Sharath's Portfolio

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This is to start journalling my investments and invite discussions.

Stock Avg Percentage
EKI 1295 5.21
GLS 438 8.46
HDFC 2253 2.54
IRFC 30.46 1.72
KRSNAA 499 8.03
KSOLVES 330 15.93
LIQUIDBEES/CASH 1000 32.02
LTIM 4416 1.42
MFL 1382 6.67
MINDSPACE-RR 329 4.08
Polyplex 1724 3.05
RELIANCE 1725 6.11
SHYAMMETAL 296 4.76

I concentrate on long term and dividend focused with few stocks.

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Stock Avg Percentage
GLS 438.17 4.08
HDFC 2417.44 2.25
IRFC 30.46 0.75
KRSNAA 484.58 2.74
KSOLVES 330 12.47
MFL 1232.79 2.85
MINDSPACE-RR 329 1.65
POLYPLEX 1724.63 1.01
RELIANCE 1774.84 3.93
SHYAMMETL 283.18 1.99
INFY 1414.62 1.61
AXIS ELSS 62.85 18.89
MIRAE ELSS 21.01 7.77
CAPLIPOINT 611.6 0.46
APLAPOLLO 1186.66 0.32
CASH - 37.24

April Update 2023

  1. Fully exited EKI after the audit reports - 50% loss on capital allocation of 4%
  2. Exited LTIM as the position was relative very small
  3. Reduced KRSNAA and Shyam as the prices came to initial buy level. Not expecting any great results from them for the last quarter.
  4. Added Infosys, Caplin and APL Apollo. Will slowly increase allocation in coming months.

Portfolio was at -1% absolute returns on 27th Mar and now is at +20% mainly due to KRSNAA, GLS & KSOLVES shooting up.

Looking at MACFOS Ltd in the SME space. Missed to enter around 150 and now has run up a lot. Will enter at the right time as capital is very high for the lot.

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Stock Avg Percentage
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ANGELONE 1507.8 1.38
MINDSPACE-RR 323.93 1.66
SRF 2190.56 1.96
APLAPOLLO 1225.55 2.16
INFY 1364.73 2.28
MFL 1188.96 2.48
FLUOROCHEM 2943.44 2.51
KSOLVES 330 3.08
RELIANCE 1824.69 3.95
HDFCBANK 1533.74 4
SHYAMMETL 314.35 4.29
GLS 449.99 4.56
MIRAE ELSS 30.46 6.93
AXIS ELSS 62.85 16.24
CASH - 42.52

Latest Portfolio:

  1. Angelone: Like this simple business. Didn’t pick at 1k but went ahead and added.
  2. SRF and GFL, see the valuation attractive.
  3. Reduced KSOLVES as it runup a lot. Will hold the rest for few years to see if they can touch the 400 crores revenue.
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Stock Avg Percentage
CASH 43.85
AXIS ELSS 62.85 15.22
MIRAE ELSS 21.01 6.39
SHYAMMETL 350 5.16
HDFCBANK 1545 4.89
GLS 464 4.29
RELIANCE 1875 3.57
EPIGRAL 1145 3.03
INFY 1368 2.21
APLAPOLLO 1225 2.20
ANGELONE 1584 2.18
MINDSPACE-RR 320 1.93
SOTL 319 1.76
PIIND 3404 1.69
MGL 1122 1.63
  1. Increased allocation for HDFCBANK. Will further increase allocation in further days
  2. Added PIIND & MGL as i saw some value based on avg PE
  3. Added Savita Oil Tech to play on the transformer theme
  4. Exited SRF and GujFluorochem for time being with minor gains. Will add any one based on Q2 results
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Current Portfolio at the end of 2023.

Stock Avg Percentage
AXIS ELSS 70.99 13.29
SHYAMMETL 352 9.94
HDFCBANK 1532 9.32
MIRAE ELSS 21.01 9.29
GLS 505 8.75
SMALLCASE - 6.50
PIIND 3402 6.36
RELIANCE 1941 6.20
EPIGRAL 1113 5.03
ANGELONE 1584 4.65
INFY 1386 4.44
MINDSPACE-RR 319 4.12
APLAPOLLO 1322 3.72
MGL 1090 3.64
PANAMAPET 325 2.03
JKPAPER 399 1.51
AXISGOLD 51.81 0.71
ICICI Multi Asset 648.71 0.50

Portfolio Allocation: Equity to Debt = 60:40

  1. Latest additions are JK Paper and Panama petrochemicals as they came up in my screener. Expecting JK Papers recent acquisition to help in packaging business.
  2. Increased allocation to current stocks
  3. Redeeming from AXIS ELSS as and when lock in completes due to poor performance in recent years

Performance
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