Ravi's Portfolio - Seeking Feedback

Q&A: Questions & Answers Portfolio Q&A
41

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.

42

Any reason to exit a midcap fund and go for 2 flexicaps?

43

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.

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44

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

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45

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

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