Posting my updated portfolio here (After a lot of buying and selling in the last 2 months)…
STOCK------------ALLOCATION------------------AVG PRICE
Yes Bank-------------9%------------------------------Rs 500
Bajaj Finance-------5%-------------------------------Rs 3000
Bajaj Finserv--------5%-------------------------------Rs 1740 (Sold half of my Bajaj Finance Shares and converted them to Bajaj Finserv )
KVB-------------------3%-------------------------------Rs 500 ( Gross reduction in weightage due to stress in asset quality)
HDFC Bank--------1.5%------------------------------Rs 1080 ( Bought by selling KVB )
HDFC----------------2.5%------------------------------Rs 1140 ( Bought in the recent correction)
UPL------------------8%--------------------------------Rs 420 ( Bought agressively in the recent market correction)
Godrej Industries—6%------------------------------Rs 345 ( Bought in the recent market correction )
GCPL----------------8%--------------------------------Rs 1220 ( Incresed allocation in the market correction)
Marico--------------9%---------------------------------Rs 165
Dabur---------------5%-------------------------------- Rs 250 ( Fresh Buy)
Emami--------------7%--------------------------------Rs 700
Britannia------------4%--------------------------------Rs 2700 ( Fresh Buy )
Hawkins------------4%--------------------------------Rs 2700 ( Bought by reducing stake in KVB)
Jyothy labs---------8%------------------------------- Rs 230
PVR------------------4%--------------------------------Rs 725 ( Fresh Buy )
DB Corp-------------4%--------------------------------Rs 330
Torrent Pharma----7%-----------------------------Rs 900
Bajaj Auto-----------3%-------------------------------Rs 2400( Increased allocation)
TGBL-----------------2%-------------------------------Rs 130
Recent exits/ partial profit booking–
KVB, Yes Bank, Axis bank, Cipla, Jagran Prakshan
Total Value- Rs 1.6 cr ( Aprox )