All I am saying is that given your overwhelming preference for pharma ( and I can see why ) you have not much choice but to allocate to other sectors marginally.
In this scenario beefing up housing finance at the cost of auto makes a lot more sense since structurally that is a segment in a secular uptrend. ( mortgages / GDP is 8 per cent in India compared to numbers almost six to seven times higher in other markets)
But I like your conviction and good luck!
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