Please find my portfolio with investment thesis. Kindly check and give your valuable feedback.
Schaeffler India Ltd |13.57%|5330
Stable Bearing company with good Management for Portfolio Stability and steady growth.
VST Tillers Tractors |13.57%|1588
Fundamentally Strong company beaten strongly due to muted sales. Hoping for growth to review
soon during election year.
Ujjivan Financial |13.57%|355
Betting on small finance bank with very good management. Hoping to see high growth in Long term
RBL Bank |10.86%|505
Betting on fastest growing private bank. Hoping to see High growth in Long term
Future Supply Chain |10.86%|656
Post GST, FSC will largely benefit due to regulated supply chain with high growth potential in India
Cochin Shipyard |10.86%|419
Conservative bet on Wide Moat PSU with virtually no competitor.
Betting on only Listed depository service and gradually gaining market share from NSDL. Looking for steady growth in Long term
Blindly invested since it is BSE. Not sure the growth will be there or not. But the company will stay long term and give down side support during market crash.
BLS Internatl.Serv |4.98%|136
Betting on unique asset light visa processing business.