Portfolio Update – Oct’24
Core – No change, trimmed ITC little
Satellite – Sold Accelya, Bajel and Clean Science, Added Nuvama Wealth, Tips Music, Shivalik Bimetal and Yatharth Hospital
Mutual Fund – Only active SIP is Old Bridge Focused
Core Portfolio – ~65%
| Instrument | Weight |
|---|---|
| United Spirit | 12 |
| Titan | 9 |
| Bajaj FinServ | 9 |
| ITC | 7 |
| HCL Tech | 5.5 |
| Havells | 5 |
| Dr Lal PathLabs | 5 |
| Indigo | 5 |
| Pidilite | 4.5 |
| LTTS | 4.5 |
Satellite Portfolio – ~35%
| Instrument | Weight |
|---|---|
| PG Electroplast | 5 |
| Nuvama | 4 |
| Tube Investments | 4 |
| Astral | 3.5 |
| Shyam Metallics | 3.5 |
| Ratnamani Metals | 3 |
| EID Parry | 3 |
| Ahluwalia Contracts | 2.5 |
| Tips Music | 1.75 |
| SBCL | 1.25 |
| Yatharth Hospital | 1 |
MF – Active SIP
Old Bridge Focused EQ
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