Daljeet, as is his custom, has made a careful selection of stocks
while preparing the Model Portfolio. First he has taken care to ensure
that all the top sectors such as Pharma, Financials, FMCG, Power etc
find place in the portfolio. Then, he has ensured that there is an
equitable distribution amongst the large-caps and mid-caps. This
strategy ensures that the portfolio remains stable even in the midst of
heavy turbulence.
A detailed rationale in support of each stock is also given in the note.
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