@mpbajaj53 Have reduced kellton. Not comfortable with Management announcing ambitious targets frequently in media and fails to achieve the same. Also acquisitive lead growth has its own challenges.Was swayed by trumpet blowing of Management and gave Basics a secondary seat. Lesson Learnt.
Added a bit of Sonata in its place ( Pre Trump) due to strong ROE, High Dividend yield , Inexpensive valuation etc however will grow at a slower pace