![HDFC Sec Model Portfolio has outperformed Nifty 50 & BSE 200 with 36.9% YoY return](https://rakesh-jhunjhunwala.in/wp-content/uploads/Model-Portfolio.jpg)
Our preferred sectors are industrial and real estate, metal, power, insurance, cement & building materials, market infrastructure, pharma and gas. We remain underweight on consumer staples, NBFC, chemicals and small banks. We have added weights in steel, media, staffing and cash/InVIT while weights have been reduced in BFSI, industrial/real estate and energy
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