Nice to see a portfolio with a good balance of all genres of companies. large cap, midcaps and small caps.
Coming to individual companies among large caps, I would tend to prefer Bajaj Fin over Ibulls HF. (or preferably another strong private bank as I think these private banks are going to benefit due to the fiasco in the NBFC space. I would also increase allocation to L&T.
In the midcaps space too there is a good selection of companies. I like the picks in tech sector. Both are good cos. KEI also seems to be on a roll like all cable companies. Not too much knowledge about fineotex.
What I think you need to do is to work on the allocation part. Wherever you feel the company has good future and is available at decent valuations you should increase the allocation. Another thing you should always be mindful is about what to do in case of the inevitable mistakes that happen in investing. Its always a good idea to sell or alteast trim the holding if the thesis has not worked out or if the investment process has been wrong.