CRR_Call Tracker

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ValueProductView

ValueProductPastPerformance

Company NameReco DateReco PriceExit PriceExit Date% ReturnIn days
ITC Ltd. 28/12/2023464.20487.5002/01/2025 5.02% 1 yrs
Britannia Industries Ltd. 27/07/20234,875.805,028.2512/11/2024 3.13% 1 yrs
JSW Steel Ltd. 22/02/2024826.951,003.0026/09/2024 21.29% 217 days
Bajaj Auto Ltd. 22/08/20249,910.0011,930.0017/09/2024 20.38% 26 days
Dr. Reddy's Laboratories Ltd. 26/10/20235,429.306,536.0005/07/2024 20.38% 253 days
Shriram Finance Ltd. 25/04/20242,430.102,955.0028/06/2024 21.60% 64 days
Coal India Ltd. 25/01/2024389.50501.6022/05/2024 28.78% 118 days
Infosys Ltd. 27/10/20221,522.601,411.6019/04/2024 -7.29% 1 yrs
State Bank Of India 25/05/2023581.30782.0505/03/2024 34.53% 285 days
The Indian Hotels Company Ltd. 24/08/2023401.85517.9007/02/2024 28.88% 167 days

CRR_MVC_PastPerformance

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After reading your cover story on large-caps I am convinced that they are an essential element of any portfolio. I now want to understand as to how much, in terms of percentage, of my portfolio should be parked in largecaps? 

- Ananya Deshpande 

Editor Responds: We are glad to know that you liked our cover story on large-cap stocks. We recommend that an aggressive investor should have 50 per cent exposure to large-cap stocks and the remaining 50 per cent should be divided among mid-cap and small-cap stocks. A moderate risk-taker should invest 70 per cent in large-cap stocks and the remaining 30 per cent in mid-cap and small-cap stocks whereas a conservative investor such as you should opt to invest 90 per cent of the total corpus in large-cap stocks and the remaining 10 per cent in mid-cap and small-cap stocks. Hope this helps. Keep writing to us with your feedback and queries.

 

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