• We are in a state of markets where flows and long-term expectations dictate trends, and building fresh positions is tough
• Remove Cipla from portfolio as coverage on healthcare is discontinued
• Add Zomato and ICICI Bank to the portfolio
• Other Portfolio Stocks - HDFC Bank, Axis Bank, Infosys, L&T, NTPC, Bharti Airtel, RIL and Adani Ports
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