Friends, we are reporting about this portfolio since after 30/10/22. You may look at activity which is in accordance with our post result obeservation. This has kept pace with market and the performance at 19.04% on annualised basis is better by 4% over the benchmark. You may check it.

RBI has raised the benchmark rates by 35 basis points. This is on expected lines but gives me a feeling that higher interest rates will restrict market from showing big upward moves while investors will be vulnerable also as any damaging event may trigger big fall. So be cautious. We are invested here only to extent of 55 lacs which is about half of maximum that we can invest at 1 lac approx per scrip that we track.

Krishna Khandelwal

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