However I might not be apt as per my experience but definitely can suggest few thoughts:
- Don’t know ITC, colgate and Marico doing in single portfolio and also being 2nd ,3rd larget positions respectively
- You are getting too heavy on insurance, I might agree post covid people will focus on these sector but I still feel you are getting very much optmistic
My sugestings:
1.Bajaj twins are missing ( my biggest mistake in my portfolio)
2.Try to bring infoedge as soon as possible when you feel comfortable with business - No chemicals and pharma , there might be chance that you are not much aware about these themes but what I learned from my past mistakes if you are not good at any sector atleast try to go with market leaders it won’t harm that much
Note: I am not that much experience and not really good at it, I just read and keep myself updated
My learnings are in this link: Novice Investor