I am a newbie. Request seniors for your view on my portfolio
Bajaj Auto - A stable player with upside expected with growing consumption story
Bajaj Finance - One of the best NBFC focused on consumer space.
Bharat Rasayan & UPL Limited - A play in agri space
IDFC - One of the cheapest private sector financial services play, expected to gain as it scales up
ITD Cementation - Expected to gain on execution of the projects.
Some small tracking positions in
NGL Finechem, BSE, Merck and JB Chemicals