Names | Invested % | Thesis Documentation |
---|---|---|
PPFAS | 21.51% | Link |
Godrej Agrovet | 9.18% | Link |
Triveni Engg | 7.35% | |
BCL Industries | 6.06% | |
Gokaldas (GOKEK) | 4.83% | |
Greenpanel | 4.75% | |
Max India Ltd | 4.60% | |
Sansera Engineering | 4.59% | Link |
Ami Organics | 4.58% | |
Exide Industries | 4.24% | |
Lupin | 4.02% | |
TATA Motors - DVR | 3.66% | Link |
Borosil Renewables | 3.58% | |
L&T | 3.44% | |
TIIL | 2.76% | |
Ion Exchange | 2.70% | |
SKF India | 2.19% | |
FDC | 2.17% | |
Cosmo First | 1.90% | |
MMP Industries | 1.24% | |
Kovai Medical | 1.15% | Studying |
Sakar Healthcare | 1.12% | Studying |
DCM Shriram | 0.92% | |
RACL Geartech | 0.91% |
Notes & What’s on the mind
- L&T: No major additions since last 365 days. Mind says EXIT v/s heart says HOLD
- FDC: Almost time for Review (~Q3/Q4FY24)
- Greenpanel: Review by Q3/Q4 FY24
- Debt Allocation < 5%: Below ideal range