My
Preferred Portfolio Picks
Large Caps (Total 70% of amount allocated)
1.
Larsen & Toubro (10%)
2.
Axis Bank (10%)
3.
Kotak Bank (10%)
4.
SBI (10%)
5.
Maruti
(10%)
6.
Tata Motor(DVR) (8%)
7.
Ultratech / ACC (10%)
8.
Infosys (10%)
9.
HUL (6%)
10. Sun Pharma / Lupin (8%)
11. Bajaj
Auto (4%)
12. Relaince
Industries (4%)
Mid/Small Caps (Total 30% of amount allocated)
1.
MCX
(10%)
2.
NBCC (10%)
3.
McDowell
(10%)
4.
Apollo Hospital (10%)
5.
BEL / BEML (10%)
6.
Liberty shoes / Mirza International (10%)
7.
Ingersoll Rand (10%)
8.
Bharat Forge (8%)
9.
Yes Bank
(8%)
10. SKS Micro * (6%)
11. Edelweiss * (4%)
12. Srei Infra * (4%)
*These 3 picks are high risk high return picks.
Friends want your suggestion on my picks and their weightage please give your suggestions.
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