Seems to be pretty decent portfolio, would be interesting to see how it has fared in the past 2 years and also did the reasoning of NESCO, Kitex came through.
I had stopped updating this thread a long time back. Since you asked, thankfully I sold Kitex above Rs700 a long time back. I still hold NESCO. It is has worked out well
I regret selling Swaraj Engines and Eicher Motors. I am thankful I sold Kitex, Talwalkar, Anuh Pharma.
I also dont own Atul Auto, MPS, Accelya, Alembic Pharma, Gruh Finance, Ajanta Pharma, Torrent, ENIL anymore. But I have decent regard for these businesses. They have either hit an air pocket or a little too expensive for my comfort vis-a-vis their growth prospects
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Hi Venkatesh - I was going through this thread and just wondering, would you mind updating this thread with your current PF if it is not too much of a trouble.
I read about Intermesh, thank you creating the thread. Appreciated
Cheers,
Matt
Hi, It will be really nice to know your current portfolio 
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I sold everything in the first week of March 2020. I own no stocks right now! So there is nothing to update.
Besides a gush of global liquidity I dont understand why the market is where it is currently and not 20% lower.
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Hi,
Can you and others provide some feedback on my portfolio. New in investing and trying to learn.
HUL - 6%
Bajaj Finance - 6%
Escorts - 6%
HDFC Bank - 6%
Asian Paints - 5%
Aarti Industries - 5%
Indiamart - 5%
Kotak Bank - 5%
Pidilite - 5%
Mannapuram - 5%
HDFC AMC - 4%
Dr Lalpathlabs -4%
Infoedge - 4%
Vinati Organics - 4%
Divis Labs - 4%
Abbot India - 4%
Deepak Nitrite - 4%
Astral - 4%
Alkyl Amine - 4%
ICICI lombard - 4%
Airtel- 3%
Muthoot Finance - 3%
Sir, how has the portfolio fared after your re-entry in the market?