It has been 8-9 months and world changed a lot from last post but not portfolio. It is still the same. Added BEL a bit but nothing different.
Top holdings are still the same SBI, PI, Granules and Page making 60%+ of the portfolio.
Holding PI, Page and Granules for last 7-8 Years and companies still going strong.
From the time posted last time top portfolio holdings did well against NIFTY but had a bit of set back in IEX (was expecting 20% drop but not 40%), CDSL (expected) , Laurus (fall is surprising and results disappointing) and IB Real (Merger is getting delayed)
Getting interested in RHI Magnesita, Solar Industries and Zee. Syngene continues to be in watchlist.