VijayKiran (VK) Long Term Portfolio Mistakes & Learnings

@Investor_No_1
Thank you for your kind words. I didn’t added any fresh capital to my PF, however, there were some changes made w.r.t. capital re-allocation to rising sectors. Below is the snapshot of Top holdings with % allocation (CMV) as on today:

Company % Weight
HDFC Bank 2.61
Reliance Industries 2.59
PI Industries 5.61
HDFC 1.32
HDFC AMC 1.13
Asian Paints 5.38
TCS 2.08
ITC 2.01
Natco Pharma 1.11
Laurus Labs 1.06
Pidilite Industries 5.61
Yes Bank 1.50
Bajaj Finance 5.40
Avenue Supermarts 1.95
Relaxo Footwears 5.80
Alembic Pharma 1.00
Petronet LNG 1.00
Divi’s Laboratories 5.34
Nestle India 1.80
Infosys 2.30
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