Friends, this has achieved +6.11% annualized return till thus point which is better by over 6% against the benchmark. Clearly we have had a good run over the last three quarters. We are noticing that in almost all portfolios there is outperformance by about 5% or so. Needless to say that we don’t account for expenses and also dividends which comfortable take care of costs.
Result season will commence next week and our further transaction will be in light of what we observe post company results for the quarter just ended.
Krishna Khandelwal
Panch Tattva Wisdom 