Thanks Amit for your views.
The portfolio was 60% in Large Caps + 40% in Small Cap + Mid Caps, probably till 2016.
Mainly due to surge in prices of Mid Caps and Small caps now it is tilted towards Small + Mid Caps.
I have recently exited Vinati Organics and have increased my cash component to 7% which is definitely on lower side as per my thought process.
I have been contrarian investor or value investor for long time, so will like to increase cash component.
I am working towards it. My cash component could have been 15% or more at these NIFTY PE levels, it is only due to recent change in my policy to hold stocks for longer time, it has not happened this time which is my worry as well.