Reduced Sequent (with a decent profit). Added Mayur, Astral, Hikal and little bit of Dishman, and Hawkins.
Future plan :
1). Have a core portfolio of 6-7 stocks (Mayur, Astral, Hikal, Kaveri, Ajanta and Unichem) at around 10-15% allocation.
2). Second tier promising 6-7 stocks like Granules, Sequent, Amar raja, Alembic at around 5-7% each.
3). Third tier stock (can be as many I can have my hand on) with not so strong conviction at 1-2% (Hawkins, Gujarat Automotive, Dishman, Bajaj Finance, planning to add RS Soft, Aarti Drugs, Jyothy labs, Wockhardt in these category). Add more of these in a staggered manner on each appreciation of 4-5%.