter seems to be good with long aspirations. Nothing much info available. |
| 16* | Macfos | Platform business (Electronics equipment) | 3.1% | Medium Term | Very unique company into Electronics equipment trading. Huge market size. Young technoctate management with high growth ambition. Robu 2.0 is will be the growth driver in future. |
| 17* | Shree Pacetronix | Healthcare | 2.8% | Long Term | Unique comp with unique products. I couldnot found any indian comp manufacturing such products. High entry barrier. Products are critical to humen health. Market size is narrow but good. Valuation confort visible |
| 18 | Phantom Digi. Effect | Entertainment | 2.3% | Medium Term | Same |
| 19 | Aurangabad Distille | Alcoholic Beverages | 1.9% | Medium Term | Same |
| 20 | Magson Retail & Dist | Retail | 1.2% | Medium Term | Same |
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