@Equity - It is NOT fair to expect VP Portfolio to provide similar strong returns in future. However it is fair to expect 20-25% CAGR returns - which is our objective. Anything more is a Bonus.
I cannot answer in specifics for Page or GSK Consumer, as I have not studied the businesses enough. But it suffices to say there are A++ businesses as well...where one will perhaps peg an ITC or an HDFC Bank firmly in.
Perhaps its not fair to attribute only high growth to businesses like Kaveri Seed, PI and Ajanta for the re-rating that Mr Market has accorded them. - What about the quality of that growth, the Intellectual Property and the substantial entry barriers in the businesses? Not sure if you cared to study these businesses in-depth. Please do.
Also you will be well-advised to read through the entire Capital Allocation Forum threads - to get a flavour of how we go about evaluating Business Quality, Management Quality, Growth Prospects, etc and factor them all in a manner that we have tried to exemplify in ART of Valuation thread. If one takes these threads very very seriously - the answers are then obvious - although to get it right for the next stock/business - one has to progress on the refinements suggested.