Was looking for adding one mid cap IT company in my portfolio, since I was not convinced that large caps will sustain large growth in future.
I liked niche business of LTTS, and feel the fields they support - ERD - Transport, Medical Devices, AI etc, have better future prospects.
Liked Tata Elxi as well, but chose LTTS over that.
Any reason to exit a midcap fund and go for 2 flexicaps?
Initially I was thinking I will manage myself - Largecap, Midcap and Smallcaps - funds. But figured, it is not easy for me to manage and rebalance frequent and can leave it to fund managers to decide proportions.
1 Like
Portfolio Update - Mar’24
Core - Added Bajaj FinServ and Havells
Satellite - Sold Fine Organics, Reduced BCL Ind. Added EID Parry
Mutual Fund - Stopped SIP in PPAFS Flexi Cap (achieved targeted corpus). Continuing SIP in Helios Flexi Cap, Started SIP in Old Bridge Focussed EQ and Edelweiss Greater China Fund
Core Portfolio
Instrument |
Weight |
United Spirit |
14.5 |
Titan |
14 |
ITC |
11.4 |
HDFC Life |
9.3 |
LTTS |
6.7 |
Pidilite |
5.6 |
Bajaj FinServ |
4.8 |
Nestle |
4.8 |
Dr Lal PathLabs |
4.3 |
Havells |
2.7 |
Satellite Portfolio
Instrument |
Weight |
RATNAMANI |
3.2 |
BCL Ind |
2.8 |
EID Parry |
2.6 |
SHYAMMETALIC |
2.4 |
BAJEL |
1.8 |
ACCELYA |
1.5 |
CLEANSCIENCE |
1.2 |
ETF
Instrument |
Weight |
MAFANG |
5 |
MF - Active SIP
Helios Flexi Cap
Old Bridge Focussed EQ
Edelweiss Greater China EQ
2 Likes
Portfolio Update - May’24
Core - Added HCL Tech
Satellite - No Change
Mutual Fund - No Change
Sold MAFANG ETF
Core Portfolio
Instrument |
Weight |
United Spirit |
14 |
Titan |
12 |
ITC |
11 |
Bajaj FinServ |
8 |
HDFC Life |
7.5 |
Pidilite |
6 |
Dr Lal PathLabs |
5.5 |
LTTS |
5 |
Nestle |
5 |
Havells |
5 |
HCL Tech |
3.5 |
Satellite Portfolio
Instrument |
Weight |
RATNAMANI |
3.5 |
EID Parry |
2.5 |
SHYAMMETALIC |
2.5 |
BCL Ind |
2.5 |
BAJEL |
2 |
ACCELYA |
2 |
CLEANSCIENCE |
1.5 |
MF - Active SIP
Helios Flexi Cap
Old Bridge Focused EQ
Edelweiss Greater China EQ
1 Like