A quick look at my equity portfolio shows that out of core holdings, Yes Bank, MM Forgings & Infosys have done well. In absolute terms the gain is 120%, 94% & 64% respectively. Reliance is 4th @ 50%. The investments are of course made at different points in time so there is no direct comparison. I recently entered back in MindTree and thinking to take a position in NTPC.
In Mutual Funds, HDFC Equity, Birla Sun Life Midcap & Fidelity Equity are the top 3 performers. In absolute terms the gain is 105%, 92% & 80%
Just like 13 scripts in Direct Equity, over a period of time, I have invested in 19 different Schemes of MF. I plan to reduce these to best 10. Will divert the amount so liquidated to chosen direct equity scripts.
Regards, Rohit
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