Nifty 10% overvalued? Kotak Equities replaces ITC with Infosys in its portfolio

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The October 2023 concentrated All-Season Portfolio consists of stocks viz. Nestle India, Cipla, Bajaj Auto, Tata Consultancy Services (TCS) and Infosys. Apart from ITC, NTPC also made an exit from its portfolio and replaced it with Cipla.

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