Thanks for the question. Really had to go back to my records to answer this.
From my current portfolio only HDFC Bank and Titan is there which consisted a bulk of the portfolio (initially)
Apart from these had some PSU/PSU Banks/IT shares (smaller holdings) which I had subsequently sold off.
My COC consisted of Finance/Banking and that is what I had focussed on initially.
Always maintained a highly concentrated portfolio.
List of companies I had owned and have exited consists -
Indusind Bank, CUB, Bandhan Bank, Zydus Wellness, ITC, IOCL, Wipro, Infosys, BHEL, Vijaya Bank, HDFC Life etc.
Interestingly I entered Abbott before Nestle in 2019.
For Abbott - High quality MNC pedigree, High ROCE business, Target market is India and hence avoids the US FDA issues, Prominently features in almost all medicine shops along with Nestle for their Baby food products.
I know that the Baby food products is marketed by the unlisted entity but still gives awesome brand visibility.
Abbott Parent takes the risk of lumpy R&D and shares its successful products to its Indian arm in lieu of royalty which is actually a plus for me.
Absolute dominance in multiple OTC medicine categories in which Abbott works.
I target leaders in consumer focussed High ROCE businesses.
Prefer to stay away from sectors that are prone to technological disruptions.