Moumita Kundu's Portfolio : Pl provide Suggestion

Sl No Co Name Sector Holding % Remarks
1 Ajanta (Pharma Sector) 12%
2 Shilpa (Pharma Sector) 12%
3 Lupin (Pharma Sector) 10%
4 ITC (FMCG Sector) 6%
5 United Spirit (FMCG Sector) 10%
6 Bata (FMCG Sector) 10% holding (want to switch Kitex/Jubilant Foods)
7 HDFC Bank (Banking Sector) 15%
8 Eicher (Auto Sector) 15%
9 Pi Ind (Agro Chem Sector) 10% New Enter

  • Replace ITC with Emami/Britannia. Gov. Interfere not make ITC good bet

  • You can track Relaxo/wimplast/laopala too on fmcg sector

1 Like

Check some banking exposure from yes bank DCB bank or Bajaj finance

1 Like

Would advise you to consider Page industries for the long term
In private Banks do consider investing in the RBL Bank IPO which should be hitting the markets soon

1 Like

I never invested through IPO, however I am interesting on CCD, now u tell RBL, thanks a lot. RBL may be my 1st inv through IPO.