Portfolio review request.
Is it a decent portfolio to start with in ath market? 28YO.
Sip on these moving forward and may be good allocation of midcap once midcap index corrects.
TCP - Wearker zone due to FMCG sector downfall.
HDFC - Value stock for portfolio cusion
Astral - less median pe than last 10yrs and awaiting their backward integration.
Airtel - moat guy with decent growth on defensive sector.
Vmm - undervalued than dmart and good valuation compared to history. And gwoth still continues.
Sbi fund - People reallocate to SBI during weaker market from ICICI because of less expense ratio and sbi backed stable diversified guy. Will stand tall during correction.
Max - Undervalued compare to last 2yrs being left alone by fii.
Dmart - Something is better than nothing case.
Mankind - debt reduced and started profit growth since couple of quarters and interest almost 100. Forgotten by most people and brokerages. Only pharma stock not pumped much.
Double minded on varun bev!
No plan on mutual fund for atleast till market correction. wil be in flexi cap once corrected decent amonnt