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Portfolio Review: Monsoon Portfolio Returns 9.59% in One Month

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The Capital Mind Monsoon Portfolio At the start of the monsoons we have created the CM-Monsoon portfolio. The portfolio consists of the stocks which have co-relation with monsoon, mainly agricultural and allied activities. We have also added some auto stocks which see a increase in sales due to good monsoons.

The portfolio consists of 17 stocks, which have an equal weightage of 5.33% and have been allocated Rs 10,000 each.

Post the recent bloodbath in the markets due to . . .

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