@ Kapil - As warren Buffet says we don't want to overpay for cherry consensus, I see more upside in Axis bank than HDFC bank over long term - 5-10 yrs
@ Kalyan - Thankyou for compliments. A lot of this has to do with my buying aggressively in market corrections and holding stocks over long term. But this return is over 3.5 yrs almost so its ok. How much is yours if I can ask?
@ Ravi - Very well said. My only issue is developing an independent thinking and looking for various other stocks as there are lots of them hovering around with much better perspective and outlook. The idea of the forum is not to run a basket of Mutual funds whose top 10 holdings invariably looks same but to promote and develop stock selection process among readers and participants . Currently the situation reflects bias and less risk taking ability coming out of absence of self conviction on various other stocks. Herd mentality seems to be playing here. That said the discussion on various threads and presentations done are absolutely fantastic and give much insight into various investment techniques and stock stories.