- Wealth PMS
At the start of the monsoons we had created the CM-Monsoon portfolio. The portfolio consists of stocks which should do well with the monsoon: mainly agricultural and allied activities. We have also added some auto stocks which typically see a increase in sales due to good monsoons. Post the recent market correction, we thought of doing a health check of the portfolio. To our amazement, the portfolio has performed of 12.08% in just 75 days. Since the monsoons aren't yet through, we believe there is more steam left . . .