Great Portfolio.
Best to add more to scripts like VIP, Hero, Yes Bank, TaMo DVR, ITC and others esp. since those are the last ones that have not moved to crazy valuations. Keep in mind that in 2021-22 if we get a correction, you will need to have money set aside to buy more for core positions. No one knows when valuations are going to come to reality, rates are going to climb (with oncoming inflation) and therefore a correction. But, frothiness is always followed by corrections, when none of us are expecting it. Right now it is all ‘sugary sweet’!
KKP